Job description

  • Location:
  • Department:
    IWI Projects Team
  • Division:
    IWI Technology
  • Employment Type:
    Full time
  • Salary:

Project Manager (5970)

We're one of the UK's leading investment management companies, with responsibility for over £40 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Investec Wealth & Investment is looking for a Project Manager who will act as an SME to deliver Operations and Regulatory Change Projects. 

The role is based in the Technology Solutions Department within the Client Servicing Portfolio, which is primarily responsible for the delivery of change for the Operations function. Projects may include aspects of Technology Delivery.


  • Collaborate with our business sponsors to facilitate structured and transparent change, which delivers meaningful outcomes for our clients and shareholders
  • Understand the firm's vision and help the business articulate their strategic objectives
  • Define and shape projects so that they have clear outcomes and agreed purpose


Skills, Knowledge & Experience:

  • Experience working as a Project Manager, preferably in a variety of situations (eg Agile, Waterfall).
  • Background as a business analyst with desire to move into PM role would be considered
  • Knowledge of the software development lifecycle
  • Financial Services, Wealth or Investment industry experience
  • Financial Operations team experience
  • Exposure to Regulatory Change Projects
  • Thorough understanding of Wealth & Investment Management business processes & cross functional processes would be beneficial; familiarity with the latest Wealth Management trends and challenges
  • Project Management certification (desirable)

Personal Attributes:

  • Skilled at building trust, managing team dynamics and motivating people
  • Strategic & pragmatic thinker.
  • Stakeholder management & relationship building
  • Thrives on change and demonstrates a “can-do” attitude
  • Passionate about putting the client first
  • Be creative, co-operative and collaborative
  • Highly motivated self-starter - proactive & energetic
  • Confident in facilitation and presenting content to senior stakeholders – clear communicator



Close map
The Plaza, 100 Old Hall Street, Liverpool, UK, L3 9AB

Meet the recruiter

Laurette Moon


We commit to ensure that everyone is fairly assessed during our recruitment process.

Let us know if you need any reasonable adjustments to complete your application.

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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance