3 of 3 Wealth Management Jobs in the South West

reporting to programme leadership and executive stakeholders. Implementation & Change Support the successful implementation of project outcomes into the business. Mandatory Skills & Experience Proven Project Management experience with a background in Financial Services. Excellent stakeholder engagement and communication skills. Strong experience delivering business-focused change initiatives. Experience coordinating cross-functional … teams across business and technology functions. Nice to Have Experience within Wealth Management environments. Understanding of advisor-led wealth management operating models. Experience delivering projects involving Salesforce platforms. Exposure to Agile delivery frameworks. ...

Implementation Executive – Wealth Management Platform Bristol - Hybrid Up to £35,000 (DOE) + benefits We’re once again partnering with a digital-first wealth management business that’s transforming how financial advisers operate, powered by cutting edge technology and backed by a leading European wealth … support of advisers joining the platform. This is a highly visible, adviser-facing role, ideal for someone who enjoys combining platform knowledge with relationship management and practical delivery. The Role: Lead the end-to-end onboarding of new advisers onto the platform. Deliver structured, tailored training to advisers ...

partners Supporting integration and enhancement of platform capabilities What were looking for: Proven Product Owner experience in financial services or technology Strong understanding of wealth management, mortgage or protection advice processes Experience with Agile/Scrum environments and product tools such as JIRA or DevOps Background working with ...