Key Responsibilities:

Project delivery

• Own the end-to-end delivery of assigned technology, data and AI projects across the Accounting, Credit and Wealth service lines, from planning through to a landed, adopted outcome
• Build and maintain clear, practical project plans with milestones, owners, dependencies and delivery dates,
• Run a consistent delivery rhythm, including working sessions, status updates, risk management and stakeholder reporting
• Apply lean, fit for purpose governance rather than heavy process, in line with agreed minimum standards (clear owner, plan, dependencies, RACI, and a way to track whether it is landing)

Business analysis and requirements

• Capture and document business requirements by working directly with teams across the service lines, including advisers, client services, operations and support functions
• Map current state and future state processes, identify pain points and pinpoint the specific opportunities to improve, automate or simplify
• Translate business needs into clear requirements, user stories and acceptance criteria for internal and vendor build

Delivery governance and controls

• Own the project artefacts that keep delivery on track: RAID log, decision log, action tracker, dependencies and status reporting
• Plan and coordinate UAT, including test planning, coordination of testers, defect tracking and sign off
• Track benefits and outcomes so we can show the value each initiative delivers
• Maintain a clear view of the project roadmap and dependencies across the portfolio

Vendor and partner coordination

• Coordinate specialist delivery partners through their scope of work, holding them to agreed deliverables, timelines and quality
• Support statement of work definition, review of deliverables and vendor delivery governance

Stakeholder engagement and adoption

• Build strong working relationships across the service lines and keep stakeholders informed and engaged throughout delivery
• Partner with Operations on change management, team messaging and adoption, supporting the change lead rather than owning the people impact
• Support training and adoption activities so solutions are used and value is realised, not just delivered

Qualifications and Experience:

• Minimum 8+ years in a delivery, project management or hybrid BA and delivery role, ideally within financial services, wealth or professional services
• Demonstrable experience delivering technology or process projects end to end, from requirements through to adoption
• Strong business analysis experience, including requirements gathering, process mapping and UAT coordination
• Experience coordinating external delivery partners and vendors against a scope of work
• Experience with delivery tooling and artefacts (project plans, RAID logs, action trackers, status reporting)
• Exposure to advice, accounting or credit processes and related platforms is a strong advantage
• Relevant certifications (for example PRINCE2, Agile, Scrum or CBAP) are desirable but practical delivery track record matters most
•