Deal Manager (Financial Services)

Location: London, United Kingdom. Applicants must have the right to work in the United Kingdom at the time of application and throughout employment. Visa sponsorship is not available.

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions worldwide.

What you will do

• Support Sales Managers with business development initiatives and institutional client opportunities across EMEA.
• Manage complex opportunities from proposal through implementation and client onboarding.
• Coordinate cross-functional workstreams across Sales, Relationship Management, Product, Operations, and Client Service.
• Develop project plans, facilitate governance meetings, and report on milestones, risks, dependencies, and progress.
• Support RFPs, RFIs, due diligence questionnaires, sales presentations, and client-specific solution proposals.
• Coordinate transitions, account setup, documentation, operational readiness, and regulatory or business-critical projects.

Requirements

• Strong project management and coordination skills, including experience managing complex, multi-workstream initiatives and multiple concurrent priorities.
• Experience in project or programme management, client onboarding, implementation, sales support, or transition management within financial services.
• Experience supporting institutional client opportunities across asset servicing, custody, asset management, pensions, insurance, banking, or related sectors.
• Experience managing large, complex, cross-functional projects and coordinating geographically dispersed teams and global stakeholders.
• Experience supporting RFP, proposal, due diligence, or sales processes.
• Knowledge of financial services products, investment operations, client servicing models, governance, operational risk, compliance, and regulatory requirements.
• Strong written and verbal communication, presentation, facilitation, relationship-building, analytical, problem-solving, organisational, and prioritisation skills.
• Proficiency in Microsoft Office applications, including PowerPoint, Excel, and Word.
• Ability to work independently and collaboratively, coordinate stakeholders across locations and time zones, maintain attention to detail, and demonstrate accountability, integrity, and a client-focused approach.

Nice to have

• Relevant project management certification or equivalent professional experience.

Culture & Benefits

• Flexible and collaborative work culture within a financially stable organisation.
• Opportunities for internal movement and access to senior leaders.
• Inclusive workplace with support for communities and philanthropy.
• Reasonable adjustments are available throughout the employment process for individuals with health conditions or disabilities.