6 of 6 Wealth Management Jobs in the West Midlands

Business Analyst - Wealth Management £300-£400 per day (Outside IR35) Initial 3-4 Months contract Birmingham (Hybrid) REED Technology are working with a client with an exciting opportunity for a Business Analysts to support the integration of a new investment platform being implemented within a UK Wealth Management environment. You will work across business and operational … teams to map current processes, define future state workflows and ensure smooth integration with CRM and client servicing systems. Key Responsibilities Gather and document business and functional requirements across Wealth, Operations and Client Servicing teams. Map as-is and to-be processes, identifying impacts and required changes. Support workflow and data integration between the new platform and Iress Xplan … CRM. Work with technology, operations and vendor partners to validate requirements and support solution design. Contribute to testing, training and business readiness activities. Skills & Experience Required Wealth Management experience is essential , including adviser workflows, operations or investment administration. Proven experience in CRM or platform integration/implementation projects. Strong process mapping (BPMN or equivalent) and requirements documentation capability. More ❯

Business Analyst – Wealth Management £350–£450 per day (Outside IR35) Initial 3-4 Months contract Birmingham (Hybrid) REED Technology are working with a client with an exciting opportunity for a Business Analysts to support the integration of a new investment platform being implemented within a UK Wealth Management environment. You will work across business and operational … teams to map current processes, define future state workflows and ensure smooth integration with CRM and client servicing systems. Key Responsibilities Gather and document business and functional requirements across Wealth, Operations and Client Servicing teams. Map as-is and to-be processes, identifying impacts and required changes. Support workflow and data integration between the new platform and Iress Xplan … CRM. Work with technology, operations and vendor partners to validate requirements and support solution design. Contribute to testing, training and business readiness activities. Skills & Experience Required Wealth Management experience is essential , including adviser workflows, operations or investment administration. Proven experience in CRM or platform integration/implementation projects. Strong process mapping (BPMN or equivalent) and requirements documentation capability. More ❯

Change Manager – Wealth Management £350–£450 per day (Outside IR35) Initial 3-4 month contract Birmingham REED Technology are working with a client who require an experienced Change/Delivery Manager to support the integration of a new investment platform into a Wealth Management business. This is a key role within a live programme of work … operational teams. Ensure operating models, workflows, controls and training materials are aligned to the new platform capability. Identify and manage risks, issues and dependencies impacting delivery. Skills & Experience Required Wealth Management experience is essential – ideally within discretionary or adviser-led environments. Proven background delivering platform or system integration programmes within financial services. Experience of business readiness, cutover planning … process change and stakeholder management . Strong vendor and partner coordination experience — ideally with Pershing or Nexus . Ability to hit the ground running in a fast-moving programme environment. Desirable Experience of CRM and investment platform integration, ideally including Iress Xplan . For your application to be considered, you must have full rights to work in the UK More ❯

Change Manager - Wealth Management £350-£450 per day (Outside IR35) Initial 3-4 month contract Birmingham (Hybrid) REED Technology are working with a client who require an experienced Change/Delivery Manager to support the integration of a new investment platform into a Wealth Management business. This is a key role within a live programme of … operational teams. Ensure operating models, workflows, controls and training materials are aligned to the new platform capability. Identify and manage risks, issues and dependencies impacting delivery. Skills & Experience Required Wealth Management experience is essential - ideally within discretionary or adviser-led environments. Proven background delivering platform or system integration programmes within financial services. Experience of business readiness, cutover planning … process change and stakeholder management . Strong vendor and partner coordination experience - ideally with Pershing or Nexus . Ability to hit the ground running in a fast-moving programme environment. Desirable Experience of CRM and investment platform integration, ideally including Iress Xplan . For your application to be considered, you must have full rights to work in the UK More ❯

Robert Walters is working in partnership with a leading financial services business. They specialise in providing experts services across pensions, wealth management and financial planning across both personal and commercial services. In addition, they offer tailored services across retirement, tax and estate planning. They are considered market leaders in providing customer and client-centric services, operating across multiple … hands-on expertise across critical systems. Information Security Manager: Duties Experience of business acquisitions - Highly desirable Develop/Maintain enterprise InfoSec strategy aligned business goals Oversee security architecture, vulnerability management, incident response and threat intelligence Lead security risk assessments and manage remediation plans for gaps Financial regulation compliance - GDRP, PCI DSS, SOX, FCA Establish security policies, standards & procedures Repost … Manager: Experience Experience within a financial services environment - Highly desirable Manage security for cloud-first environments - AWS, Azure, Google Cloud Implement SOC & Automated security monitoring Lead third-party risk management & vendor security programmes Experience of DevSecOps practises and SDLC Design/Implement security frameworks - ISO 27001, NIST Hands-on experience of SIEM, DLP, IAM, Endpoint Technology The permanent opportunity More ❯

Robert Walters is working in partnership with a leading financial services business. They specialise in providing experts services across pensions, wealth management and financial planning across both personal and commercial services. In addition, they offer tailored services across retirement, tax and estate planning. They are considered market leaders in providing customer and client-centric services, operating across multiple … Azure Knowledge of both Cyber Security and Service Delivery Experience of operational resilience and business continuity planning Managing third party vendors and IT projects Experience of IT Governance, Risk Management & Regulatory Compliance The permanent opportunity for a Head of IT, will pay a salary up to £100,000 with bonus with a hybrid working model from the central Birmingham More ❯