London, England, United Kingdom Hybrid / WFH Options
Broadgate
Incident Resolution Manager - Wealth Manager Incident Resolution Manager - Wealth Manager Direct message the job poster from Broadgate Helping organisations build teams across - Enterprise risk, Operational Risk, Operational Resilience A leading UK wealthmanagement firm is seeking a highly skilled and experienced Incident Resolution Lead to join their team. This firm is known for its strong client … resolution of disruptions. Collaboration & Stakeholder Communication: Work closely with internal teams and stakeholders to manage and resolve incidents, providing regular updates and escalating when necessary. Follow and enforce incident management procedures, ensuring compliance with internal policies and external standards. Root Cause Analysis & Process Improvement: Conduct post-incident reviews to identify root causes, implementing corrective actions to prevent future incidents. … lessons learned clearly outlined. Produce performance reports to track metrics and trends, and present these findings to senior management. Training & Process Enhancement: Provide training to internal teams on incident management processes and tools. Identify opportunities to improve processes and implement best practices across the business. Skills & Experience: Experience: Proven experience in incident management or a similar risk-related More ❯
Global Head of Total Rewards and Performance Management Avaloq Edinburgh, Scotland, United Kingdom Global Head of Total Rewards and Performance Management Avaloq Edinburgh, Scotland, United Kingdom 2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Company Description Founded and headquartered in Switzerland, Avaloq is continuously expanding its … global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealthmanagement 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 … is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealthmanagement 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 More ❯
picking and performance analytics - should be available to everyone, not just professionals with access to legacy platforms. In this role, you'll leverage your real-world experience in asset management and investment analysis to shape intuitive products, clear data views, and scalable investment tools. You'll work closely with cross-functional teams to help us turn institutional-grade logic … allocators - Help define how TradingView should evolve its investment toolkit to serve both emerging and experienced investors What makes you the perfect fit - 5+ years of experience in asset management, wealthmanagement, investment strategy, or buy-side research - Generalist mindset with exposure to multiple asset classes, portfolio construction methods, and real-world allocation decisions - Deep understanding of More ❯
City of London, London, United Kingdom Hybrid / WFH Options
Noir
Business Analyst – WealthManagement – London/Hybrid (Tech stack: Business Analyst, SaaS, Agile (Scrum), WealthManagement, Jira, Business Analysis) Founded in 1930, our client is a leading WealthManagement Firm with offices in Europe, Asia and North America. They manage over £120 billion across all asset classes and employ over 2000 people around the … and ensuring the successful delivery of projects. The successful Business Analyst candidates must have experience working in a Change Team of 15-20 people and Financial Services experience, i.e. WealthManagement, Hedge Fund, etc. Technical Requirements: Business Analysis qualifications (e.g., BCS, CBAP, or equivalent experience). Experience with Jira, Confluence, and Smartsheet preferred. Understanding of SaaS technologies, system … architecture, and financial services operations. Strong stakeholder management and communication skills. Proficiency in Microsoft Excel and PowerPoint. Location: London/Hybrid Salary: £80 - £90K + Bonus + Pension + Benefits Applicants must have experience in the Financial Services industry and must have the right to work in the UK. If you would like to explore this exciting opportunity, please More ❯
Business Analyst – WealthManagement – London/Hybrid (Tech stack: Business Analyst, SaaS, Agile (Scrum), WealthManagement, Jira, Business Analysis) Founded in 1930, our client is a leading WealthManagement Firm with offices in Europe, Asia and North America. They manage over £120 billion across all asset classes and employ over 2000 people around the … and ensuring the successful delivery of projects. The successful Business Analyst candidates must have experience working in a Change Team of 15-20 people and Financial Services experience, i.e. WealthManagement, Hedge Fund, etc. Technical Requirements: Business Analysis qualifications (e.g., BCS, CBAP, or equivalent experience). Experience with Jira, Confluence, and Smartsheet preferred. Understanding of SaaS technologies, system … architecture, and financial services operations. Strong stakeholder management and communication skills. Proficiency in Microsoft Excel and PowerPoint. Location: London/Hybrid Salary: £80 - £90K + Bonus + Pension + Benefits Applicants must have experience in the Financial Services industry and must have the right to work in the UK. If you would like to explore this exciting opportunity, please More ❯
London, England, United Kingdom Hybrid / WFH Options
Wealth Dynamix
Direct message the job poster from Wealth Dynamix Head of Global Talent Acquisition - London Paris Vilnius Switzerland Singapore Lead Legal Counsel – Fintech - Hybrid Lead Legal Counsel wanted as 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: Lead Legal Counsel … Lead Legal Counsel for a tech firm. 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 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 in three continents with headquarters in the UK. What is the role? As Lead Legal Counsel , you More ❯
LGT WealthManagement 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 WealthManagement in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have … entrepreneurship are our core values. 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 Our ambitious growth strategy is underpinned by our commitment to enhance the client experience and deliver market leading personalised Wealth Management. We … adopting a product-based approach to development, and delivering solutions through an agile framework. Our Technology team is responsible for: Software Development Infrastructure DevOps and Automation Service Delivery Project Management Brief Role Objective: As a member of the Data Development team, you will be responsible for developing ways to consolidate, analyse, and present our data to support the operations More ❯
Exciting Opportunity for a Data Scientist!** **Location:** London, UK **Company:** Leading WealthManagement Firm Are you passionate about leveraging data to drive impactful insights in the finance industry? Our client, a prominent wealthmanagement firm based in London, is seeking a talented Data Scientist to join their innovative team. **About the Company:** Our client is a … dynamic and forward-thinking wealthmanagement firm dedicated to revolutionizing the way investments and client engagement are approached. Their team is at the forefront of utilizing cutting-edge technology and data-driven strategies to stay ahead in the market. **Key Responsibilities:** Utilize advanced statistical and machine learning techniques to analyze large-scale datasets and extract actionable insights. Develop … Master's Degree in computer science, IT, statistics, analytics, mathematics, or related field. - Proven experience in data analysis, statistical modeling, and machine learning techniques, preferably in financial services or wealth management. Proficiency in programming languages such as Python, R, or Java, and familiarity with data analysis libraries (e.g., Pandas, NumPy, scikit-learn). Strong understanding of database technologies and More ❯
career, with knowledge of Capital markets and an interest in technology, market structure, and risk? Responsibilities Work within the Algo Trading team, responsible for the day-to-day risk management of the Global Markets Algo platform. Collaborate with quants to build, analyze, maintain, and manage reports for monitoring and improving client algo performance. Develop expertise in the platform to … coding is advantageous but not required. Experience working collaboratively with teams. Interest or knowledge in Electronic Trading. About UBS UBS is the world’s largest and only truly global wealth manager, operating across four divisions: Global WealthManagement, Personal & Corporate Banking, Asset Management, and the Investment Bank. We have a presence in major financial centers across More ❯
What is the opportunity? We have an exciting opportunity to join our Intermediaries Office in either London, Cardiff or Newcastle as a Senior Administrator. This role reports to the Wealth and Investments, Intermediaries Senior Manager and will support the Intermediaries business in delivering the teams objectives and supporting new initiatives. The Intermediaries Office, Senior Administrator will work closely with … colleagues across the Intermediary Channel, Client Facing Business Management, Regional Business Managers and Senior Business Managers. The role holder will provide operational support and be able to gain a deep understanding of Intermediary BAU processes. They will support the Intermediary Operations Manager and when required the Business Engagement & Initiatives manager with change initiatives, and in seeking process efficiency and … engaged, whether its external communications from vendors and platforms or internal from the Intermediaries Business. Operate in a culture of continuous improvement within the team. Regular engagement and stakeholder management with business partners/teams to identify and deliver programmes of work including written updates such as monthly management meeting packs. Arrange the smooth onboarding of Intermediary Firms More ❯
What we are looking for The Post Production Support Specialist (PPSS) supports customers post go-live of the Charles River Investment Management Solution (CRIMS) implementation. Their contributions include defining new client requirements, configuring and tuning the application to the client's business and technical needs, training users, testing workflows and resolving issues. The Specialist will liaise with Charles River … of hands-on experience gained in the financial industry working for a consultancy or software vendor. Experience leading the implementation or support of Front, Middle or Back Office Investment Management systems is highly valued. Why this job is important to us 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 the first open front-to-back platform - State Street Alpha, that was launched in 2019. What you will be responsible for PPSS are expected to More ❯
Birmingham, Staffordshire, United Kingdom Hybrid / WFH Options
Recruitment Revolution
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? Role Info: Senior Microsoft SQL Developer 100% UK Remote Up … of High Volume Database Architectures 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 … 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 wealthmanagement sector become more efficient, integrated and enables the flow of complex investment data that is increasingly required to power today's software systems. The Senior Microsoft SQL More ❯
ll Need: fluent in Mandarin and English, credit portfolio analysis experience within banking. Your New Salary: Depending on experience Office based Perm Start: ASAP Report to: Head of Credit Management Dept To be successful in this role our client has said it is essential that candidates: are fluent in Mandain and English have credit portfolio analysis experience within banking … financial covenants, internal rating, country risk, large exposure, and other changes related to credit risk. Credit risk control reporting and analysis: prepare regular reports/MI pack to the Management, committees, Head Office, regulators and other relevant stakeholders, providing updates and analysis on credit risk exposure, risk appetite metrics, and other indicators to reflect the effectiveness of risk management … risk impact to the Bank’s loan book by monitoring and analysing macro economy, industry/sector trends, peers performance, products, and other specific in depth analysis. Asset Quality management: accountability assessment of non-performing loans and write-off. IFRS 9 provision model calculating and provision overlay charges memo drafting. Other functions and tasks to assist the Head/ More ❯
to £80,000 (depending on experience) + excellent benefits package including up to 10% bonus My client are a start-up created within and as part of a large wealthmanagement firm, so you have all the benefits of a start-up environment without the instability and inconveniences! It's an exciting environment where you'll be working … do in the role? You'll be part of a high-quality Software Engineering team working with the latest tech to integrate my client's new, bespoke, in-house wealthmanagement software with a queue of new clients while starting to plan for V2, alongside contributing your own ideas for future functions and improvements. You'll have a More ❯
London, England, United Kingdom Hybrid / WFH Options
Recruitment Revolution
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? Role Info: Senior Microsoft SQL Developer 100% UK Remote Up … of High Volume Database Architectures 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 … 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 wealthmanagement sector become more efficient, integrated and enables the flow of complex investment data that is increasingly required to power today’s software systems. The Senior Microsoft SQL More ❯
Bromsgrove, England, United Kingdom Hybrid / WFH Options
AFH Wealth Management
Join to apply for the Lead BI Analyst role at AFH WealthManagement 4 days ago Be among the first 25 applicants Join to apply for the Lead BI Analyst role at AFH WealthManagement AFH Financial Group are seeking a Lead BI Analyst to join our established BI. Your role will be to support our … high street clothing stores to our go-to supermarkets, as well as access to free online training courses. To learn more about this opportunity and the culture of AFH WealthManagement, please visit our Careers website https://www.afhwm.co.uk/careers/or email the People Resourcing team via recruitment@afhgroup.com. We look forward to hearing from … level Mid-Senior level Employment type Employment type Full-time Job function Job function Research, Analyst, and Information Technology Industries Banking Referrals increase your chances of interviewing at AFH WealthManagement by 2x Sign in to set job alerts for “Business Intelligence Analyst” roles. Graduate Entry-Level: Tech Business Analyst Birmingham, England, United Kingdom 4 days ago Lead More ❯
Managers, Traders and Operational teams. Additional Information Their core investment platforms are Aladdin for their funds and derivatives book of business, and a new vendor platform (tbc) for their wealth and institutional book of business. They currently have an internal data warehouse, low code workflow and dashboard platforms and sophisticated investment risk and macro research internal platforms. The work … with peers on departmental engineering objectives: development tools and standards, developers efficiency/experience, architecture/frameworks/security, continuous improvement activities etc. Skills, Knowledge & Experience Knowledge of Investment Management and Financial Services is essential, ideally gained through the implementation of a leading wealthmanagement or asset management vendor package with complex integration effort. Experience of … everything or the specific tooling listed: Highly experienced and good working knowledge across the following technologies: Languages : .NET Core, C#, NodeJS/JavaScript, Development Environments: Visual Studio, SQL Server management studio, Oracle Developer Databases: MongoDB, ElasticSearch, Oracle, SQL Server Frameworks/Libraries/Tools - solid experience across the following: Deployment: Containerisation tools such as; Docker, Ansible or Kubernetes Understanding More ❯
London, England, United Kingdom Hybrid / WFH Options
RecruitmentRevolution.com
Date: 09.08.2025 col-wide Job Description: 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? Role Info: Senior Microsoft … of High Volume Database Architectures, 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 … 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 wealthmanagement sector become more efficient, integrated and enables the flow of complex investment data that is increasingly required to power today’s software systems. The Senior Microsoft SQL More ❯
running workshops, deep dive sessions, and leading information gathering, data collection, and data migration processes. Your skills and experience: At least 6+ years of business analysis experience in Asset Management, WealthManagement, or Investment Banking. Strong analytical skills, attention to detail, and structured organization and execution abilities. Ability to work under pressure and manage deadlines effectively. Highly … and solve complex problems. Fluent in English, both written and spoken; knowledge of other European languages is a plus. Ideally college educated with a bachelor's degree in Science, Management, or Finance. If you meet the above criteria, please apply! This role is advertised via Hays Talent Solutions More ❯
operating administratively as well as hands-on. In depth training will be provided at our London office (5 weeks). The ideal candidate will have a mixture of asset management/business knowledge, business analysis, project experience, relationship management and implementation experience. They will be comfortable running a large and complex implementation project, dealing with all the associated … 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 … and Blockchain sounds like a challenge you are up for. What you will be responsible for As Senior Consultant - Implementation Services you will be responsible for: Day to day management of an implementation project from a CRD perspective Interpreting workflow analysis documents and the conversion of these documents into specifications for CR IMS configuration to ensure Best Practice delivery More ❯
Location: Bromsgrove, Worcestershire, United Kingdom Salary: Competitive Salary & Benefits AFH WealthManagement is proud to be oneof the UK’s leading independent financial advisory and wealthmanagement firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of … desirable), and SharePoint. Proven experience of using REST APIs Knowledge of SQL, Git Bash, SSMS, MS Build, XML, JSON, Postman Experience with frontend frameworks such as React and state management libraries, testing frameworks such as Jest/Vitest and contributing to UI design systems Benefits and Perks at AFH Flexible working & holidays - Enjoy flexible working and competitive holiday allowance More ❯
Manchester, Lancashire, United Kingdom Hybrid / WFH Options
Recruitment Revolution
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? Role Info: Senior Microsoft SQL Developer 100% UK Remote Up … of High Volume Database Architectures, 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 More ❯
City of London, London, United Kingdom Hybrid / WFH Options
83zero Limited
years, we are expanding our high-performing sales team. You will be responsible for spearheading new logo acquisition within the financial services sector, specifically targeting banks, investment banks, and wealthmanagement firms . This isn't a role for the faint-hearted; it demands a proactive, 'hunter' mentality, requiring you to actively penetrate new accounts, uncover complex opportunities … and drive significant deals from inception to close. Key Responsibilities New Logo Acquisition: Identify, prospect, and secure new enterprise-level clients within the banking, investment banking, and wealthmanagement sectors across the UK and potentially EMEA. End-to-End Sales Cycle Management: Own the entire sales process from lead generation, qualification, discovery, solution presentation, negotiation, and contract … presentations and product demonstrations. Strategic Account Planning: Develop and execute comprehensive account plans to identify key stakeholders, understand organisational structures, and build multi-threaded relationships within target accounts. Pipeline Management: Maintain a robust and accurate sales pipeline in the CRM (e.g., Salesforce), providing regular forecasts and updates to leadership. Collaboration: Work closely with pre-sales, product, marketing, and legal More ❯
Product Application Support The Morgan Stanley () Market Data Support Team is part of the real-time market data (RTMD) production management group, responsible for support and maintenance of the core market data platforms. The team supports our distribution system, which supplies real-time data to clients, including direct exchange feeds, vendor feeds, and in-house feeds. The successful candidate … a shift basis. Monitor systems and manage outages daily. Handle Ready For Business (RFB) cover and checkouts. Manage end-of-day procedures. Manage the RTMD hotline. Participate in project management for system upgrades and expansions. Fault finding based on problem tickets and escalations. Collaborate with feed integration teams for change checkouts. Perform weekend checks and RFB procedures. Provide on … Familiarity with Unix system administration and security. Experience with network and real-time messaging technologies (Multicast, TCP/IP, UDP, SNMP). Strong network diagnostic skills. Experience with incident management in IT environments. Additional Useful Skills Understanding of market data categories (Equities, options, futures, mutual funds, fixed income). Knowledge of market data concepts (Quotes, level 1 & 2, order More ❯
Our client is a financial planning partner and investment management business that gives access to the knowledge needed to plan for the future. Until now, there’s been nowhere for people to go for help to structure their personal finances, so their goal is to help its clients create and personalise their financial planning and take ongoing responsibility by … helping them grow their money, too. What are we looking for? Our client's team is composed of highly experienced wealth advisors from private banks and serial tech entrepreneurs. The team brings a powerful combination of financial and tech expertise to successful professionals who want to achieve their life goals. With the latest round of fundraising, they're now … looking for a rockstar, jack of all trades backend developer to help build the next generation of the apps that enable business operation innovations among the wealthmanagement industry. You will be closely working with product designers, architects, frontend developers, iOS developers, CTO, and CEO. What will you be doing: Working on a majority of greenfield projects building More ❯