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 ❯
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 ❯
Asset Management Operations, Bank Relationship Management, Analyst/Associate, London Job Description ASSET & WEALTHMANAGEMENT We provide institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today's dynamic markets and identify the … opportunities that shape their portfolios and long-term investment goals. Our Asset & WealthManagement business also invests in corporate equity and corporate debt, real estate equity, and real estate debt and infrastructure worldwide. Additionally, we provide asset management services to investments where Goldman Sachs has an interest. … The Bank Relationship Management & Market Strategy (BRMS) team is responsible for the management of the front-to-back oversight governance framework for brokers, fund administrators, and custodians across the Asset Management fund complex and institutional client managed accounts. The BRMS team is looking for an experienced relationship More ❯
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. Ready to advance your career and join an industry leader with a constant mission to innovate … TSQL, SQL, Performance Tuning. 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. We operate in a fast-paced, customer-first environment that embraces innovation. Our technology stack is Microsoft-based, running on a VMware virtualized private cloud, carefully managed by our own Infrastructure Engineers and our hosting More ❯
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. Ready to advance your career and join an industry leader with a constant mission to innovate … TSQL, SQL, Performance Tuning. 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. We operate in a fast-paced, customer-first environment that embraces innovation. Our technology stack is Microsoft-based, running on a VMware virtualized private cloud, carefully managed by our own Infrastructure Engineers and our hosting More ❯
to join the business as it enters a new phase of expansion and product innovation. This firm is redefining the way Investment Banking and WealthManagement clients approach operational efficiency, with a unique suite of tools designed to modernise and automate Client Lifecycle Management processes. We’re … a deep understanding of the product suite and how it addresses client pain points Build strong relationships with decision-makers at Investment Banks and WealthManagement firms Collaborate closely with internal product and delivery teams to tailor solutions for client needs Maintain an active pipeline of new business … of 6 years’ experience in B2B technology sales, specifically selling software into the financial services industry Strong network and knowledge across Investment Banking and WealthManagement sectors A proven track record of exceeding sales targets and closing complex deals Excellent communication skills and the ability to engage with More ❯
to join the business as it enters a new phase of expansion and product innovation. This firm is redefining the way Investment Banking and WealthManagement clients approach operational efficiency, with a unique suite of tools designed to modernise and automate Client Lifecycle Management processes. We’re … a deep understanding of the product suite and how it addresses client pain points Build strong relationships with decision-makers at Investment Banks and WealthManagement firms Collaborate closely with internal product and delivery teams to tailor solutions for client needs Maintain an active pipeline of new business … of 6 years’ experience in B2B technology sales, specifically selling software into the financial services industry Strong network and knowledge across Investment Banking and WealthManagement sectors A proven track record of exceeding sales targets and closing complex deals Excellent communication skills and the ability to engage with More ❯
SEI is seeking to hire an Operations Alternative Specialist in our SEI Wealth Platform Business. The SEI Wealth Platform (the Platform) is an outsourcing solution for wealth managers encompassing wealth processing services and wealthmanagement programs, combined with business process expertise. With the Platform … SEI provides wealthmanagement organizations with the infrastructure, operations, and administrative support necessary to capitalize on their strategic objectives in a constantly shifting market. The Platform supports trading and transactions on 156 stock exchanges in 58 countries and 51 currencies, through the use of straight-through processing and … reported, and develop plans to address these risks across various domains. Support Business Continuity and Disaster Recovery arrangements, including testing and updates. Contribute to management reporting on operational risk events, resilience, and processing. Participate in ad-hoc projects as required. Maintain understanding of policies, procedures, risk appetites, and ensure More ❯
software and services firm operating as part of State Street and integral to the Alpha product set. Customers include the world's top investment management, wealthmanagement, banking, and insurance firms. Charles River provides an end-to-end SaaS solution automating front and middle office investment management … controls risk and lowers technology costs. Charles River serves more than 350 investment firms in over 40 countries in the institutional asset and fund management, private wealth, alternative investments, insurance, banking, and pension markets. Charles River was acquired by State Street in October 2018. Background: Core activities and … on data and support process insight, incorporating feedback and client input. Good domain experience, ideally front office. Providing business/functional support for investment management or trading systems. Role and Responsibilities: Reporting to the SaaS Operations and Support Senior Managing Director EMEA, this role is based in our London More ❯
Asset & WealthManagement - Associate Quantitative Strategist in WealthManagement Strats Our quantitative strategists are at the cutting edge of our business and solve real-world problems through a variety of analytical methods. As a member of our team, you will utilize your training in mathematics, programming … ultra-high-net-worth clients. You will combine quantitative techniques and industry knowledge to build best in class models and tools that streamline risk management, detect fraud at scale, enable optimized data-driven business decision making, and optimize profitability. Product pricing: Streamline and improve how lenders set rates across … Funding optimization: Design quantitative models to help understand and realize the value of the bank's non-maturity deposits business for internal funding Risk Management: Develop quantitative models and tools to manage the private bank's risk, such as developing a rate-sensitive prepayment model to improve hedging of More ❯
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: Machine Learning Engineer Location: London Start Date: June/July 2025 Would you like to join one of the fastest growing FinTech … Data Engineer. If you are passionate about digital transformation and keen to learn about delivering the market leading Client Lifecycle Managing 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 Management (CLM) platform, offering 360-degree access to their client. We are a global leader in end-to-end CLM, Wealth Dynamix has offices and clients More ❯
DATA MANAGEMENT CONSULTANT CENTRAL LONDON – 3 DAYS PER WEEK £90,000 We are partnered with a Global Consultancy supporting their Investment Management practice, following a recent strategic acquisition that has significantly enhanced their capabilities. They are looking to implement a critical data management solution for their investment … firms. They are seeking a driven Data Management Consultant to lead teams and workstreams on impactful projects. THE TEAM: As part of our Investment practice, their team specialises in providing a platform for their clients to help manage data solutions. They have a strong strategic partnership with key industry … vendors in the data management space and are experiencing high demand due to their successful involvement in major industry programmes. This is an exciting time to join as they build the capacity to deliver significant client programmes and expand the capabilities across various leading investment management platforms. THE More ❯
DATA MANAGEMENT CONSULTANT CENTRAL LONDON - 3 DAYS PER WEEK £90,000 We are partnered with a Global Consultancy supporting their Investment Management practice, following a recent strategic acquisition that has significantly enhanced their capabilities. They are looking to implement a critical data management solution for their investment … firms. They are seeking a driven Data Management Consultant to lead teams and workstreams on impactful projects. THE TEAM: As part of our Investment practice, their team specialises in providing a platform for their clients to help manage data solutions. They have a strong strategic partnership with key industry … vendors in the data management space and are experiencing high demand due to their successful involvement in major industry programmes. This is an exciting time to join as they build the capacity to deliver significant client programmes and expand the capabilities across various leading investment management platforms. THE More ❯
london (city of london), south east england, United Kingdom
Harnham
DATA MANAGEMENT CONSULTANT CENTRAL LONDON - 3 DAYS PER WEEK £90,000 We are partnered with a Global Consultancy supporting their Investment Management practice, following a recent strategic acquisition that has significantly enhanced their capabilities. They are looking to implement a critical data management solution for their investment … firms. They are seeking a driven Data Management Consultant to lead teams and workstreams on impactful projects. THE TEAM: As part of our Investment practice, their team specialises in providing a platform for their clients to help manage data solutions. They have a strong strategic partnership with key industry … vendors in the data management space and are experiencing high demand due to their successful involvement in major industry programmes. This is an exciting time to join as they build the capacity to deliver significant client programmes and expand the capabilities across various leading investment management platforms. THE More ❯
DATA MANAGEMENT CONSULTANT CENTRAL LONDON – 3 DAYS PER WEEK £90,000 We are partnered with a Global Consultancy supporting their Investment Management practice, following a recent strategic acquisition that has significantly enhanced their capabilities. They are looking to implement a critical data management solution for their investment … firms. They are seeking a driven Data Management Consultant to lead teams and workstreams on impactful projects. THE TEAM: As part of our Investment practice, their team specialises in providing a platform for their clients to help manage data solutions. They have a strong strategic partnership with key industry … vendors in the data management space and are experiencing high demand due to their successful involvement in major industry programmes. This is an exciting time to join as they build the capacity to deliver significant client programmes and expand the capabilities across various leading investment management platforms. THE More ❯
Identity & Access Management (I&AM) Analyst | Permanent London/Southampton | Hybrid | Competitive Salary VIQU are partnering with a transformative wealthmanagement organisation. They're seeking an Identity & Access Management (I&AM) Analyst to join their Technology Infrastructure and Operations function in London/Southampton. Role Overview … and training to fulfilment teams Required Skills & Experience: - Proven experience in I&AM process development and fulfilment - Strong knowledge of IT Security and Service Management best practices - Proficiency with Microsoft AD, Entra, and ServiceNow - Outstanding analytical and problem-solving capabilities - Excellent stakeholder management and communication skills Technical Environment … Microsoft Active Directory - Azure AD/Entra ID - ServiceNow ITSM - Identity Governance platforms - Access Management tools Position Details: Role: I&AM Analyst Type: Permanent Location: London/Southampton Industry: Financial Services/WealthManagement This is an exciting opportunity to shape technology functions within a forward-thinking More ❯
ambitions are global. Our drive for success is unmatched. Role Overview: Guavapay is looking for an experienced Product Manager to oversee the development and management of investment and wealth products. This role will focus on delivering innovative investment solutions while ensuring compliance with regulatory requirements. The ideal candidate … understanding of investment strategies and regulations. You will collaborate closely with other departments to support the business's growth objectives. Key Responsibilities: Product Development & Management: Lead the creation of innovative investment and wealth products aligned with client needs and market trends. Oversee product feedback, testing, and analytics. Plan … adhere to regulatory requirements and internal risk frameworks. Cross-Functional Collaboration: Act as the key point of contact across departments, ensuring seamless integration of wealth products into the business. Defining Requirements: Create clear requirements, user stories, and acceptance criteria for products. Track key performance indicators (KPIs) to drive product More ❯
London, England, United Kingdom Hybrid / WFH Options
Hays
Your new company An opportunity has arisen to join a leading provider of individual wealthmanagement, asset management and related services to private clients, charities, trustees and professional partners. They have recently gone through a large organisational change and are in the process of transforming their business … Experience of working independently and as part of a team and showing excellent collaboration is key. Knowledge of the financial services industry, in particular wealthmanagement, would be highly desirable. Some testing experience is also required. What you'll get in return Competitive basic salary + bonus Several More ❯
london, south east england, United Kingdom Hybrid / WFH Options
Hays
Your new company An opportunity has arisen to join a leading provider of individual wealthmanagement, asset management and related services to private clients, charities, trustees and professional partners. They have recently gone through a large organisational change and are in the process of transforming their business … Experience of working independently and as part of a team and showing excellent collaboration is key. Knowledge of the financial services industry, in particular wealthmanagement, would be highly desirable. Some testing experience is also required. What you'll get in return Competitive basic salary + bonus Several More ❯
of automated test scripts using Selenium and Java. Provide expertise in Appium framework based on Selenium for mobile application testing. Implement and maintain test management tools to track and report on testing progress. Collaborate with cross-functional teams to ensure comprehensive test coverage. Utilize Agile methodologies to manage and … prioritize testing tasks. Conduct thorough testing of Funds Management , fund administration , client onboarding , fee billing Accounting & Reporting functionalities. Manage test environments and ensure they are configured correctly for testing activities. Provide detailed test reports and documentation to stakeholders. Identify and mitigate risks associated with testing activities. Drive continuous improvement … and testing techniques. Essential Skills and Experience : Possess strong experience of in investment banking, securities. Have a solid understanding of Agile Methodologies and Test Management Tools. Show proficiency in Test Management Exhibit knowledge of Multifonds , GTAP, calypso, TLM, tradeflow, icon applications Have domain experience in Asset & WealthMore ❯
of automated test scripts using Selenium and Java. Provide expertise in Appium framework based on Selenium for mobile application testing. Implement and maintain test management tools to track and report on testing progress. Collaborate with cross-functional teams to ensure comprehensive test coverage. Utilize Agile methodologies to manage and … prioritize testing tasks. Conduct thorough testing of Funds Management , fund administration , client onboarding , fee billing Accounting & Reporting functionalities. Manage test environments and ensure they are configured correctly for testing activities. Provide detailed test reports and documentation to stakeholders. Identify and mitigate risks associated with testing activities. Drive continuous improvement … and testing techniques. Essential Skills and Experience : Possess strong experience of in investment banking, securities. Have a solid understanding of Agile Methodologies and Test Management Tools. Show proficiency in Test Management Exhibit knowledge of Multifonds , GTAP, calypso, TLM, tradeflow, icon applications Have domain experience in Asset & WealthMore ❯
creating and maintaining our clients' strategic vision, building strong partnerships, and implementing client relations strategies to boost satisfaction and loyalty. Key Responsibilities Client Relationship Management Develop and maintain strategic visions for both established and new clients. Build and sustain long-lasting, collaborative partnerships. Enhance client satisfaction and loyalty through … stakeholders. Implement robust governance models and engagement paths. Align customer growth and product roadmaps with FNZ's goals. Support AuA growth and servicing. Wider Management: Support the SDM to ensure that there is high-quality delivery of FNZ's services to customers. Achieve revenue targets for existing customers. Support … associated sales opportunities. Achieve budgeted revenue for implementation and enhancement fees. Maintain an implementation and enhancement fee pipeline. Strategic Outcomes Develop and maintain account management plans. Achieve budgeted levels of committed FUM. Support customers' strategic development and growth plans. Risk & Compliance Outcomes Escalation points to ensure regular, accurate reporting More ❯
Business Analyst - Client & Marketing Systems Arbuthnot Latham has been associated with banking since 1833. We combine private and commercial banking, wealth planning and investment management. We believe in traditional relationship and service-led banking powered by modern technology. Job purpose The Business Analyst (BA) will be a problem solver … required to produce effective business cases. Support key platform investment appraisal decisions. When required, execute data analysis and visualisation techniques to add insight to management information extracted from existing reports and data sources. Work closely with Project Managers and Test Managers throughout all project testing phases. This may involve … supporting or, where required, leading test activity such as test script creation, test execution, defect triage, issue resolution and associated reporting. Support Change Management activities across a range of Platform projects by leading business adoption activities such as training needs analysis and training material production and delivery (when required More ❯
the existing Client base (new business) and extend the footprint within existing Clients in the region. For existing customers, the company has a Client Management team, whose primary role is to execute on a tactical operating plan and address day to day issues. This will enable you, the Sales … will be joining is a part of Charles River Development 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 first open … What you will be responsible for As Sales Manager you will be responsible for: A mix of New Business Sales and existing customer Account Management The entire sales and account management process from inception, including research, identification and 'upselling' CRD modules and services in existing customer accounts, prospecting More ❯