1 to 25 of 32 Wealth Management Jobs in the South East

Sales Lead SaaS FinTech/Wealth Management/Banking £80,000-£100,000 - £200k OTE London - Twice a week in the office I’m currently working with a well-established London FinTech wealth-management SaaS business, who are looking for a Sales Lead to join their growing team in London! The business develops a variety of … office in London but have a further 4 worldwide. Work with some of the largest FinTech companies globally. Host a variety of SaaS products aimed at large-scale FinTech & Wealth Management companies. Recently launched smaller scale products to cover the entire market which has proven hugely successful. Award winning business and part of a wider wealth-management More ❯

Sales Lead SaaS FinTech/Wealth Management/Banking £80,000-£100,000 - £200k OTE London - Twice a week in the office I’m currently working with a well-established London FinTech wealth-management SaaS business, who are looking for a Sales Lead to join their growing team in London! The business develops a variety of … office in London but have a further 4 worldwide. Work with some of the largest FinTech companies globally. Host a variety of SaaS products aimed at large-scale FinTech & Wealth Management companies. Recently launched smaller scale products to cover the entire market which has proven hugely successful. Award winning business and part of a wider wealth-management 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 ❯

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 ❯

delivering the firm's data strategy. You'll design and implement a scalable, Group-wide data platform - creating a single source of truth across multiple business divisions, including Investment Management, Wealth Planning, Operations and Finance.This role offers exceptional visibility and autonomy, ideal for someone who enjoys both hands-on technical work and strategic influence. Key Responsibilities Lead a … technical expertise in SQL , Power BI (or similar tools), and data warehousing. Proven experience in building or implementing a data warehouse solution. Solid understanding of data challenges within the Wealth Management or Financial Services sector. Excellent communication and stakeholder management skills. Strategic thinker with a hands-on approach to delivery. Keywords & Beneficial Experience: Data Manager, Data Warehousing … SQL, Power BI, Wealth Management, Financial Services Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate £1 to The Born Free Foundation. We are a Climate Action Workforce in partnership with Ecologi. If this role isn't right for you, explore our referral reward program More ❯

Job Title: Business Intelligence (BI) Developer Location: London, (2/3 days a week onsite in Marylebone) Salary: £55,000 - £60,000 with benefits Industry: Wealth Management About the Company Our client is a boutique wealth management firm based in the heart of London, managing over $4 billion in investment funds. With a close-knit team … the subject matter expert for all things data and BI within the firm Skills & Experience Proven experience as a BI Developer or Data Engineer in a financial services or wealth management environment Strong proficiency in Power BI, DAX, and data visualization best practices Advanced SQL skills and experience with relational databases Hands-on experience with Azure (e.g., Azure 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 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 ❯

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 ❯

with technology and operations teams to mitigate risks and ensure compliance with data, regulatory, and operational standards. The ideal candidate will bring strong analytical skills, a solid understanding of wealth management or corporate banking environments, and hands-on experience working across data migration, client lifecycle management, and systems decommissioning. Key Responsibilities: Conduct detailed analysis of client disablement … specifications. Participate in UAT and post-implementation validation activities to ensure accuracy of disablement logic and outcomes. Skills & Experience Required: Essential: Proven experience as a Technical Business Analyst within Wealth Management, Private Banking, or Corporate Banking domains. Strong understanding of client data structures, lifecycle events, and onboarding/offboarding processes. Demonstrated experience with data migration, data lineage, and … data and system dependencies. Experience writing technical and functional documentation and conducting stakeholder workshops. Familiarity with SQL/data querying to support analysis and validation. Excellent communication and stakeholder management skills across business and IT teams. Desirable: Experience with core banking or client management platforms (e.g., Avaloq, Temenos, Murex, Salesforce, etc.). Understanding of regulatory requirements such as 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 ❯

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, MongoDB, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity 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 SQL Server. Our client will provide training in: .NET 9, JavaScript, React, Angular 19, Microservices, MongoDB, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity More ❯

Terraform, Github, app services, service bus PaaS, AKS, Kubernetes, DevOps Engineer) to join an ambitious Fintech startup. 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 DevOps Engineer candidates with experience in some or all of the following (full training will be provided to fill any gaps in your skill set: (Azure, Linux, Windows, DevOps Engineer, Cloud, Azure, Linux, Windows, CI/CD More ❯

not done yet. About the Role As a Quality Engineer, you'll be embedded in one of our Capital Markets stream-aligned teams within the Retirement Solutions and Asset Management division. You'll design and implement automated testing frameworks, validate data accuracy across systems, and embed quality practices throughout the development lifecycle. Your work will directly support trading workflows … support defect triage and root cause analysis. What We're Looking For Essential Skills & Experience Proficiency in Python-based testing frameworks (e.g., Behave, PyTest). Demonstrable experience in asset management, wealth management or investment banking Experience with API testing tools (e.g., Postman, REST Assured). Hands-on testing of OMS integrations and trade lifecycle data flows. Strong … problem-solving and collaboration skills. Experience validating data accuracy across systems and integrating tests into CI/CD pipelines. Minimum 3+ years in automation testing roles within asset management or investment banking. Degree in Computer Science, Engineering, Mathematics, or equivalent practical experience. Desirable Familiarity with AWS, Snowflake, and cloud-based testing. Experience with agile frameworks (Scrum, Kanban, Team Topologies More ❯

an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with … the PRA gives Nomura an opportunity to improve upon current safeguards. With focus on protecting our most important assets, this role will focus on providing strong technical and operational management expertise to support the GIS Operational Resilience function. Operating, planning and supporting application and service recovery testing, while maintaining the recovery environments with a strong focus on automation. Role … and NTP. Experience of ESXI & VCentre. Proficiency with infrastructure monitoring tools to track infrastructure health. A strong understand of security principles. Understanding of disaster recovery architecture and principles. Environment Management: Capacity Planning and Management. Pro-active monitoring and keeping the environments running. Planning, and implementing upgrades & Patches. Recovery Test Support: Setup and maintain application recovery profiles. Plan and manage More ❯

based systems (e.g. retrieval-augmented generation, prompt engineering, or evaluation frameworks) would be a major plus About Us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of More ❯

data governance tools such as Purview or Unity Catalog Excellent analytical and problem-solving ability with strong attention to detail Nice to Have Experience working within Financial Services or Wealth Management Familiarity with Agile delivery principles Interest in gaining the Microsoft Fabric Data Engineer certification (supported by the business) Why Apply This is a great opportunity to join More ❯

reduce fragmentation and improve customer experience across all journey touchpoints. Define a strategic, event-driven solution for coordinating communications across multiple channels, supporting diverse business domains such as retail, wealth management, corporate, and investment banking. Key Components to Consider Interconnected notification services integrated with existing banking channels. A rules engine to enable context-aware messaging. Content management system for messaging templates. Delivery mechanisms across SMS, email, push, and in-app channels. Customer preference management aligned to regulatory requirements. Analytics and reporting to measure communications effectiveness. Essential Skills & Experience Strong experience in customer journeys and delivery mechanisms for SMS, email, push notifications, and in-app messaging. Deep knowledge of industry best practices in customer communications. Proven 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 ❯