Fintech Project Manager - Private Baking - Remote

Fintech Project Manager - Private Baking - Remote

Fintech Project Manager - Private Baking - Remote wanted as our team is growing fast!

Calling highly motivated, bright candidates who are looking for a career at an exciting award winning FinTech firm!

Company: Wealth Dynamix

Role: Fintech Project Manager

Location: London

Start Date: May 2024

Would you like to join one of the fastest growing FinTech firms in Europe? We are looking for an analytical self starter with experience in software delivery. If you are passionate about digital transformation and keen to learn about delivering the market leading Client Lifecycle Managing solution to the Wealth Management industry,?apply now!

Who are we?

• Wealth Dynamix helps to relieve the burden client management issues for wealth management and private banking firms with innovative technology.
• We provide Relationship Managers with a multi-award winning digital Client Lifecycle Management (CLM) platform, offering 360-degree access to their client.
• We are a global leader in end-to-end CLM, Wealth Dynamix has offices and clients in three continents with headquarters in the UK.

What is the role?

• Work as a member of the consulting team to manage business requirements
• Be the primary touch point to ensure client satisfaction
• Document requirements as user stories and acceptance criteria and manage the product for client projects
• Carry out high level and detailed sprint planning sessions with the development team
• Develop an expert understanding of the Wealth Dynamix and Microsoft Dynamics products
• Define, execute, and manage test phases to ensure quality
• Run client facing sessions, including sprint playbacks, UAT sessions and go-live support where required
• Help support existing customers by providing expert product knowledge and advice
• Liaise with members of the delivery and development teams to ensure core product development processes are followed
• On occasion will be required to work from Wealth Dynamix offices/customer premises in London

Why should you apply?

• This is a fantastic opportunity to work in a growing FinTech environment with excellent career progression available.
• With a global client base the role offers an opportunity to experience a wide variety of digital transformation projects – each with their own unique requirements and opportunities.
• We take career progression seriously, with investment into the WDX Academy for new and existing employee learning and development.
• You will learn a lot with exposure to multiple complex client needs.

Who is best suited to this role?

• You will have an interest in the FinTech and Wealth Management industry.
• You have externally facing (web based) portal application delivery experience
• A people person, able to build a strong team ethos, motivate and get the best out of individuals
• A proactive, pragmatic ‘how can we make it happen’ mind-set
• Ability to manage multiple D365 projects / work streams in a dynamic environment
• Structured and organised in a way that permeates through the Program. Strong judge of the right level of detail needed to optimise progress
• Develop and maintain key relationships with a variety of internal and external stakeholders at a senior level
• Commercial acumen
• Self-starter, works independently of direction, setting an example to the project team
• Presentation -manage a high standard of operation and documentation within the Program, presenting Program information professionally and thoughtfully
• Critical thinking-excellent problem solving and critical thinking- works beyond the noise to keep the Program well informed and progressing efficiently

We believe we offer career defining opportunities and are on a journey that will build awesome memories in a diverse and inclusive culture. If you are looking for more than just a job, get in touch.