1 to 25 of 34 Wealth Management Jobs in the City of London

Sales Executive SME/Large Enterprise SaaS London (Hybrid) £90K base x 2 OTE uncapped This is a fast-growing scale-up that’s helping advice and wealth management firms to attract and convert more clients. After strong traction with mid-market customers, the business is now building out its enterprise function, targeting national networks and large advisory … experienced with self-gen leads – there’s an increasingly powerful marketing effort but no SDR function, yet. What you’ll do Build and close new business with top-tier wealth management firms Manage the full sales cycle from prospecting to close. Tailor complex value propositions to multi-stakeholder buyers. Collaborate with marketing, product, and leadership on go-to … market strategy. Maintain accurate forecasting and pipeline discipline in HubSpot. What you’ll bring Experience selling SaaS solutions (typically £20K–£100K ACV) into financial services or similar consultative sectors, wealth management strongly preferred. Confidence operating in a complex, multi-stakeholder environment. A hunter mindset – you enjoy creating your own opportunities. Ambition to progress into enterprise-level selling and More ❯

Sales Executive SME/Large Enterprise SaaS London (Hybrid) £90K base x 2 OTE uncapped This is a fast-growing scale-up that’s helping advice and wealth management firms to attract and convert more clients. After strong traction with mid-market customers, the business is now building out its enterprise function, targeting national networks and large advisory … experienced with self-gen leads – there’s an increasingly powerful marketing effort but no SDR function, yet. What you’ll do Build and close new business with top-tier wealth management firms Manage the full sales cycle from prospecting to close. Tailor complex value propositions to multi-stakeholder buyers. Collaborate with marketing, product, and leadership on go-to … market strategy. Maintain accurate forecasting and pipeline discipline in HubSpot. What you’ll bring Experience selling SaaS solutions (typically £20K–£100K ACV) into financial services or similar consultative sectors, wealth management strongly preferred. Confidence operating in a complex, multi-stakeholder environment. A hunter mindset – you enjoy creating your own opportunities. Ambition to progress into enterprise-level selling and More ❯

OTE This is an exciting role for a dynamic, strategic sales professional who can drive SaaS revenue growth, engage senior decision-makers, and close high-value deals within the wealth management and financial services industries. What Were Looking For 57 years of SaaS sales experience, within fintech, wealth management, or financial services. A proven track record … the ability to influence at a senior level Skilled in negotiation and closing complex, high-value deals. Proficiency in modern CRM tools Nice to have: Experience with Client Lifecycle Management platforms or similar SaaS solutions. Knowledge of wealth management, private banking, or asset management. Why Apply? Excellent basic and uncapped commission, realistic to earn 200k Hybrid working More ❯

Business Development & Partnerships Manager – Re.LoA Location: UK (remote with frequent travel) Reports to: CEO/Commercial Director Industry Focus: Financial Advisory, Wealth Management, Pension Transfers About the Role We are looking for a driven and well-connected Business Development & Partnerships Manager to spearhead our growth in the UK financial advisory and wealth management vertical. This person … in the adviser tech and RegTech space. Contribute to case studies, webinars, and whitepapers in collaboration with marketing. Key Skills & Experience Strong network in the UK financial advisory/wealth management industry (essential). Proven track record in business development, partnerships, or sales within financial services, fintech, or adviser networks. Experience running or representing companies at industry events More ❯

Business Development & Partnerships Manager – Re.LoA Location: UK (remote with frequent travel) Reports to: CEO/Commercial Director Industry Focus: Financial Advisory, Wealth Management, Pension Transfers About the Role We are looking for a driven and well-connected Business Development & Partnerships Manager to spearhead our growth in the UK financial advisory and wealth management vertical. This person … in the adviser tech and RegTech space. Contribute to case studies, webinars, and whitepapers in collaboration with marketing. Key Skills & Experience Strong network in the UK financial advisory/wealth management industry (essential). Proven track record in business development, partnerships, or sales within financial services, fintech, or adviser networks. Experience running or representing companies at industry events More ❯

Business Sales Executive SME/Large Enterprise SaaS City, London (Hybrid) Circa £90K base x 2 OTE uncapped This is fast-growing scale-up that’s helping advice and wealth management firms to attract and convert more clients. Think lead-gen for wealth managers and the demand is huge! After exceptional traction with small and mid-market … brand recognition – your role is the full cycle from outreach to contract negotiation to close. What you’ll do Build and close new business with a wide range of wealth and asset management firms. Manage the full sales cycle from prospecting to close. Collaborate with marketing, product, and leadership on go-to-market strategy. Maintain accurate forecasting and … pipeline discipline in HubSpot. What you’ll bring Experience selling SaaS solutions (typically £20K–£100K ACV) into financial services or similar consultative sectors, wealth management strongly preferred. Confidence operating in a complex, multi-stakeholder environment. A hunter mindset – you enjoy creating your own opportunities. Ambition to progress into enterprise-level selling and larger deal cycles. Excellent communication skills More ❯

Business Sales Executive SME/Large Enterprise SaaS City, London (Hybrid) Circa £90K base x 2 OTE uncapped This is fast-growing scale-up that’s helping advice and wealth management firms to attract and convert more clients. Think lead-gen for wealth managers and the demand is huge! After exceptional traction with small and mid-market … brand recognition – your role is the full cycle from outreach to contract negotiation to close. What you’ll do Build and close new business with a wide range of wealth and asset management firms. Manage the full sales cycle from prospecting to close. Collaborate with marketing, product, and leadership on go-to-market strategy. Maintain accurate forecasting and … pipeline discipline in HubSpot. What you’ll bring Experience selling SaaS solutions (typically £20K–£100K ACV) into financial services or similar consultative sectors, wealth management strongly preferred. Confidence operating in a complex, multi-stakeholder environment. A hunter mindset – you enjoy creating your own opportunities. Ambition to progress into enterprise-level selling and larger deal cycles. Excellent communication skills More ❯

Principal Architect – Front Office & Investment Platform Strategy Global Investment & Wealth Platform Transformation | London Up to £135,000 + Bonus & Full Benefits | Hybrid This is a strategic, front-office-aligned architecture role shaping the evolution of a multi-billion-dollar investment management platform. You’ll operate at the intersection of technology, data, and business value—driving change across portfolio … management, trading, risk, compliance, and client operations. The remit demands a commercially astute technologist who can influence senior stakeholders, challenge legacy thinking, and drive measurable outcomes through enterprise architecture and platform modernisation. The Role Lead architecture and design for an enterprise-scale front-to-back investment management platform, ensuring seamless integration across trading, risk, performance, and operations. Oversee … digital investment operations. Engage senior business sponsors and C-suite stakeholders , translating complex architecture into business outcomes and total-cost-of-ownership advantages. Champion data-driven decisioning across investment management, using benchmarking and insights to accelerate adoption. Drive SaaS and cloud transformation , shaping roadmaps that unlock economies of scale and enable future AI/ML-driven capabilities. Mentor cross More ❯

Principal Architect – Front Office & Investment Platform Strategy Global Investment & Wealth Platform Transformation | London Up to £135,000 + Bonus & Full Benefits | Hybrid This is a strategic, front-office-aligned architecture role shaping the evolution of a multi-billion-dollar investment management platform. You’ll operate at the intersection of technology, data, and business value—driving change across portfolio … management, trading, risk, compliance, and client operations. The remit demands a commercially astute technologist who can influence senior stakeholders, challenge legacy thinking, and drive measurable outcomes through enterprise architecture and platform modernisation. The Role Lead architecture and design for an enterprise-scale front-to-back investment management platform, ensuring seamless integration across trading, risk, performance, and operations. Oversee … digital investment operations. Engage senior business sponsors and C-suite stakeholders , translating complex architecture into business outcomes and total-cost-of-ownership advantages. Champion data-driven decisioning across investment management, using benchmarking and insights to accelerate adoption. Drive SaaS and cloud transformation , shaping roadmaps that unlock economies of scale and enable future AI/ML-driven capabilities. Mentor cross More ❯

industry, and is looking to hire an Operations First Line Risk and Resilience Manager. Reporting into the COO and operating alongside the UK Risk function and wider Enterprise Risk Management function, you will be responsible for the “first line of defence”, supporting the monitoring, analysis and escalation of risks and risk events. You will also be responsible for the … implementation of additional service & management controls across the UK. Are you the right person for the job? Must have a minimum of five years' Operational Risk and Resilience experience within financial services, preferably within Wealth Management/Private Banking A good understanding of Wealth Management platforms, products and services and first line of defence risk … frameworks Experience managing high-performing teams Strong stakeholder management Strong communication and presentation skills Proficient in IT skills - all Microsoft Office products and able to pick up other systems/databases easily What will your role look like? Manage your team and actively support the preparation and monitoring of Risk and Control Self-Assessments (“RCSA”) Oversee key control testing More ❯

Developer) We have several fantastic 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 Azure SQL. Our client will provide training in: .NET 9, JavaScript, React, Angular 19, Microservices, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity Framework More ❯

is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research … the passion and creativity of our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the worlds leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible … overall product stability. Quality Assurance: Implement and monitor quality control processes to ensure that build processes meet the required quality standards. Conduct regular reviews and audits. Risk and Issue Management: Identify, assess, and manage risks and issues that may impact the build process. Develop and implement mitigation strategies to address issues promptly. Technical Expertise: Maintain a deep understanding of More ❯

Arrangement: Hybrid (2–3 days per week onsite near Bond Street) About the Company We are partnered with an international fintech at the forefront of private markets investment and wealth management innovation. Market leading fintech trusted by top-tier asset managers, private banks, and investment firms across Europe and Asia. They are transforming access to private markets through … translate commercial goals into technical solutions Key Skills & Experience 8+ years of software engineering experience with strong proficiency in Python or TypeScript. 3+ years in a leadership or technical management role. Proven experience developing and deploying AI/ML solutions in financial or data-intensive environments. Strong knowledge of Azure or other cloud-native architectures Hands-on experience integrating … LLMs, APIs, and NLP technologies (e.g. Claude, OpenAI, Gemini, Foundry). Excellent problem-solving, communication, and stakeholder management skills. What they offer Competitive base salary (£100,000 – £150,000) + bonus. Opportunity to shape the company’s AI vision and build a world-class engineering team. Collaborative, fast-paced culture with exposure to senior leadership and international teams. Hybrid More ❯

Bloomberg, Refinitiv, Calypso, Kondor+) and downstream systems. Ensure smooth end-to-end trade lifecycle from capture to settlement. Support development of interfaces for regulatory and compliance reporting. Change & Incident Management Analyze and resolve production issues within the Avaloq treasury domain. Provide 3rd-level support and root cause analysis for system defects. Collaborate with cross-functional teams on system upgrades … frameworks. Domain Knowledge Solid understanding of Treasury operations, including FX spot/forward, swaps, MM deposits/loans, repos, and derivatives. Knowledge of front-to-back trade lifecycle, risk management, settlement, and accounting. Exposure to regulatory reporting (EMIR, MiFID, Dodd-Frank) and compliance in treasury environments. Other Skills Experience with Avaloq integration frameworks (AIS, APS, ACP tools, Web Services … PL/SQL). Familiarity with Agile methodologies (Scrum, SAFe, Kanban). Excellent problem-solving skills and ability to work in a fast-paced environment. Strong communication and stakeholder management skills. Nice-to-Have Skills Description: Avaloq certification (ACP - Core/Treasury). Previous experience in Wealth Management/Private Banking environments. Exposure to Cloud-based Avaloq More ❯

Bloomberg, Refinitiv, Calypso, Kondor+) and downstream systems. Ensure smooth end-to-end trade lifecycle from capture to settlement. Support development of interfaces for regulatory and compliance reporting. Change & Incident Management Analyze and resolve production issues within the Avaloq treasury domain. Provide 3rd-level support and root cause analysis for system defects. Collaborate with cross-functional teams on system upgrades … frameworks. Domain Knowledge Solid understanding of Treasury operations, including FX spot/forward, swaps, MM deposits/loans, repos, and derivatives. Knowledge of front-to-back trade lifecycle, risk management, settlement, and accounting. Exposure to regulatory reporting (EMIR, MiFID, Dodd-Frank) and compliance in treasury environments. Other Skills Experience with Avaloq integration frameworks (AIS, APS, ACP tools, Web Services … PL/SQL). Familiarity with Agile methodologies (Scrum, SAFe, Kanban). Excellent problem-solving skills and ability to work in a fast-paced environment. Strong communication and stakeholder management skills. Nice-to-Have Skills Description: Avaloq certification (ACP - Core/Treasury). Previous experience in Wealth Management/Private Banking environments. Exposure to Cloud-based Avaloq More ❯

The ideal candidate will have hands-on experience with Selenium (Python), Postman, SQL, and a solid understanding of quality assurance best practices. Exposure to fund accounting, fund administration, or wealth management domains is a strong plus. Key Responsibilities: Lead and execute end-to-end testing of web and mobile applications. Design, develop, and maintain automation test scripts using … in Selenium with Python for automation. Solid understanding of API testing using Postman or similar tools. Strong command over SQL for data validation and backend testing. Experience with test management tools like JIRA, TestRail, or similar. Familiarity with CI/CD pipelines and integration of automated tests. Excellent analytical and problem-solving skills. Strong communication and documentation skills. Nice … to Have: Domain knowledge in fund accounting, fund administration, or wealth management. Experience with performance testing tools (e.g., JMeter, LoadRunner). Exposure to cloud platforms (AWS, Azure) and containerized environments (Docker, Kubernetes). ISTQB or equivalent certification. More ❯

The ideal candidate will have hands-on experience with Selenium (Python), Postman, SQL, and a solid understanding of quality assurance best practices. Exposure to fund accounting, fund administration, or wealth management domains is a strong plus. Key Responsibilities: Lead and execute end-to-end testing of web and mobile applications. Design, develop, and maintain automation test scripts using … in Selenium with Python for automation. Solid understanding of API testing using Postman or similar tools. Strong command over SQL for data validation and backend testing. Experience with test management tools like JIRA, TestRail, or similar. Familiarity with CI/CD pipelines and integration of automated tests. Excellent analytical and problem-solving skills. Strong communication and documentation skills. Nice … to Have: Domain knowledge in fund accounting, fund administration, or wealth management. Experience with performance testing tools (e.g., JMeter, LoadRunner). Exposure to cloud platforms (AWS, Azure) and containerized environments (Docker, Kubernetes). ISTQB or equivalent certification. More ❯

Leeds) Salary: £60,000 - £70,0000 Consultant: Mags Rendle Excellent career opportunity! The Organisation TDRC are excited to be once again working with one of the UK’s leading Wealth Management firms. Through their robust infrastructure, cutting edge technology, and exceptional support, they are delivering an excellent and reliable service to their continuously expanding client base. They are … teams to translate business requirements into robust technical solutions. Mentor and support data engineers, ensuring adherence to engineering best practices. Participate in Agile delivery using Azure DevOps for backlog management, sprint planning, and CI/CD. Technical Skills Azure Data Factory: Expert in building, automating, and optimising ETL pipelines. Azure Synapse Analytics: Strong experience with dedicated SQL pools, data … data structures, storage layers, and integration for analytics. Microsoft Fabric (Emerging): Contribute to the organisation’s transition and adoption strategy. Git/Azure DevOps: Skilled in version control, release management, and CI/CD. Azure Machine Learning (Desirable): Experience applying or integrating ML models to enhance analytics. ChatGPT/Copilot Integrations (Desirable): Experience leveraging AI for data automation and More ❯

Leeds) Salary: £60,000 - £70,0000 Consultant: Mags Rendle Excellent career opportunity! The Organisation TDRC are excited to be once again working with one of the UK’s leading Wealth Management firms. Through their robust infrastructure, cutting edge technology, and exceptional support, they are delivering an excellent and reliable service to their continuously expanding client base. They are … teams to translate business requirements into robust technical solutions. Mentor and support data engineers, ensuring adherence to engineering best practices. Participate in Agile delivery using Azure DevOps for backlog management, sprint planning, and CI/CD. Technical Skills Azure Data Factory: Expert in building, automating, and optimising ETL pipelines. Azure Synapse Analytics: Strong experience with dedicated SQL pools, data … data structures, storage layers, and integration for analytics. Microsoft Fabric (Emerging): Contribute to the organisation’s transition and adoption strategy. Git/Azure DevOps: Skilled in version control, release management, and CI/CD. Azure Machine Learning (Desirable): Experience applying or integrating ML models to enhance analytics. ChatGPT/Copilot Integrations (Desirable): Experience leveraging AI for data automation and More ❯

on Xapien to turn days of manual research into trusted insights, delivered in minutes. Our momentum so far Customers in a diverse range of industries, with particular growth in wealth management, insurance, financial services and supply chain onboarding. Demand accelerating beyond our UK headquarters, across multiple continents with new customers in the Middle East, Asia, and Oceania. Why More ❯

on Xapien to turn days of manual research into trusted insights, delivered in minutes. Our momentum so far Customers in a diverse range of industries, with particular growth in wealth management, insurance, financial services and supply chain onboarding. Demand accelerating beyond our UK headquarters, across multiple continents with new customers in the Middle East, Asia, and Oceania. Why More ❯

is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research … the passion and creativity of our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the worlds leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible … professionally in meetings, while maintaining clear boundaries and ensuring discussions remain aligned with agreed project scope and priorities Experience with security tools and technologies such as SIEM (Splunk), vulnerability management (Tenable), and PAM Strong understanding of security frameworks and standards (e.g., ISO 27001, NIST), as well as asset management and risk assessment solutions It would be a real More ❯

office Salary: £50,000 - £55,0000 Consultant: Mags Rendle Excellent career opportunity! The Organisation TDRC are excited to be once again working with one of the UK’s leading Wealth Management firms. Through their robust infrastructure, cutting edge technology, and exceptional support, they are delivering an excellent and reliable service to their continuously expanding client base. They are … requirements and deliver fit-for-purpose solutions. Contribute to data quality checks, documentation, and continuous improvement across the data platform. Participate in Agile delivery using Azure DevOps for task management and version control. Technical Skills Power BI: Strong experience in developing and publishing reports, dashboards, and data models using DAX and Power Query. Azure Data Factory: Hands-on experience More ❯

office Salary: £50,000 - £55,0000 Consultant: Mags Rendle Excellent career opportunity! The Organisation TDRC are excited to be once again working with one of the UK’s leading Wealth Management firms. Through their robust infrastructure, cutting edge technology, and exceptional support, they are delivering an excellent and reliable service to their continuously expanding client base. They are … requirements and deliver fit-for-purpose solutions. Contribute to data quality checks, documentation, and continuous improvement across the data platform. Participate in Agile delivery using Azure DevOps for task management and version control. Technical Skills Power BI: Strong experience in developing and publishing reports, dashboards, and data models using DAX and Power Query. Azure Data Factory: Hands-on experience More ❯

Contractor inside IR35 Location: Hybrid – 3 days/week onsite, 2 days remote We’re urgently seeking a seasoned Paladign/Mainframe Developer to support and enhance a core wealth management system used by our client in the financial services sector. Key Responsibilities: Analyse business requirements and develop software solutions on IBM i (AS/400). Maintain More ❯