Job Description

We have an exciting opportunity to join our IT Team as an IT Shared & Corporate Project Lead on a permanent basis!

The Role

As an IT Shared & Corporate Lead you will be responsible for Technology change projects across the corporate and shared services space. This role involves planning, initiating, and documenting projects, creating and maintaining project plans, and executing test and deployment plans.

This is a senior role with a strategic outlook but involved hands-on delivery. It involves shaping the technology road-map ensuring alignment with architectural and cyber standards, including collaboration with leads from the Infrastructure and Workplace towers.

Key responsibilities include:

• Lead technology change across corporate domains such as Finance, HR, Risk, Legal and Client Operations, working to modernise legacy systems and improve operational efficiency.
• Providing end to end project management, from business case development and detailed project planning, through to the implementation of a new products, initiatives and services.
• Engaging with both internal and external stakeholders at a variety of levels to ensure delivery supports wider organisational strategy.
• Monitoring and managing project risks and issues, alongside effective documentation.
• Reporting project progress in line with agreed project governance and escalating issues as necessary.
• Facilitating project meetings. Ensuring that attendees are fully aware of their ongoing responsibilities including obtaining approval from senior stakeholders to support their decisions and recommendations.
• Managing and monitoring the budget to ensure that the project is delivered within agreed costings.
• Undertaking benefits reviews for completed projects to assess if the planned outcomes have been achieved.

Requirements:

• Significant commercial experience in a similar role, ideally within financial services or a regulated environment.
• Extensive experience managing complex Shared and Corporate change including large scale migration projects.
• Project Management Qualification - e.g. PRINCE 2. Agile, Lean Six and PMP qualifications are also desirable.
• Strong working knowledge of Agile project delivery methodologies.
• Ability to interact effectively with technical personnel and key business stakeholders.
• Excellent written and verbal communication skills.

We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications.

The role is based in our central London office, working a minimum of two days a week in the office and three days a week from home.

About Us

Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status.

As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do.

Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide.

Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting.

Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service.

Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community.

Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £64 billion of funds under direction on behalf of over 8,000 advisers and 235,000 investor clients (as at September 2024).

Equal Opportunities

We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.