Location
Glasgow | United Kingdom
Job description
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership , working with our clients in a joined-up, collaborative way; and Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results.
Read more about us and available career opportunities here:
Job Description
Job purpose
- Evelyn Partners is an award-winning provider of financial planning, investment management, advisory and execution only services to UK clients. We are investing heavily in new technology and digitalisation to enhance our market leading wealth management business and are mid-way through a multi-year investment programme.
- We are looking for a dynamic PMO Lead to join our Digital Portfolio team. This is a mid-tier role in an evolving organisation, managing / overseeing the realisation of benefits and business outcomes from an investment portfolio of approx. £40m.
- You'll be responsible for ensuring Programmes are running smoothly on budget, and on time. You'll liaise with Workstream Leads to gather, analyse, and monitor programme data, as well as support programme delivery.
- To ensure success as a PMO Lead, you should be able to identify business needs and meet them through effective project management and analysis. As PMO Lead you should display analytical prowess and the ability to communicate effectively with colleagues throughout the organisation.
- The successful candidate will represent, lead, and provide challenge on a range of initiatives, with an ability to coach within the team. You will be innovative and up to date with latest trends, will take responsibility for the translation and measurement of value, and ensure the team has situational awareness of work and priorities.
- You will have the capability to facilitate all aspects of programme management including meetings, workshops, and documentation essential to show progress against plans.
- You will set up and maintain strong relationships with stakeholders including technology leadership teams, Line of Business Change Sponsors and Product Owners.
Key Responsibilities
- Plan and implement project management strategies, based on bespoke in-house templates and toolsets.
- Ensure project parameters meet business case agreed needs and expectations.
- Engage in elements of risk management including managing and tracking risk mitigation.
- Manage all resource and cost forecasting including month end financial processes and timely submission of accruals.
- Be integral to planning process, identify and track key milestones, critical path activities and key dependencies.
- Monitor workstreams within the programme to ensure timely execution and completion of deliverables.
- Prepare project status reports for management review.
- Communicate with Programme Leads about status and progress of their workstreams.
- Communicate the plan, planning assumptions and progress to a range of stakeholders.
- Gather and analyse workstream data to identify weaknesses and resolve issues.
- Liaise with workstream team members and provide suggestions or solutions to unforeseen issues when needed.
- Ensure workstream strategies are following company standards, as well as compliance and risk.
- Drive teams and set pace, ensuring teams are working towards delivery commitments.
Qualifications
Key Skills and Experience
- Experience as a PMO Lead, Project Manager, or similar role.
- Excellent knowledge of project management strategies, processes, and tools.
- Great critical thinking and problem-solving skills. Ability to identify opportunities for improvement.
- Ability to analyse a range of complex data and make decisions based on analytical findings.
- Strong communication, interpersonal and presentation skills, supported by evidence of collaborative approaches.
- Strong computer skills and knowledge of PMO tools including Excel, PowerPoint, Project, SharePoint, PowerApps, Teams, Jira and Visio. Ability to learn new skills essential.
- Ability to thrive in a fast-paced environment and work well under pressure.
- Experience of working with Product teams or multi-disciplinary delivery teams.
- Experience of working in an organisation using bi-modal operation of agile / non-agile environments.
- Self-Starter who can take a continuous approach to planning, forecasting, estimating, managing uncertainty, metrics, measurements, contingency planning, and road-mapping.
- Demonstrable experience supporting complex delivery across product development and software delivery lifecycles.
- A passion for change and proactively encouraging new ideas.
- Innovative, open minded and progressive in thinking.
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
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