Geoff Evans Email & Phone Number

Flexible

I’m excited to announce my upcoming role as a Project Manager with HAPHE, a leading mental health charity dedicated to depression prevention. HAPHE’s mission is to empower individuals—especially young people—to build emotional resilience, fostering healthier lives and enhancing overall well-being.In this pro-bono role, I’ll be managing strategic projects aimed at improving HAPHE’s outreach and support programs. By collaborating with a passionate team, I hope to drive meaningful initiatives that help people from all walks of life organize their lives in ways that nurture emotional strength and stability.This opportunity reflects my strong commitment to mental health advocacy. Alongside this role, I’m seeking part-time contract opportunities where I can apply my project management expertise and deliver impactful results.If you’re interested in connecting or collaborating, I’d love to hear from you. Let’s work together to create positive change!www.haphe.org

Re-charging the batteries , attacking the garden and wading through the 'little jobs' that senior management has found for me. HELP!

Provided voluntary freelance consultancy and mentoring services through web-based platforms and one-to-one engagements, assisting individual clients with strategic insights and tailored guidance in areas of project management , planning, risk management and delivery.

London, England, United Kingdom / Remote

CLM Implementation: Delivered the end-to-end implementation of the eXimius Client Engage CRM (Powered by MS Dynamics, including business requirements.Investment Solutions Deployment: Implemented an advanced investment management system, optimising client reporting and portfolio management with a 15% operational efficiency gain.Software Version Upgrade Delivery: Successfully delivered a major software version upgrade for a wealth manager’s clients, encompassing the eXimius Investment Management Platform (eXimius PMS), the CRM platform (eXimius Client Engage powered by MS Dynamics), and the eXimius Investor Portal (eXimius Conectus).Global Collaboration: Managed cross-functional teams in the UK, Italy, and Belgium, ensuring seamless coordination across regions.Third-Party Management: Oversaw vendor contracts, ensuring all deliverables met quality standards and timelines.Training & Documentation: Created training materials and conducted user workshops to ensure smooth adoption of new systems. Monitored user adoption rates and obtained client satisfaction feedback to ensure long-term success.

London, England, United Kingdom

Led the end-to-end delivery of a change programmes for Asset Management, Wealth Management, Investment Management and non-profit clients, managing business/systems change initiatives and communication across senior stakeholders to ensure alignment with strategic business objectives.End-to-End Change Management: Delivered business and systems change initiatives, including CRM RFP selection and system implementations, ensuring seamless data migration and integration with customer-facing systems.Cross-Department Collaboration: Worked with HR, finance, and compliance teams to align systems changes with regulatory and organisational requirements.Stakeholder Engagement: Cultivated and maintained robust relationships with diverse stakeholders, including senior leadership, business units, and technical teams, ensuring alignment with project goals.Project Tracking & Milestones: Monitored and tracked key deliverables, milestones, and critical path activities, ensuring alignment with both business and customer requirements, and addressing risks proactively.Risk Management: Conducted regular status updates and reviews to maintain project momentum and mitigate risks, resulting in on-time delivery and successful implementation.On-Site and Remote Project Management: Led both on-site and remote teams, ensuring flexibility and smooth collaboration across geographies.Led the deployment of a new data management system, resulting in a 30% improvement in data retrieval times.

London, England, United Kingdom

• Managed the delivery of business change and SaaS solutions for a wealth management client. Collaborated closely with project managers and business stakeholders to ensure the smooth implementation of new systems and business processes.• Facilitated the transition to new business systems while managing the concerns of impacted teams across different countries, each with distinct operational workflows.

Kent, England, United Kingdom

Led end-to-end technology and business change programs across a large global enterprise, ensuring successful delivery, system integration, and alignment with strategic business objectives.End-to-End Program Delivery: Spearheaded RF Trading system selection, implementation and business change programs, including software implementation and process re-engineering, achieving a 30% reduction in customer start-up time.Senior Stakeholder Management: Engaged with CxO-level executives and senior leadership to align business strategies with program objectives, driving successful outcomes.Cross-Functional Program Leadership: Led complex programs across software development, platforms, and business systems, collaborating with HR, finance, and operations teams to ensure alignment with business goals.Post-Acquisition Integration: Managed the lift-out of functions post-acquisition, ensuring smooth transitions and minimizing operational risks during the integration process.Foundational Automation Development: Implemented manual workaround processes, laying the groundwork for future automation and long-term efficiency gains.On-Site and Remote Project Management: Managed both on-site and remote teams, ensuring smooth coordination and successful project execution across geographies.

London

Led Cloud Infrastructure Migration: Spearheaded the transition from legacy systems to a robust, cloud-based infrastructure, improving system performance and scalability by 20%.End-to-End SDLC Management: Directed the full software development lifecycle (SDLC) for new applications, ensuring seamless integration with existing systems while mitigating risks associated with the migration.Customer Data Take-On & Integration: Managed the take-on and migration of critical customer data across CRM, CMS, and trading platforms, overseeing API development and ensuring data integrity throughout the process.Optimized Business Workflows: Designed and implemented automated workflows that streamlined cross-functional operations, reducing manual interventions and improving overall system efficiency.Change Management Leadership: Conducted change readiness assessments and developed communication plans that reduced resistance and enabled smoother business transitions.Regulatory Compliance: Authored and executed a high-level GDPR compliance plan, ensuring all business units of a UK investment manager adhered to regulatory standards.Risk & Operational Assessments: Completed comprehensive IT risk, operations, and internal systems impact assessments, ensuring operational readiness and aligning with organizational goals.

Canterbury, United Kingdom

Career break to establish family ecommerce business

Canary Wharf

Onboarded as part of the Front Office transformation team of a major Uk Investment Bank to deliver end-to-end project artifacts in line with defined timelines, scope, and budget.Mobilised and led a global cross-functional team of 50 within PMO across differing time zones and cultures.Seconded to the Singapore office to manage development and implementation of a new Portfolio Management System (PMS) and establish a helpdesk support function for APAC clients.Established a global stakeholder engagement regime, ensuring uniformity in approach and methodology.Negotiated with external consultancies for provision of consultancy services and resources, managing the onboarding process.Oversaw strategic complex step change programs, including vendor selection and full lifecycle implementation and integration of solutions like Charles River (IMS).Reviewed team performance, implemented new ITIL-aligned processes, trained teams, and managed transition to BAU.

London

Coordinated all change activities between AXA project team and asset servicing, transfer agents, and custodians across multiple locations.Led the project change/business analyst team to define and agree on legal entity and custody transfer scope and timelines.Developed and managed business readiness planning, training needs analysis, benefits realization measurements, and communications plan.Successfully delivered the company’s de-merging/entity separation of assets program and integration of business applications to HSBC.Led a key custody transfer project to transfer £300 million of client assets between HSBC and JP Morgan.Completed the business and software integration of insurance brokers into the AXA landscape post-acquisition.

London

Successfully delivered upgrades to Front Office Order Management (OMS) Latentzero’s Capstone software suite – Minerva (Order Management system) Sentinel (Compliance) and Tesseract (Portfolio Management).

London

Led the implementation of the global wealth management and CRM system (KINEXUS) across all client and IFA sales teams as part of the investment bank’s strategic plan.

London And Singapore

Delivered business and technological front-office projects, including the implementation of Latent Zero OMS and BPR review of IT and support areas.Seconded to the Singapore office to manage the development and implementation of a new Portfolio Management System (PMS) and develop local staff.