1 to 25 of 42 Wealth Management Jobs in Scotland

Salary: Up to £45K The Company A specialist consultancy team within a global professional services firm is seeking a Consultant to join their Investment Management & Wealth (IM&W) practice. The team focuses on end-to-end technology transformation projects for clients across the wealth management, savings … strategy. The Role As a Consultant – Data Migration, you'll play a key role in helping clients successfully transition from legacy systems to modern wealth platforms. You'll work closely with client and vendor teams to support the data aspects of large-scale technology transformation programmes. From handling data … Responsibilities Data Migration & Transformation Handle large datasets and ensure integrity throughout the migration lifecycle. Support ETL processes and prepare data for transition into modern wealth platforms. Liaise with client and vendor teams to understand data structures and define mapping logic. Business Insight & Client Engagement Interpret client data to identify More ❯

Business Analyst - Wealth Management – Edinburgh, Scotland (Key skills: Business Analyst, Digital Transformation, Business Process Change, Requirement Gathering, Analysis, Documentation, Stakeholder Management, Quality Assurance, UAT, Agile, Change Management, Financial Services, Wealth Management, Business Analyst) Are you a Business Analyst looking to take your career to … the next level? Do you want to be part of a prestigious wealth management firm leading a multi-million-pound digital transformation? If you are passionate about driving change, working on cutting-edge financial technology and making a tangible impact in a highly respected organisation, this could be … your next big move. Our client, a market-leading wealth management firm based in Edinburgh, is undergoing an ambitious transformation to future-proof its services, optimise business processes and elevate client experiences. With a strong heritage in providing tailored financial solutions to high-net-worth individuals and institutional More ❯

Associate/Analyst, Aladdin Wealth Tech Relationship Manager About this role Aladdin Wealth Tech - Associate/Analyst, Relationship Management Business Unit Overview BlackRock Aladdin is uniquely positioned to address the industry's risk management, portfolio construction and financial technology demands. The various business departments within Aladdin … are focused on providing clients with highly scalable portfolio analytics, risk management, liability-driven investing, pension solutions, regulatory advice, and balance sheet strategy. The Aladdin Wealth Tech team partners with wealth management clients to help them oversee their enterprise risk, build better portfolios, and enhance their … value proposition to clients. This is achieved by leveraging risk analytics - powered by Aladdin - to equip wealth management clients with model construction capabilities, risk monitoring tools, and portfolio construction & analytics. This is an exciting opportunity to shape the Wealth Management industry while helping to build a More ❯

At FNZ, our purpose is to make wealth management more accessible, bringing easier, fairer and more inclusive solutions to people worldwide. Here in the Global Information Security team, we work to protect the platforms that support investment solutions for over 20 million people. We are looking for an … compelling messages to stakeholders of all levels. We are looking for individuals with a technical architecture background in the following: Security Incident and Event Management (SIEM). Secure Access Service Edge (SASE, SWG, ZTNA). Modern Workplace (Endpoint, EUD, M365). Endpoint Detection Response. 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 wealth management industry, but complexity holds firms back. We created wealth's growth platform to help. We provide a global, end More ❯

Senior Business Analyst Edinburgh (GB) • London (GB) LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our … aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was … As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit The Change Team are responsible for all Change across the Business to ensure that we deliver against the More ❯

Migration Solution Consultant – Wealth Management Platform Transformation Location: Edinburgh (hybrid/onsite attendance according to business need) Contract Length: 6 months initially Day Rate: £600 per day (inside IR35) Our client is seeking an experienced Migration Solution Consultant with a strong understanding of wealth and investment operations … to lead complex migration journeys for top-tier financial institutions and drive successful platform implementations that shape the future of wealth management. The postholder will lead clients through the end-to-end migration process, translating business requirements into actionable migration solutions while ensuring regulatory compliance, operational readiness and successful … delivery. Key Responsibilities Lead Wealth Management clients through platform migration and implementation. Assess business impact, regulatory considerations, and operational readiness. Develop bespoke migration and business requirements based on client needs. Guide customers through change, ensuring smooth transitions with minimal disruption. Act as subject matter expert on platform Target More ❯

Migration Solution Consultant Wealth Management Platform Transformation Location: Edinburgh (hybrid/onsite attendance according to business need) Contract Length: 6 months initially Day Rate: £600 per day (inside IR35) Our client is seeking an experienced Migration Solution Consultant with a strong understanding of wealth and investment operations … to lead complex migration journeys for top-tier financial institutions and drive successful platform implementations that shape the future of wealth management. The postholder will lead clients through the end-to-end migration process, translating business requirements into actionable migration solutions while ensuring regulatory compliance, operational readiness and successful … delivery. Key Responsibilities Lead Wealth Management clients through platform migration and implementation. Assess business impact, regulatory considerations, and operational readiness. Develop bespoke migration and business requirements based on client needs. Guide customers through change, ensuring smooth transitions with minimal disruption. Act as subject matter expert on platform Target More ❯

Location: Edinburgh (Hybrid, 2 days per week onsite) Salary: Up to £75,000 The Company A specialist transformation team operating within the investment and wealth space is seeking a Senior Consultant to join their strategic delivery practice. This team supports high-impact change programmes across core operations, technology strategy … and platform implementation — with clients ranging from leading wealth managers to platform providers. The Role As a Senior Consultant – Delivery Lead, you’ll play a key role in delivering large-scale transformation programmes in the wealth and investment management space. Working in multi-party environments, you'll … end delivery of complex transformation projects. Act as the primary delivery contact for client stakeholders, ensuring progress, risk mitigation, and results alignment. Collaborate with wealth platform vendors, internal specialists, and client teams to design and deliver change. Manage cross-functional teams across testing, solution design, data, and implementation. Deliver More ❯

The Company A specialist consultancy team within a global professional services firm is seeking a Consultant – Data Migration to join its Investment Management & Wealth (IM&W) practice. This team delivers end-to-end technology transformation projects across the wealth management, savings, and retirement sectors. The role … scale. The Role As a Consultant – Data Migration , you will be responsible for supporting the successful transition of clients from legacy systems to modern wealth platforms. You will work closely with internal consultants, external clients, and third-party vendors to manage the data workstreams of large-scale transformation programmes. … Migration & Transformation Manage large datasets across the migration lifecycle, ensuring quality, integrity, and accuracy. Support ETL processes and prepare data for ingestion into modern wealth platforms. Collaborate with vendors and client stakeholders to define data mapping logic and transformation rules. Business Insight & Client Engagement Analyse data structures to identify More ❯

to build a robust data protection program that supports the firm's strategic goals and regulatory obligations. Specific Role Responsibilities Data Protection & Privacy Program Management: Develop, implement, and oversee the global data protection framework, policies, and standards, ensuring alignment with local data privacy regulatory obligations and industry best practices … strategy and effectively managing local data protection risks and mitigation plans. Provide strategic oversight on enterprise-wide data governance programs, ensuring consistent data protection management practices. Collaborate with Regional CROs, CCOs, and DPOs to provide support, education, and training to enhance data protection and competency. Maintain deep knowledge of … wide data protection programs in a complex, multinational environment. Experience collaborating with cross-functional teams to implement data governance, compliance strategies, and privacy risk management frameworks across global operations. Technical Skills: Expertise in designing, implementing, and overseeing enterprise data protection frameworks, policies, and risk controls in a regulated financial More ❯

Lead Location: Edinburgh (Hybrid – 2 days per week onsite) Salary: Up to £75,000 The Company A specialist transformation consultancy within the investment and wealth management sector is seeking a Senior Consultant – Delivery Lead to join its strategic delivery team. This function supports major change programmes across core … operations, technology strategy, and platform implementation for a portfolio of leading wealth managers, investment platforms, and financial institutions. The Role As a Senior Consultant – Delivery Lead, you will take a central role in managing complex transformation programmes from inception through to delivery. Operating within multi-party environments, you’ll … and third-party vendors to ensure successful execution of strategic initiatives. This is a client-facing, delivery-focused role that requires structured thinking, stakeholder management, and the ability to operate confidently in fast-paced, regulated environments. Key Responsibilities: Lead the end-to-end delivery of high-profile transformation initiatives More ❯

footprint with around 2,500 colleagues in 10 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail … our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. … and flexible work environment empowers our colleagues to reach their full potential. Job Description As part of an expert, agile team focusing on the wealth management aspect of the financial sector. Our team develops industry-leading products and our culture thrives on trust, fostered through transparency and a More ❯

Senior Business Analyst Edinburgh (GB) • London (GB) LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. Our aim is to offer a fresh approach to wealth management. … stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. We have over £29 billion in funds under management and circa 700 staff. Business Unit The Change Team is responsible for all Change across the Business to ensure that we deliver against the … the Lead Business Analyst. Your profile Key Skills, Experience, and Competency Requirements: Experience as a Business Analyst in a regulated environment (banking, financial services, wealth management). Proven ability to facilitate stakeholders in drawing out clear, focused, and unambiguous requirements. Proficiency in visualisation tools such as Visio, Draw.io More ❯

ability to lead workshops with clients and vendors, communicate effectively, and provide coaching where needed. A good grasp of business operations within investment and wealth management is essential, along with prior experience in the investment management sector. You will also support project delivery as a PMO officer … and produce high-quality documentation for senior consultants. SKILLS AND EXPERIENCE Experience with FNZ Experience with Avaloq Previous experience on data migration projects with Wealth Management context. APPLY Send an email to Riversteytler@harnham.com or apply to below to register your interest in this role. Please note our More ❯

ability to lead workshops with clients and vendors, communicate effectively, and provide coaching where needed. A good grasp of business operations within investment and wealth management is essential, along with prior experience in the investment management sector. You will also support project delivery as a PMO officer … processes like ETL and leading platform vendors (FNZ, SSandC, Avaloq, GBST, and similar) is a significant plus. Previous experience on data migration projects with Wealth Management context. APPLY Send an email to Riversteytler@harnham.com or apply to below to register your interest in this role. Please note our More ❯

our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe More ❯

UX Designer - AVP Glasgow JR006068 Overview The Morgan Stanley Wealth Management UX team builds digital experiences that help our clients manage their finances and monitor their investments easily on the Morgan Stanley and E TRADE from Morgan Stanley platforms. Our growing team of designers and researchers bring an … solutions that are optimized for web and mobile interfaces and partner with engineers to translate designs into successful products Work closely with the larger Wealth Management UX team to share design best practices, align on patterns, and promote a design-centric culture at the firm Advocate for all More ❯

Software Engineer - Portfolio Management - Edinburgh Company Description A bit about us Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 160 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues. We are always looking for talented people … to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible work environment empowers More ❯

footprint with around 2,500 colleagues in 10 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail … our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. … in creating the core elements of the Avaloq Banking Suite, which serve numerous Global banking clients . Our primary focus areas include: Business Process Management: Streamlining and improving the banks\\\' internal processes to enhance efficiency Object Framework: Maintain and improve the framework which stores banking data as objects in More ❯

footprint with around 2,500 colleagues in 11 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail … our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. More ❯

footprint with around 2,500 colleagues in 11 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail … our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. More ❯

footprint with around 2,500 colleagues in 10 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail … our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. More ❯

footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail … our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. … to support with our clients within the UK market, giving you great exposure across Avaloq around the world. Working alongside, developers, build managers , release management and other test professionals in a dynamic, friendly and approachable team. Key tasks: Develop and execute detailed test plans, test cases, and test scripts More ❯

retail bank, provides every day banking services to over 17 million retail customers. The banks expertise and services span across Business Services, Corporate banking, Wealth Management, Group Functions, Retail and Investment Banking. On behalf of this organisation, AMS are looking for a Business Analyst (Travel and International Payments … knowledge of the Payments industry. Experience in process design, change delivery, and customer experience design and Agile ways of working. Expert knowledge of commercial management and experience monitoring and reporting on journey performance. Experience in, data, research and analysis including customer data analytics, or segment management and design More ❯

retail bank, provides every day banking services to over 17 million retail customers. The banks expertise and services span across Business Services, Corporate banking, Wealth Management, Group Functions, Retail and Investment Banking. On behalf of this organisation, AMS are looking for a Business Analyst (Travel and International Payments … knowledge of the Payments industry. Experience in process design, change delivery, and customer experience design and Agile ways of working. Expert knowledge of commercial management and experience monitoring and reporting on journey performance. Experience in, data, research and analysis including customer data analytics, or segment management and design More ❯