IT Project Manager leading technology project delivery in wealth management. Managing stakeholder collaboration and technical execution for project success at a financial services company.
Responsibilities
Lead End-to-End Project Delivery
Manage technology projects from initiation to deployment and transition to BAU.
Build and maintain project plans, schedules, RAID logs, resource allocations, and executive status reports.
Control scope, budgets, and timelines, ensuring all deliverables align to business objectives and regulatory requirements.
Partner Across the Wealth Ecosystem
Work with key stakeholders across Superannuation, Wrap Platforms, Financial Advice, Investments, Operations, Finance, Risk, and Compliance.
Facilitate workshops, requirement gathering, solution design sessions, and UAT preparation.
Communicate complex technical concepts in a clear, business-focused manner.
Drive Strong Technical Execution
Oversee solution design, system integration, data mapping, and testing cycles (SIT/UAT).
Support delivery of changes to registry systems, adviser portals, digital investor experiences, API integrations, and reporting platforms.
Manage production deployments, cutover planning, and post-go-live stabilization.
Manage Vendors and Third Parties
Coordinate with consultants, platform providers, IT partners, and system integrators.
Review statements of work, vendor deliverables, and contractual obligations.
Ensure external teams meet quality expectations and timelines.
Ensure Compliance, Quality, and Risk Controls
Align project delivery with ASIC, APRA, CPS 230, RG 97, and wealth regulatory frameworks.
Maintain traceability across requirements, design, testing, and approvals.
Actively monitor risks, issues, dependencies, and change impacts.
Improve Member, Adviser & Employer Experience
Identify opportunities to streamline processes, improve digital journeys, and optimise platform interactions.
Deliver enhancements that uplift experience for investors, advisers, and employer groups.
Requirements
5–10+ years of technology project management experience in financial services or wealth management.
Solid understanding of superannuation, wrap platforms, financial advice technology, or asset/investment management systems.
Experience with system integrations, digital solutions, data migration, and regulatory projects.
Strong ability to influence and communicate with senior leaders, technical teams, and business SMEs.
Proven track record managing external vendors and technology partners.
Skilled at translating business needs into actionable technical requirements.
Strong understanding of SDLC, Agile/Hybrid delivery frameworks, and PMO governance.
Excellent planning, reporting, and documentation skills.
Ability to manage competing priorities across multiple initiatives.
High attention to detail with the ability to connect strategy to execution.
Structured, logical thinker with strong risk and issue management capabilities.
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