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 and Applicants must have no More ❯
Bromsgrove, Worcestershire, England, United Kingdom
Reed
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 and Applicants must have no More ❯
Bromsgrove, Worcestershire, England, United Kingdom
Reed
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 … 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. Excellent stakeholder communication and structured analytical approach. Desirable Experience with Pershing/Nexus platforms. More ❯
