5 of 5 Permanent Investment Management Jobs in Exeter

across consumer and enterprise segments, we are now entering the next phase of strategic growth and capital deployment. We are seeking a seasoned Chief Investment Officer (CIO) to lead our capital markets strategy, institutional fundraising, and investment management operations. This leadership position offers the opportunity to shape … growth digital finance company operating at the intersection of fintech and blockchain. Position Overview The CIO will be responsible for defining and executing our investment strategy, managing external capital relationships, and evaluating internal and external investment opportunities. Working closely with the executive team and board of directors, the … allocation, M&A opportunities, and long-term portfolio planning across business units and treasury functions. This is a senior strategic role for an experienced investment professional with a strong background in fintech, private equity, venture capital, or institutional digital asset management. Key Responsibilities Lead company-wide investment planning More ❯

you will be supporting the Head of Operations with the growth and day-to-day operations of Castlegate, with a key focus on systems management, data analysis and the completion of special projects in line with the strategic business plan. The Ideal candidate will have an ability to create … referral network, including lead processing and efficiency, prospect allocation, marketing and communications support, and related data analysis. Supporting the continued rollout of a new investment and back-office platform, including understanding and reviewing processes, assisting with bulk communications, providing team member and client support, and completing related administration. Conducting … related administration to support key business decisions, ranging from improvements to day-to-day processing and timescales, to an ongoing review into Castlegate’s investment management approach. Also, Providing line management to team members providing back-office and reception support, including regular performance reviews in line with More ❯

Head of Data Engineering & Governance Investment & Wealth Management Hybrid (3 days at home with 2 days traveling in the UK) £120k - £140k basic (DOE) + bonus (10-25%) and benefits (pension, life insurance, healthcare, holidays, & more). “Money makes the world go round,” they say. Maybe it did … fully recognise this. They understand that embracing data and AI is what will continue to position them at the forefront of the UK’s investment management sector. This isn’t a dalliance with data. It’s a firm commitment. A strategic focus, driven from board level. The company … investing more than £6 million in one of the finance sector’s biggest technology transformations. There’s no debate about the direction, fighting for investment or dragging people with you. Now, following a recent acquisition, they’re ready to embark on the next phase – transforming the data and harnessing More ❯

share options, pension, life cover, income protection, private medical insurance, EV car scheme, and Bike to Work scheme. Our client provides financial planning and investment management firms with client portal technology that improves efficiency, ensures compliance, and lifts client engagement. We're looking for an Agile Delivery Manager More ❯

people get the most out of great software? We’re hiring a Software Trainer for a fast-growing fintech that’s empowering Financial Planning & Investment Management firms with a modern client portal - boosting efficiency, compliance, and client engagement. What you’ll be doing: You’ll be the face More ❯