1 to 25 of 122 DemandTrendPermanent Wealth Management Jobs in London

growing FinTech firms in Europe? We are looking for an analytical self-starter with experience in setting up SAAS sales processes and closing deals in the Private Banking/Wealth Management Sector. If you are passionate about digital transformation and keen to learn about delivering the market-leading Client Lifecycle Management solution to the industry, apply now … Who are we? WealthDynamix helps to relieve the burden of client management issues for wealth management and private banking firms with innovative technology. We provide Relationship Managers with a multi-award-winning digital Client Lifecycle Management (CLM) platform, offering 360-degree access to their clients. We are a global leader in end-to-end CLM, with … will play a crucial role in growing our SaaS revenue by acquiring new clients, expanding existing relationships, and helping shape the strategic direction of the CLM product within the wealth management and financial services industries. This role requires a deep understanding of SaaS solutions, strong business development skills, and the ability to engage and influence C-suite decision More ❯

Product Manager - Client Lifecycle Management page is loaded Product Manager - Client Lifecycle Management Apply locations London time type Full time posted on Posted Yesterday job requisition id JR6834 LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of … Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham, Bristol and … entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £30 billion in funds under management and circa 700 staff. Job Description Business Unit: The Business Transformation team is responsible for product management across all front office, client facing and operational technology and works More ❯

Role Overview We are seeking a highly organized and proactive Technology Finance & Business Manager to work closely with the Director of Transformation & Delivery to manage department finances, procurement, workforce management, and support reporting. Your primary focus will be on managing the change and operational budgets of the technology teams, managing commercial agreements with suppliers, governing spend and contracts, and … resource management & capacity planning. You will play a crucial role in streamlining the efficient work of teams within the department, maintaining ownership of the overall financial and workforce position to enable teams to deliver the best outcomes for FNZ and our Clients. You will have experience in managing large budgets in complex, rapidly changing environments. You will be able … to rapidly identify areas of improvement and make changes for the good of the department. Financial Management: Own management of department budgets, ensuring spend is correctly attributed to initiatives and services Oversee financial planning to ensure that the department spends within budget expectations, identifying, highlighting and escalating risks Support in coordinating Prepare financial reports, dashboards, and executive summaries More ❯

Deloitte's Investment Management & Wealth Operations and Domain Solutions (IM&W ODS) team offers end-to-end transformation services to clients in the Investment Management & Wealth sector. We combine deep knowledge of the industry and its challenges with technology and vendor platform capability, operations expertise and delivery excellence in order to support our clients through the … s business works and keep up to date on industry/sector trends and leading practices. Connect to your skills and professional experience Demonstrable experience in delivering investment and wealth management technology transformation through various ways of working, including waterfall and agile methodologies. Excellent stakeholder management and communication skills with an ability to engage and influence senior … with incomplete information. Ability to work both independently and as part of a team to deliver packages of work with excellent communication and presentation skills. Understanding of the investment management and wealth industry, its business processes, data lifecycle and relationships. Investment management and wealth platform configuration experience, such as Aladdin, Charles River, Sim Corp and FNZ More ❯

Product Manager - Custody, Trading and Investment (12 month FTC) London (GB) LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh … approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for … entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit: The Business Transformation team was introduced in January 2023, responsible for product management across all business and client facing technology and tasked More ❯

audit or large corporate accounting background preferred Experience managing external auditor relationships and contributing to clean audits Why join FNZ? FNZ is a global platform provider transforming the way wealth is managed. We partner with over 650 financial institutions and manage over $1.5 trillion in assets. Our culture is built on trust, collaboration, and high performance - and you'll … accounting in a fast-moving, future-focused organisation? Apply today to join FNZ as our Technical Accounting & Statutory Reporting Specialist . About FNZ FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but … complexity holds firms back. We created wealth's growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under More ❯

Product Support Analyst - Wealth Management - London/Hybrid (Key skills: Product Support, Application Support, SQL, Client Management, Wealth Management, Investment Management, Troubleshooting, Stakeholder Engagement, Technical Analysis, Communication, Testing, Agile) Are you a curious, analytical problem-solver who thrives at the intersection of technology and client service? This could be the ideal opportunity to grow … your career in a fast-paced, high-impact environment. Our client is a rapidly growing investment software provider, working with some of the UK's most respected wealth management firms. As a Product Support Analyst, you will play a vital role in ensuring clients can confidently navigate and maximise the value of complex software systems. This role blends More ❯

Days Ago time left to apply End Date: September 30, 2025 (30+ days left to apply) job requisition id R4580 About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands. Quilter plc is a leading wealth management business, which oversees £119.6 billion in customer investments (as at … Senior Managers & Certification Regime (SMCR) Roles Information Giver About You Professional qualifications - ideally Chartered (or equivalent) Good financial planning, tax and trust experience in the UK marketplace relating to wealth management for High Net Worth clients A strong bias towards retirement planning and understanding of pensions legislation. Excellent analytical skills, capable of interpreting and translating complex tax and More ❯

Leading Big 4 consultancy in London is now looking for an accomplished Senior Manager to join their thriving Asset and Wealth Management team on a permanent basis. The ideal candidate will have previous consulting experience and have ideally worked with renowned Asset or Wealth Management firms. However, due to the urgency of the role they will … excellent benefits package. To be considered for this role you will need some of the following; Must have consulting/advisory experience within Financial Services. Experience working with Asset & wealth Management firms – very beneficial. Experience as a Project/Programme Management or Workstream Lead for complex transformation projects within financial services. Experience of target operating model design … and implementation as well as designing future state Operating models. Knowledge of the full Asset Management value chain (Front, Middle and Back Office). – beneficial Experience working on Middle Office Outsourcing programmes. – beneficial Experience of working with Private Markets platforms – ie, eFront, Mercatus, Yardi and MRI etc. – beneficial Possesses excellent communication and stakeholder management skills. If you are More ❯

Leading Big 4 consultancy in London is now looking for an accomplished Senior Manager to join their thriving Asset and Wealth Management team on a permanent basis. The ideal candidate will have previous consulting experience and have ideally worked with renowned Asset or Wealth Management firms. However, due to the urgency of the role they will … excellent benefits package. To be considered for this role you will need some of the following; Must have consulting/advisory experience within Financial Services. Experience working with Asset & wealth Management firms – very beneficial. Experience as a Project/Programme Management or Workstream Lead for complex transformation projects within financial services. Experience of target operating model design … and implementation as well as designing future state Operating models. Knowledge of the full Asset Management value chain (Front, Middle and Back Office). – beneficial Experience working on Middle Office Outsourcing programmes. – beneficial Experience of working with Private Markets platforms – ie, eFront, Mercatus, Yardi and MRI etc. – beneficial Possesses excellent communication and stakeholder management skills. If you are More ❯

Client Engagement & Support Manager - Financial Technology - London/Hybrid (Key skills: Client Engagement, Application Support, IT Operations, SLA Management, Stakeholder Management, Escalation Handling, Service Delivery, Relationship Management, JIRA, Wealth Management Technology, Digital Marketing Support, Team Leadership) Are you a client-focused leader who thrives on building trusted relationships, ensuring service excellence, and leading high-performing … teams? Do you want to work at the heart of a business serving some of the most respected names in the investment and wealth management sector? This role offers the perfect balance of operational leadership, client-facing engagement, and technical oversight. Our client, a rapidly expanding financial technology provider, is seeking a Client Engagement & Support Manager to lead … role, you'll act as the key liaison between clients and internal teams, managing escalations, providing regular service updates, and ensuring SLAs are consistently met. You will oversee ticket management and resolution workflows, lead service performance reviews, and champion client needs within the organisation. With a strong understanding of the platform's features, architecture, and core use cases, you More ❯

The Company: An established Wealth Management business, going through a phase of growth, business acquisition and change. THE ROLE: This role is a 12 month FTC The Product Manager of Investment Operational Change will work closely with the Lead Product Manager for Investment Operations sitting within the Business Transformation team. The Product Manager of Investment Operational Change will … Operations proposition, including but not limited to Custody, IBOR, dealing and settlements. You will be part of the team charged with integrating and improving a key part of the Wealth Management business, with the goal of delivering innovative, efficient solutions to support the business. The Product Manager of Investment Operations will bridge the gap between technology and the … long-standing Agile team. The Product Manager of Investment Operational Change will be the subject matter expert to developers and vendors around deliverable outcomes – understand the needs of key Wealth Management business stakeholders and ensure their requirements are understood and turned into actionable Agile user stories. The Product Manager of Investment Operational Change takes the lead in product More ❯

The Company: An established Wealth Management business, going through a phase of growth, business acquisition and change. THE ROLE: This role is a 12 month FTC The Product Manager of Investment Operational Change will work closely with the Lead Product Manager for Investment Operations sitting within the Business Transformation team. The Product Manager of Investment Operational Change will … Operations proposition, including but not limited to Custody, IBOR, dealing and settlements. You will be part of the team charged with integrating and improving a key part of the Wealth Management business, with the goal of delivering innovative, efficient solutions to support the business. The Product Manager of Investment Operations will bridge the gap between technology and the … long-standing Agile team. The Product Manager of Investment Operational Change will be the subject matter expert to developers and vendors around deliverable outcomes – understand the needs of key Wealth Management business stakeholders and ensure their requirements are understood and turned into actionable Agile user stories. The Product Manager of Investment Operational Change takes the lead in product More ❯

The Company: An established Wealth Management business, going through a phase of growth, business acquisition and change. THE ROLE: This role is a 12 month FTC The Product Manager of Investment Operational Change will work closely with the Lead Product Manager for Investment Operations sitting within the Business Transformation team. The Product Manager of Investment Operational Change will … Operations proposition, including but not limited to Custody, IBOR, dealing and settlements. You will be part of the team charged with integrating and improving a key part of the Wealth Management business, with the goal of delivering innovative, efficient solutions to support the business. The Product Manager of Investment Operations will bridge the gap between technology and the … long-standing Agile team. The Product Manager of Investment Operational Change will be the subject matter expert to developers and vendors around deliverable outcomes – understand the needs of key Wealth Management business stakeholders and ensure their requirements are understood and turned into actionable Agile user stories. The Product Manager of Investment Operational Change takes the lead in product More ❯

The Company: An established Wealth Management business, going through a phase of growth, business acquisition and change. THE ROLE: This role is a 12 month FTC The Product Manager of Investment Operational Change will work closely with the Lead Product Manager for Investment Operations sitting within the Business Transformation team. The Product Manager of Investment Operational Change will … Operations proposition, including but not limited to Custody, IBOR, dealing and settlements. You will be part of the team charged with integrating and improving a key part of the Wealth Management business, with the goal of delivering innovative, efficient solutions to support the business. The Product Manager of Investment Operations will bridge the gap between technology and the … long-standing Agile team. The Product Manager of Investment Operational Change will be the subject matter expert to developers and vendors around deliverable outcomes – understand the needs of key Wealth Management business stakeholders and ensure their requirements are understood and turned into actionable Agile user stories. The Product Manager of Investment Operational Change takes the lead in product More ❯

What we are looking for The Post Production Support Specialist (PPSS) supports customers post go-live of the Charles River Investment Management Solution (CRIMS) implementation. Their contributions include defining new client requirements, configuring and tuning the application to the client's business and technical needs, training users, testing workflows and resolving issues. The Specialist will liaise with Charles River … of hands-on experience gained in the financial industry working for a consultancy or software vendor. Experience leading the implementation or support of Front, Middle or Back Office Investment Management systems is highly valued. Why this job is important to us The team you will be joining is a part of Charles River Development (or CRD), that became a … part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created the first open front-to-back platform - State Street Alpha, that was launched in 2019. What you will be responsible for PPSS are expected to More ❯

Client Engagement & Support Manager UK (Hybrid/Flexible Hours) | 🕒 Full-time | 💼 SaaS/Investment & Wealth Management Tech Salary: Up to £70,000 Annapurna Recruitment is partnering with a growing technology business in the investment and wealth management space to find a Client Engagement & Support Manager . This is a pivotal, client-facing leadership role, bridging the … upsells, cross-sells, and service improvements within the client base What You’ll Bring 7–10 years’ experience, including 3+ years in a client-facing role (Customer Success, Account Management, Technical Project Management) and 2+ years leading application/technical support teams Strong track record managing SLAs, escalations, and service delivery in a technology-driven environment Confident communicator … able to translate complex technical issues into clear, client-friendly language Experience working across time zones and managing distributed teams Knowledge of investment, wealth management, or financial technology is advantageous Flexible to work between 7am–9pm as needed to support global clients Why Join? Play a key role in shaping client relationships in a growing, high-value sector More ❯

Client Engagement & Support Manager UK (Hybrid/Flexible Hours) | 🕒 Full-time | 💼 SaaS/Investment & Wealth Management Tech Salary: Up to £70,000 Annapurna Recruitment is partnering with a growing technology business in the investment and wealth management space to find a Client Engagement & Support Manager . This is a pivotal, client-facing leadership role, bridging the … upsells, cross-sells, and service improvements within the client base What You’ll Bring 7–10 years’ experience, including 3+ years in a client-facing role (Customer Success, Account Management, Technical Project Management) and 2+ years leading application/technical support teams Strong track record managing SLAs, escalations, and service delivery in a technology-driven environment Confident communicator … able to translate complex technical issues into clear, client-friendly language Experience working across time zones and managing distributed teams Knowledge of investment, wealth management, or financial technology is advantageous Flexible to work between 7am–9pm as needed to support global clients Why Join? Play a key role in shaping client relationships in a growing, high-value sector More ❯

Client Engagement & Support Manager UK (Hybrid/Flexible Hours) | 🕒 Full-time | 💼 SaaS/Investment & Wealth Management Tech Salary: Up to £70,000 Annapurna Recruitment is partnering with a growing technology business in the investment and wealth management space to find a Client Engagement & Support Manager . This is a pivotal, client-facing leadership role, bridging the … upsells, cross-sells, and service improvements within the client base What You’ll Bring 7–10 years’ experience, including 3+ years in a client-facing role (Customer Success, Account Management, Technical Project Management) and 2+ years leading application/technical support teams Strong track record managing SLAs, escalations, and service delivery in a technology-driven environment Confident communicator … able to translate complex technical issues into clear, client-friendly language Experience working across time zones and managing distributed teams Knowledge of investment, wealth management, or financial technology is advantageous Flexible to work between 7am–9pm as needed to support global clients Why Join? Play a key role in shaping client relationships in a growing, high-value sector More ❯

Client Engagement & Support Manager UK (Hybrid/Flexible Hours) | 🕒 Full-time | 💼 SaaS/Investment & Wealth Management Tech Salary: Up to £70,000 Annapurna Recruitment is partnering with a growing technology business in the investment and wealth management space to find a Client Engagement & Support Manager . This is a pivotal, client-facing leadership role, bridging the … upsells, cross-sells, and service improvements within the client base What You’ll Bring 7–10 years’ experience, including 3+ years in a client-facing role (Customer Success, Account Management, Technical Project Management) and 2+ years leading application/technical support teams Strong track record managing SLAs, escalations, and service delivery in a technology-driven environment Confident communicator … able to translate complex technical issues into clear, client-friendly language Experience working across time zones and managing distributed teams Knowledge of investment, wealth management, or financial technology is advantageous Flexible to work between 7am–9pm as needed to support global clients Why Join? Play a key role in shaping client relationships in a growing, high-value sector More ❯

Asset & Wealth Management - Software Engineer - Associate - London location_on London, Greater London, England, United Kingdom What We Do At Goldman Sachs, our Engineers don't just make things - we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams that … to working from home and flexible work options, we offer our people the support they need to reach their goals in and outside the office. Your Impact The Asset Management (AM) Trading Engineering team is responsible for building and supporting a central function of the Asset and Wealth Management Division (AWM) with one of the top Asset … with key offices in New York, London, The Hague, Tokyo, Singapore and Bengaluru. The role offers a unique opportunity to work side-by-side with the Goldman Sachs Asset Management professionals and deliver the latest technology solutions while learning finance. The global team is approximately 65 developers working directly with the businesses based in all regions. As an engineer More ❯

Business Analyst - Custody and Execution Services - 12 month FTC London (GB) LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh … approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for … entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit: The Custody and Execution Services Team comprises of 45 staff and provides a wide range of essential support services for the Firm's More ❯

LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have … entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit: Our Technology team, co-located with our business in the heart of the City of London, is central to achieving this ambition. We … adopting a product-based approach to development, and delivering solutions through an agile framework. Our Technology team is responsible for: Software Development Infrastructure DevOps and Automation Service Delivery Project Management Brief Role Objective: The development and QA teams are responsible for developing our core systems to the meet the changing needs of the business. The team is organised into More ❯

Select how often (in days) to receive an alert: Job Title: CIO Business Management Office Lead - Vice President Job Code: 10763 Country: GB City: London Skill Category: IT\Technology Description: Job Title: CIO Business Management Office Lead Corporate Title: Vice President Department: CIO Location: London (Hybrid working) Company Overview Nomura is a global financial services group with an … integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative … The CIO function oversees group-wide technology, operations and our data office. We're aligned to our key businesses across the group and operate enterprise-wide functions for risk management, governance and controls, supply chain and infrastructure. Our purpose is to support Nomura's business strategy and deliver consistent group-wide services based on common operating principles. Nomura is More ❯

high-calibre Financial Services industry change leaders, including ex-MDs from top-tier firms and new talent. We are the consulting partner of choice for leading FinTechs, Banking, Asset & Wealth Management, Insurance, and Market Infrastructure clients. We deploy consultant teams seamlessly across our international locations in London, New York, Amsterdam, Zurich, Milan, and India. Our Asset and Wealth Management Practice works with leading buyside clients on projects including: Post-merger integration Data strategy and optimisation Operations outsourcing Test strategy and delivery Regulatory programme delivery and remediation Responsible adoption of AI to deliver accelerated automation We are looking to hire consultants with experience of project management and business analysis who are currently working with a leading More ❯