Overview In this role you will bridge business analysis and account management for a leading wealth-management software client. You will steer implementations, gather client requirements, and coordinate across presales, sales, development,...Read More>>.

Overview As Associate Director you will lead testing solutions for investment management and wealth clients, shaping modern QE strategies and governance. You will work with cross-functional teams and senior stakeholders to deliver high-qual...Read More>>.

Overview In this role you will shape the architecture of a SaaS platform for a leading fintech wealth management product. You’ll lead design and delivery with a cross-functional team, safeguarding architectural integrity while addressing...Read More>>.

Overview In this Senior Sales Executive role, you will drive revenue growth for NTAM in the UK wealth market. You’ll develop UK-specific sales strategies, nurture strategic partnerships, and manage opportunities from prospecting to close....Read More>>.

Overview In this Internal Audit role, you independently assess the firm’s internal control structure and governance processes to mitigate risk. You’ll work across business and technology lines to monitor controls, support management in...Read More>>.

Overview In this Lending Product Owner role, you will drive end-to-end product life cycles for innovative lending solutions within Wealth Management. You’ll act as the voice of the customer, shaping strategy, backlog, and roadmaps to deli...Read More>>.

Overview As an Operational Risk Manager in the Risk Division you will provide second-line oversight with an advisory mandate to Asset Management leadership. You will help institutions make risk-informed decisions by strengthening the operat...Read More>>.

Overview In this role you will drive project delivery and business analysis for a leading wealth management software provider. You will coordinate between clients, professional services and the development team to scope requirements, manage...Read More>>.

Overview You will contribute to a fundamental equities team focused on healthcare, building and testing investment theses across subsectors. In partnership with the Senior Healthcare Analyst, you will translate complex data into investable...Read More>>.

Overview As Frontend Technical Architect, you will shape a new SaaS platform for wealth management, leading frontend architecture and a broad micro-frontend strategy. You’ll collaborate with cross-functional teams to deliver scalable, ent...Read More>>.

Overview In this role you support Private Wealth Advisors to deliver tailored wealth strategies to PWM clients and prospective clients. You’ll prepare marketing materials, analyze portfolios, and execute rebalances while building a strong...Read More>>.

Overview In this role, you provide practical, risk-based compliance guidance to GS Asset Management International on alternatives investing, portfolio management and marketing activities. You will collaborate with partners, Legal and Compli...Read More>>.

Overview In this role you drive end-to-end product outcomes within the Digital and Data Transformation Team. You define the product vision, collaborate with global stakeholders, and translate business needs into actionable requirements to a...Read More>>.

Overview In this role you enable revenue growth for SEI's Wealth Platform in the UK by engaging with sales and solutions teams to translate client needs into SEI offerings. You’ll conduct product demonstrations, support discovery and RFP...Read More>>.

Overview In this Platform Management role within Goldman Sachs Asset Management, you drive day-to-day portfolio decision-making for private market portfolios, focusing on liquidity, capital activity, and fund structure execution. You collab...Read More>>.

Overview In this role you will lead analytics and pricing strategy for a global, multi-currency deposit portfolio within the Global Private Bank. You translate macroeconomic dynamics into actionable pricing, backed by robust data and storyt...Read More>>.

Overview In this Technical Project Manager role within a fintech wealth-management software environment, you will lead major software implementations from scoping through delivery. You’ll coordinate with client teams and product developme...Read More>>.

Overview In this role you will lead global go-to-market for Payward’s custody and wealth solutions, driving institutional and B2B2C revenues. You’ll shape strategy with cross-functional partners and establish Payward as the default cust...Read More>>.

Brewer Morris is seeking a Head of Tax for their Wealth Management business in the United Kingdom. This strategic position involves managing a small team and providing top-tier tax advice to clients.The ideal candidate will have a backgroun...Read More>>.

PwC UK, Edinburgh, Scotland, United KingdomOverviewAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate comple...Read More>>.

Senior Operations Manager (Wealth Management)We are pleased to be supporting an exciting and expanding wealth management and broader financial services organisation with the recruitment of a critical role to aid the next phase of their...Read More>>.

About the role Join our fast-paced and people-focused Finance team, a core function that co-pilots the business to deliver outstanding value for customers, colleagues, and shareholders. Our team plays a central role in everything we do...Read More>>.

About the role Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and ta...Read More>>.

About the roleOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax...Read More>>.

Our client is an established Investment Management firm.The RoleThe Financial Planner will focus on managing HNW clients. Partly office based but also visiting clients in and around London.The Financial Planne...Read More>>.

Lusona Consultancy (Financial) Limited in Edinburgh or London is seeking a qualified Legal Counsel to support the Private Banking & Wealth Management business. Hybrid working offers a balance of in‑person collaboration with remote flexibility an...Read More>>.

Legal Counsel – Private Banking & Wealth ManagementEdinburgh or London | Hybrid WorkingIf you're looking to move in-house and want to work at the heart of one of the UK's leading financial institutions, this is an excel...Read More>>.

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. In tax consulti...Read More>>.

OUR IMPACT The Goldman Sachs Group, Inc. is a leading global financial services firm delivering investment banking, securities, asset management and wealth management services to a substantial and diversified global client base, includ...Read More>>.

Alpha Financial Markets Consulting (Alpha FMC) is the leading global consultancy to the asset and wealth management industry. We are a boutique management consulting firm that offers the world’s top asset and wealth managers a competitive edg...Read More>>.

Northern Trust is seeking a qualified Investment role to manage activities for major fee revenue accounts and portfolios. You will collaborate with Investment Advisors to align with client objectives, while leveraging portfolio research and invest...Read More>>.

Remote Salary - negotiable depending on experience Experience managing a team of wealth / financial advisors - essential Responsibilities Managing and motivating a team of Independent Financial Adviser...Read More>>.

OUR IMPACT Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial we...Read More>>.

Senior Finance Manager (Financial Planning & Analysis) London, England, United Kingdom At Credera, we pride ourselves on being a high‑quality and ambitious technology consulting firm with a strong reputation for delivering com...Read More>>.

Introductory Marketing Language: Are you ready to make a difference in Wealth Management technology? At Connect Wealth’s Portfolio Insights Construction team, you’ll help build platforms that empower advisors and clients. You’ll...Read More>>.

NatWest Group invites applications for a Data Scientist in PBWM to design and deploy data science tools that unlock customer-centric solutions at scale. You will partner with stakeholders to translate business needs into analytics and build end-to...Read More>>.

Join us as a Data Scientist, PBWMIn this role, you’ll drive and embed the design and implementation of data science tools and methods, which harness our data to drive market-leading purpose customer solutionsDay-to-day, y...Read More>>.

Join us as a Data Scientist, PBWMIn this role, you’ll drive and embed the design and implementation of data science tools and methods, which harness our data to drive market-leading purpose customer solutionsDay-to-day, y...Read More>>.

Associate Vice President of Sales, Wealth Management (French or German Speaker) Department: Sales Employment Type: Full Time Location: London, UK Description Note: This role is primari...Read More>>.

CFRA Research is seeking an Associate Vice President of Sales for Wealth Management, bilingual in French or German. The role is primarily remote with in-person meetings in Central London up to 2 days a week, focused on new business with wealth man...Read More>>.

As a Sr. Enterprise Account Executive for the UK market, you will lead Performativ’s commercial expansion in the region as the first hire on the ground. You will build the market from scratch by developing pipeline, engaging key institutions,...Read More>>.

JOB DESCRIPTION Are you ready to make a difference in Wealth Management technology? At Connect Wealth's Portfolio Insights Construction team, you'll help build platforms that empower advisors and clients. You'll work with cutting-edge too...Read More>>.

Seeking a senior Quality Engineering leader with extensive Investment Management or Wealth Management experience and a proven track record within a recognised consultancy.The successful candidate will have led large-scale QE and testing tra...Read More>>.