Client Project Manager (Maternity cover) Join to apply for the Client Project Manager (Maternity cover) role at Dynamic Planner About Dynamic Planner Dynamic Planner was founded in 2003 and is the UK’s most popular risk profiling and asset allocation investment process. It is today used by thousands of advisers and helps them ensure investment suitability, increase efficiency and demonstrate value to their clients. Dynamic Planner is an industry‑leading set of Software‑as‑a‑Service applications used by financial advisers. Advisers use Dynamic Planner to gain information about their clients, to calculate their appetite for risk, to analyse their financial situation, and to match them with suitable investment opportunities. We have a core product which is configured and used by thousands of financial advisers. Role Purpose This role is ideal for an experienced project manager who feels accountable for delivering a SaaS product at scale, by empowering and leading a team to maximise our clients’ potential use of Dynamic Planner. Effectively communicate team progress in all relevant forums developing stakeholder confidence through learning the Dynamic Planner product set, developing your understanding of the Financial Advice domain and making a great contribution within our delivery team. Responsibilities

Deliver tactical and strategic intent of client contracts Coordinate client implementation and professional service activities Accountable for client implementation project budget and governance Lead planning and implementation of both internal and external projects to achieve organisational targets Manage and lead complex / large scale initiatives that span one or multiple business functions Own full project lifecycle: from initiation to deployment for one or several initiatives simultaneously Empower and lead cross‑functional teams to maximise their potential Client and third‑party management (at Senior Management level) on applicable projects Work creatively and analytically in a problem‑solving environment demonstrating teamwork, innovation and excellence Participate in establishing practices, templates, policies, tools and partnerships to expand and mature these capabilities for the organisation Effectively communicate project status and progress in all relevant forums developing stakeholder confidence Client and third‑party management (at Senior Management level) on applicable projects or workstreams in UK and Europe

Key Responsibilities

Become the glue between Account, Client and Delivery functions Provide client change requests and qualified yes/no (managed via Product, Contracts, Changes etc.) Unite all supporting functions to ensure clear message/direction to deliver solution to client Provide ownership and governance for client‑based initiatives including but not limited to Bids, Contract and Client Implementations Provide clear handover to Account and Support services post‑implementations Focus on delivering benefits into Clients, Users and enabling Account/ Product Teams to evolve the relationship, embedding ourselves into their business processes Push to deliver a focussed professional service solution for the client(s), supporting revenue growth and reliance on Dynamic Planner Work with customer success managers to enable them to manage the account, allowing Account & Customer Success Managers to focus on the user base pushing improvements, upgrades and up‑cross‑sell the product Work with / close collaboration with Commercial, PreSales & Account teams Support / guide / lead Account and Customer Success Managers through all client lifecycle phases – engagement, retender and end of life Manage risk, issues, and dependencies of the projects Commercial management at appropriate level Contractual awareness when supporting external clients/third parties Provide visibility and progress of the projects against the plan to all stakeholders

KPIs and Measures

Projects delivered within the agreed constraints or deviations managed through change management process Well managed milestones, dependencies, issues, and risks Energised and supportive team delivering to their full potential Performance management of vendors and 3rd parties Obtain positive client feedback Clear reporting structure and report to Directors and act as two‑in‑a‑box with Customer Success Management Support peer reviews across all client implementations Support periodic business reviews identifying strengths, weaknesses, opportunities and threats Statement of Work Project plans, RAID log Project progress reports Professional respect of stakeholders and clients

Key Stakeholders

Customer Success Teams Delivery Team Executive Management Team

Competencies (knowledge/skills/experience)

5+ years of experience in cross‑functional SaaS Implementation and client delivery Experience in large scale (25+) locally and remotely dispersed indirect resource pools Ability to shape projects (both green‑field and progressive projects) Team Management Client and Stakeholder Management Leadership, creative thinking, decision‑making, accountability, determination to succeed, team player Wealth Management domain knowledge would be advantageous but not essential for the right candidate

Education & Qualifications

Degree level education Project management certification

Seniority level Mid‑Senior level Employment type Full‑time Job function Project Management #J-18808-Ljbffr