Senior Technical Project Manager– Fintech - Hybrid
Senior Technical Project Manager – Fintech - Hybrid
Calling highly motivated, bright candidates who are looking for a career at an exciting award winning FinTech firm!
Company: Wealth Dynamix
Role: Senior Technical Project Manager
Location: London
Start Date: November 2025
Would you like to join one of the fastest growing FinTech firms in Europe? We are looking for an analytical self starter with experience in product focussed software delivery. If you are passionate about digital transformation and keen to learn about delivering the market leading Client Lifecycle Managing solution to the Wealth Management industry,? apply now!
Who are we?
- Wealth Dynamix helps to relieve the burden client management issues for wealth management and private banking firms with innovative technology.
- We provide Relationship Managers with a multi-award winning digital Client Lifecycle Management (CLM) platform, offering 360-degree access to their client.
- We are a global leader in end-to-end CLM, Wealth Dynamix has offices and clients in three continents with headquarters in the UK.
What is the role?
Are you a process-driven leader who thrives on keeping projects laser-focused on milestones, scope, and delivery? Wealth Dynamix is looking for a Senior Technical Project Manager to own the delivery of our on-premise product roadmap.
In this role, you’ll be the driving force behind project discipline — keeping our high-performing development teams aligned, accountable, and on track. You’ll partner with senior stakeholders (Head of Development, Head of Product) and lead delivery across complex SDLC projects where structure and rigor matter.
Key Responsibilities:
- Project & Process Ownership: Drive project execution across multiple workstreams, ensuring alignment with defined scope, milestones, and delivery timelines.
- Scrum Master Duties: Facilitate sprint planning, backlog refinement, daily stand-ups, sprint reviews, and retrospectives for internal product teams.
- Milestone Governance: Monitor progress against delivery plans and escalate risks/issues early, ensuring corrective actions keep projects on track.
- Internal Stakeholder Management: Engage confidently with senior leaders (e.g., Head of Development, Head of Product), providing structured updates and driving alignment across teams.
- Quality Assurance: Oversee testing phases, ensuring all releases meet required standards before deployment.
- Documentation & Reporting: Ensure clear documentation of requirements, sprint outcomes, and delivery status, providing transparent reporting to senior stakeholders.
- Team Leadership: Foster a culture of accountability and continuous improvement across engineering and product delivery teams.
- Hands-On Involvement: Operate at both strategic and tactical levels, ensuring details are managed while keeping sight of the bigger delivery picture.
Why should you apply?
- This is a fantastic opportunity to work in a growing FinTech environment with excellent career progression available.
- With a global client base the role offers an opportunity to experience a wide variety of digital transformation projects – each with their own unique requirements and opportunities.
- We take career progression seriously, with investment into the WDX Academy for new and existing employee learning and development.
- You will learn a lot with exposure to multiple complex client needs.
Who is best suited to this role?
- A minimum of 8 years of Technical Project Management experience.
- Proven track record in managing SDLC projects, ideally in on-premise software environments.
- Experience as a Scrum Master with strong knowledge of Agile methodologies.
- Process-driven with a reputation for enforcing discipline and delivery rigor.
- Confidence and maturity in dealing with senior stakeholders.
- Strong organizational skills with ability to manage multiple projects simultaneously.
- Excellent problem-solving, critical thinking, and risk management skills.
- Experience in FinTech or Wealth Management preferred but not essential.
We believe we offer career defining opportunities and are on a journey that will build awesome memories in a diverse and inclusive culture. If you are looking for more than just a job, get in touch.
Top Skills
What We Do
We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients. We do this via a holistic digital-first platform designed to help wealth management firms grow AuM, streamline operational processes, remain compliant and deliver innovative service.
We create modular CLM solutions capable of much more than just client relationship management. Our solutions can be configured to connect clients across the entire lifecycle from the very first touchpoint, through onboarding and account opening to management and the ongoing transfer of wealth to the next generation.
We work with existing technology architectures – or develop new ones – to support the broadest range of firms, from 10-person boutique investment managers and multi-family offices to global wealth managers and private banks. Our industry experts’ partner with your staff – from technology to the front office, from compliance to operations – to ensure the right fit for your business.
Established in 2012, we are now part of Indosuez Wealth Management within the Crédit Agricole Group, providing us with scale and stability. We operate globally from our UK Headquarters, with offices in France, Switzerland, Singapore and Lithuania.
