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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.

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
• Full-time

Experience Level

• Senior
• 5+ years

Salary/Compensations

• GBP 59,400.00-82,866.66

Benefits

• 12.5% Annual Bonus Target
• Range of other benefits available to enhance flexibility as needs change

About the Company

• Morningstar Investment Management Europe Ltd. is a legal entity.