19 of 19 Wealth Management Jobs in the City of London

Role Wealth Management Investment Operations Analyst – Graduate calibre with some Operations experience & Advanced Excel, VBA, or Python Martis Search are representing a boutique Mayfair based Wealth Management Asset Manager to hire a permanent “Wealth Management Investment Operations Analyst.” Our client is open to hire … experience i.e. Reconciliations, or KYC Client Onboarding and a proven aptitude with coding such as Advanced level Excel, VBA, or Python and to learn “Wealth Management Investment Operations” on the job. Our client’s idea is that that they are willing to teach you and so that ...

Engineering Lead - Financial Planning (iRESS Xplan) Locations: London | Liverpool | Permanent Lead the Future of Financial Planning Technology We're partnering with a leading UK wealth management organisation undergoing significant technology transformation and seeking an experienced Engineering Lead - Financial Planning (iRESS Xplan) to take ownership of a business-critical … financial planning ecosystem, driving platform evolution, integration strategy, engineering excellence and team development. Working at the intersection of Financial Planning, CRM, Data and Wealth Technology, you'll play a key role in shaping the future technology landscape supporting advisers and clients across the organisation. The Role As Engineering Lead ...

Runbook Project Analyst Wealth Management London (Hybrid) | Outside IR35 | Immediate start We are supporting a leading UK wealth management business with the urgent appointment of an experienced Runbook Project Analyst for a major integration and migration programme. This is a critical, hands-on role responsible … executing complex programme runbooks A strong background in migration, cutover or implementation events An excellent understanding of technology and data migrations Experience within wealth management, investment management or wider financial services The ability to absorb complex information and dependencies quickly A calm, decisive and highly organised approach ...

Head of Data Governance & Analytics Overview: Exciting opportunity for an experienced data governance/management professional to help shape our entire data operating model, working in partnership with our Technology team. This position exists to ensure we treat data as a controlled, trusted and useable business asset, that … without over-engineering the operating model. About the Company: W1M was formed in 2024 through the merger of London & Capital and Waverton, two established wealth managers with over 40 years of history. Since then, the business has grown to over 400 employees and manages approximately £27+ billion in assets ...

Change & Transformation team. This role sits at the intersection of business and technology, supporting the delivery of strategic initiatives across our Banking and Wealth Management divisions. You will work closely with front-office, operations, and IT teams to translate business needs into clear requirements and support the configuration … enhancement of Avaloq-based solutions. Responsibilities: Gather, analyze, and document business requirements from stakeholders across Wealth Management, Private Banking, and Operations functions. Act as a subject matter expert on the Avaloq core banking system, advising on platform capabilities, configuration options, and best practices. Produce high-quality business requirement ...

Business Analyst - Wealth Management - £680-£780 per day You are stepping into one of the most significant transformation programmes in wealth management right now. This is a long term programme of work, which means you are not parachuting in to fix one small thing and move … That gives you the kind of end to end project exposure that is genuinely hard to find. The company is a leading name in wealth management and the scale of what they are doing internally is substantial. You will be embedded in a programme that touches every part ...

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# ...

transformation strategy Facilitate executive workshops and architecture assessments BFSI Transformation - Lead transformation initiatives across: Retail Banking Commercial Banking Payments Cards Open Banking Insurance Wealth Management Regulatory transformation AI & Modernization Define AI and GenAI transformation strategies Develop AI governance and responsible AI frameworks Shape AI operating models and adoption … Architecture Chief Architect VP Architecture Enterprise Architecture Director Principal Architect Enterprise Architecture Lead Experience owning enterprise architecture across multiple business units Executive stakeholder management up to CIO/CTO level Strong architecture governance experience Experience managing large transformation portfolios Preferred BFSI Experience Strong experience in one or more ...

broad portfolio of business and technology change initiatives. This is an opportunity for a hands-on Project Manager to join a growing project & programme management team, delivering a varied mix of change projects across operational transformation, technology, cloud-based solutions, AI-enabled initiatives and enterprise systems. This role would … looking for a Project Manager who can demonstrate: A hands-on track record of successfully delivering complex business and technology change projects Strong stakeholder management skills and the confidence to challenge constructively A proactive, delivery-focused approach with the ability to navigate ambiguity and competing priorities Experience working ...

into BAU We are looking for Experience leading client implementation or the delivery of technology transformation programmes within a financial technology environment (Ideally in Wealth Management) Strong stakeholder management skills with the ability to build trusted relationships with clients, commercial teams and technical delivery teams Confident managing ...

into BAU We are looking for Experience leading client implementation or the delivery of technology transformation programmes within a financial technology environment (Ideally in Wealth Management) Strong stakeholder management skills with the ability to build trusted relationships with clients, commercial teams and technical delivery teams Confident managing ...

Company: A highly regarded and ambitiously growing, boutique Investment Management Company. The Role: The Operations Associate is responsible for data entry and maintenance of the firm’s Investment Management systems – custodian data, client data, securities data, transactions, pricing feeds, currency data, benchmark and indices data, static data. … platform providers to resolve issues in a timely manner with continual focus on enhancing processes. The Candidate 2 years Investment Operations experience within wealth/asset/investment management, or a similar position within wealth management or investment management. Proven experience of cash and stock reconciliations ...

Proven ability to map business requirements to target-state solutions and identify gaps, dependencies, and data implications to ensure complete solution coverage. Strong stakeholder management and communication skills, with the ability to translate complex finance and technology concepts into business language for Finance leadership and CFO-level stakeholders. Ability … insurance organizations). Familiarity with UK financial services regulatory reporting requirements, including PRA and FCA reporting frameworks. Experience working within UK banking, insurance, wealth management, or capital markets organizations. Knowledge of financial controls, governance, reconciliations, and audit requirements within regulated financial institutions. Experience supporting finance data sourcing, data ...

trade-offs, and strategic rationale clearly and persuasively to a range of audiences Experience working within Agile and iterative delivery environments Strong facilitation, stakeholder management, storytelling, and communication skills Ability to navigate ambiguity, influence decision-making, and help teams move from complexity to clarity Experience collaborating closely with Product … industry, with a strong understanding of pensions products, services, customer journeys, regulatory considerations, and operational processes Experience delivering service design work within financial services, wealth management, pensions, or regulated environments is essential A passion for improving services through insight-led design and continuous optimisation Preferred Experience Experience working ...

digital transformation services, including cloud, application modernization, data and analytics, cybersecurity, enterprise platforms, and managed services. Demonstrated success in new logo acquisition, strategic account management, and growing multi-million-pound enterprise accounts within BFSI. Strong consultative and value-based selling experience with the ability to engage business and technology … Services across the UK and Europe. Drive end-to-end enterprise sales cycles for digital transformation opportunities within banking, financial services, insurance, fintech, and wealth management organizations. Develop and execute go-to-market strategies for digital services aligned with BFSI business priorities. Build, manage, and grow a qualified ...

currently supporting a FTSE250 Wealth Management business who are continuing to invest heavily into their wider Technology, AI & Automation capability and are now looking to hire an Senior Developer (Integrations) into a newly evolving engineering environment. This role sits within a small, hands-on team where the focus ...

Forethought, Decagon, or Zapier). Familiarity with CRM or data systems (Salesforce, HubSpot, Snowflake, Looker, Power BI, Tableau). Exposure to incident management programs (PagerDuty, StatusPage, Incident.io). Basic understanding of APIs, logs, or product usage analytics in a SaaS context. About Us Every business needs to know … 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 ...

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 ...

Data Administrator £18.57ph-Temp Bank Station Financial Services 9am-5pm-Monday to Friday Hybrid A leading Wealth Management firm requires a data administrator to support to their small Training & Development team on temp basis to start ASAP. The role Monitor the Training & Development shared inbox Uploading qualifications … excel on qualification status Managing spreadsheets, filtering data and identifying gaps or duplicates The ideal candidate: Previous experience with high-volume data entry, document management or system maintenance essential Experience working within financial services desirable not essential Excellent attention to detail and methodical approach Intermediate with Excel ...