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About the Role

Lead Morningstar Wealth's strategic initiatives, partnering with senior stakeholders to deliver meaningful change and measurable business outcomes. This role bridges strategy and execution, enhancing operations, client experience, and supporting business growth. Success requires strong project management, stakeholder partnership, cross-functional leadership, and the ability to translate strategy into outcomes.

Responsibilities

Lead strategic projects and transformation initiatives from initial scoping and business case development through implementation and close.
Partner with senior stakeholders to define project objectives, scope, requirements, success measures, and delivery roadmaps.
Build strong relationships across business functions, technology teams, and external partners to drive alignment and successful outcomes.
Coordinate and motivate cross-functional teams across multiple regions, fostering collaboration, accountability, and a shared sense of purpose.
Identify, manage, and communicate project risks, issues, dependencies, and decisions, ensuring challenges are addressed proactively.
Provide clear and insightful project updates to stakeholders and senior leaders, focusing on progress, outcomes, value delivery, and key decisions.
Analyse project and delivery metrics to identify trends, support decision-making, and improve project performance.
Navigate complex and changing environments, helping teams prioritise effectively while maintaining momentum.
Promote continuous improvement by identifying opportunities to enhance delivery practices, processes, ways of working, and stakeholder engagement.
Contribute to the development of the Project Management team by sharing best practices, coaching team members, and helping strengthen project management capabilities across the organisation.

Requirements

Significant experience leading complex initiatives, typically gained through 5+ years of project management experience.
Experience ideally within financial services, wealth management, fintech, or another highly regulated environment.
Understand how projects connect to broader business objectives and can translate strategy into actionable plans that deliver meaningful results.
Communication skills, credibility, and a collaborative approach enable you to build strong relationships and influence stakeholders at all levels, including senior leadership.
Comfortable leading cross-functional teams, facilitating difficult conversations, aligning competing priorities, and driving progress in complex environments.
Enjoy tackling ambiguity, breaking down complex challenges, and identifying practical, effective solutions that balance risk, effort, and value.
Thrive in fast-paced environments and can help individuals and teams successfully navigate change while maintaining engagement and momentum.
Actively seek opportunities to improve processes, strengthen team performance, and elevate delivery standards across the organisation.
Experienced with a range of project management methodologies, including Agile, Lean, and traditional approaches, and understand when and how to apply each effectively.
Experience with tools such as Jira, Confluence, Asana, or similar platforms is highly desirable.

Skills

Project Management
Agile
Lean
Jira
Confluence
Asana

Location

Europe

Work Type

Hybrid

Experience Level

Senior
5+ years

Salary/Compensations

GBP 59,400.00-82,866.66
Bonus Target: 12.5% Annual

Benefits

Opportunity to collaborate in-person each week
Hybrid work model is four days in-office each week
Range of other benefits are also available to enhance flexibility as needs change
Tools and resources to engage meaningfully with your global colleagues

About the Company

Morningstar Investment Management Europe Ltd. is the legal entity.
Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants.

Equal Opportunity

We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.
Morningstar is an E-Verify program participant.
Right to Work
EEO is the Law
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