SAAS Sales Executive - Private Banking - Fintech We are seeking a highly motivated and bright SAAS Sales Executive to join our growing team at Wealth Dynamix, an award-winning FinTech firm based in London. The role offers an exciting opportunity to be part of one of the fastest-growing FinTech companies in Europe, focusing on delivering innovative Client Lifecycle Management solutions to the wealthmanagement industry. About Us Wealth Dynamix provides digital solutions to simplify client management for wealthmanagement and private banking firms. Our flagship product is a multi-award-winning digital Client Lifecycle Management (CLM) platform. We operate globally with offices and clients across three continents, headquartered in the UK. … Role Overview The SAAS Sales Executive will lead sales efforts for our CLM product, focusing on acquiring new clients, expanding existing relationships, and influencing strategic direction within the wealthmanagement and financial services sectors. The ideal candidate will have a deep understanding of SaaS solutions, strong business development skills, and the ability to engage with C-level decision 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 delivery excellence in order to support our clients through the … s business works and keep up to date on industry/sector trends and leading practices. Connect to your skills and professional experience Demonstrable experience in delivering investment and wealthmanagement technology transformation through various ways of working, including waterfall and agile methodologies. Excellent stakeholder management and communication skills with an ability to engage and influence senior … with incomplete information. Ability to work both independently and as part of a team to deliver packages of work with excellent communication and presentation skills. Understanding of the investment management and wealth industry, its business processes, data lifecycle and relationships. Investment management and wealth platform configuration experience, such as Aladdin, Charles River, Sim Corp and FNZ More ❯
audit or large corporate accounting background preferred Experience managing external auditor relationships and contributing to clean audits Why join FNZ? FNZ is a global platform provider transforming the way wealth is managed. We partner with over 650 financial institutions and manage over $1.5 trillion in assets. Our culture is built on trust, collaboration, and high performance - and you'll … accounting in a fast-moving, future-focused organisation? Apply today to join FNZ as our Technical Accounting & Statutory Reporting Specialist . About FNZ FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealthmanagement industry, but … complexity holds firms back. We created wealth's growth platform to help. We provide a global, end-to-end wealthmanagement platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under More ❯
London, South East, England, United Kingdom Hybrid / WFH Options
Noir
Product Support Analyst - WealthManagement - London/Hybrid (Key skills: Product Support, Application Support, SQL, Client Management, WealthManagement, Investment Management, Troubleshooting, Stakeholder Engagement, Technical Analysis, Communication, Testing, Agile) Are you a curious, analytical problem-solver who thrives at the intersection of technology and client service? This could be the ideal opportunity to grow … your career in a fast-paced, high-impact environment. Our client is a rapidly growing investment software provider, working with some of the UK's most respected wealthmanagement firms. As a Product Support Analyst, you will play a vital role in ensuring clients can confidently navigate and maximise the value of complex software systems. This role blends More ❯
London, South East, England, United Kingdom Hybrid / WFH Options
Noir
Figaro Developer - WealthManagement - London (Key skills: Figaro Developer, SQL, RPG, IBM iSeries, DB2 SQL, Figaro FEX Tool, Agile, JIRA, TDD, See/Change, Financial Services, WealthManagement, Software Development) Our client, a prestigious wealthmanagement firm based in the heart of London, is undergoing an exciting period of technology transformation. Committed to delivering … issues, and support ongoing migration from legacy systems to modern architectures. To be considered, you must have proven experience working with the Figaro platform in a financial services or wealthmanagement environment. Excellent SQL skills are essential, including experience with DB2 SQL, and you should be proficient in IBM iSeries RPG programming, including object types such as SQLRPGLE … the UK with full right to work. If you are looking to apply your Figaro expertise within a business that blends technical sophistication with the values of a modern wealth manager, this could be the next step in your career. Location: London, UK/Hybrid working Salary: £70,000 - £90,000 (DOE) + Bonus + Pension + Benefits Applicants More ❯
Asset & WealthManagement, AM Private, Structured Investing, Associate, London location_on London, Greater London, England, United Kingdom OUR IMPACT Goldman Sachs Asset Management is one of the world's leading asset managers with over $3 trillion in assets under supervision. As the primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans … sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals. YOUR IMPACT Structured Investing is a globalmulti-disciplinary front office structuring teamwithin Asset and WealthManagement (" AWM ") specializing in optimizing the Firm's investing and lending activities as well as its funding and legal entity structure and strategy. The team focuses on originating, structuring and executing … the required governance and approvals processes Liaise with external advisers and internal teams on the preparation, review, and execution of transaction documents Work on the ongoing maintenance and risk management of transactions post-execution, including maintenance of the deal models and coordination with the Firm's Finance and Accounting teams to monitor and report ongoing economic impact of transactions More ❯
Asset & WealthManagement - Software Engineer - Associate - London location_on London, Greater London, England, United Kingdom What We Do At Goldman Sachs, our Engineers don't just make things - we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams that … to working from home and flexible work options, we offer our people the support they need to reach their goals in and outside the office. Your Impact The Asset Management (AM) Trading Engineering team is responsible for building and supporting a central function of the Asset and WealthManagement Division (AWM) with one of the top Asset … with key offices in New York, London, The Hague, Tokyo, Singapore and Bengaluru. The role offers a unique opportunity to work side-by-side with the Goldman Sachs Asset Management professionals and deliver the latest technology solutions while learning finance. The global team is approximately 65 developers working directly with the businesses based in all regions. As an engineer More ❯
This Senior Project Manager role would suit someone with significant experience in the Wealth platform arena, with strong implementation experience, the energy and tenacity to collaborate across teams, while working closely with a variety of stakeholders (internally and within our clients) to deliver successful project outcomes. The Change team is responsible for the implementation of the SEI Wealth Platform (SWP) for new clients, (forward-thinking Independent Wealth Advisors, Private Banks and Private Client Investment Managers (PCIMS . They also manage significant business change projects for existing clients as well as manage internal change processes across the business units. The SWP solution is a comprehensive set of services which includes the SEI Wealth Platform (SWP) - (the … client wealthmanagement administration platform delivered with SEI's operational services in an outsourced environment) and SEI Asset Management Solutions (the investment management services and client advice processes that enable wealth managers to meet client goals). What you will do: To lead a cross functional team to; Pre-Sales/Pre-Project Assist the More ❯
Are you a passionate and ambitious wealthmanagement technology (wealthtech) sales professional looking for a sales leadership role? Would you like to accelerate global growth for a market leading wealthtech company? If so, then this could well be the next career opportunity for you! Excelsior has been engaged to secure a high calibre sales professional for our wealthtech … with over 50 clients are looking to appoint a sales leader to 'take them to the next level'. The company has market leading investment distribution technology solutions for wealthmanagement firms and private banks which revolutionises the workflows of their clients. They have done phenomenally well to date with a small international sales & account management team … team. Our client is looking for the following in their sales leader: Strong new business sales career to date, you may have already made the jump to sales team management, but our client is equally happy to appoint an individual contributor who is ready for that next career step up into a player coach team leadership role. Ideally you More ❯
Excellent benefits package (see below for full details) Hybrid working - from either our London or Glasgowoffices We are Succession Wealth , from "start-up" in 2009, we are now one of the leading independent financial planning and wealthmanagement business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealthmanagement and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continuing growth, Succession is currently seeking an experienced and capable Senior Business Analyst to become part of our Change Team. The Role: As part of the Change Team, this role is responsible … for developing and implementing best-practice business analysis processes to support the successful delivery of projects within a Life Cycle Management framework. As a Senior Business Analyst you will work closely with Project Managers to ensure timely and consistent delivery of project outcomes. The role requires strong analytical capabilities, the ability to manage multiple projects simultaneously, and a commitment More ❯
Join our growing team at SEI and take the next step in your career. We're seeking a business development director to initiate asset management partnerships with Wealth Managers and Financial Advisers in the North of UK. This role offers the opportunity to further your own growth whilst contributing to the success of our clients and SEI. SEI … NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital-whether that's money, time, or talent-so they can better serve their clients and achieve their growth objectives. As of March 31, 2025, SEI … with a leading Global investment manager. An opening to promote innovative solutions proven to meet the needs of our target audience and drive further adoption of SEI's asset management services. A defined territory with a substantial panel of prospective wealth and advisory firms. Dedicated marketing support to drive pipeline growth. Flexibility to design, build and manage custom More ❯
City of London, London, England, United Kingdom Hybrid / WFH Options
Noir
Developer) We have several fantastic new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealthmanagement and financial software development. Our client's latest product release has changed the way people view private wealthmanagement 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/ASP.NET MVC, C# and Azure SQL. Our client will provide training in: .NET 9, JavaScript, React, Angular 19, Microservices, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity Framework More ❯
Developer) We have several fantastic new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealthmanagement and financial software development. Our client's latest product release has changed the way people view private wealthmanagement 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/ASP.NET MVC, C# and Azure SQL. Our client will provide training in: .NET 9, JavaScript, React, Angular 19, Microservices, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity Framework More ❯
Asset & WealthManagement - Quantitative Insurance Strategy - Analyst/Associate - London location_on London, Greater London, England, United Kingdom YOUR IMPACT Are you a motivated, quick-thinking, collaborative individual with a passion for problem solving, quantitative analyses, investment strategy and the insurance sector? We are looking for a driven professional with strong communication skills and the ability to thrive … in a dynamic environment to join our Insurance Strategy team, working with our insurance clients and investment teams to deliver innovative investment solutions. OUR IMPACT Goldman Sachs' Asset & WealthManagement division (AWM) is one of the world's leading investment managers. AWM provides institutional and individual investors with investment and advisory solutions, with strategies spanning public and private … and identify the opportunities that can shape their portfolios and long-term investment goals. We extend these global capabilities to the world's leading insurance companies, pension funds, sovereign wealth funds, central banks, financial institutions, endowments, foundations, individuals, and family offices. The Insurance Asset Management team provides innovative insurance solutions for life, health, property and casualty and reinsurance More ❯
to working from home and flexible work options, we offer our people the support they need to reach their goals in and outside the office. Your Impact The Asset Management (AM) Trading Engineering team is responsible for building and supporting a central function of the Asset and WealthManagement Division (AWM) with one of the top Asset … with key offices in New York, London, The Hague, Tokyo, Singapore and Bengaluru. The role offers a unique opportunity to work side-by-side with the Goldman Sachs Asset Management professionals and deliver the latest technology solutions while learning finance. The global team is approximately 65 developers working directly with the businesses based in all regions. As an engineer … people, capital and ideas to 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. We believe who you are makes you better at what you do. We're committed to fostering and More ❯
The SWP Change Team (UK) is accountable for the success of all implementation and conversion activities within the SEI (UK) Private Banking Wealth Platform Business. The SWP Change team provides standardised project management, consulting, queue management, project execution, specialised product support (SMEs), and communication to the client firm and SEI organisations.The Senior BA will be responsible for … . The specifics of the role can vary project to project and there is an expectation of continuous learning in the role. What you'll do: • Serve as SEI Wealth Platform subject matter expert for operational, middle & front office workflows/procedures development. • Assist client to identify and make policy decisions, determine post-conversion organisation structure, and assess the … align with appropriate governance forums, to drive implementation and awareness across SWP • Identify and present solutions to potential issues that may arise over the project lifecycle • Open communication and management of project status, potential risks and issues to key stakeholders in SEI • Build effective relationships with key stakeholders (internally and externally) • Oversight and management of all tasks associated More ❯
an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: WealthManagement, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with More ❯
End Date: July 31, 2025 (30+ days left to apply) job requisition id R4550 About the Business Quilter Cheviot About the Business Quilter Cheviot Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealthmanagement firms offering expert discretionary investment … management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management … London (Hybrid) Contract: Permanent The purpose of this role is to help the Proposition team in Quilter Cheviot to establish, maintain, and improve a competitive Financial Planning and Investment Management proposition, supporting the Investment Management Proposition Manager, Financial Planning Proposition Manager and Head of Advice Standards in the team. This will include a wide range of tasks and More ❯
interpersonal skills, with the ability to collaborate effectively with internal and external teams. Commercial experience with JavaScript or TypeScript (ideally React). Experience with RESTful APIs. Experience in code management tools as Git and package managers (e.g., pip, poetry, uv, npm, or yarn). Ability to write clean, efficient, and maintainable code, unit tests, and documentation, following best practices … upgrading applications as needed, while learning alongside senior engineers Our impressive client portfolio : Private Equity & Financial Services: We work with top-tier investment firms, global financial institutions, and leading wealthmanagement companies, providing portfolio performance analytics, AI-powered value creation, and risk identification tools. Retail & Consumer: Our solutions help major national retailers, high-street brands, and premium consumer … goods companies optimise inventory, enhance price competitiveness, and deliver personalised customer experiences. Asset Management: We build AI-powered investment decision support systems, alternative data integration platforms, and automated risk management solutions for prestigious asset management firms. Public Sector: We're trusted by multiple UK government departments and public sector organisations to deliver predictive maintenance systems, supply chain More ❯
creating meaningful impact that extends far beyond financial outcomes. Our impressive client portfolio : Private Equity & Financial Services : We work with top-tier investment firms, global financial institutions, and leading wealthmanagement companies, providing portfolio performance analytics, AI-powered value creation, and risk identification tools. Retail & Consumer: Our solutions help major national retailers, high-street brands, and premium consumer … goods companies optimise inventory, enhance price competitiveness, and deliver personalised customer experiences. Asset Management: We build AI-powered investment decision support systems, alternative data integration platforms, and automated risk management solutions for prestigious asset management firms. Public Sector: We're trusted by multiple UK government departments and public sector organisations to deliver predictive maintenance systems, supply chain … ability to explain complex technical concepts to both technical and non-technical stakeholders Experience working directly with clients or business stakeholders to gather requirements and present solutions Strong project management skills with ability to balance multiple priorities and deliver on time Collaborative mindset with experience working in cross-functional teams Bonus Points Experience with machine learning workflows and MLOps More ❯
Managers, Traders and Operational teams. Additional Information Their core investment platforms are Aladdin for their funds and derivatives book of business, and a new vendor platform (tbc) for their wealth and institutional book of business. They currently have an internal data warehouse, low code workflow and dashboard platforms and sophisticated investment risk and macro research internal platforms. The work … with peers on departmental engineering objectives: development tools and standards, developers efficiency/experience, architecture/frameworks/security, continuous improvement activities etc. Skills, Knowledge & Experience Knowledge of Investment Management and Financial Services is essential, ideally gained through the implementation of a leading wealthmanagement or asset management vendor package with complex integration effort. Experience of … everything or the specific tooling listed: Highly experienced and good working knowledge across the following technologies: Languages : .NET Core, C#, NodeJS/JavaScript, Development Environments: Visual Studio, SQL Server management studio, Oracle Developer Databases: MongoDB, ElasticSearch, Oracle, SQL Server Frameworks/Libraries/Tools - solid experience across the following: Deployment: Containerisation tools such as; Docker, Ansible or Kubernetes Understanding More ❯
apply End Date: August 15, 2025 (19 days left to apply) job requisition id R4713 Fixed Term Contract Duration - 11 Months About the Business Quilter plc is a leading wealthmanagement company dedicated to supporting brighter financial futures for every generation. As of the end of December 2024, we manage £119.4 billion in customer investments Our Affluent business … financial planning businesses, Quilter Financial Planning, the Quilter investment platform and Quilter Investors, the Multi-asset investment solutions business. Our High Net Worth business segment includes the discretionary fund management business, Quilter Cheviot, together with Quilter Private Client Advisers. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in … Collaborate with business units to identify high-impact use cases for AI augmentation and automation. Facilitate prototyping and scaling of AI-powered workflows, leveraging internal and external expertise. Change Management Design and implement change management frameworks tailored to AI transformation, including stakeholder engagement, communications, and feedback loops, working closely with our culture, communications, EX and learning teams. Champion More ❯
Join the Future of Technology with ZILO At ZILO, we're redefining what's possible in technology.ZILO is the UK-based FinTech specialising in global asset and wealthmanagement software,designed to scale and transform businesses of all types using our own developed AI Technology. Our mission is to digitalise the future of the global asset management … business needs. Ensure that solutions are scalable, maintainable, and align with the company's technical architecture. Create detailed documentation, including use cases, process flows, and data models. 3. Project Management: Assist in the planning and execution of projects, ensuring they are delivered on time and within scope. Coordinate with cross-functional teams to manage project dependencies and risks. Track … years of experience as a Business Analyst, preferably in a technical environment. Proven experience in gathering and documenting business requirements an translating them into technical specifications. Experience with project management methodologies (e.g., Agile, Scrum). Mandatory experience in financial services or transfer agency. Technical Skills: Proficiency in business analysis tools and software (e.g., JIRA, Confluence, MS Visio). Strong More ❯
provide consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. We enable clients to achieve their strategic financial objectives by providing them with cutting-edge ideas, best-in-class products and solutions, and unparalleled access to capital and More ❯
Join the Future of Technology with ZILO At ZILO, we're redefining what's possible in technology.ZILO is the UK-based FinTech specialising in global asset and wealthmanagement software,designed to scale and transform businesses of all types using our own developed AI Technology. Our mission is to digitalise the future of the global asset management … in production environments. This role ensures the stability, reliability, and performance of business-critical systems by providing timely support, collaborating with engineering and product teams, and following established defect management processes. This position has a strong focus on transfer agency (TA) operations , requiring a candidate with extensive experience and understanding of TA workflows, regulatory obligations, and client servicing impacts. … stakeholders regarding incident status, resolution plans, and post-incident reviews. Participate in post-maintenance communication, summarizing activities performed and issues resolved. Contribute to continuous improvement of support and defect management processes. Requirements Proven experience in production support, application support, or a similar technical support role. Strong analytical and problem-solving skills. Deep knowledge of transfer agency operations , including: Investor More ❯