JOB DESCRIPTION
JOB TITLE Technical Project Manager JOB LEVEL B2/3
DEPARTMENT Technology
REPORTING TO CTO
JURISDICTION Guernsey / Jersey
OAK SUMMARY Oak Group is a leading provider of Fund Administration, Private Client and Corporate Services. The Group is headquartered in Guernsey and has offices in Jersey, Mauritius, and the Isle of Man. Our client’s range across high-net-worth individuals, families, corporate institutions and asset managers. Oak employs over 200 people, the majority of whom are qualified as accountants, corporate secretaries, and fiduciary professionals. We prioritise continuous growth and development of our people, recognising that their success is the foundation of excellent client service and business growth. Oak has a new ownership structure whereby it will be owned by a standalone company, Opera. The majority shareholder is Stephen Lansdown, co-founder of Hargreaves Lansdown, the U.K.’s largest stock broking firm and a member of the FTSE 100. Oak is privately owned with a fully aligned strategy for growth and transformation. Our vision is long-term and extensive and will allow us to plot a strategic arc. Our holistic strategy includes investing into cutting edge technology and data management tools, investing into back-office simplification to improve client and employee experience, extensive training for our team, and continually enhancing our employee value proposition all to align staff and shareholder interest and fuel a constant drive for sustainable excellence and growth. Oak is committed to this exciting journey. JOB SUMMARY Oversee and manage strategic technology projects, including digital platform integrations and system transformations, within Oak Group. Leverage project management skills, stakeholder collaboration, and process optimisation to align initiatives with business goals and ensure successful, timely delivery. KEY RESPONSIBILITES
Project manage the introduction and integration of new digital solutions to support Oak Group’s strategic goals, including document management systems, technology process enhancements, CRM systems, security / compliance tooling and other emerging technologies.
Drive operational change initiatives, with a primary focus on MS solutions SharePoint, PowerPlatform along with core administration platforms such as Viewpoint, BankClarity, Allvue, and other supporting digital platforms, ensuring alignment with organisational goals.
Supporting the technology team in curating and improving systems documentation and change processes, promoting continuous improvement.
Develop and maintain essential project documentation, including user guides, updates to Group Policy and Procedures, and other critical project deliverables to ensure consistency and clarity.
JOB DESCRIPTION
Identify, assess, and mitigate risks associated with projects, maintaining a dynamic RAIDD (Risks,
Assumptions, Issues, Dependencies, Decisions) log to ensure successful project outcomes.
Ensure meticulous documentation and reporting by maintaining comprehensive project records, including initiation documents, action plans, risk logs, and stakeholder communication plans.
Manage and influence stakeholder relationships by engaging with key stakeholders to understand their needs and align project objectives with broader business strategies, ensuring consistent communication and collaboration.
KEY COMPETENCIES & SKILLS
A digitally savvy individual who enjoys exploring and leveraging technology to improve work processes, drive efficiencies, and who has a commitment to continuous self-learning.
Strong stakeholder engagement and management skills, with the ability to influence and build consensus at all organisational levels.
Experience managing end-to-end implementation of new digital systems and platforms, from concept through to go-live, with a track record of successful delivery.
Proficiency in change and project management methodologies, including both waterfall and agile frameworks.
Exceptional IT skills, including expertise in Microsoft 365 productivity tools, Microsoft Excel, and PowerBI; experience with other analytics and management information tools is highly desirable.
Demonstrated ability to manage high-pressure environments while maintaining a high degree of accuracy, attention to detail, and adherence to deadlines.
Exceptional communication skills, both written and verbal, with the ability to convey technical concepts effectively to non-technical audiences.
Superior organisational and time management abilities, with a proven track record of prioritising tasks and delivering results under tight deadlines.
Proactive, methodical, and results-driven approach with a strong ‘can-do’ attitude.
KEY BUSINESS PARTNERS
Group & Internal Directors.
Management Team.
Operational teams including regulated business, accounting, company secretarial and compliance teams.
JOB DESCRIPTION
Employee Signature: _____________________________________ Date: _____________________ Employee Name: ________________________________________