1 to 25 of 34 Remote Wealth Management Jobs

Job Title: IT Project Manager - Wealth Management (Technical & Business Change) Location: Sheffield (Hybrid - 2 to 3 days onsite per week) Contract Type: Permanent (Open to Contract) Salary: Flexible, dependent on experience Overview: We are seeking a skilled IT Project Manager with a strong background in wealth management to lead and deliver complex technology initiatives. This role … including plans, budgets, risks, and reports. Collaborate with third-party vendors and internal teams to ensure successful delivery. Required Experience: 5+ years' experience as an IT Project Manager within wealth management . Proven track record of delivering technical projects (e.g., infrastructure, software development, platform migrations). Experience driving business change initiatives alongside technical delivery. Strong understanding of wealth management platforms, client lifecycle, and regulatory context. Familiarity with Agile, Waterfall, or hybrid methodologies. Excellent communication and stakeholder management skills. Desirable Skills: Certifications such as PMP, PRINCE2, Agile PM, or Scrum Master . Experience with CRM, portfolio management, or client onboarding systems. Knowledge of regulations such as MiFID II, GDPR, and FCA guidelines. More ❯

a growing team developing capability across Data Migration, BI and AI/ML This is your chance to join a rapidly growing consultancy operating at the cutting edge of Wealth Management Technology — helping financial services firms modernise their data and harness the power of AI. Location: Fully remote – flexible start/finish Salary: £90–100K + Bonus + … over data strategy and innovation direction at leadership level. What you’ll bring Proven experience in data migration and BI delivery Knowledge of data governance , data quality , and lifecycle management Strong leadership and people management skills Background in financial services (ideally wealth management) Nice to have Familiarity with Curo, Intelligent Office, Xplan, Plannr, or Wealth More ❯

Data and AI Team Manager - Wealth Management Remote, UK Looking for a role where you can work remotely, gain equity, and lead a growing team developing capability across Data Migration, BI and AI/ML? This is your chance to join a rapidly growing consultancy operating at the cutting edge of Wealth Management Technology — helping financial … over data strategy and innovation direction at leadership level. What you’ll bring Proven experience in data migration and BI delivery Knowledge of data governance, data quality, and lifecycle management Strong leadership and people management skills Background in financial services (ideally wealth management) Nice to have Familiarity with Curo, Intelligent Office, Xplan, Plannr, or Wealth More ❯

Analytics, this role will support with the development and progression of business intelligence and insight capability. Sitting within the Data & Analytics team, this role will directly support the Private Wealth brands through building dashboards, insight tools and supporting key stakeholders, including the Private Wealth business heads, with data-driven decision making. The role would suit an experienced and … their understanding of data, working closely with business leaders to generate meaningful insight. Responsibilities Act as the subject matter expert (SME) for data analytics and visualisation to their Private Wealth brands (Partners Wealth Management, Amicus Wealth, Johnston Carmichael Wealth and their Private Client). Work closely with senior leadership, key stakeholders & data champions to draw … tools: PySpark Microsoft Fabric or Databricks Power BI Git CI/CD pipelines (Azure DevOps experience preferred) An understanding of the structure and purpose of the Financial Advice and Wealth Management markets within the UK Financial Services sector is highly advantageous. Knowledge of the Agile methodology would be beneficial. Skills/Other Relevant Information Excellent numerical skills are More ❯

Application Support Manager - Asset Management - London/Hybrid (Key skills: Application Support, Service Delivery, ITIL, Salesforce, Figaro, Invu, Snowflake, Power BI, Incident Management, Problem Management, Change Management, Application Lifecycle, Team Leadership, SLA Management, Vendor Management, Stakeholder Engagement, Continuous Improvement, Risk & Compliance, Investment Banking) Are you an experienced leader in application support, skilled in managing … the following technologies is needed: Figaro, Invu, Salesforce, Power BI, Snowflake. Training will also be provided for any technologies you do not have experience with. Alongside incident and problem management, you'll manage the full application lifecycle, drive continuous improvements, monitor KPIs, and ensure adherence to ITIL processes. You'll engage regularly with business, technology, and vendor stakeholders, translating … technical issues into clear business language and aligning priorities. You should have significant experience leading application support teams in financial services, ideally asset management/wealth management, with strong technical knowledge of enterprise applications, databases, and integration technologies. Proven ITIL expertise, major incident management, and exceptional stakeholder communication skills are essential. This is a rare opportunity More ❯

transformation projects and gain equity in a fast-growing consultancy Join a rapidly expanding start-up delivering cutting-edge CRM and digital transformation programmes for leading firms in the Wealth Management and IFA sector. As a Senior Project Manager , you’ll lead flagship programmes, work directly with senior stakeholders, and influence how the business scales its delivery model. … Health Plan + EMI Equity + 5% Pension + 25 Days Holiday What you’ll bring Proven experience delivering CRM or tech-enabled transformation projects Background in consulting or wealth management change (Big 4, boutique, vendor, or in-house FS change programmes) Expertise managing functional change and data migration workstreams Strong stakeholder engagement and vendor management skills … with flexible hours Equity (EMI scheme) and bonus potential A collaborative, forward-thinking team in a high-growth environment The opportunity to influence delivery strategy and shape how modern wealth firms transform A great opportunity for someone who wants to combine hands-on delivery with strategic impact , while working in one of the most exciting growth areas in financial More ❯

WHO WE ARE Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our … you have the guts to change everything, this is the place for you. AFS has received a number of prestigious industry awards, including: 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards 2021 Most Innovative Companies - presented by Fast Company 2021 Best API & Best Trading Technology - presented by Global Fintech Awards ABOUT THIS … is right for you, we encourage you to apply! Our people make all the difference in our success. At Apex Fintech Solutions, we're transforming the future of digital wealth management by seamlessly connecting financial platforms and simplifying access to financial markets for millions. Client Developer Experience Mission: Provide frictionless tools, documentation, and support to client developers so More ❯

Snr Project Manager - Consultant - Remote Wealth Management Looking for a remote-first leadership role where you can shape transformation projects and gain equity in a fast-growing consultancy? Join a rapidly expanding start-up delivering cutting-edge CRM and digital transformation programmes for leading firms in the Wealth Management and IFA sector. As a Senior Project … Health Plan + EMI Equity + 5% Pension + 25 Days Holiday What you’ll bring Proven experience delivering CRM or tech-enabled transformation projects Background in consulting or wealth management change (Big 4, boutique, vendor, or in-house FS change programmes) Expertise managing functional change and data migration workstreams Strong stakeholder engagement and vendor management skills … with flexible hours Equity (EMI scheme) and bonus potential A collaborative, forward-thinking team in a high-growth environment The opportunity to influence delivery strategy and shape how modern wealth firms transform A great opportunity for someone who wants to combine hands-on delivery with strategic impact , while working in one of the most exciting growth areas in financial More ❯

ensures data is managed as one of the organisation’s most valuable assets. As an apprentice in this area, you’ll be exposed to data governance and quality, data management, analytics and insight, regulation and compliance, data culture. Role The Data Engineering and Analytics Apprenticeship Programme within our CTO Function is a 12-month programme and offers an excellent … grounding in the fundamental principles of data in one of the UK’s largest wealth management organisations. Key responsibilities: Learn and apply data engineering fundamentals - gain hands-on experience with databases, cloud platforms, and data integration tools Support data pipelines - help design, build, and maintain processes that move and transform data between systems Assist with data quality checks … skills - grow your knowledge in SQL, Python, cloud technologies (e.g., AWS, Azure, or Snowflake), and modern data engineering tools Support data governance initiatives - help apply data security, compliance, and management standards. You will also advance your technical skills through a curriculum developed for our apprentices and delivered through our St James’s Place Technology and Data Academy. Training Data More ❯

Developer) We have several fantastic new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client's latest product release has changed the way people view private wealth management and allowed them to provide their … clients with an individualised, scalable asset management framework that is unrivalled in today's market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and Azure SQL. Our client will provide training in: .NET 9, JavaScript, React, Angular 19, Microservices, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity Framework More ❯

Developer) We have several fantastic new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client's latest product release has changed the way people view private wealth management and allowed them to provide their … clients with an individualised, scalable asset management framework that is unrivalled in today's market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and Azure SQL. Our client will provide training in: .NET 9, JavaScript, React, Angular 19, Microservices, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity Framework More ❯

Developer) We have several fantastic new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client's latest product release has changed the way people view private wealth management and allowed them to provide their … clients with an individualised, scalable asset management framework that is unrivalled in today's market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and Azure SQL. Our client will provide training in: .NET 9, JavaScript, React, Angular 19, Microservices, MongoDB, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity More ❯

Developer) We have several fantastic new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client's latest product release has changed the way people view private wealth management and allowed them to provide their … clients with an individualised, scalable asset management framework that is unrivalled in today's market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and Azure SQL. Our client will provide training in: .NET 9, JavaScript, React, Angular 19, Microservices, MongoDB, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity More ❯

Developer) We have several fantastic new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client's latest product release has changed the way people view private wealth management and allowed them to provide their … clients with an individualised, scalable asset management framework that is unrivalled in today's market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in: .NET 9, JavaScript, React, Angular 19, Microservices, MongoDB, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity More ❯

PlannerPal is an AI-powered platform transforming how financial advice and wealth management are delivered. We help advisers and their teams save time, reduce admin, and deliver better client outcomes by automating meeting notes, documentation, and CRM updates. Trusted by hundreds of advisory firms, PlannerPal is reshaping the advice industry – improving efficiency, compliance, and data quality across the … client journey. The company recently signed enterprise contracts with both a top-10 and a top-5 UK wealth management firm, further establishing its position as a key technology partner in the sector. Recognised by the Financial Times Adviser as one of the Top 3 AI tools for financial advisers and a 5 Star Service Award, PlannerPal is … at a defining stage in our growth. Tasks Solution design & architecture Own the end-to-end solution design for core adviser journeys – including user authentication, meeting recording and transcription, management of user preferences, and integrations with 3rd party tools used by advice firms (e.g. CRM systems, Microsoft Office, corporate SSO providers). Translate product requirements and partner/customer More ❯

leading financial services organisation on a 6-month contract. This hands-on role focuses on delivering high-quality automated testing across web, API, and data validation for investment and wealth management platforms.You will execute automation scripts, validate complex data flows, test RESTful APIs, and ensure releases meet reliability and performance standards. Role & Responsibilities Develop, maintain, and execute automation … frameworks for web, API, and data validation testing within wealth management and trading systems Perform functional, regression, performance, and integration testing for complex financial applications Test RESTful APIs using tools such as Postman or RestAssured Validate data and perform back-end testing using SQL Integrate automated tests within CI/CD pipelines using Azure DevOps, Jenkins, or equivalent More ❯

client experience central to everything you do. You will work collaboratively within and across teams. What You Will Ideally Bring: Strong work experience working in a similar industry Finance, Wealth Management or Asset Management Experience in TDD and working on enterprise Angular applications. Anything above Angular 12+ or similar. Good knowledge of Java 8+, Spring Boot, Spring More ❯

day inside IR35 Start Date: 15/12/2025 Job Type: Contract Company Introduction Client is looking for Project Manager with deep experience in Agile methodologies and Change Management to lead strategic initiatives within the Banking and Financial Services domain. The role involves managing complex projects across digital banking, regulatory compliance, and operational transformation, ensuring successful delivery and … Owners, Business Analysts, Developers, and QA. Manage project scope, timelines, budgets, and resource allocation. Drive stakeholder engagement across business units, technology teams, and external vendors. Develop and execute change management strategies to support adoption of new systems, processes, or regulatory changes. Ensure compliance with banking regulations (e.g., RBI, SEBI, Basel III) and internal governance standards. Facilitate Agile ceremonies, retrospectives … business outcomes. Required Skills/Experience The ideal candidate will have the following: Bachelor's degree in Business, Finance, IT, or related field (MBA or PMP preferred). Project management experience in the banking or financial services industry. Strong experience in Agile delivery and enterprise-level change management. Certifications such as PMI-ACP, CSM, SAFe Agilist, or Prosci Change More ❯

About 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 they're saving and investing, buying their first home, or planning for retirement. Job Brief Our backend engineering teams are responsible for defining and delivering our strategic technology roadmap and platform capabilities that support the entire business. With over 1.5 million customers and responsibility for managing £18 billion … task prioritisation. Take ownership of your code from inception to deployment into Production, following a continuous delivery model. Get involved in live incidents as required, following the internal incident management process. Support, coach, and mentor other team members, setting high standards, and continually improving processes. Provide technical support to internal teams and actively share knowledge through documentation, including Architectural More ❯

million clients and managing £130+ billion in assets. This is your opportunity to shape technology that will redefine how people invest and achieve financial freedom. All development within Core Wealth Services is greenfield. That means a clean slate - the chance to design, architect and build from the ground up using modern technologies and best practices. No legacy constraints. Just … the freedom to architect scalable, robust, and future-proof solutions. Core Wealth Services forms the backbone of our investment platform, managing the essential business logic and processes that power wealth management operations. This domain handles critical financial workflows and regulatory compliance, ensuring secure and seamless experiences for millions of users. Our purpose is clear: to give people More ❯

known for providing elegant solutions to complex business challenges, backed by deep technical and operational expertise. They provide managed investment administration platforms for financial institutions, integrating investor and portfolio management with compliance and reporting. Job Type: Full Time Workplace: Remote Working Hours: Monday to Friday, 09:0016:00 SAST) Role Overview Our client is seeking experienced mid-to-senior … expertise in infrastructure engineering, automation tooling, systems design, and operational resilience. Their environment offers opportunities to work on everything from CI/CD pipelines and container orchestration to configuration management, infrastructure as code, and observability tooling. While you may bring experience in specific tools or platforms, you will be expected to contribute broadly across our infrastructure landscape. Our client … s core product is a comprehensive administration platform delivered as software-as-a-service to leading South African investment and wealth management firms. Their mission is to provide a platform that leads the market in accuracy, resilience, and functionality. As a cloud-hosted solution, their stack includes modern tooling across CI/CD, containerization, monitoring, and cloud infrastructure. More ❯

million clients and managing £130+ billion in assets. This is your opportunity to shape technology that will redefine how people invest and achieve financial freedom. All development within Core Wealth Services is greenfield. That means a clean slate - the chance to design, architect and build from the ground up using modern technologies and best practices. No legacy constraints. Just … the freedom to architect scalable, robust, and future-proof solutions. Core Wealth Services forms the backbone of our investment platform, managing the essential business logic and processes that power wealth management operations. This domain handles critical financial workflows and regulatory compliance, ensuring secure and seamless experiences for millions of users. Our purpose is clear: to give people More ❯

million clients and managing £130+ billion in assets. This is your opportunity to shape technology that will redefine how people invest and achieve financial freedom. All development within Core Wealth Services is greenfield. That means a clean slate - the chance to design, architect and build from the ground up using modern technologies and best practices. No legacy constraints. Just … the freedom to architect scalable, robust, and future-proof solutions. Core Wealth Services forms the backbone of our investment platform, managing the essential business logic and processes that power wealth management operations. This domain handles critical financial workflows and regulatory compliance, ensuring secure and seamless experiences for millions of users. Our purpose is clear: to give people More ❯

Minimum of 2 years’ experience in marketing, communications, or a related role (experience within the IT or tech sector is a plus). Strong understanding of marketing principles, campaign management, and brand consistency. Excellent written and verbal communication skills with great attention to detail. Proficient in social media management, email marketing (HubSpot preferred), and basic SEO. Strong organisational … and project management skills able to juggle multiple priorities and meet deadlines. Confident, proactive, and able to work both independently and collaboratively. Friendly, positive, and professional, with a “can-do” attitude and sense of humour. What we offer in return to the successful Marketing Executive: Monday to Friday- remote role Salary £30,000 per annum UK’s leading wealth management pension scheme Training and career development prospects 22 days holiday entitlement + Bank Holidays If you are passionate about making a significant impact and want to be part of a dynamic team and unique organisation, this role is for you! Please do not hesitate to contact us for more details. Paradigm Employment Services Ltd is acting as More ❯

Temenos/Transact/Developer/Programmer/Engineer/TAFC/TAFJ/Upgrade/Migration/Financial/Finance/Bank/Banking/Building Society/Wealth Management/London/Contract/START ASAP More ❯