Senior Technology Project Manager, CRM, Client Onboarding

NatWest Group

. Drive customer value delivery across CRM and Client Onboarding workstreams .

Posted 11/9/2026full-timeLondon • United KingdomSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in project management, particularly in delivering Microsoft Dynamics 365 CRM and Client Onboarding solutions. Proven ability to manage complex stakeholder relationships and navigate ambiguous requirements while ensuring project success within budget and strategic goals.

Highest-signal resume keywords

Microsoft Dynamics 365 CRM DeliveryProject Management QualificationAgile Methodology ExperienceStakeholder ManagementFinancial Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project PlanningRisk ManagementChange ManagementGovernanceBudget TrackingDelivery PlanningEstimation PreparationTechnology Change LeadershipClient Onboarding TransformationStrategic Project Delivery

Soft Skills

CommunicationRelationship BuildingProblem SolvingConstructive ChallengeDecision Support

Certifications & Qualifications

Project Management Qualification

Industry Keywords

Private BankingWealth ManagementInvestment ProductsTechnology Investment PortfolioExecutive Communication

About the role

Key responsibilities & impact

Drive customer value delivery across CRM and Client Onboarding workstreams
Follow the defined programme and preferred technology methodology in partnership with business, technology, architecture, product, operations, and third-party stakeholders
Drive the financial business case in accordance with the technology investment portfolio and funding requirements
Provide reporting and decision support to senior stakeholders, including executive and Board-level audiences
Prepare and own project plans, controls, and resource plans
Identify, track, manage, and mitigate project risks, assumptions, issues, and dependencies
Lead and define a project initiation document or equivalent Agile artefact aligned with strategic goals
Analyse problem and opportunity statements and prepare estimates for approval
Track and report project costs and ensure completion within allotted budgets
Lead end-to-end delivery of Microsoft Dynamics 365 CRM and Client Onboarding technology outcomes
Translate complex and evolving requirements into clear delivery plans
Coordinate delivery across technology teams, business areas, architects, analysts, product owners, and third-party suppliers
Build relationships with senior stakeholders and communicate with executive and Board-level audiences
Challenge constructively, clarify ambiguity, and support timely decisions where priorities or requirements conflict

Requirements

What you’ll need

Appropriate project management qualification
Proven change management experience
Demonstrable delivery experience with Microsoft Dynamics 365 or MS Dynamics CRM
Experience within Private Banking or Wealth Management and understanding of investment products and services highly desirable
Experience delivering strategic projects supporting business strategy and growth, including CRM and client onboarding transformation
Experience delivering project or programme management in a technology or IT function using Agile methodology and associated toolsets, and Waterfall methods where needed
Experience leading complex technology change involving CRM and client onboarding capabilities
Proven ability to deliver successfully where requirements are complex, ambiguous, fluid or subject to significant change
Experience managing and influencing senior stakeholders up to executive and Board level
Strong project planning, governance, financial management, and risk, assumption, issue and dependency management capability
Ability to communicate complex technology and delivery issues clearly to technical and non-technical audiences

Benefits

Comp & perks

Work from home some of the time
Hybrid working arrangement
12-month role