1 to 25 of 34 Wealth Management Jobs in the South West

Tittle – Senior/Lead Enterprise Technical Architect Location: Cirencester, UK Employment Type: Full-time Domain: Wealth Management/Investments/Financial Services Company Overview — Intellect Design Arena Ltd Intellect Design Arena Ltd is a global financial technology leader delivering cloud-native, composable and intelligent platforms to the world … most progressive financial institutions. Built on deep domain expertise and design thinking, Intellect’s solutions span core banking, transaction banking, payments, cash management, treasury & capital markets, risk & compliance, wealth management and Intellect’s technology ecosystem—powered by eMACH.ai, Purple Fabric, and modular open finance components—enables Tier ...

business as well as third parties to support and ensure successful execution across the Group. We are seeking a Business Analyst with strong wealth management and migration experience to join the Transformation team, this role will primarily support our platform transformation and migration programme, with a focus … data impacts are clearly understood, documented and successfully delivered. The successful candidate will play a critical role in shaping requirements, mapping end-to-end wealth management processes, assessing solutions and supporting readiness across business operations, technology teams, platform providers and external third parties. You will ...

growth here. As an Applied AI ML Lead Engineer, Vice President in the Applied AI and Machine Learning engineering team within Asset and Wealth Management, you will enhance, build, and deliver trusted, market-leading technology products in a secure, stable, and scalable way. You will be a core … beliefs, as well as mental health or physical disability needs. Visit ourFAQsfor more information about requesting an accommodation. ABOUT THE TEAM J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise ...

into language that the business and Controls can act on and prototypes automated controls and solutions that can be implemented at scale across Asset & Wealth Management and beyond. On any given day, you may conduct a joint risk review with a Control Manager, bringing technical expertise while they … team, guide solution development, and foster collaboration while establishing and sharing best practices. Required Qualifications, Capabilities, and Skills Demonstrated expertise in risk or control management within financial services, with a focus on compliance and operational risk mitigation. Demonstrated understanding of AI models, including their assumptions, limitations, and failure modes. ...

innovate, collaborate, and create meaningful impact every day. Wealthtime is part of Quanta group, a next-generation financial services Group, providing a full wealth management service through three core businesses – Wealthtime, Copia Capital Management and Craven Street Wealth. About The Role The Transformation Team drives strategic, organisation … strategic platform transformation programme, with a specific focus on the delivery of a successful platform migration. The role requires expertise in project management, stakeholder engagement, and preferably experience within the UK platform and wealth management industry. The successful candidate will be a key part of the planning ...

Group, responsible for assets under advice of around £17bn and nearly 75,000 clients across platform, DFM and advice. Quanta Group provides a full wealth management service through three core businesses – an investment platform, financial planning and advice business, and a discretionary fund manager. Each business operates independently … award-winning investment platform that helps advisers deliver the best outcomes for their clients, bringing together smart technology and expert support. Copia Capital Management – a leading discretionary fund manager that works exclusively with advisers to provide a range of managed portfolio services. Craven Street Wealth – an award-winning ...

performance across the region, ensuring consistent delivery against service and quality standards Lead, coach, and develop team leads and front-line staff, including performance management, workforce planning, and succession readiness Drive continuous improvement initiatives using structured methods such as root-cause analysis, translating findings into sustained process controls … measurable benefits Establish and maintain operational controls, including documented procedures, control testing and monitoring, exception management, and issue remediation with clear accountability Manage operational risk, including operational resilience, incident response, business continuity readiness, and timely escalation of emerging issues Serve as the regional single point of contact for platform ...

financial services regulator) to undertake regulated activities on behalf of its clients, as an outsourced service provider. Introduction Servaada operates in the UK wealth and investment-platform market, supporting financial advisers and investors through platform technology, investment products, tools and associated servicing. Its propositions include tax-efficient wrappers such … Delivery therefore requires strong integration across business and technology change while protecting customer outcomes, regulatory obligations and continuity of service. Overview & Responsibilities The Programme Management Office Manager leads the governance, integration, control and executive reporting required to maintain delivery confidence across Servaada's Transformation Programme. The role creates ...

financial services regulator, to undertake regulated activities on behalf of its clients, as an outsourced service provider. Job Description Overview & Responsibilities The Programme Management Office Manager leads the governance, integration, control and executive reporting required to maintain delivery confidence across Servaada's Transformation Programme. The role creates the authoritative … cost, benefits, risks, dependencies, resources and readiness are managed as an integrated whole. Success requires strong programme PMO capability together with practical experience of wealth management, investment platforms or asset/wealth administration. This domain knowledge enables the role to challenge delivery positions intelligently and ensure that ...

focused skills, and join a diverse and inclusive community that embraces teamwork and innovation. Required Qualifications, Capabilities, and Skills Experience in risk or control management within financial services, with a focus on compliance and operational risk mitigation. Technical AI fluency with an understanding of how AI models work, including … business operations and meet regulatory requirements. Proficiency in process and data analysis to enhance control environments and interpret business needs and trends. Strong stakeholder management skills, including the ability to communicate and collaborate effectively with senior Controls leadership and business stakeholders. Strong project management skills and a commitment ...

hackajob is partnering directly with JPMorganChase to hire for this role. JOB DESCRIPTION Join J.P. Morgan Asset Management as a Product Experience, where you'lldefine and lead the business roadmap of our EMEA New Product Experience (NPE); this integral part of our web platform is the hub to access … beliefs, as well as mental health or physical disability needs. Visit ourFAQsfor more information about requesting an accommodation. ABOUT THE TEAM J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise ...

dashboards, or login-protected experiences) Proficiency in Figma Experience planning and conducting usability testing and translating insights into design improvements Strong communication and stakeholder management skills, with proven cross-functional collaboration Preferred qualifications, capabilities, and skills Experience designing tools for advisors, relationship managers, or other enterprise users Experience with … customer relationship management (CRM) workflows and/or data-rich interfaces Experience contributing to or maintaining a design system (patterns, components, and guidelines) Experience partnering with multiple product teams simultaneously in a matrixed environment Experience presenting design work to senior leaders and facilitating decision-making conversations ABOUT US J.P. ...

influence the reliability culture of a major global trading organization. As a Lead Site Reliability Engineer at JPMorgan Chase within J.P. Morgan Asset Management's Trading Technology group, you will be embedded directly within the software engineering team that builds and supports our front office trading platforms. Job Responsibilities … beliefs, as well as mental health or physical disability needs. Visit ourFAQsfor more information about requesting an accommodation. ABOUT THE TEAM J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise ...

team and drive the successful delivery of proposition, digital and regulatory change initiatives. This is an exciting opportunity to work at the forefront of wealth and investment platform transformation, delivering complex programmes that make a real impact for clients and customers. This is a new role which will … business and technology change programmes, including Agile delivery Strong track record delivering product, proposition and digital transformation initiatives Expertise across project planning, governance, RAID management, financial management, stakeholder management and delivery execution Comfortable operating in both Agile and Waterfall environments, tailoring delivery approaches to achieve the best ...

team and drive the successful delivery of proposition, digital and regulatory change initiatives. This is an exciting opportunity to work at the forefront of wealth and investment platform transformation, delivering complex programmes that make a real impact for clients and customers. This is a new role which will … business and technology change programmes, including Agile delivery Strong track record delivering product, proposition and digital transformation initiatives Expertise across project planning, governance, RAID management, financial management, stakeholder management and delivery execution Comfortable operating in both Agile and Waterfall environments, tailoring delivery approaches to achieve the best ...

Design Arena Ltd in Cirencester, UK, invites a Senior/Lead Enterprise Technical Architect to own end-to-end architecture for a large-scale wealth management platform. You will work across UI, APIs, data, AI/ML, AWS, Kubernetes, and security, balancing performance, cost, and risk while closely ...

Excited to grow your career? Our purpose is to help Britain build wealth, with confidence. We are looking for great people to join us, so please come and invest in YOUR future at HL. We know that sometimes people can be put off applying for a job if they … skills or experience we're looking for, please go ahead and apply. We'd love to hear from you! About the role The Workforce Management (WFM) Lead is the single point of accountability for workforce planning across Hargreaves Lansdown's Premium Services operation. Supporting a specialist team of approximately ...

investing, and the trust that 150 years of J.P. Morgan heritage brings. J.P. Morgan Personal Investing offers award-winning investments, products and digital wealth management services to over 275,000 investors in the UK. We built the business with innovation as a core part of our ethos … work in tribes and squads that focus on specific products and projects. About the role: J.P. Morgan Personal Investing is strengthening its production management capability to support a growing portfolio ofwealthproducts built on a common Investment Platform. We are seeking a Head of Production Management to lead ...

Moneybox At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award … winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether theyre saving and investing, buying their first home, or planning for retirement. Job Brief We're looking for a senior Marketing Insight & Analytics Lead to join the Data & Insight ...

Moneybox At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award … winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether theyre saving and investing, buying their first home, or planning for retirement. The Support Team Leader will provide line management, professional guidance and support to a small group ...

Moneybox At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award … winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether theyre saving and investing, buying their first home, or planning for retirement. Job Brief Moneybox engineering serves more than 2M customers and runs a live service handling over ...

Information Security on data protection and access controls. Specialist Skills, Qualifications and Experience Essential: Strong experience defining and delivering enterprise data strategies. Experience with Wealth Management systems and data. Deep understanding of data architecture, modelling, and governance frameworks. Hands‐on experience building data warehouses and data pipelines. Experience … knowledge of data integrity, quality tooling, and metadata management. Ability to translate business needs into data solutions and actionable insights. Strong organisational and stakeholder-management skills, with the ability to work across multiple teams and business units. Desirable: A background in IT operations and an understanding of IT Infrastructure ...

Moneybox At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award … winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether theyre saving and investing, buying their first home, or planning for retirement. Job Brief Moneybox serves more than 2M customers and runs a live service handling over ...

with a suite of applications and processes to manage risk across a number of areas/pillars, including Market Risk, Wholesale Credit Risk, Asset Wealth Management Risk and Climate & Nature Risk. As a cross-pillar leader in Program Governance and Management, you will have the opportunity … teams will be essential to understand how work executes today and building relationships with key project execution stakeholders across Corporate Technology and the Risk Management organisation. You will review project execution ownership models and ensure we have appropriate execution governance in place. Job responsibilities Execute and improve governance ...

growth. About You Significant experience in senior technology leadership roles within large-scale, regulated environments - ideally in Retail Banking and/or Asset and Wealth Management; covering Deposits, Card/SWIFT Payments, Pay By Bank, Faster Payment Service (FPS). Track record of managing and scaling high-performing … tools and practices. Exposure to Figma and Vercel is a great plus. Experience leading engineering efforts across legacy and modern technology stacks. Excellent stakeholder management skills, with the ability to influence and align cross-functional teams. Strong technical degree from a reputable university is highly desirable. Tech Stack Java ...