Role: Senior Manager – WealthManagement Location: London, UK Accenture is a leading global professional services company, providing a broad range of services in strategy and consulting, interactive, technology and operations, with digital capabilities across all these services. With our thought leadership and culture of innovation, we apply industry … to all of us.” – Julie Sweet, Accenture CEO As a team: In the UK, Accenture works with many of the leading firms in the wealthmanagement sectors. Fast- changing regulation, changing direct and institutional investor expectations, and technology innovation are trends that are having a significant impact on … and operation models of these firms. Accenture’s unique position, at the intersection of business and technology, means that more and more investment and wealth managers are turning to us for help with their most important business and technology investments. As a senior manager within Accenture’s WealthMore ❯
our team is growing fast! Calling highly motivated, bright candidates who are looking for a career at an exciting award-winning FinTech firm! Company: Wealth Dynamix Role: SAAS Sales Executive Location: London Start Date: June 2025 Would you like to join one of the fastest growing FinTech firms in … We are looking for an analytical self-starter with experience in setting up SAAS sales processes and closing deals in the Private Banking/WealthManagement Sector. If you are passionate about digital transformation and keen to learn about delivering the market leading Client Lifecycle Management solution … to the WealthManagement industry, apply now! Who are we? Wealth Dynamix helps to relieve the burden of client management issues for wealthmanagement and private banking firms with innovative technology. We provide Relationship Managers with a multi-award winning digital Client Lifecycle ManagementMore ❯
Job Title: WealthManagement Technology Consultant Location: London Level: Consultant Travel : Flexibility and mobility are required to deliver this role as there will be requirements to spend time onsite with our clients and partners to enable delivery of the first-class services we are known for. Accenture Wealth Platforms Services delivers industry-leading solutions to help wealth managers prepare for future growth and innovation. Today's clients expect seamless experiences that are more informed, more personalised, more transparent; and they want it faster than ever before. That's where Accenture comes in. We leverage our deep … industry experience and broad range of capabilities and synergies across our entire business to deliver end-to-end solutions for leading wealthmanagement firms. Are you looking for a rewarding career working in an exciting environment? Would you enjoy access to training and working with a worldwide network More ❯
It is personal to all of us." - Julie Sweet, Accenture CEO As a team: In the UK, Accenture works with many of the leading wealthmanagement firms. Fast-changing regulation, changing direct and institutional investor expectations and technological innovation are trends that are having a significant impact on … and operating models of these firms. Accenture's unique position at the intersection of business and technology means that more and more investment and wealth managers are turning to us for help with their most important business and technology investments. As a consultant within Accenture's WealthManagement … Enterprise agility. Solving complex, ambiguous business change and technology problems through bringing structure and rigorous analysis then planning, acting, and taking decisions with little management oversight Driving a rigorous and structured approach to solving business problems Building trusted relationships with client and Accenture teams in a dynamic and challenging More ❯
Asset and WealthManagement Division (AWM) Asset and WealthManagement Division includes Goldman Sachs Asset Management (GSAM), Private WealthManagement (PWM) and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealthmanagement and banking expertise to … and take control of their financial lives. AWM, GSAM European Shareholder Services, Project Manager/Business Analyst, Analyst/Associate GSAM Goldman Sachs Asset Management (GSAM) is one of the world's leading investment managers. GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning … the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world's leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices. OUR IMPACT AWM Operations is a dynamic, multi-faceted division that More ❯
AWM, GSAM European Shareholder Services, Project Manager/Business Analyst, Analyst/Associate- London location_on London, Greater London, England, United Kingdom Asset and WealthManagement Division (AWM) Asset and WealthManagement Division includes Goldman Sachs Asset Management (GSAM), Private WealthManagement (PWM … and our Consumer business (Marcus by Goldman Sachs). We provide asset management, wealthmanagement and banking expertise to consumers and institutions around the world. AWM partners with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial … lives. AWM, GSAM European Shareholder Services, Project Manager/Business Analyst, Analyst/Associate GSAM Goldman Sachs Asset Management (GSAM) is one of the world's leading investment managers. GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We More ❯
to inspire your work, build your voice, and grow your community. We're different. And we're proud of it. SEI's Private Banking & WealthManagement business is looking for an outstanding Sales professional to join us as a Business Development Director. You will be responsible for establishing … building and closing new business sales opportunities with a core focus on the UK market. Your target prospects will be wealth managers such as Private Banks, Advisers and Private Client Investment Managers. What you'll do: Using your outstanding relationship skills and existing network, you will maximise current relationships … through ongoing research and using your passion for networking to identify and engage with prospects you will position SEI and our enterprise capabilities for wealth managers including the SEI Wealth Platform (SWP). Research and prepare for initial prospect meetings and set the strategy for execution in a 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 … to deliver impact how and where it mattersmost . Connect to your opportunity As a Business Analyst, you'll work alongside a team of Wealth specialists and would be responsible for delivering some of our most challenging projects, leveraging your expertise to drive business growth and deliver value to … our clients. As a Consultant, you will have responsibility to: Support your wealth platform transformation project team to successfully deliver engagements and deliverables. Liaise with vendor partners to facilitate communication and ensure projects stay aligned with client objectives. Conduct business analysis and requirement gathering to identify business needs and More ❯
The SEI Wealth Platform is an end-to-end solution designed to help financial intermediaries and their advisors to manage evolving needs, operate seamlessly in global markets, and drive efficiency throughout their wealthmanagement business. As a SEI Wealth Platform Solutions Consulting Team Member you will … SWP Global Sales team and SWP Solutions team to drive new revenue opportunities in the UK. The team is responsible for supporting multiple SEI Wealth Platform sales agendas in the UK across all client segments. Working closely with the UK Global Sales Team and the SWP Solutions Team, the … process from first call to discovery, proposal, and ultimately contracting. The target audience for SEI's Investment Processing Solution is the largest Global Bank Wealth Departments, Independent Financial Advisors, and other related WealthManagement intermediaries. You will fill a market facing role and must be comfortable in More ❯
London, Greater London, England, United Kingdom Opportunity Overview CORPORATE TITLE: Call Center Representative OFFICE LOCATION(S): London JOB FUNCTION: Digital Operations - Specialist DIVISION: Asset & WealthManagementWealthManagement Across WealthManagement, Goldman Sachs helps empower clients and customers around the world to reach their … financial goals. Our advisor-led wealthmanagement businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our … help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. Goldman Sachs is an equal employment/affirmative action employer Female/Minority More ❯
Leading Big4 consultancy in London is now looking for an accomplished Management Consultant to join their thriving Asset and WealthManagement team on a permanent basis. The ideal candidate will have previous consulting experience and have ideally worked with renowned Asset or WealthManagement firms. … considered for this role you will need some of the following; Must have consulting/advisory experience within Financial Services. Experience working with Asset & wealthManagement 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 More ❯
Business Analyst WealthManagement Location: London (UK) Our company is looking for a Business Analyst with a strong focus in WealthManagement to join a team working for international clients in the banking industry. Projects will be based in Switzerland (Zurich) with expert and senior consultants … of experience in a relevant field Experience in Data Warehouse Oracle environment; Java is a plus Highly relevant experience as a Business Analyst within WealthManagement Languages: English, German, and other languages are a plus Your Responsibilities: Responsibilities will be discussed in detail during the hiring process. If More ❯
Consulting Manager - Wealth Strategy London (2/3 days a week in the office) Up to £90,000 plus benefits. Shape the Future of WealthManagement Are you a strategic thinker with deep expertise in the savings and retirement sector? Do you excel at advising executive-level … most pressing business challenges? We are seeking a highly knowledgeable individual to join a dynamic team focused on providing strategic advisory services within the WealthManagement industry. Key Responsibilities: Work with executive-level clients to develop strategic plans addressing growth, efficiency, and transformation. Advise on target operating model … design and core system evolution. Leverage deep understanding of the WealthManagement landscape and key industry trends. Apply knowledge of core technologies (wealth platforms, policy systems) to business solutions. Contribute expertise in operational models and service improvement (including automation). Understand the interconnectedness of digital experience, operations More ❯
Asset & WealthManagement (AWM), Client Operations, Data Analytics, Sr Analyst - London location_on London, Greater London, England, United Kingdom Opportunity Overview Sitemap_outline CORPORATE TITLE: Analyst Language: OFFICE LOCATION(S): London Assignment: JOB FUNCTION: Client Services - Operations Division: Asset & WealthManagement YOUR IMPACT We are seeking … thrive in a fast-paced environment. You will contribute to developing business intelligence capabilities and deliverables for the Client Operations organization. OUR IMPACT Asset & WealthManagement (AWM) delivers innovative investment solutions through a global, multi-product platform. AWM is a leading investment management organization globally. Success relies More ❯
Role Requirements Collaborate closely with clients to enhance their operational efficiency and effectiveness. Engage in consulting within the Asset & WealthManagement sectors, focusing on Operating Model Design and Implementation, Core Platform Technology, or Private Investment Markets. Deliver complex transformation projects, ensuring successful outcomes for clients. Design future state … and leadership. This job will suit you if: You have a passion for solving complex problems and creating impactful solutions in the Asset and WealthManagement sector. You possess experience in consulting within the Asset & WealthManagement sectors and have knowledge of the full value chain … Front Office, Middle Office, Back Office). You have proven expertise in 2-3 functions within the Asset & WealthManagement value chain, both internal and outsourced. You have experience as a Programme/Project Manager or Workstream Lead for large complex projects. You are skilled in designing and More ❯
Acord (association For Cooperative Operations Research And Development)
What we are looking for Post Production Senior Consultants get involved post go-live of the Charles River Investment Management Solution (CRIMS) implementation. Their contributions include defining client requirements, configuring and tuning the application to the client's business and technical needs, training users, testing workflows and resolving issues. … 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, wealthmanagement and hedge funds. Together we have created the first open front-to-back platform - State Street Alpha More ❯
be responsible for innovation and delivery of performance improvement and growth projects across this Private Equity firm's portfolio companies, typically fintechs in the wealth and asset management industries. work closely with technology entrepreneurs, honing your skills in strategic growth initiatives and scaling businesses. also support pre-deal … model needed to support them from people, process and technology perspectives. create SOWs: scope, objectives, project plan, team structure, pricing etc. You: must have management consulting experience in Financial Services' wealthmanagement, asset management, or capital markets, at Manager level. will have experience in performance monitoring … process mapping/automation, cost optimisation, project management, business analysis and growth strategy. will be experienced in identifying opportunities for increased efficiencies through automation/AI, data analytics and other technologies. will have the skills to lead transformation initiatives. can liaise effectively with senior stakeholders. The employer: An unrivalled More ❯
OUR IMPACT Across WealthManagement, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealthmanagement businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net … offices, foundations and endowments, and corporations and their employees. Our direct-to-consumer business provides digital solutions that help customers save and invest. Across WealthManagement, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design. … SEO skill set and experience Attention to detail Ability to work in a fast-paced environment Ability to work independently and proactively Excellent time management skills with the ability to work on multiple projects concurrently Team oriented - work well with others in pursuit of a common goal Exceptional communication More ❯
Backend Developer - Private Banking/WealthManagement - London,UK - Contract A global wealthmanagement platform is seeking multiple Backend Developers to contribute to its cutting-edge Client Lifecycle Management (CLM) platform. We’re looking for someone passionate about software development, with back-end skills using … Good understanding of SQL databases, including modelling, performance tuning, and security Nice to Have Familiarity with Microsoft Dynamics CRM Experience in financial services or wealthmanagement environments Exposure to Azure cloud services: Service Bus, Key Vault, Table Storage, etc. Microsoft certifications are a bonus We welcome all qualified More ❯
Backend Developer - Private Banking/WealthManagement - London,UK - Contract A global wealthmanagement platform is seeking multiple Backend Developers to contribute to its cutting-edge Client Lifecycle Management (CLM) platform. We’re looking for someone passionate about software development, with back-end skills using … Good understanding of SQL databases, including modelling, performance tuning, and security Nice to Have Familiarity with Microsoft Dynamics CRM Experience in financial services or wealthmanagement environments Exposure to Azure cloud services: Service Bus, Key Vault, Table Storage, etc. Microsoft certifications are a bonus We welcome all qualified More ❯
Backend Developer - Private Banking/WealthManagement - London,UK - Contract A global wealthmanagement platform is seeking multiple Backend Developers to contribute to its cutting-edge Client Lifecycle Management (CLM) platform. We’re looking for someone passionate about software development, with back-end skills using … Good understanding of SQL databases, including modelling, performance tuning, and security Nice to Have Familiarity with Microsoft Dynamics CRM Experience in financial services or wealthmanagement environments Exposure to Azure cloud services: Service Bus, Key Vault, Table Storage, etc. Microsoft certifications are a bonus We welcome all qualified More ❯
Senior Business Analyst Edinburgh (GB) • London (GB) LGT WealthManagement 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 WealthManagement 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 … 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 Change Team are responsible for all Change across the Business to ensure that we deliver against the More ❯
Central London, London, United Kingdom Hybrid / WFH Options
Recruitment Revolution
This is a fantastic opportunity to join a ground-breaking Fintech SaaS company re-defining the way that financial advisers, platforms and private wealth managers report, communicate, and exchange data with their clients. To fuel our rapid growth, were hiring an entrepreneurial Head of Development. Were looking for someone … Team Leadership, Systems & Processes Leadership. Who we are: Were Sprint Enterprise Technology a small, high-impact fintech company, doing big things in the UK wealthmanagement industry, and we have the awards to prove it! Our mission is to bring about a more open and integrated wealthmanagement industry by enabling the flow of rich and accurate data between systems. Our product FINIO is the award winning data hub that connects investment platforms, discretionary fund managers with software providers and advisory firms for the flow of investment data. It helps the wealthmanagementMore ❯
London, Covent Garden, United Kingdom Hybrid / WFH Options
RecruitmentRevolution.com
This is a fantastic opportunity to join a ground-breaking Fintech SaaS company re-defining the way that financial advisers, platforms and private wealth managers report, communicate, and exchange data with their clients. To fuel our rapid growth, we’re hiring an entrepreneurial Head of Development. We’re looking … Leadership, Systems & Processes Leadership. Who we are: We’re Sprint Enterprise Technology – a small, high-impact fintech company, doing big things in the UK wealthmanagement industry, and we have the awards to prove it! Our mission is to bring about a more open and integrated wealthmanagement industry by enabling the flow of rich and accurate data between systems. Our product FINIO is the award winning data hub that connects investment platforms, discretionary fund managers with software providers and advisory firms for the flow of investment data. It helps the wealthmanagementMore ❯
This is a fantastic opportunity to join a ground-breaking Fintech SaaS company re-defining the way that financial advisers, platforms and private wealth managers report, communicate, and exchange data with their clients. To fuel our rapid growth, we're hiring an entrepreneurial Head of Development. We're looking … Leadership, Systems & Processes Leadership. Who we are: We're Sprint Enterprise Technology - a small, high-impact fintech company, doing big things in the UK wealthmanagement industry, and we have the awards to prove it! Our mission is to bring about a more open and integrated wealthmanagement industry by enabling the flow of rich and accurate data between systems. Our product FINIO is the award winning data hub that connects investment platforms, discretionary fund managers with software providers and advisory firms for the flow of investment data. It helps the wealthmanagementMore ❯