Role: Senior Manager – WealthManagement Location: London, UK Accenture is a leading global professional services company, providing a broad range of services in strategy and consulting, interactive, technology and operations, with digital capabilities across all these services. With our thought leadership and culture of innovation, we apply industry … to all of us.” – Julie Sweet, Accenture CEO As a team: In the UK, Accenture works with many of the leading firms in the wealthmanagement sectors. Fast- changing regulation, changing direct and institutional investor expectations, and technology innovation are trends that are having a significant impact on … and operation models of these firms. Accenture’s unique position, at the intersection of business and technology, means that more and more investment and wealth managers are turning to us for help with their most important business and technology investments. As a senior manager within Accenture’s WealthMore ❯
Role: Senior Manager – WealthManagement Location: London, UK Accenture is a leading global professional services company, providing a broad range of services in strategy and consulting, interactive, technology and operations, with digital capabilities across all these services. With our thought leadership and culture of innovation, we apply industry … to all of us.” – Julie Sweet, Accenture CEO As a team: In the UK, Accenture works with many of the leading firms in the wealthmanagement sectors. Fast- changing regulation, changing direct and institutional investor expectations, and technology innovation are trends that are having a significant impact on … and operation models of these firms. Accenture’s unique position, at the intersection of business and technology, means that more and more investment and wealth managers are turning to us for help with their most important business and technology investments. As a senior manager within Accenture’s WealthMore ❯
Asset & WealthManagement Division: Across Asset and WealthManagement (AWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. The Private WealthManagement (PWM) business within the Asset & WealthManagement division provides comprehensive Investment Management services … integrated suite of tools, and applications to service clients. This platform helps realize a client's goals and objectives, develops, and implements an integrated wealthmanagement plan and delivers first-class client service. Across AWM, our growth is driven by a relentless focus on our people, our clients … and leading-edge technology, data, and design. Private WealthManagement The Private WealthManagement (PWM) business provides end-to-end Investment Management services and advice across a broad range of asset classes for high-net-worth individuals. PWM leverages a global technology platform offering, an More ❯
Asset & WealthManagement - Birmingham - Associate - Software Engineering Location: Birmingham, West Midlands, England, United Kingdom Asset & WealthManagement Division: Across Asset and WealthManagement (AWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. The Private WealthManagement (PWM) business within the Asset & WealthManagement division provides comprehensive Investment Management services and advice across a full range of asset classes for very high net worth individuals. PWM leverages a global technology platform offering an integrated suite of tools and applications to service clients. HOW … YOU WILL FULFILL YOUR POTENTIAL In WealthManagement, we help our clients pursue their wealthmanagement goals through careful advice and astute investment management. WealthManagement Engineering plays a pivotal role in building the tools and applications our business needs to effectively manage and More ❯
our team is growing fast! Calling highly motivated, bright candidates who are looking for a career at an exciting award-winning FinTech firm! Company: Wealth Dynamix Role: SAAS Sales Executive Location: London Start Date: June 2025 Would you like to join one of the fastest growing FinTech firms in … We are looking for an analytical self-starter with experience in setting up SAAS sales processes and closing deals in the Private Banking/WealthManagement Sector. If you are passionate about digital transformation and keen to learn about delivering the market leading Client Lifecycle Management solution … to the WealthManagement industry, apply now! Who are we? Wealth Dynamix helps to relieve the burden of client management issues for wealthmanagement and private banking firms with innovative technology. We provide Relationship Managers with a multi-award winning digital Client Lifecycle ManagementMore ❯
Job Title: WealthManagement Technology Consultant Location: London Level: Consultant Travel : Flexibility and mobility are required to deliver this role as there will be requirements to spend time onsite with our clients and partners to enable delivery of the first-class services we are known for. Accenture Wealth Platforms Services delivers industry-leading solutions to help wealth managers prepare for future growth and innovation. Today's clients expect seamless experiences that are more informed, more personalised, more transparent; and they want it faster than ever before. That's where Accenture comes in. We leverage our deep … industry experience and broad range of capabilities and synergies across our entire business to deliver end-to-end solutions for leading wealthmanagement firms. Are you looking for a rewarding career working in an exciting environment? Would you enjoy access to training and working with a worldwide network More ❯
It is personal to all of us." - Julie Sweet, Accenture CEO As a team: In the UK, Accenture works with many of the leading wealthmanagement firms. Fast-changing regulation, changing direct and institutional investor expectations and technological innovation are trends that are having a significant impact on … and operating models of these firms. Accenture's unique position at the intersection of business and technology means that more and more investment and wealth managers are turning to us for help with their most important business and technology investments. As a consultant within Accenture's WealthManagement … Enterprise agility. Solving complex, ambiguous business change and technology problems through bringing structure and rigorous analysis then planning, acting, and taking decisions with little management oversight Driving a rigorous and structured approach to solving business problems Building trusted relationships with client and Accenture teams in a dynamic and challenging More ❯
to inspire your work, build your voice, and grow your community. We're different. And we're proud of it. SEI's Private Banking & WealthManagement business is looking for an outstanding Sales professional to join us as a Business Development Director. You will be responsible for establishing … building and closing new business sales opportunities with a core focus on the UK market. Your target prospects will be wealth managers such as Private Banks, Advisers and Private Client Investment Managers. What you'll do: Using your outstanding relationship skills and existing network, you will maximise current relationships … through ongoing research and using your passion for networking to identify and engage with prospects you will position SEI and our enterprise capabilities for wealth managers including the SEI Wealth Platform (SWP). Research and prepare for initial prospect meetings and set the strategy for execution in a More ❯
The SEI Wealth Platform is an end-to-end solution designed to help financial intermediaries and their advisors to manage evolving needs, operate seamlessly in global markets, and drive efficiency throughout their wealthmanagement business. As a SEI Wealth Platform Solutions Consulting Team Member you will … SWP Global Sales team and SWP Solutions team to drive new revenue opportunities in the UK. The team is responsible for supporting multiple SEI Wealth Platform sales agendas in the UK across all client segments. Working closely with the UK Global Sales Team and the SWP Solutions Team, the … process from first call to discovery, proposal, and ultimately contracting. The target audience for SEI's Investment Processing Solution is the largest Global Bank Wealth Departments, Independent Financial Advisors, and other related WealthManagement intermediaries. You will fill a market facing role and must be comfortable in More ❯
London, Greater London, England, United Kingdom Opportunity Overview CORPORATE TITLE: Call Center Representative OFFICE LOCATION(S): London JOB FUNCTION: Digital Operations - Specialist DIVISION: Asset & WealthManagementWealthManagement Across WealthManagement, Goldman Sachs helps empower clients and customers around the world to reach their … financial goals. Our advisor-led wealthmanagement businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our … help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. Goldman Sachs is an equal employment/affirmative action employer Female/Minority More ❯
Private WealthManagement, FICC Specialist, Cross Markets Team, Analyst, London location_on London, Greater London, England, United Kingdom Opportunity Overview CORPORATE TITLE: Analyst OFFICE LOCATION(S): London JOB FUNCTION: Trading DIVISION: Asset & WealthManagement OUR IMPACT Goldman Sachs Private WealthManagement (PWM) specializes in … creating comprehensive wealthmanagement plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealthmanagement capabilities and … global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. YOUR IMPACT We are looking for an Analyst to More ❯
Leading Big4 consultancy in London is now looking for an accomplished Management Consultant to join their thriving Asset and WealthManagement team on a permanent basis. The ideal candidate will have previous consulting experience and have ideally worked with renowned Asset or WealthManagement firms. … considered for this role you will need some of the following; Must have consulting/advisory experience within Financial Services. Experience working with Asset & wealthManagement firms – very beneficial. Experience as a Project/Programme Management or Workstream Lead for complex transformation projects within financial services. Experience … of target operating model design and implementation as well as designing future state Operating models. Knowledge of the full Asset Management value chain (Front, Middle and Back Office). – beneficial Experience working on Middle Office Outsourcing programmes. – beneficial Experience of working with Private Markets platforms – ie, eFront, Mercatus, Yardi More ❯
and relationship teams. Ensure data quality and integrity for client-facing outputs, assisting in troubleshooting and resolution as needed. Stay updated on macro economy, wealthmanagement industry, and technology innovations to guide clients effectively. Experience Required Degree qualified 2:1 or above or equivalent ideally in a related … field e.g., in Finance, Economics, Data Science. 3+ years of experience in wealthmanagement, financial analytics, or fintech (preferred but not essential). Be able to evidence establishing an environment of continuous improvement and capability development. Experience in Finance, IT or project management desirable but not essential. … Independent, self-directing and delivery focused working style. Superior analytical thinking. Commercially aware and focused. Intermediate computer skills essential. Excellent organisational, administration and time management skills. Good team communication skills, confident in dealing with internal and external clients. Highly developed written and oral communication skills. About FNZ FNZ is More ❯
Business Analyst WealthManagement Location: London (UK) Our company is looking for a Business Analyst with a strong focus in WealthManagement to join a team working for international clients in the banking industry. Projects will be based in Switzerland (Zurich) with expert and senior consultants … of experience in a relevant field Experience in Data Warehouse Oracle environment; Java is a plus Highly relevant experience as a Business Analyst within WealthManagement Languages: English, German, and other languages are a plus Your Responsibilities: Responsibilities will be discussed in detail during the hiring process. If More ❯
Consulting Manager - Wealth Strategy London (2/3 days a week in the office) Up to £90,000 plus benefits. Shape the Future of WealthManagement Are you a strategic thinker with deep expertise in the savings and retirement sector? Do you excel at advising executive-level … most pressing business challenges? We are seeking a highly knowledgeable individual to join a dynamic team focused on providing strategic advisory services within the WealthManagement industry. Key Responsibilities: Work with executive-level clients to develop strategic plans addressing growth, efficiency, and transformation. Advise on target operating model … design and core system evolution. Leverage deep understanding of the WealthManagement landscape and key industry trends. Apply knowledge of core technologies (wealth platforms, policy systems) to business solutions. Contribute expertise in operational models and service improvement (including automation). Understand the interconnectedness of digital experience, operations More ❯
Consulting Manager - Wealth Strategy London (2/3 days a week in the office) Up to £90,000 plus benefits. Shape the Future of WealthManagement Are you a strategic thinker with deep expertise in the savings and retirement sector? Do you excel at advising executive-level … most pressing business challenges? We are seeking a highly knowledgeable individual to join a dynamic team focused on providing strategic advisory services within the WealthManagement industry. Key Responsibilities: Work with executive-level clients to develop strategic plans addressing growth, efficiency, and transformation. Advise on target operating model … design and core system evolution. Leverage deep understanding of the WealthManagement landscape and key industry trends. Apply knowledge of core technologies (wealth platforms, policy systems) to business solutions. Contribute expertise in operational models and service improvement (including automation). Understand the interconnectedness of digital experience, operations More ❯
Deloitte's Investment Management & Wealth Operations and Domain Solutions (IM&W ODS) team offers end-to-end transformation services to clients in the Investment Management & Wealth sector. We combine deep knowledge of the industry and its challenges with technology and vendor platform capability, operations expertise and … of accelerators and standards and promoting adherence to these standards within internal and external programmes and projects. Qualifications: Strong consulting experience, preferably in the wealthmanagement, pensions and/or insurance domains. Good understanding of vendor management best practices and the ability to endure complex vendor landscapes. … Experience in supporting complex delivery programmes and transformation projects. Been a key part of wealth platform transformation projects and demonstrated ability to support in a team of technology and business advisors through all phases of the technology life cycle, including requirements definition, architecture, design, development, implementation, migration, and testing. More ❯
Deloitte's Investment Management & Wealth Operations and Domain Solutions (IM&W ODS) team offers end-to-end transformation services to clients in the Investment Management & Wealth sector. We combine deep knowledge of the industry and its challenges with technology and vendor platform capability, operations expertise and … tasks throughout the migration process, such as reconciliations, cleansing, and profiling. Connect to your skills and professional experience Strong consulting experience, preferably in the wealthmanagement or pensions domains Experience in working with multiple vendor and delivering results in a multi-vendor environment Experience in diverse delivery programmes … and projects, specifically with complex migration phases Strong understanding of vendor management best practices and the ability to navigate complex vendor landscapes Been a key part of wealth platform transformation and migration projects and demonstrated ability to support in a team of technology and business advisors through all More ❯
Asset & WealthManagement (AWM), Client Operations, Data Analytics, Sr Analyst - London location_on London, Greater London, England, United Kingdom Opportunity Overview Sitemap_outline CORPORATE TITLE: Analyst Language: OFFICE LOCATION(S): London Assignment: JOB FUNCTION: Client Services - Operations Division: Asset & WealthManagement YOUR IMPACT We are seeking … thrive in a fast-paced environment. You will contribute to developing business intelligence capabilities and deliverables for the Client Operations organization. OUR IMPACT Asset & WealthManagement (AWM) delivers innovative investment solutions through a global, multi-product platform. AWM is a leading investment management organization globally. Success relies More ❯
Role Requirements Collaborate closely with clients to enhance their operational efficiency and effectiveness. Engage in consulting within the Asset & WealthManagement sectors, focusing on Operating Model Design and Implementation, Core Platform Technology, or Private Investment Markets. Deliver complex transformation projects, ensuring successful outcomes for clients. Design future state … and leadership. This job will suit you if: You have a passion for solving complex problems and creating impactful solutions in the Asset and WealthManagement sector. You possess experience in consulting within the Asset & WealthManagement sectors and have knowledge of the full value chain … Front Office, Middle Office, Back Office). You have proven expertise in 2-3 functions within the Asset & WealthManagement value chain, both internal and outsourced. You have experience as a Programme/Project Manager or Workstream Lead for large complex projects. You are skilled in designing and More ❯
Role Requirements Collaborate closely with clients to enhance their operational efficiency and effectiveness. Engage in consulting within the Asset & WealthManagement sectors, focusing on Operating Model Design and Implementation, Core Platform Technology, or Private Investment Markets. Deliver complex transformation projects, ensuring successful outcomes for clients. Design future state … and leadership. This job will suit you if: You have a passion for solving complex problems and creating impactful solutions in the Asset and WealthManagement sector. You possess experience in consulting within the Asset & WealthManagement sectors and have knowledge of the full value chain … Front Office, Middle Office, Back Office). You have proven expertise in 2-3 functions within the Asset & WealthManagement value chain, both internal and outsourced. You have experience as a Programme/Project Manager or Workstream Lead for large complex projects. You are skilled in designing and More ❯
Acord (association For Cooperative Operations Research And Development)
What we are looking for Post Production Senior Consultants get involved post go-live of the Charles River Investment Management Solution (CRIMS) implementation. Their contributions include defining client requirements, configuring and tuning the application to the client's business and technical needs, training users, testing workflows and resolving issues. … in the financial industry working for a consultancy or software vendor. Experience leading the implementation or support of Front, Middle or Back Office Investment Management systems is highly valued. Why this job is important to us The team you will be joining is a part of Charles River Development … or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealthmanagement and hedge funds. Together we have created the first open front-to-back platform - State Street Alpha More ❯
be responsible for innovation and delivery of performance improvement and growth projects across this Private Equity firm's portfolio companies, typically fintechs in the wealth and asset management industries. work closely with technology entrepreneurs, honing your skills in strategic growth initiatives and scaling businesses. also support pre-deal … model needed to support them from people, process and technology perspectives. create SOWs: scope, objectives, project plan, team structure, pricing etc. You: must have management consulting experience in Financial Services' wealthmanagement, asset management, or capital markets, at Manager level. will have experience in performance monitoring … process mapping/automation, cost optimisation, project management, business analysis and growth strategy. will be experienced in identifying opportunities for increased efficiencies through automation/AI, data analytics and other technologies. will have the skills to lead transformation initiatives. can liaise effectively with senior stakeholders. The employer: An unrivalled More ❯
OUR IMPACT Across WealthManagement, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealthmanagement businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net … offices, foundations and endowments, and corporations and their employees. Our direct-to-consumer business provides digital solutions that help customers save and invest. Across WealthManagement, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design. … SEO skill set and experience Attention to detail Ability to work in a fast-paced environment Ability to work independently and proactively Excellent time management skills with the ability to work on multiple projects concurrently Team oriented - work well with others in pursuit of a common goal Exceptional communication More ❯
Quantitative Fixed Income Strat, Analyst, AWM - London About Asset & WealthManagement Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm's primary investment area, we provide investment and advisory services for some … of the world's leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is … fixed income market, ranging from traditional investment grade products to more opportunistic/distressed investing. Your Impact as a Strategist Within Goldman Sachs Asset Management, quantitative engineering strategists are at the cutting edge of our business, solving real-world problems through a variety of analytical methods. Working in close More ❯