£750 - £900 per day
Outside Spy
London , UK
Programme Manager - Segregated Client Re-engagement/Regulatory Programme Location: London (West London) £750-900 per day, outside IR35 Our client, a leading wealth management and financial services business based in London, is seeking a highly experienced Programme Manager to lead a series of CRM, regulatory compliance, and client re-engagement projects as part of a CEO-driven initiative to re-engage with a large segregated' portfolio of currently non-advised' clients who the firm holds AUM on behalf of. The operating model of the business means that some clients have been historically able to opt out' of advised' wealth management services in exchange for a much reduced fee structure. Over time this has led to an accumulation of client assets which require review to identify if they are compliant, fall within FCA rules, and also provide the opportunity for the firm to re-engage' with the clients with the aim of increasing business. The successful candidate will...