asset-management, project-management, Wealth Management, Change & Transformation
Perm
Hybrid
We’re supporting a high-growth investment firm building out its Wealth platform in Boston.
This is a genuine build role .
Not a “keep the lights on” corporate position. Not a team where everything is already defined, resourced, and automated.
This is for someone who wants to shape something , not just inherit it.
You’ll work closely with senior leadership to design and deliver strategic initiatives across operations, process, technology, and change — helping scale a growing Wealth business over the next 3+ years.
It’s suited to someone who is ambitious, hands-on, and comfortable rolling up their sleeves while still operating at VP level.
What you’ll be doing
- Owning a portfolio of transformation initiatives across the Wealth business
- Building a 3-year roadmap covering process, operating model, and technology evolution
- Identifying where automation and digital tools can genuinely improve how the business runs
- Driving change management so initiatives actually stick (not just get delivered)
- Working directly with senior stakeholders across Wealth, Operations, Technology, and Product
- Helping build and develop a small, high-quality delivery team over time
What they’re looking for
- 10–15 years’ experience in Financial Services or Consulting (wealth / asset management IS A MUST)
- Strong background in transformation, process improvement, or technology-enabled change
- Comfortable operating in an environment that’s still evolving
- Someone proactive, commercial, and solutions-focused
- Strong communicator who can influence senior stakeholders
- Process-driven, but pragmatic
- Experience running multiple initiatives in parallel
Certifications like PMP / Lean Six Sigma / ADKAR are a plus, not a requirement.
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