value from our technology and achieve their business objectives. This role is high-impact and commercially accountable. You will represent Dynamic Planner to major clients in the financial planning, wealthmanagement, and asset management sectors, serving as a trusted advisor, growth partner, and strategic operator. Join us and become part of a warm, supportive, and innovative team 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 global asset management industry. 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 … workshops. Market & Regulatory Awareness: Stay informed about regulatory changes and trends in the transfer agency space, ensuring that the product aligns with current and future industry requirements. Client Relationship Management: Foster strong relationships with clients, understanding their evolving needs and acting as the voice of the customer within the product team. Required Skills and Qualifications: In-depth knowledge of … space. Knowledge of European regulatory environments related to transfer agency services is a plus. Preferred Skills: Familiarity with agile methodologies and tools (e.g., Jira, Confluence). Experience with product management tools and frameworks. A background in client relationship management or consultancy, particularly in financial technology solutions. Enhanced leave - 38 days inclusive of 8 UK Public Holidays Private Health More ❯
The team you will be joining is a part of Charles River Development (or CRD), 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 front-to-back platform - State … than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but … you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are More ❯
Nutmeg is a J.P. Morgan company within the International Consumer Bank - Chase division, offering award-winning investments, products, and digital wealthmanagement services to over 250,000 investors in the UK. We built the business from scratch, with constant innovation as a core part of our ethos. Our goal is to provide clients with the best digital investing 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 … manual overhead. Ensure project financials are aligned with broader commercial goals and liaise with Finance to maintain transparency. Serve as the primary point of contact for client-side project management, handling escalations and maintaining strong client relationships. Partner with teams across engineering, infrastructure, product, production support, legal, compliance, and executive leadership to drive successful delivery. Constructively challenge and refine … streamline project workflows, optimise planning, and automate delivery tasks-enhancing team productivity and focus. Detail-oriented with strong analytical capability. Skilled with Jira, Confluence, MS Project (or other project management tools). Clear communicator with influence across technical and non-technical stakeholders. Adaptive, proactive, and grounded in high-integrity problem solving. Bonus Qualifications Understanding of European regulations (e.g. MiFID More ❯
UBS Stock Pitch Competition - Q&A session (virtual) Are you a 2027 graduate? Interested in kickstarting your career in asset management? Want to grow your understanding of today's complex investment landscape? Our stock pitch competition is back and we want you to be a part of it! You'll get to drive decisions and gain the right exposure … by connecting with experts in our Asset Management team. What to expect? Your challenge will be to identify and pitch a stock investment that'll be more valuable in the future than it is today, based on your understanding of current and future trends in technology, business and consumer preferences. How? Showcase your thinking by highlighting your predictions on … future business performance, sustainability and your estimate of fair value for your investment. If you're interested in pursuing a career in asset management, simply taking part could help you kickstart your career. Plus, we've also got prizes up for grabs! 1st place: GBP 2,500 2nd place: GBP 1,000 3rd place: GBP 500 and serious bragging More ❯
client-centric, full-service technology provider. Responsibilities Develop and implement effective client acquisition strategies, targeting decision makers including VP and C-level professionals, within the Financial Service Industry (Asset Management, Hedge Funds, Fund to Funds, Trading, WealthManagement & Brokerage). Proactively identify and engage potential clients utilizing various sales methods including cold calling, email, trade shows, and 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 managementMore ❯
offering this role. GIDS delivers global omni-channel investor servicing, including contact centres, using digital services. About The Role SS&C plays a critical role in the asset and wealthmanagement industry, providing an opportunity to shape digital solutions for institutional investors, asset managers, and advisors. We're looking for a Senior Product Manager, Mobile to take ownership … user experience through continuous improvements. Ensure the mobile app meets compliance, security, and accessibility standards, collaborating with legal and risk teams where necessary. Your Experience 5+ years of product management experience, with at least 3 years focused on mobile apps in B2B, B2B2C, or enterprise software. Proven experience in delivering mobile applications in regulated industries such as financial services … cross-platform frameworks (e.g., React Native, Flutter). Experience working with API-driven platforms, authentication flows, and mobile security best practices. Product & Technical Skills Deep knowledge of mobile product management best practices, including user experience, feature development, and app store optimisation. Experience working with analytics tools, A/B testing, and performance tracking to drive mobile product decisions. Ability More ❯
best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology. Retail : Empower individual investors - and yourself - in the world of retail through a range of different financial products rooted in innovation and market intelligence. From FX and CFDs … to precious metals, master an exciting world of wealthmanagement tools. Commercial : With boots on the ground authenticity at the heart of everything we do, our comprehensive array of commercial products and services enable you to work directly with our clients, across hedging, risk management, execution and clearing, OTC products, commodity finance and more. Payments : A Swift … transparent pricing across 180+ countries and 140+ currencies. Corporate: Engage in a deep variety of business-critical activities that keep our company running efficiently. From strategic marketing and financial management to human resources and operational oversight, you'll have the opportunity to optimize processes and implement game-changing policies. Position purpose: The Risk Valuation Group is responsible for understanding More ❯
environments and data analysis and/or engineering must be your main expertise. Needless to say you will also have experience of financial services in banks and/or wealthmanagement and/or asset management and/or trading and similar. The roles are deemed outside of IR35 legislation and are for commencement during July/ More ❯
with products that are grounded in value, transparency, and simplicity. YOUR IMPACT Goldman Sachs is looking for a Product Manager to join the growing Product team within the Assets & WealthManagement Division. The ideal candidate is extremely resourceful with prior experience managing/launching successful products, leading agile teams, and driving decision-making across cross functional groups. The … a product roadmap to meet business goals, achieve key performance indicators and provide a world-class customer experience REQUIREMENTS Bachelor's degree required, or equivalent 3+ years of product management experience in a fast-paced, agile product development environment Experience of owning a backlog, leading cross functional teams and managing/launching successful products Ability to communicate complex issues … 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 ❯
with products that are grounded in value, transparency, and simplicity. YOUR IMPACT Goldman Sachs is looking for a Product Manager to join the growing Product team within the Assets & WealthManagement Division. The ideal candidate is extremely resourceful with prior experience managing/launching successful products, leading agile teams, and driving decision-making across cross functional groups. The … a product roadmap to meet business goals, achieve key performance indicators and provide a world-class customer experience REQUIREMENTS Bachelor's degree required, or equivalent 3+ years of product management experience in a fast-paced, agile product development environment Experience of owning a backlog, leading cross functional teams and managing/launching successful products Ability to communicate complex issues … 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 ❯
Finance Business Partner - IT - Bank Your new company You will be working for a leading global financial institution providing banking, securities, asset management, and investment services. With a strong presence in APAC and other international markets, the company offers tailored financial solutions to businesses, institutions, and individuals. Its expertise spans corporate finance, wealthmanagement, and capital markets … through a detailed understanding of business and cost drivers. What you'll need to succeed Minimum of 4 years of PQE in IT Finance or Finance Business Partnering/Management Reporting Preferred professional accounting qualification. A strong team player, self-motivated and proactive. Strong communication and presentation skills with proven experience of being able to produce and present complex More ❯
high-calibre Financial Services industry change leaders, including ex-MDs from top-tier firms and new talent. We are the consulting partner of choice for leading FinTechs, Banking, Asset & WealthManagement, Insurance, and Market Infrastructure clients. Responsibilities Working with our clients to understand their business challenges and problems - undertaking requirements gathering, client interviewing, documentation of processes and process … team culture where people are recognised for their contribution Actively get involved in the new consulting community Candidate Profile Previous operations experience Previous experience in delivering change within asset management Degree level qualification Excellent problem solving skills and evidenced ability to break problems down into logical steps Excellent organiser and evidenced ability to co-ordinate and deliver complex outcomes. More ❯
At ZILO, we're redefining what's possible in technology. ZILO is the UK-based FinTech specializing 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 digitalize the future of the global asset management industry. We are a team of More ❯
Interested in breaking into the financial industry but can't decide on a field? Come along to our event! We'll touch on everything from investment banking, asset and wealthmanagement, finance to risk and even tech! Key info: Date: Wednesday 3 September 2025 Time: 2:00 - 6:00 p.m. (BST) Location: UBS London office Find out what … career jumpstart. Don't miss out on this chance to get the right exposure and build a network for life. About UBS UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in More ❯
The Asset & WealthManagement Data Owner is responsible for executing critical data management activities supporting strategic business and product objectives, process design, advanced analytics, and reporting, with a focus on Client Data. This role involves collaborating with multiple stakeholders to ensure data is well-understood, documented, and effectively utilized across the organization. As a Data Owner - Client … managing products, programs, projects, teams, and employees. Structured thinker and effective communicator with excellent written skills. Ability to articulate complex concepts to senior audiences confidently. Technical understanding of data management, governance, cloud-based platforms, or data architecture. Understanding of product development and Agile methodologies. #J-18808-Ljbffr More ❯
challenges that affect everyday lives. Thrive in a collaborative community of experts, supported by peer-level mentoring, coaching, and knowledge-sharing. What you can expect Be part of our management team, helping shape and launch new service propositions while driving strategic business growth. Lead business development initiatives-building trusted client relationships, owning outcomes, and delivering innovative, high-impact solutions. … financial services, with a proven ability to nurture and expand relationships that support business development and long-term client partnerships Proven experience across financial services, particularly in banking, insurance, wealthmanagement, payments, or financial infrastructure A strong track record of leadership across application, business, and data/AI architecture Experience leading multidisciplinary teams, especially in engineering and architecture More ❯
this modern ambitious company. This really is a unique career marketing leadership opportunity to join a fast-growing investment fintech, with tier 1 banks, insurance companies, asset managers and wealth managers as clients for their enterprise next generation digital platform. They have made some good progress with their marketing and already have a mid-level manager, but this is … following experience and characteristics: - Experience in a B2B marketing leadership role working for an enterprise technology company selling into the financial financial services vertical. Ideally this will be with wealthmanagement/wealthtech propositions. - Small marketing team line management experience, doesn't matter if 2 or 10+ reports, but must be happy with building and leading a … solutions which are new and unique in the market. Great career opportunity for a high calibre marketing leader to join a high growth fintech, working closely with the senior management team to develop and execute the company's marketing strategy. This person can certainly 'make the role their own', 'have impact', and reap both the professional and personal rewards More ❯
you if you have the following: Proven success in proactively managing accounts and building successful long-term relationships with clients, preferably in a similar industry e.g., Finance, FinTech, Platforms, WealthManagement or Financial Advice. Ability to multitask, excellent planning and organisational skills. Proven track record of hitting and exceeding targets. Analytical, with strong communication skills, and the ability More ❯
Financial Sector We'd love to meet someone who has: 10+ years of experience in Financial Sector consulting, with expertise across multiple banking areas (e.g., retail banking, corporate banking, wealthmanagement, investment banking, global markets) Systematic understanding of the financial sector, with deep expertise in selected areas Hands-on experience with large-scale digital product innovation and delivery More ❯
Exceptional communication skills, including writing clear, fair, and empathetic responses to clients Excellent judgment, attention to detail, and a strong sense of accountability Preferred Qualifications: Experience in investment platforms, wealthmanagement, or retail investing Previous exposure to Board-level reporting and regulatory engagement Working knowledge of PROD, SM&CR, and operational risk frameworks Experience working in a remote More ❯