Project Manager

LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.

With a shared passion for building an uncompromised business – we created something new from the ground up. A chance to leave behind the things that weren’t working, while enhancing the things that were. Our authentic and personalised client-first commitment. Our entrepreneurial spirit. Our focus in best-in-class advice. And our intimate understanding of the Australian private wealth landscape.

In 2022 we became a part of the LGT Group, who shared our entrepreneurial spirit, long-term approach and private-ownership model. Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come.

As our team continues to grow, we are looking for an experienced Project Manager to join our Delivery team on a 12-month fixed-term contract. This role will support strategic change initiatives across the LGT Wealth Management business, with a particular focus on CRM implementation projects.

In this role, you will partner with business stakeholders and Business Owners to facilitate project initiation, define delivery approaches, and drive successful outcomes. You will be accountable for the end-to-end delivery of projects, managing both business and technology workstreams while ensuring key milestones, risks, and dependencies are effectively managed.

If you have a proven track record delivering CRM implementation projects, enjoy solving complex problems, and thrive in a collaborative environment, we'd love to hear from you.

Key Responsibilities

• Facilitate team ceremonies, including Daily Standups, Sprint Planning, Retrospectives and other ceremonies as required.
• Foster an environment for high performance and facilitate the team to be more productive and effective.
• Work closely with the Senior Business Analyst and Business Owners to facilitate the delivery of prioritised initiatives.  
• Facilitate the estimation of initiatives, working closely with the Business Analysts, Developers and Quality Analysts.
• Develop plans including identifying work required, resourcing required, scheduling of activities and budget planning.  
• Coordinate initiatives across teams, working with other project managers, managing dependencies, rhythms and meeting cadences.
• Manage the risk, quality and progress ensuring implementation on time, on budget, to quality standards, and within agreed scope. 
• Take responsibility for the delivery of non-technical components including business stakeholder engagement, communications and business readiness, engaging with the relevant support functions as necessary. 
• Regularly communicate and update key stakeholders on project deliverables with timely escalation of any issues impacting project timelines or costs. 
• Run the required project governance forums including Steering Committees and Working Groups. 
• Along with other Project Managers, plan and facilitate Big Room Planning/PI Sessions.
• Evaluate and identify improvements to inform future projects and to our delivery framework.   

About You

• 5+ years Project Management experience.
• Experience delivering complex, cross functional projects in a fast paced, dynamic environment. 
• Experience delivering projects using Agile project management methodology.
• 5+ years financial services experience, preferably wealth management 
• Experience in financial platforms, ideally Avaloq 
• Experience managing risk and compliance projects in a financial services environment
• Knowledge of SDLC and change methodologies 

Qualifications

• Degree qualified 

LGT Wealth Management is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path. 

LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.