4 of 4 Wealth Management Jobs in Bath

+ benefits 🔍 What you’ll do: Own and lead the strategy for our platform’s future development Champion innovation in digital-first wealth management Work cross-functionally with Product, Engineering, Sales, Marketing, and Finance teams Bring market insight and competitive intelligence to life Influence take-to-market strategy … Represent at industry forums and with key stakeholders Drive continuous improvement across our product development framework 🎯 What you’ll bring: Significant experience in the wealth management or financial services sector A strong track record of delivering innovative, data-led, digital propositions Clear strategic thinking and strong commercial acumen More ❯

Analyst will gather business requirements, create documentation and ensure the solution aligns with client expectations and project goals. The role will include supporting project management activities ensuring timely delivery, conducting quality assurance on configurations and following up with subsequent queries. Working closely with the Product Management team, the … attention to detail Experience of working closely with development & test teams, understanding of SDLC Knowledge of the financial services industry, particularly in platforms, investments, wealth management, pension administration and fund administration Ability to manage multiple assignments and priorities in a fast-paced environment Team spirit, tact, diplomacy and More ❯

continuity. Working across internal teams and third-party providers, you will coordinate activities, track and report on progress using Key Risk Indicators (KRIs) and Management Information (MI) and manage risks via RAID logs. With a strong focus on business readiness and customer outcomes, you will ensure that users experience … a smooth transition, mitigating operational disruption. This role requires a strong technical and strategic understanding of platform migrations, excellent third-party management skills, and a keen eye for risk mitigation. You will provide inspirational and motivational direction to create a high-performance culture across the business promoting a culture … and Experience: Essential: Proven experience leading large-scale migration programmes, particularly involving platform transitions, asset transfers, and data migration. An in-depth knowledge of Wealth Management Platforms and Financial Services Strong understanding of platform architecture and migration strategies, with the ability to assess and recommend migration approaches and More ❯

robust database systems powering innovative financial platforms. You’ll work closely with senior technical leaders on solutions that drive integration and efficiency across the wealth management sector. What You’ll Bring: Expert-level T-SQL skills (Stored Procedures, Views, Triggers, UDFs) Deep understanding of SQL Server internals (indexes More ❯