26 to 37 of 37 Wealth Management Jobs in the South West

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 ...

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 is growing rapidly. We have more users, more accounts, more money invested, more features ...

improve campaign performance and customer outcomes. Experience developing and executing CRM plans from concept through to delivery. Previous experience working within Financial Services , Wealth Management, Investments, Pensions or another regulated environment. Experience engaging premium, affluent or high-net-worth (HNW) customer segments would be highly desirable. Excellent stakeholder … management and communication skills. Ability to translate commercial objectives into effective CRM activity and measurable outcomes. Why Apply? Opportunity to lead the optimisation of a recently implemented Braze platform. Play a pivotal role in launching a new customer proposition and engagement programme. Work with improving data capabilities and sophisticated ...

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 This role sits within the Financial … remediation, helping to strengthen Wealthtime's framework and supporting the business in achieving and maintaining regulatory compliance. Key Responsibilities Financial Crime Control Enhancement Programme Management Lead financial crime remediation initiatives across KYC and KYB activities. Work with SME’s to create detailed requirements for operational and technology enhancements. Develop ...

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 is growing rapidly, and our CRM team is no exception. We have more customers ...

approach to investing, and the trust that 150 years of J.P. Morgan heritage brings. J.P. Morgan Personal Investing offers award-winning investments,productsand digital wealth management services to almost 300,000 investors in the UK. We built the business with innovation as a core part of our ethos … distributed systems with high level of complexity. Solid understanding of software engineering principles, design patterns, and best practices. Excellent communication, mentoring, and stakeholder management skills. Understanding the needs of engineering teams with the ability to drive change and influence their technical direction. Passion for driving standardisation, process improvement ...

Wealthtime is seeking a Business Analyst to join our Transformation team, focusing on wealth management platforms and migration initiatives. You will map end-to-end processes, align business needs with data, and ensure client, adviser and operational impacts are clearly understood and delivered. You will collaborate across front ...

working with a growing wealth management business in Bristol to recruit a Platform Administration Manager. This is a great opportunity for an experienced platform professional to take ownership of the day-to-day operation and development of an investment platform, while leading a Platform Administration team. The Role … controls, reconciliations and service levels Supporting adviser relationships and acting as a key escalation point Overseeing model portfolios, DFM relationships and fee accuracy Producing management and governance reporting Leading platform training for advisers and support teams Using AI, data and technology to improve efficiency and client outcomes Working with ...

Wealthtime, a leading UK wealth management platform, seeks an experienced Project Manager to join the Transformation team and drive a major platform migration. You’ll coordinate cross‐functional workstreams, manage risks, and ensure delivery on time and within budget, while maintaining data integrity and consumer duty. The role ...

Team as a Senior Associate and help shape how we deliver trusted instrument data to our global subscribers across Securities Services, Markets, and Asset & Wealth Management. As a Service Delivery Manager within IRD Service Delivery, you will drive governance with subscribers, serve as a trusted regional point of contact … businesses supported, setting the standard for transparency, accountability, and service quality. Required qualifications, capabilities, and skills Experience in Financial Services, ideally in Project Management/Relationship Management, Service Delivery, or Data Management. Proven track record of managing senior stakeholders across diverse business functions. Strong analytical skills, with hands ...

within our supportive and collaborative community through knowledge-sharing and peer-level support, coaching and mentoring 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 … solutions for complex client challenges. Strong understanding of the defence sector, with experience across areas such as banking, insurance, payments, or wealth management. Demonstrated ability to shape and communicate architectural strategies across multiple domains (application, business, integration). Skilled at building trusted relationships with senior stakeholders, translating technical insight ...