Senior Technology Project Manager, CRM and Client Onboarding (12 months)

Join us as a Senior Technology Project Manager, CRM and Client Onboarding

• Take on a critical technology role and make a tangible impact on our CRM and Client Onboarding capabilities
• You’ll prepare and own the delivery plans, controls and financial business case for the technology programme, with a clear line of sight to customer value
• It’s a fantastic chance to apply your Microsoft Dynamics 365 and senior project management experience within a complex and evolving transformation programme
• You’ll work from home some of the time, but you’ll also spend at least twice a week working from our London office
• This role will be availabe for a period of 12 months

What you'll do

You’ll drive the focus on delivering customer value across the CRM and Client Onboarding workstreams. You’ll follow the defined programme as directed by senior managers, using the preferred technology methodology in partnership with business, technology, architecture, product, operations and third-party stakeholders, making sure the work follows the appropriate objectives, structure and scope.

You’ll also drive the financial business case as set by the senior technology programme manager, with a clear line of sight to the customer value being delivered, in accordance with the technology investment portfolio and funding requirements. You’ll provide clear reporting and decision support to senior stakeholders, including executive and Board-level audiences.

You’ll also:

• Prepare and take ownership for all project plans and controls and resource plans
• Identify, track, manage and mitigate any project risks, assumptions, issues and dependencies
• Lead and define a project initiation document or equivalent Agile artefact, ensuring that the solution clearly supports and is aligned to the company’s strategic goals
• Analyse problem and opportunity statements and prepare estimates for approval, supporting the creation of a financial business case
• Track and report on project costs and make sure the project is completed within allotted budgets
• Lead the end-to-end delivery of Microsoft Dynamics 365 CRM and Client Onboarding technology outcomes
• Work with business and technology teams to translate complex and evolving requirements into clear, achievable delivery plans
• Coordinate delivery across multiple technology teams, business areas, architects, analysts, product owners and third-party suppliers
• Build strong relationships with senior stakeholders and communicate confidently with executive and Board-level audiences
• Challenge constructively, bring clarity to ambiguity and support timely decisions where priorities or requirements conflict

The skills you'll need

You’ll need an appropriate project management qualification, proven change management experience and demonstrable delivery experience with Microsoft Dynamics 365 or MS Dynamics CRM.

Experience within Private Banking or Wealth Management and an understanding of investment products and services would be highly desirable.

You’ll also need:

• Experience of delivering strategic projects that support the business strategy and its growth agenda, including CRM and client onboarding transformation
• Experience of delivering project or programme management in a technology or IT function using Agile methodology and associated toolsets, as well as Waterfall methods where needed

• Demonstrable hands-on project delivery experience with Microsoft Dynamics 365 or MS Dynamics CRM
• Experience of leading complex technology change involving CRM and client onboarding capabilities
• Proven ability to deliver successfully where requirements are complex, ambiguous, fluid or subject to significant change
• Experience of managing and influencing senior stakeholders up to executive and Board level
• Strong project planning, governance, financial management and risk, assumption, issue and dependency management capability
• The ability to communicate complex technology and delivery issues clearly to technical and non-technical audiences

Hours

35

Job Posting Closing Date:

23/11/2026 Ways of Working:Hybrid