Remote Investment Management Jobs in Yorkshire

2 of 2 Remote Investment Management Jobs in Yorkshire

Salesforce (CRM) Product Owner

Doncaster, Yorkshire, United Kingdom
Hybrid / WFH Options
Close Brothers
Retail Bank. Our salesforce product owner will oversee the gathering, prioritisation and delivery of both continuous improvement and strategic change requirements across all salesforce technologies, ensuring transparent communication and management of the roadmap. The salesforce product owner will act as the primary interface into business stakeholders and will support decision making with regards to salesforce investment and focus … methodology. Demonstrate ongoing commercial value and benefit against the Salesforce continuous delivery pipeline. Build a retail salesforce roadmap that underpins business objectives and seeks to keep our retail relationship management practices as best in class. Continuously measure and drive improvements to platform adoption, usage, training and engagement. Develop close relationships and aligned ways of working with the change and … should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our More ❯
Employment Type: Permanent
Salary: GBP Annual
Posted:

Team Manager - Client Services

Harrogate, Yorkshire, United Kingdom
Hybrid / WFH Options
Titan Wealth Holdings Limited
About us The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As … part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Titan Private Wealth is a well-established independent investment management business who provide portfolio management and stockbroking services to private clients. With full in-house back office, research and support teams, Titan Private Wealth are committed to providing … an exceptional level of service to our clients which is achieved by developing long-term and trusted relationships. Titan Private Wealth our investment management arm, recently rebranded from Cardale, founded in 2003 and based in Harrogate. The role As the Team Manager, you will report into the Client Service Manager and be leading a team of committed and More ❯
Employment Type: Permanent
Salary: GBP Annual
Posted: