1 to 25 of 127 Wealth Management Jobs

Line of Service Industry/Sector Specialism Management Level Senior Manager Job Description & Summary We are building one of the most exciting capabilities in the Consulting Industry. Our Asset & Wealth Management Enterprise Transformation practice combines market-leading approaches in operating model design, change management, program and … project management, and transformation implementation to solve some of the industry’s most complex and challenging issues. Our goal is to deliver human-led, tech-powered success for our clients, and we believe in the power of enterprise-level transformation to unlock significant opportunities for them and the industry. … outcomes for the people and places they serve. Our diverse client base includes top-tier multinational organisations such as Traditional & Alternative Fund Managers, Sovereign Wealth Funds, Fund Service Providers, Prime Brokers, and Custodians. They are predominantly large multinational firms who are leaders in their respective markets Passion drives us more »

financial advisory firm, is seeking a talented and driven M&A Senior Analysts and Associates specialising in FIG M&A in the asset and wealth management sectors to join their team in London. If you have a strong background in the financial industry, specifically within FIG and the … asset and wealth management sectors, we want to hear from you. Candidates with a background in other Financial Institutions Group (FIG) sectors will also be considered. Responsibilities: Lead and execute M&A transactions within the asset and wealth management sectors, including financial analysis, due diligence, valuation … industry professionals, and key stakeholders to generate new business opportunities. Stay updated with industry trends, regulatory changes, and market developments related to asset and wealth management. Requirements: Bachelor's degree in finance, economics, or a related field. An advanced degree (MBA, CFA, etc.) is a plus. Extensive experience in more »

Compliance Manager Wealth Management Location: Doncaster (Hybrid) Salary: £45k - £60k + benefits Stuck in a rut? Frustrated in a business with no clear desire or plans for growth? Is it time to join a business as ambitious as you? This wealth management firm has ambition, there … to join and this could be the start of a very interesting journey for you. Supporting the Head of Compliance, you’ll use your Wealth Management compliance experience to provide group-wide compliance advice, guidance and support at all levels. You’ll work closely with 1st line (including … through training and regulatory updates and help ensure the firm meets all Consumer Duty requirements. You’ll have gained strong Compliance experience in a Wealth Management environment and will be able to act as a ‘critical friend’ to the business, providing constructive challenge as and when required. You more »

Business Development Manager (Asset/Wealth Management) London - Hybrid Up to £120,000 + 15% Uncapped Commission + Training + Benefits Are you a Business Development Manager with experience in asset or wealth management, looking to join a well-established financial Software Services business and unlock … is an exciting opportunity to elevate your career in a company that specializes in providing investment software solutions for asset managers, institutional investors, and wealth managers. They offer a range of software products designed to assist with investment analysis, portfolio optimization, risk management, and performance attribution. This role … will suit a Business Development Manager this experience in asset or wealth management and would have experience in Financial Software Sales and would be able to travel around the world to visit clients and create new business opportunities would be responsible for maintaining the company's high level more »

Business Development Manager (Asset/Wealth Management) London - Hybrid Up to £120,000 + 15% Uncapped Commission + Training + Benefits Are you a Business Development Manager with experience in asset or wealth management, looking to join a well-established financial Software Services business and unlock … is an exciting opportunity to elevate your career in a company that specializes in providing investment software solutions for asset managers, institutional investors, and wealth managers. They offer a range of software products designed to assist with investment analysis, portfolio optimization, risk management, and performance attribution. This role … will suit a Business Development Manager this experience in asset or wealth management and would have experience in Financial Software Sales and would be able to travel around the world to visit clients and create new business opportunities would be responsible for maintaining the company's high level more »

FIG M&A for their London team. Fluent German required. If you have a strong financial industry background, particularly in FIG and asset/wealth management sectors, we want to hear from you! Responsibilities: Leading and executing M&A transactions in asset/wealth management, including … new business opportunities. Requirements: Bachelor's degree in finance or related field, with an advanced degree preferred. Extensive M&A experience in asset/wealth management, with FIG knowledge preferred. Strong financial analysis and modeling skills, along with excellent communication and project management abilities. Professional fluency in … German If you're a motivated professional with asset/wealth management M&A experience and fluent in German, don't miss this opportunity to join a leading global firm in London! Apply now more »

Programme Manager Leading UK Wealth Management firm, Based Central London Would you like the opportunity to work within a growing, dynamic wealth management firm? We are seeking a Programme Manager to join our niche wealth management firm. This role is responsible for delivering multiple … day to day basis. Specific duties and responsibilities include: Overseeing the planning and implementation of companywide projects in line with the Company’s Project Management Framework. Defining a project’s scope and goals. Lead the construction of Cost Benefit Analysis as part of Project scoping. Planning and defining project … timelines. Coordinating project staff/Resource planning and allocation. Actively manage the project during its life-cycle, ensuring periodic and timely monitoring. Test management and Quality assurance. Managing project administration, including all documentation to ensure regular reporting to senior management and tracking of project performance. Complete project evaluations more »

Service Manager - Wealth Management - London, Newcastle or Edinburgh (hybrid working) My client, a leading Wealth Management firm, is looking for a Service Manager to join them on a Permanent basis. The successful candidate will work on all aspects of service management in their Custody and … Settlements function. Role responsibilities and requirements: Established experience of working as a Service Manager in either the Investment, Asset or Wealth Management sectors. Proven experience of working with difficult and complex third party vendor/suppliers. Previous experience of independently managing and resolving service management issues and … incidents. Strong IT or technical service management background. Start date: ASAP Salary: Between £70,000 to £85,000 per year, based off experience (plus benefits) Location: London, Newcastle or Edinburgh (Hybrid Working) If this is of interest, please apply with your latest CV and I will be in touch more »

We are the consulting division of Davies, accelerating business, technology and people performance across financial services including banking, asset and wealth management, insurance and other highly regulated industries. We are currently seeking a Director to join our team on a permanent basis within our Asset & Wealth Management … Director will be a motivated, self-starter with a credible and proven track-record in the leadership of delivery programmes and projects in the wealth/retail investment sector. The Director will act as a senior and experienced member of the Asset & Wealth Management consulting team in … required to do the role: Strong track record of leading large and/or complex business and technology change programmes and projects. Must have wealth management and delivery experience. Ability to connect and communicate with C-level and executive stakeholders. Excellent vendor management and influencing skills. High more »

An exciting opportunity has arisen for a Software Development Manager to lead an established team of senior developer to build a Digital Wealth Management Platform. You will be working directly with the CTO to roll out the new set of products on a very ambitious roadmap.You'll be … joining a growing team for a leading digital wealth management company that is at the forefront of technology solutions. The successful candidate will be someone who enjoys innovating, problem solving and wants to be at the forefront of transformation. As the company continue to grow organically and through … an ambitious tech advocate who is keen to take advantage of abundant opportunities for personal achievement and to accelerate their career within a leading wealth management formHave commercial hands-on coding experienceExperience of leveraging REST APIs to undertake application integrationExperience of unit and end-to-end testing of more »

and 3pm Monday to Friday. Other contractual hours can be worked between 7am and 7pm. Working as part of the team at Bryant Associates Wealth Management Ltd who are a Senior Partner Practice of St. Jamess Place Plc. An excellent opportunity has arisen for a professional and experienced … locations, writing reports in respect of the business generated by the Financial Advisers within the Practice and managing cases through to completion. Bryant Associates Wealth Management is well established and highly successful, operating since 1995. The Role: Senior Technical Administrator As a Technical Administrator your role will include … and happy working with little or no supervision Ideally, you will SJP system experience, or have been working for an IFA or in a Wealth Management environment and you hold the Level 4 Dip PFS qualification or are working towards obtaining it Alternatively, you may be FPC qualified more »

The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Transaction Reporting Associate role will sit within the Client Services team within the Investment Management firm, supporting the daily Transaction Reporting processes as well … the Transaction Reporting reconciliation in relation to Asset Servicing. The Transaction Reporting Associate will be responsible for setting up new assets within the Investment Management firm as well as updating and reviewing them when required to do so. The Transaction Reporting Associate will review and maintain all Transaction Reporting … procedures and processes as well as any ad hoc projects that me be required of them. The Candidate Transaction Reporting experience within and Asset Management or Wealth Management company - essential! Experience working with Static Data. Client service focus. Good understanding of the importance of the regulatory framework more »

K Salary (depending on experience) The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals The Role This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks … in a Wealth Management environment. The Financial Planning Administrator will have financial planning/IFA client services experience and will provide a high level of support to a team of Financial Advisors. The Financial Planning Administrator will liaise and communicate successfully with external clients, internal key stakeholders , Insurance … Planning Administrator will provide support to assist the Financial Planning Team in reaching new business and provide support to the relevant Financial Adviser or Wealth Consultant in detailed research (quotes, product selection and existing product review) in preparation of recommendations/review reports. Process new business including submission, follow more »

Line of Service Assurance Industry/Sector Asset and Wealth Management Specialism Assurance Management Level Senior Manager Job Description & Summary PwC's Asset and Wealth Management (AWM) practice is the market leading AWM audit business. Our business is a national practice comprising over 600 staff … Capitalist backed companies. You'll work across a wide variety of industry sectors including, Real Estate, Hedge Funds, Pensions, Private Equity, traditional Asset and Wealth management, as well as technology and asset servicing businesses. This breadth of client base gives our people an unmatchable opportunity to gain deep … of the audit business. The responsibilities include but are not limited to: Leading large multi-location, often international, teams using your people and relationship management skills to deliver high quality audit work from project planning to completion; Developing trusted senior client relationships and demonstrating curiosity that allows you to more »

Help to bring wealth management to a new generation of investors. Historically, the older, wealthier generations have had access to wealth managers where they can invest hundreds of thousands into a fund. These “high-net worth individuals” have had a monopoly on the markets and more diverse … going to be coming into this traditional investment manager to help them build their mobile apps for the next generation. This is a £50bn+ wealth manager, so they have a strong understanding of how best to invest and have a track record of delivery. Their plan is to build … initially be a fixed-term position with the view of becoming permanent if you enjoy life there. This project will be building a new wealth management app to support clients with ‘better investing’. You’ll work closely with the wider software development team, and you’ll be more »

Pay rate: up to 775 GBP per day Duration: 6 months Work type: hybrid Description Department/Job Overview: The Wealth Management Platform International (WMPI) is responsible for defining the technology platform strategy for Global Wealth Management locations outside of Switzerland, Singapore, Hong Kong and the … of change deliver, and support with leadership of implementation topics where required, in conjunction with the local business team Qualifications Essential Skills: Core Project Management experience and skills (7 years+) Wealth Management/Private Banking knowledge and experience Ability to communicate and produce high-quality presentation materials more »

The Company Our client is a Wealth Management company based in the City of London, highly recognised with a fantastic reputation. The Role The Investment Administrator/Investment Assistant will support an established Investment Management team and will be responsible for drafting client reports to coincide with … internal systems to be processed by the Investment Manager. The Candidate A minimum of 2 years Investment Assistant/Investment Administration experience supporting a Wealth Management desk Ideally level 4 RDR qualified - or willing to study IAD eventually Excellent written and verbal communication skills. Organised and able to more »

Senior DevOps Engineer (Team Lead) Leading Wealth Management Firm Leeds About Us: Join a pioneering wealth management firm dedicated to empowering individuals and families worldwide to achieve their financial dreams. With our visionary approach and advanced technology, we deliver tailored solutions that redefine wealth management. … Overview: We're seeking a dynamic Senior DevOps Engineer to drive innovation and excellence in our team. You'll spearhead the design, implementation, and management of cutting-edge infrastructure solutions, ensuring our systems are secure, reliable, and scalable. Responsibilities: Lead our DevOps team in crafting and maintaining scalable infrastructure … development opportunities. Collaborative and supportive work environment. Ready to Make Your Mark? If you're passionate about driving change and shaping the future of wealth management, we want to hear from you. Join us on our journey to redefine what's possible in finance. Apply now more »

Senior Administrator (IFA) Our client is a Wealth Management firm which focuses on and specialises in the tax and investment needs of retirees. Many of their clients have retired overseas. They manage portfolios on their behalf to ensure they have enough money to see them through a happy … office in the City of London. The business is now seeking a full-time Senior Administrator to collaborate with our established team of branch wealth managers and financial planners, to ensure the smooth running of our office. The role will involve front-of-house and general administrative duties. Location … depending on skills and experience Key Tasks and Responsibilities Manage client correspondence, including email and telephone queries forwarding on where relevant to the appropriate wealth manager. Process new business, assisting with new client onboarding and the liaising with clients and providers where appropriate Adding and updating new client data more »

A leading Revenue Management Platform within Asset & Wealth Management, our client requires a strategic sales specialist to further drive market share and brand recognition across the UK. Revenue Management Platform within Asset & Wealth Management Remote, London Base up to £130,000 + Extensive Commission … with the help of the CRM system Continuous building of sales pipeline The Candidate: Applicants will be expected to demonstrate: 12+ years working within Wealth Asset Management 5+ years within sales the sector, or Financial Services A proven hunter of new business within complex sales processes Understand client … on an exciting journey committed to becoming a leading firm with a world class team. They are on a mission to create meaningful, differentiated wealth solutions that help people live their best life, helping their clients grow revenue, reduce costs, manage risk, and delight their customers. Lots of growth more »

Our client who is a SME within the Investment banking space is looking for a Performance Management/FP&A/Business Partner – VP level equivalent. Performance Management forms a key part of the Finance team and will be responsible for the coordination and execution of financial planning … and forecasting deliverables, business partnering and management reporting. The position will be focused on the Wealth Management Europe business with a concentration on businesses and cost base. The role requires leadership, good collaboration and communication with Business heads to ensure strategic goals are reflected as financial objectives … will be expected to be in the office three days a week. Key responsibilities are listed below but not limited to. • Support and design management reporting deliverables with visual impact, clear structure and reader friendly content. • Develop, manage and run working relationships with designated businesses. • Produce annual plans, multi more »

Enterprise Architect with great experience working in the Financial Services industry? If so then I have an exciting opportunity for you with a top Wealth Management firm based in London. The role itself is a permanent role that offers a salary of up to £125K base, this is … so will need attendance onsite 2x days a week. The right candidate must have strong Enterprise Architect experience, this will be ideally with a Wealth Management firm but must at least be in the financial service industry. Required experience Vast Experience working as a Wealth or Asset … Management enterprise architect. Delivered modern software and database solutions in an environment that includes SaaS and inhouse solutions (inc. microservices, event driven design, API, tenants, etc) experience working as a developer and a further experience as a domain solution architect. Experienced in creating architecture designs documents at high quality more »

new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client's latest product release has changed the way people view private wealth management and … allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today's market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in: .NET more »

new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client’s latest product release has changed the way people view private wealth management and … allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today’s market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in: .NET more »

new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client’s latest product release has changed the way people view private wealth management and … allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today’s market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in: .NET more »