Lead Project Manager, Corporate & Shared Services Technology

An exciting opportunity has arisen within our Technology division for a Lead Project Manager to lead complex business and technology transformation initiatives across Transact’s corporate and shared services functions.

This is a senior delivery role with responsibility for projects spanning areas such as HR, Finance, Risk, Legal and Client Operations. You will combine technology delivery expertise with a strong understanding of business change, helping us implement enterprise technology solutions that improve processes, support colleagues and deliver measurable business outcomes.

Previous experience within a small or medium-sized organisation would be advantageous, bringing an understanding of how governance and decision-making operate in this environment.

The Role:

As Lead Project Manager, you will oversee the end-to-end delivery of complex, cross-functional technology and business change initiatives, including the implementation and upgrade of enterprise SaaS platforms.

Working closely with functional leaders, technology teams and external delivery partners, you will help define technology roadmaps, redesign business processes and ensure that new solutions are successfully adopted and embedded into business-as-usual operations.

The role extends beyond traditional project execution. You will act as a trusted adviser to senior stakeholders, helping them understand technology opportunities, make informed investment decisions and manage the operational and organisational impact of change.

You will also work closely with colleagues across Enterprise Architecture, Infrastructure, Cyber Security and Workplace Technology to manage dependencies and ensure that projects align with the wider change portfolio.

Responsibilities include:

• Leading cross-functional business and technology transformation initiatives across our corporate and shared services functions.
• Managing enterprise SaaS platform implementations and upgrades from business case development through to implementation, adoption and benefits realisation.
• Working with business leaders to define target operating models, business processes and technology roadmaps.
• Ensuring technology investments align with strategic business objectives and deliver measurable benefits.
• Acting as the link between business stakeholders, technology teams and external delivery partners.
• Leading business change activities, including stakeholder engagement, communications, process redesign, training and adoption.
• Assessing organisational readiness and supporting the successful transition of new solutions into business-as-usual operations.
• Identifying opportunities to simplify, standardise and improve business processes.
• Providing consultative leadership on technology opportunities, delivery approaches and investment decisions.
• Influencing senior stakeholders and facilitating effective decision-making across multiple business functions.
• Managing multiple concurrent initiatives, ensuring they are appropriately planned, resourced and governed.
• Preparing and leading project boards and stage gate reviews, reporting progress and escalating risks or issues where required.
• Leading multidisciplinary project teams and workstreams, ensuring responsibilities, outputs and accountabilities are clear.
• Managing project budgets, change control, third-party vendors, systems integrators and software suppliers.
• Ensuring solutions support regulatory requirements, compliance obligations and enterprise data governance.
• Overseeing project closure, including business-as-usual transition, post-implementation reviews and benefits reviews.
• Contributing to the continued development of project management governance and methodology.

Person Specification:

The ideal candidate will be an experienced and credible delivery leader with a strong track record of managing complex business and technology change. You will be comfortable operating across multiple functions and technology platforms, bringing business and technology stakeholders together around a shared vision.

You will be able to engage confidently with stakeholders at all levels, from operational teams through to executive leadership. A consultative and influential approach will be essential, alongside the ability to navigate ambiguity, balance competing priorities and maintain a strong focus on outcomes and benefits realisation.

You will have:

• Demonstrable experience of delivering complex, cross-functional business and technology change initiatives.
• Significant experience of implementing enterprise SaaS platforms within corporate functions such as HR, Finance, Risk, Legal or CRM.
• Experience of cloud and SaaS transformation, including the replacement of legacy systems.
• A proven track record of delivering both technology implementation and the associated business change and adoption.
• Experience of delivering integrated solutions across multiple business functions and technology platforms.
• A strong understanding of business process mapping, process redesign and operational workflow optimisation.
• Extensive stakeholder management experience, including engagement with executive and senior leadership teams.
• Experience of managing third-party vendors, systems integrators and software suppliers.
• Experience of leading multidisciplinary teams through full project and programme lifecycles.
• Experience of working within a regulated environment.
• A recognised project management qualification, such as PRINCE2.
• Strong working knowledge of Agile and hybrid delivery approaches.
• Excellent communication, facilitation, analytical and decision-making skills.
• A pragmatic, collaborative and organised approach, with the resilience to lead effectively in complex change environments.
• An MSP or equivalent programme management qualification would be advantageous, as would a change management qualification such as Prosci or APMG Change Management. Business analysis or IT-focused qualifications and experience implementing HRIS, ERP or CRM platforms would also be desirable.

About Us:

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 £77.2 billion of funds under direction on behalf of over 249,000 investor clients (as at December 2025).

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 reassignmen t, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.

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