Project Manager - Corporate Broking - CRM and Regulatory

7th September 2018
Permanent The City
£80-£100k + Bonus + Benefits
This vacancy is now closed

Our client is looking for someone to manage projects across the Enterprise encompassing work streams related to Regulatory, Strategic and BAU objectives. The successful candidate will work closely with the Business, Operations, Technology and third-party providers to oversee change inception, planning, design, delivery and operational handover with controlled and expected outcomes. They will employ appropriate methodologies to ensure delivery and contribute to and ensure the adoption of Enterprise-wide programme governance and reporting.




  • Annual performance based bonus
  • Pension scheme 5% basic salary (contributory 7.5%)
  • Private medical insurance
  • Life assurance
  • Income protection insurance
  • Critical health insurance
  • Dental insurance
  • Gym membership
  • Max 35 day holiday – option to ‘buy or sell’ a max of 5 days
  • Health screening
  • Childcare vouchers
  • Interest free season ticket loan
  • Free eye tests
  • Retails discounts
  • Walk-in GP appointments
  • Give As You Earn





  • Manage day-to-day operational aspects of projects through initiation, planning, acceptance and delivery phases
  • Manage project issues and risks to minimise commercial and reputational risk to the company on any project
  • Document and oversee working and steering group meetings
  • Ensure commercial and client satisfaction objectives are achieved
  • Requirements gathering, gap analysis and data analysis, as necessary
  • Manage testing and user acceptance
  • Follow and contribute to project and reporting standards
  • Set and manage internal and external stakeholder expectations
  • Maintain organisational awareness and structure
  • Identify required resources and provide feedback to line managers during, and at the completion of, any project
  • Communicate with the business to identify new requirements and evaluate optimum technical and business solutions with delivery teams
  • Lead, coach, train and mentor junior staff, as appropriate





  • Experience of managing CRM and/or regulatory projects such as Salesforce, MiFID, GDPR etc.
  • Experience in Equities Research, Trading, Ops and Corporate Finance
  • Strong interpersonal skills, tact, courtesy, good listening skills, team player
  • Self-organisation, time management and prioritisation skills
  • Track record of delivery in a challenging, complex and dynamic environment
  • Ability to make strong decisions within pressurised situations
  • Ability to deal credibly with business and technical resources at all levels of an investment organisation
  • Strong verbal and written communication skills
  • Hands-on approach with good problem-solving abilities
  • Understanding of technology and applying it to solve business problems
  • Production of specifications for in-house and third-party developers
  • Excellent IT skills with good understanding of different environments and Microsoft software packages