3 of 3 Contract Wealth Management Jobs in the West Midlands

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 ❯