2 of 2 Wealth Management Jobs in Avon

improve campaign performance and customer outcomes. Experience developing and executing CRM plans from concept through to delivery. Previous experience working within Financial Services , Wealth Management, Investments, Pensions or another regulated environment. Experience engaging premium, affluent or high-net-worth (HNW) customer segments would be highly desirable. Excellent stakeholder … management and communication skills. Ability to translate commercial objectives into effective CRM activity and measurable outcomes. Why Apply? Opportunity to lead the optimisation of a recently implemented Braze platform. Play a pivotal role in launching a new customer proposition and engagement programme. Work with improving data capabilities and sophisticated ...

working with a growing wealth management business in Bristol to recruit a Platform Administration Manager. This is a great opportunity for an experienced platform professional to take ownership of the day-to-day operation and development of an investment platform, while leading a Platform Administration team. The Role … controls, reconciliations and service levels Supporting adviser relationships and acting as a key escalation point Overseeing model portfolios, DFM relationships and fee accuracy Producing management and governance reporting Leading platform training for advisers and support teams Using AI, data and technology to improve efficiency and client outcomes Working with ...