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 & WealthManagement 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 »
THIS ROLE IS A 12 MONTH FTC The Client Our client is a highly successful Investment Management and WealthManagement firm. The Role This Marketing Manager role will suit an individual who has Marketing Management experience within Financial Services. The highly organised individual will take responsibility … for the implementation of the marketing plan, alongside the established WealthManagement Marketing Team. The Marketing Manager role is a generalist marketing role, covering all aspects of the marketing mix. Taking responsibility for Marketing Campaigns, Projects and Events alongside other members of the Marketing team. The Marketing Manager … will implement the WealthManagement brand re-fresh across marketing literature, working with the Head of Marketing and Senior Marketing Manager. Take ownership of marketing activities to support regional office locations and develop client experience strategy to include: implementation of client welcome packs, analysis of results from the 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 wealthmanagement sectors to join their team in London. If you have a strong background in the financial industry, specifically within FIG and the … asset and wealthmanagement 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 wealthmanagement 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 »
Business Development Manager (Asset/WealthManagement) London - Hybrid Up to £120,000 + 15% Uncapped Commission + Training + Benefits Are you a Business Development Manager with experience in asset or wealthmanagement, 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 wealthmanagement 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/WealthManagement) London - Hybrid Up to £120,000 + 15% Uncapped Commission + Training + Benefits Are you a Business Development Manager with experience in asset or wealthmanagement, 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 wealthmanagement 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 »
We are the consulting division of Davies, accelerating business, technology and people performance across financial services including banking, asset and wealthmanagement, insurance and other highly regulated industries. We are currently seeking a Director to join our team on a permanent basis within our Asset & WealthManagement … 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 & WealthManagement 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 wealthmanagement and delivery experience. Ability to connect and communicate with C-level and executive stakeholders. Excellent vendor management and influencing skills. High more »
The Client An established and widely known WealthManagement 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 WealthManagement company - essential! Experience working with Static Data. Client service focus. Good understanding of the importance of the regulatory framework more »
Line of Service Assurance Industry/Sector Asset and WealthManagement Specialism Assurance Management Level Senior Manager Job Description & Summary PwC's Asset and WealthManagement (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 Wealthmanagement, 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 »
Pay rate: up to 775 GBP per day Duration: 6 months Work type: hybrid Description Department/Job Overview: The WealthManagement Platform International (WMPI) is responsible for defining the technology platform strategy for Global WealthManagement 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+) WealthManagement/Private Banking knowledge and experience Ability to communicate and produce high-quality presentation materials more »
The Company Our client is a WealthManagement 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 WealthManagement desk Ideally level 4 RDR qualified - or willing to study IAD eventually Excellent written and verbal communication skills. Organised and able to 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 WealthManagement 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 »
Want to be the right-hand-person to the new Head of Change at an Investment Management firm, who are just entering a huge growth phase.? You’ll be leading Front Office focused projects, in a recently formed function, to embed change discipline and execute on a number of … initiatives. You’re going to need to love People, Process, and Technology Data change. You’ll also need strong experience in the Investment and WealthManagement industry. If successful, there is a deliberate pathway into Programme Management or Senior Change Management positions, as the business grows 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 wealthmanagement and financial software development. Our client's latest product release has changed the way people view private wealthmanagement 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 »
cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage, and securities research, as well as wealth and asset management. Jefferies Private WealthManagement is a boutique practice serving the complex needs of entrepreneurs, corporate executives, and family offices. Our … growing business and open architecture platform brings sophisticated advisory services together with the global execution of Jefferies. Private WealthManagement professionals provide a full range of products, services, and capabilities to investors. Support implementation of the Third-Party Risk pillar of DORA (Digital Operational Resilience Act), in particular … integration of DORA-requirements into the Firm’s established Vendor Risk Management/Outsourcing governance framework, to ensure the Firm is compliant with DORA regulations by mid-January 2025. Perform system and process assessment and provide analysis and guidance. Support the design and delivery of potential solutions, new automations more »
Greater London, England, United Kingdom Hybrid / WFH Options
Noir
a Threat and Vulnerability Manager to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealthmanagement and financial software development. Our client’s latest product release has changed the way people view private wealthmanagement and … allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today’s marketplace. Our client is looking for a passionate Threat and Vulnerability Manager with experience in applications deployment, DNS, PKI, OS (Windows, MAC, *NIX), SDN, encryption, security solutions, ‘Attack and Defensive … methods, Threat Hunting, Threat Modelling, Reverse Engineering, Vulnerability Management, Data Modelling, Cloud Technologies (Azure, AWS, GCP, Alibaba). The client is willing to provide training for technologies such as forensics authentication, Python, Shell, Ansible, Jenkins, Azure Architecture, Threat Intelligence and more. This is your opportunity to be part of more »
Associate – Conduct Risk The firm is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealthmanagement services that meet the varied needs of account holders, including individuals, charities, and pension funds. The firm specialise in helping clients protect … and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Our services range from a simple execution only online service to bespoke discretionary investment management including retirement planning. About this opportunity: • You will be joining the Conduct team within … data-led strategy. • This is ideal for candidates with strong analytical and quantitative abilities who are looking to further develop their skills within the WealthManagement environment. Responsibilities Include: • Support the activities of the Conduct team and champion the embedding of a healthy culture, optimal business ethics and more »
Our client, one of the UK’s leading integrated wealthmanagement and professional services firms, is seeking to recruit a Quant Analyst to work as a part of their Investment Management division . The new hire will engage in quantitative research, develop new systematic models, and assist … with financial databases and platforms such as Bloomberg and DataStream. The ideal candidate will have 2 to 3 years’ experience in an asset or wealthmanagement setting. The salary for this role is £80,000-£90,000 , you will also have access to: Competitive salary Private medical insurance more »
COMPLIANCE CONSULTANT - FINANCIAL PLANNING/WEALTHMANAGEMENT SCOTLAND & NORTHERN IRELAND £50,000 + BENEFITS + CAR ALLOWANCE + BONUSES CII LEVEL 4 DIPLOMA IS REQUIRED Our client is an AIM listed Service Provider to many of the UK's leading Financial Advisors. Providing compliance support for over … Mortgage and Protection businesses. An incredibly exciting opportunity is now available for a Compliance Manager to form them and join part of their Senior Management Team. This is a high-profile role within the business and someone credible, professional and intelligent is required. The main focus of this role … Compliance consultant will lead by example by delivering excellent compliance support to a select allocation of client firms as well being responsible for the management and development of the Consultancy team. You will undertake regulatory visits to client firms in line with their service agreement and ensure that the more »
Greater London, England, United Kingdom Hybrid / WFH Options
Noir
new roles for Software Engineer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealthmanagement and financial software development. Our client’s latest product release has changed the way people view private wealthmanagement and … allowed them to provide their clients with an individualized, scalable asset management framework that is unrivalled in today’s market place. It takes a team to make things happen and this team includes some of the most talented Software Engineer (React, Next.js, Python) in the industry. This is your more »
looking to grow their team substantially as part of their structured growth plan. They are a highly entrepreneurial firm who have disrupted the Private Wealth space by utilising technology and data in innovative ways, allowing them to take a transparent and client focused approach. In the last couple of … can demonstrate an experience of applied financial modelling, along with strong communication and commercial skills, will be considered. Candidates with experience within the Private Wealth space e.g. as a Junior Financial Planner or Paraplanner, looking to move into a more sophisticated team with greater career opportunities could be good … ideal skill set would look like the following: Strong academic background 1-5 years’ experience in a role that includes financial modelling Exposure to WealthManagement e.g., financial planning for private clients is advantageous but not essential Strong understanding (or interest in) of the private banking and asset more »
South East London, London, United Kingdom Hybrid / WFH Options
Aj Bell Limited
dynamic workplace where teams are empowered to drive great customer experiences and business results. At AJ Bell we are building the future of personal wealthmanagement platforms through our technology. We have a strong culture of curiosity and collaboration and expect our technology teams to drive the business … peers and leaders accountable. Pragmatism, you can prioritize, simplify, and drive a path towards results. The nice to haves Background in Financial Services, specifically Wealth Management. Business relationships within the WealthManagement sector. Understanding of financial markets and financial data. How we work With pride placing value more »
financial planning and investment management. The Role This is a great opportunity for a Private Banking Assistant/Client Support in Private Banking or Wealth Management. The successful candidate will support and assist the Client Relationship Manager with banking, investment management and client related administration. The Private Banking … prepare a consolidated position as required. The Candidate + 2 years’ minimum experience in a similar client supporting role in a Private Banking or WealthManagement environment. Takes ownership for tasks and challenges and seek continuous improvement Reliable, thorough, and consistent high-quality work. Self-disciplined Clear, engaging more »
Associates support the Delivery team with data analysis projects for clients in the financial services industry with a focus across areas such as Asset & WealthManagement, Corporate and Investment Banking, and Commercial Banking. The role involves handling and examining large data sets, and using these to share benchmarking … take responsibility for their own deliverables ranging from periodic benchmarking activities to bespoke client projects and industry roundtables. Additionally, they may assist with the management of client accounts and support the development of internal initiatives such as knowledge sharing groups, process improvements or organising social activities. While oversight is … BCG since 2015. Expand provides peer benchmarking and research to the world’s leading financial institutions – across banking, capital markets, private equity, and asset & wealthmanagement segments, and more recently ESG. Our capabilities focus on measuring firms’ performance from a technology, operations, and human capital perspective looking at more »
ensure compliance with UK regulations and industry standards. Key Responsibilities (Individual Position): Work collaboratively to support the change delivery of lending projects for the wealth business segment. Collaborate closely with business stakeholders to ensure that the functionality delivered meets the specific needs of the wealth lending domain. Contribute … and other relevant technologies to drive successful project outcomes. Ensure compliance with UK regulations, including MCOB and CCA, throughout the project lifecycle. Leverage your wealthmanagement experience to provide valuable insights and recommendations for process improvements and optimization. Key Skills/Knowledge: Understanding of UK regulations, including MCOB … and CCA Wealthmanagement experience Proficiency in Avaloq Core and MS Dynamics Minimum of 3 years of experience as an Avaloq Business Analyst If the above sounds of interest, please apply with your updated CV to find out more. Thanks more »
Developer with Oracle Forms and SQL Server - Financial Services - East London Our Client is specialist software company developing software for the pensions, insurance and wealthmanagement software market place. They are currently looking to recruit an Oracle with PL/SQL and Oracle Forms Developer with at least … years commercial experience of writing applications developing Oracle Forms applications. You will ideally have experience of working on and developing pensions and or wealthmanagement systems. The Client will be moving from Oracle 10 to Oracle 11g very shortly so this could be great move to learn the more »
