Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. … non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealthmanagement services and qualified intermediary services for tax-deferred exchanges. Wintrust was founded with the idea to be the alternative to the big … the operating procedures and practices within the teller department including: Make approvals and exceptions to policy as needed, recognize potential fraud and report to management as necessary, take a proactive approach to solving operational issues, and ensure compliance of all department, bank and regulatory policies and procedures Recognize potential more »
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. … non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealthmanagement services and qualified intermediary services for tax-deferred exchanges. Wintrust was founded with the idea to be the alternative to the big … the operating procedures and practices within the teller department including: Make approvals and exceptions to policy as needed, recognize potential fraud and report to management as necessary, take a proactive approach to solving operational issues, and ensure compliance of all department, bank and regulatory policies and procedures Recognize potential more »
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. … non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealthmanagement services and qualified intermediary services for tax-deferred exchanges. Wintrust was founded with the idea to be the alternative to the big … the operating procedures and practices within the teller department including: Make approvals and exceptions to policy as needed, recognize potential fraud and report to management as necessary, take a proactive approach to solving operational issues, and ensure compliance of all department, bank and regulatory policies and procedures Recognize potential more »
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. … non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealthmanagement services and qualified intermediary services for tax-deferred exchanges. Wintrust was founded with the idea to be the alternative to the big … the operating procedures and practices within the teller department including: Make approvals and exceptions to policy as needed, recognize potential fraud and report to management as necessary, take a proactive approach to solving operational issues, and ensure compliance of all department, bank and regulatory policies and procedures Recognize potential more »
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. … non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealthmanagement services and qualified intermediary services for tax-deferred exchanges. Wintrust was founded with the idea to be the alternative to the big … the operating procedures and practices within the teller department including: Make approvals and exceptions to policy as needed, recognize potential fraud and report to management as necessary, take a proactive approach to solving operational issues, and ensure compliance of all department, bank and regulatory policies and procedures Recognize potential more »
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. … non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealthmanagement services and qualified intermediary services for tax-deferred exchanges. Why join us? An award-winning culture! We are rated a Top Workplace more »
Bristol, Avon, South West, United Kingdom Hybrid / WFH Options
Hargreaves Lansdown Asset Management Limited
role would suit someone who has experience in service-related roles, and who is looking to develop their professional career in Financial Services and Wealth Management. This role is the first step to develop your career in a Bristol-based FTSE 250 WealthManagement company. You will … with other teams within the business and external companies Supporting the team's risk and control activities to ensure good client outcomes and risk management culture About you We invest in our teams - we don't require you to have a background in financial services. A successful candidate must more »
D activities. Coordinating tasks among program teams, internal departments, and external organizations. Establishing and leading project teams to optimize delivery efficiency within a matrix management environment. Ideal Candidate Profile: You are recognized for your purposeful leadership and your ability to drive projects to successful outcomes. Thriving in fast-paced … environments, you excel in time management and maintaining composure under pressure. Your creativity and motivation empower you to take initiative and adapt to evolving priorities. As a collaborative team player, you build strong relationships with peers and stakeholders, fostering an environment of knowledge sharing and innovation. Key Competencies: Experience … in managing large-scale Change/Transformation programs. Knowledge of the wealthmanagement and pensions industry. Understanding of Information Technology systems in a Financial Services context. Proficiency in working with outsourced partners and providers. Track record of successfully managing complex solutions, teams, and activities. Strong IT skills, including more »
creating UI, web service calls, SOAP. Any experience of developing software for the financial services arena would be a bonus. The client develops pensions, wealthmanagement and Fund accounting systems. Other web technologies that would be handy to have are HTML, possibly RedHat/JBoss. The position will more »
companies and governments. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealthmanagement in the Americas, Europe and the Middle East and Asia. Jefferies Group LLC is a wholly-owned subsidiary of Jefferies Financial Group more »
Location: UK Remote Salary: Up to £50k + Bonus + Excellent Benefits The Client: Our client is a reputable provider and developer of a WealthManagement Platform serving the financial services sector. They have a diverse clientele spanning the UK and Europe. The Role: As a Project Manager … you will be overseeing portfolio management, engaging with customers, ensuring project delivery, managing teams, and driving service improvement. Responsibilities: Oversee the entire project lifecycle, ensuring compliance with contractual commitments. Lead and sustain client relationships, ensuring continuous engagement and satisfaction. Manage project timelines, budgets, and scope through stringent change control … processes. Conduct effective stakeholder management both internally and externally. Requirements: Previously worked as a Project Manager or in a similar role. Experience across all phases of project management. Certified and experienced in PRINCE2 or PMP. Proven capability in managing multiple projects concurrently. Background in managing projects within financial services more »
leeds, west yorkshire, yorkshire and the humber, United Kingdom Hybrid / WFH Options
Trust In SODA
Job Title: Lead Cloud Engineer Location: Leeds Salary: Up to £80k Start: ASAP My client is one of the UK’s Leading WealthManagement firms. They are currently building out a Tech Hub in Leeds for their Personal Wealth Arm, and are now looking for a Lead more »
Portfolio Assistant Salary: £28,000 – £40,000 plus benefits Company Overview: A well-known national wealthmanagement firm is looking for an investment operation assistant to take responsibility for a range of tasks related to portfolio management and operations. Job Description: • Collating and analysing quarterly AUM figures. … to date, including tracking performance metrics and maintaining data integrity. Qualifications & Experience: • CISI/CFA level 4 qualified. • Previous experience in investment operations, portfolio management, or related roles essential. • Analytical and quantitative skills, with proficiency in financial modeling techniques. • Excellent attention to detail and organisational skills. • Proficiency in Microsoft more »
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. … non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealthmanagement services and qualified intermediary services for tax-deferred exchanges. Wintrust was founded with the idea to be the alternative to the big … works with other lines of business to maximize growth and profitability of the banking center. Oversee branch operations, including hiring, training, scheduling, and facility management Manage the sales performance of the banking center staff by conducting coaching sessions, overseeing staff development, and addressing employee performance issues as needed Resolve more »
progressive, collegiate and is best described as high performance but low ego. This position is with highly entrepreneurial firm who have disrupted the Private Wealth Asset manager space by utilising technology and data in innovative ways. In the last couple of years this firm have grown their client and … look after a significant number of clients immediately. They are looking to hire an experienced investment advisor with an interest in re-inventing the wealthmanagement industry and the attributes to be successful in a dynamic, collegiate and ego-free culture. They are looking for someone who can … Ultra High Net Worth Clients Advise on all aspects of the Client’s Financial Life Plan and implications for wrappers and interaction with investment management Contribute to firm’s approach to lifestyle financial planning Be part of broader firm building initiatives Whilst our client is prioritising the person over more »
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. … non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealthmanagement services and qualified intermediary services for tax-deferred exchanges. Wintrust was founded with the idea to be the alternative to the big … local community by participating in networking events and initiating outbound calling efforts to drive branch sales Oversee branch operations, including training, scheduling and facility management Conduct meetings to keep team members informed and motivated Conduct coaching sessions and address employee performance issues as needed Perform duties of Branch Manager more »
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. … non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealthmanagement services and qualified intermediary services for tax-deferred exchanges. Wintrust was founded with the idea to be the alternative to the big … local community by participating in networking events and initiating outbound calling efforts to drive branch sales Oversee branch operations, including training, scheduling and facility management Conduct meetings to keep team members informed and motivated Conduct coaching sessions and address employee performance issues as needed Perform duties of Branch Manager more »
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. … non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealthmanagement services and qualified intermediary services for tax-deferred exchanges. Wintrust was founded with the idea to be the alternative to the big … local community by participating in networking events and initiating outbound calling efforts to drive branch sales Oversee branch operations, including training, scheduling and facility management Conduct meetings to keep team members informed and motivated Conduct coaching sessions and address employee performance issues as needed Perform duties of Branch Manager more »
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. … non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealthmanagement services and qualified intermediary services for tax-deferred exchanges. Wintrust was founded with the idea to be the alternative to the big … local community by participating in networking events and initiating outbound calling efforts to drive branch sales Oversee branch operations, including training, scheduling and facility management Conduct meetings to keep team members informed and motivated Conduct coaching sessions and address employee performance issues as needed Perform duties of Branch Manager more »
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. … non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealthmanagement services and qualified intermediary services for tax-deferred exchanges. Wintrust was founded with the idea to be the alternative to the big … local community by participating in networking events and initiating outbound calling efforts to drive branch sales Oversee branch operations, including training, scheduling and facility management Conduct meetings to keep team members informed and motivated Conduct coaching sessions and address employee performance issues as needed Perform duties of Branch Manager more »
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. … non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealthmanagement services and qualified intermediary services for tax-deferred exchanges. Wintrust was founded with the idea to be the alternative to the big … local community by participating in networking events and initiating outbound calling efforts to drive branch sales Oversee branch operations, including training, scheduling and facility management Conduct meetings to keep team members informed and motivated Conduct coaching sessions and address employee performance issues as needed Perform duties of Branch Manager more »
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. … non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealthmanagement services and qualified intermediary services for tax-deferred exchanges. Wintrust was founded with the idea to be the alternative to the big … local community by participating in networking events and initiating outbound calling efforts to drive branch sales Oversee branch operations, including training, scheduling and facility management Conduct meetings to keep team members informed and motivated Conduct coaching sessions and address employee performance issues as needed Perform duties of Branch Manager more »
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. … non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealthmanagement services and qualified intermediary services for tax-deferred exchanges. Wintrust was founded with the idea to be the alternative to the big … local community by participating in networking events and initiating outbound calling efforts to drive branch sales Oversee branch operations, including training, scheduling and facility management Conduct meetings to keep team members informed and motivated Conduct coaching sessions and address employee performance issues as needed Perform duties of Branch Manager more »
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. … non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealthmanagement services and qualified intermediary services for tax-deferred exchanges. Wintrust was founded with the idea to be the alternative to the big … local community by participating in networking events and initiating outbound calling efforts to drive branch sales Oversee branch operations, including training, scheduling and facility management Conduct meetings to keep team members informed and motivated Conduct coaching sessions and address employee performance issues as needed Perform duties of Branch Manager more »
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. … non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealthmanagement services and qualified intermediary services for tax-deferred exchanges. Wintrust was founded with the idea to be the alternative to the big … local community by participating in networking events and initiating outbound calling efforts to drive branch sales Oversee branch operations, including training, scheduling and facility management Conduct meetings to keep team members informed and motivated Conduct coaching sessions and address employee performance issues as needed Perform duties of Branch Manager more »
