1 to 25 of 27 Permanent Wealth Management Jobs in London

society.**Job Summary:**We are seeking a strategic and execution-focused Senior Product Director/Product Lead to drive product initiatives across our Wealth Management suite. This suite encompasses four main products offering advanced capabilities in Securities Processing, Order Management Systems (OMS), Portfolio Management, and Digital … business. As the Senior Product Director, you will own the product vision, roadmap, and delivery for critical investment workflows that serve asset managers, wealth managers, broker-dealers, financial advisors, and self-service clients. You will work at the intersection of technology, capital markets, regulatory requirements, and user experience, delivering ...

Business Analyst (Wealth & Asset Management) – London (Hybrid) I’m currently partnering with a leading global business & technology consultancy to hire an experienced Business Analyst with a strong background in wealth and asset management and platform/system implementation. This is an exciting opportunity to work … large-scale transformation programmes within the investment management space, supporting the delivery of critical technology and operating model change. The Role As a Business Analyst, you’ll play a key role in delivering complex platform and system implementations for leading wealth and asset management clients. ...

career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close … continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology ...

Senior Project Manager – WealthTech - 6-month Contract (outside IR35) - Hybrid We are supporting a leading Wealth Management platform in hiring a Senior Project Manager to lead the delivery of complex, on-premise and hybrid software projects within a private banking/wealth management environment. This … projects as a hands-on Project Manager Proven track record of personally driving full SDLC delivery, not just oversight or coordination Strong experience within Wealth Management/Private Banking environments (essential) Demonstrated experience delivering on-premise or hybrid enterprise software platforms Solid Agile/Scrum experience, with ...

grow Saturn's enterprise relationships. You'll manage the full sales cycle for our largest accounts including: national advice networks, consolidators, and large wealth management firms. What You'll Do Own the full enterprise sales cycle: prospecting, discovery, stakeholder engagement, proposals, and close Build and manage a pipeline … opportunities with accurate forecasting and disciplined deal management Run tailored product demos and commercial presentations for C‐suite, compliance leads, and firm principals Drive expansion within existing customers Develop and maintain senior relationships, becoming a strategic partner Travel regularly across the UK to meet prospects and customers in person ...

leading fintech company in London is looking for a strategic Senior Product Director to guide product initiatives across the Wealth Management suite. This role involves defining product vision, translating business goals into actionable roadmaps, and managing the product lifecycle from discovery through launch. The ideal candidate has over … years in product management, a strong background in wealth and asset management, and experience with complex SaaS solutions. Hybrid work options are available, enhancing work-life balance. #J-18808-Ljbffr ...

Product Manager We are seeking an AI Product Manager to lead the development of intelligent capabilities for our client, a leading wealth management platform provider. This role sits at the intersection of product strategy, data science, and innovation, with a focus on delivering AI-driven solutions that enhance … different business units to embed AI solutions. Key Responsibilities: Define and execute the AI product strategy aligned with business goals and regulatory requirements in wealth management. Identify high-impact use cases for AI/ML, such as portfolio optimization, personalized client insights, risk profiling, and automation of advisory workflows. ...

roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client's latest product release has changed the way people view private wealth management and allowed … them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today's market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core, C# and Azure SQL. Our client will provide training in: .NET 10.0, ASP.NET Core, C# ...

playbooks that make the Partner Experience function more scalable and consistent Who You Are 3+ years of experience in customer success, implementation, account management, consulting, or a similar client-facing role in B2B SaaS Proven ability to own a portfolio of accounts and drive measurable outcomes Strong relationship builder … Operationally excellent Data-literate Confident communicator Proactive and solutions-oriented Nice To Have Experience in wealth management, financial advice firms or financial services more broadly Background in FinTech of B2B SaaS working with regulated or compliance-heavy industries Deep familiarity with the UK IFA/wealth management ...

sales cycle for the UK’s leading AI-powered operating system for financial advisers. You'll manage high-stakes relationships with national networks and wealth management firms, driving growth for a YC S24 startup that recently secured a $15M Series A to scale globally. Location: London … from prospecting and discovery to complex contract negotiations and closing. Build and maintain strategic C-suite relationships with national advice networks, consolidators, and large wealth management firms. Collaborate with Product and Implementation teams to ensure a seamless post-sale experience and drive expansion within existing accounts. The ideal ...

Tech Lead - Asset Management Data Platform (Pricing & Quant Data) Permanent London (Hybrid - 3 days/week onsite) Up to 140,000 + bonus + excellent benefits Lorien is partnering with a leading UK investment and asset management organisation to hire a hands-on Tech Lead to help build … produced, governed and shared. This role involes leading technical design and delivery from the front, mentoring engineers, and setting engineering standards (without formal line management). You'll be trusted to operate with high autonomy and drive delivery day-to-day. The opportunity (what you'll be working ...

minded customers around the world. With a global footprint, they serve more than 50 million customers worldwide with a complete range of banking and wealth management services, enabling customers to manage their finances and protect and build their financial futures. Purpose: To cope with our expansion … awareness of the leading technologies in each domain Advanced hands-on experience with Amazon Web Services and its core architectural components/utilities Database management skills like scaling, performance management, capacity planning, etc., PostgreSQL If you've got the passion and dedication to help us go the distance ...

through lifes big moments, helping them stay on track and focus on what matters most. Were proud to be one of the UKs leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. Were a FTSE 250 company with … exposure across the business as well as peer support and connection. Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces ...

Icebrg is a London-based wealthtech startup building a cloud-native, API-driven Platform as a Service (PaaS) for investment managers, wealth advisors, and multi-family offices. Our comprehensive solution streamlines custody, trading, portfolio management, reporting, compliance, and client operations, with seamless integrations to leading providers such … investment professionals. Key Responsibilities - Own the end-to-end UI/UX design for our multi-module platform, covering portfolio analytics, trading interfaces, order management, reporting dashboards, CRM, compliance tools, client onboarding, and operations workflows - Develop and maintain a comprehensive design system in Figma, including typography, colour palettes, spacing ...

skills Ability to translate business needs into clear technical requirements Comfortable working with clients and cross-functional teams Data migration experience Exposure to investment, wealth management, or financial platforms is beneficial Familiarity with Agile delivery environments Basic SQL knowledge or data analysis exposure is a plus Why apply ...

Agile delivery, with ability to operate across Agile and traditional governance models Track record of managing complex dependencies and integrations Key Skills Excellent stakeholder management and communication skills Strong delivery focus with the ability to drive outcomes and hold teams accountable Ability to translate between technical, design, and business … perspectives Proactive risk management and problem-solving mindset High attention to detail with strong organisational skills Confident facilitating discussions and challenging where needed Desirable Experience in investment platforms/fintech/wealth management Exposure to mobile app delivery (iOS/Android) Familiarity with cross-functional delivery models ...

Industry is a must Minimum 5 years of experience in a senior IT leadership role within a multi-location, complex financial services environment, preferably wealth or asset management. Proven track record of designing and delivering integrated IT infrastructures across jurisdictions. Demonstrated success in leading enterprise-wide automation initiatives. Strong … understanding of cybersecurity, data privacy, and regulatory compliance in financial services. Excellent leadership, communication, and stakeholder management skills. Bachelor’s or Master’s degree in Computer Science, Information Systems, or a related field; relevant certifications (e.g., ITIL, CISSP, PMP) are a plus. Preferred Attributes Experience with cloud transformation ...

trade with confidence. Banks & Research Boutiques – research intelligence that unifies internal research and external data, accelerating decision-making across Sales & Trading, Investment Banking, and Wealth teams. Data & Data-Technology Companies – Capital Markets intelligence that helps clients unlock new revenue streams and deeper adoption through interactive, explainable intelligence built … scope, success metrics, and implementation assumptions. What You Bring 8–12 years of experience in Presales, Solutions Consulting, or Sales Engineering within Capital Markets, Wealth Management, or financial data and technology environments. Deep understanding of Capital Markets workflows, including market data, research, client and advisor workflows, reporting ...

with strong product-market fit and rapid global growth Product already loved by end users and delivering real productivity gains for financial advisers and wealth managers Backed by top-tier investors and led by an elite leadership team from Snowflake, Google, and JPMorgan Now launching in the UK with … cycles and quick wins High-activity environment with clear impact on revenue and earnings Selling a highly relevant AI product into financial advisers and wealth management firms Significant influence over how the UK sales motion is built and scaled Your previous experience 3+ years full 360 closing experience ...

manual research into trusted insights, delivered in minutes. Our momentum so far Customers in a diverse range of industries, with particular growth in wealth management, financial services and supply chain onboarding. Demand accelerating beyond our UK headquarters, across multiple continents with new customers in the Middle East, Asia … continuously learn & improve You need to have: Being a small company, candidates need to be able to work autonomously, be comfortable without micro-management, be flexible and have initiative to solve problems. A rigorous and scientific approach to problem solving A demonstrable track record for learning and mastering complex ...

manual research into trusted insights, delivered in minutes. Our momentum so far Customers in a diverse range of industries, with particular growth in wealth management, financial services and supply chain onboarding. Demand accelerating beyond our UK headquarters, across multiple continents with new customers in the Middle East, Asia ...

that recently secured a $15M Series A from top-tier investors including Singular, Shapers, and YC. Work at the UK market leader in the wealth management sector, building the "operating system" for the future of financial advice. Enjoy high-impact autonomy and unique perks, including global team offsites … translating customer feedback into actionable insights for the engineering roadmap. The ideal candidate Has 3+ years of experience in customer success, implementation, or account management within a high-growth B2B SaaS environment. Demonstrates operational excellence and a data-literate approach to managing a portfolio of accounts and driving measurable ...

reliable Curious about technology and how products work Comfortable with ambiguity Care in every interaction Nice To Have Any exposure to financial services, wealth management, or fintech Experience using CRMs or Intercom What Values We’re Looking For and what you can expect the Saturn team ...

fintech company in London seeks a Partner to manage the complete enterprise sales cycle. The role involves cultivating strategic relationships with national networks and wealth management firms. Ideal candidates should have 4-8+ years of B2B SaaS sales experience and a proven ability to handle complex enterprise ...

Market Data Consolidation project, including vendor renegotiations, centralisation of feeds via the Enterprise Data Platform (EDP), and implementation of a Market Data Management (MDM) tool and data catalogue. Manage strategic vendor relationships and lead contract negotiations with the "Big 6" providers and over 100 smaller suppliers. Oversee the full … exchange rules. Understanding of data integration platforms and enterprise data architecture (e.g. Snowflake, EDP). Experience implementing MDM tools, data catalogues, and entitlement management systems (e.g. MDSL, FITS, DACS). Strong analytical skills with the ability to interpret usage data and identify optimisation opportunities. Knowledge of financial markets ...