76 to 81 of 81 Wealth Management Jobs

ensure smooth integrations. Continuously improve processes based on feedback and results. What Were Looking For: Proven experience leading operational or implementation teams. Strong understanding of UK financial advice and wealth management. Hands-on with CRM, financial planning software, investment platforms, and digital advice technologies. Strategic thinker, analytical, and ready to roll up your sleeves. Excellent communicator and natural leader More ❯

My client within wealth management is currently looking for a salesforce admin to join the team. Primary Responsibilities 1st line of support for all primary CRM users Provision of training to ensure user consistency and to support roll out of any new functionality Support CRM administration tasks including but not limited to, new user set-up, managing user More ❯

My client within wealth management is currently looking for a salesforce admin to join the team. Primary Responsibilities 1st line of support for all primary CRM users Provision of training to ensure user consistency and to support roll out of any new functionality Support CRM administration tasks including but not limited to, new user set-up, managing user More ❯

Manage design and delivery in accordance with global conduct, operational-risk and control standards. Technical & Professional Requirements Degree-level education (or equivalent professional experience). 5+ years in Product Management, preferably leading transformational change programmes in global financial-services environments. Proven experience with APIs, microservices and distributed architectures supporting high-volume, low-latency processing. Track record of managing external … vendors in portfolio-management, trade-processing or investment-services domains. Demonstrated success leading Agile teams and delivering continuous change into mission-critical production systems. Prior exposure to front-, middle- and back-office workflows in investment banking, asset management or wealth management. Excellent written and spoken English; additional major-market language skills advantageous. Opportunity This role offers the More ❯

across multiple businesses and functions to ensure compliance with MiFID/R regulations in relevant jurisdictions. The oversight programme will encompass all business units, including Markets, Banking, Services, and Wealth Management. Responsibilities: Coordinate MiFID/R governance forums to ensure effective oversight and compliance. Collaborate with business units to assess control effectiveness and manage residual risks through the Risk … and Control Self-Assessment process. Oversee issue management, ensuring timely remediation of identified issues. Develop, monitor, and report key performance and risk metrics related to MiFID/R. Manage the MiFID/R publications within the Citi Regulations inventory, ensuring accuracy and compliance timelines. Maintain a comprehensive reference control library for all UK/EU MiFID/R obligations. … Liaise with Compliance, Legal, Internal Audit, and other control functions to maintain an effective control framework. Qualifications & Skills: Practical experience in Financial Services, with a background in consulting, business management, business risk, or advisory compliance. Strong understanding of EU/UK MIFIR/MIFID II or other major European or US regulations. Demonstrated experience in regulation implementation, change programmes More ❯

across multiple businesses and functions to ensure compliance with MiFID/R regulations in relevant jurisdictions. The oversight programme will encompass all business units, including Markets, Banking, Services, and Wealth Management. Responsibilities: Coordinate MiFID/R governance forums to ensure effective oversight and compliance. Collaborate with business units to assess control effectiveness and manage residual risks through the Risk … and Control Self-Assessment process. Oversee issue management, ensuring timely remediation of identified issues. Develop, monitor, and report key performance and risk metrics related to MiFID/R. Manage the MiFID/R publications within the Citi Regulations inventory, ensuring accuracy and compliance timelines. Maintain a comprehensive reference control library for all UK/EU MiFID/R obligations. … Liaise with Compliance, Legal, Internal Audit, and other control functions to maintain an effective control framework. Qualifications & Skills: Practical experience in Financial Services, with a background in consulting, business management, business risk, or advisory compliance. Strong understanding of EU/UK MIFIR/MIFID II or other major European or US regulations. Demonstrated experience in regulation implementation, change programmes More ❯