5 of 5 Wealth Management Jobs in Leeds

seeking a client facing role that promotes exceptional client management and innovation this may be the position for you. As a Plan Management Analyst/Associate within our Client Account Management team, you will be responsible for managing client accounts. You will work closely with various teams … framework Interact with customers/clients on operational transactions related to their share plan program. Execute the timely processing of operational transactions, including data management, reconciliation, processing, reporting and problem solving. Organize, develop and maintain procedural and process documentation related to client companies’ program(s) to ensure accurate transaction ...

transforms your career—and the lives of people across the world.Visit us at .You Are: A Senior Client Partner who will support our Asset & Wealth Management cluster (part of the global BFSI practice). You will play a key role in our growth and be tasked with business … arise.What you need:Bachelor’s degree or relevant years of experience in lieu of degreeAt least 15 years’ experience of working with the Asset & Wealth Management sector, with thorough understanding of relevant market trends, regulatory pieces and competitive landscape.Experience developing and implementing client strategies to drive revenue growth ...

technologies. This is more than a reporting role; it’s an opportunity to build scalable data products, improve processes, and influence how a modern wealth management firm leverages data. This role will be based in our Edinburgh or Leeds office on a hybrid working basis, 3 days … data practices, controls, and governance About You Proven experience in a data analyst or similar analytical role Experience working with financial services or wealth management data Strong SQL skills and experience working with large, complex datasets Advanced Excel skills and hands-on experience with Power BI Experience using ...

want greater ownership of the solutions you build, this role gives you the chance to do that without moving away from engineering. A UK Wealth Management business is modernising its enterprise data platform and moving from Azure Synapse to Microsoft Fabric. Theyre looking for a Senior Data Engineer … useful but isnt essential. Youll need experience developing and deploying solutions within a highly regulated environment. Previous Financial Services experience is strongly preferred, particularly Wealth Management, Banking or Insurance. AI exposure The business is increasing its investment in AI, including Azure AI Foundry. This isnt an AI Engineering ...

automation, and AI use across the business, working with Power BI and Co-pilot technologies to build scalable data products, improve processes, and support wealth management analytics. #J-18808-Ljbffr ...