Are you a seasoned M&A professional with a proven track record in the wealthmanagement industry? Do you possess the expertise and vision to drive successful mergers and acquisitions in this dynamic sector? If so, we have an exciting opportunity for you to join our esteemed client … dedicated professionals is committed to excellence, innovation, and fostering enduring relationships built on trust.Position Overview:As the M&A Director/MD specializing in wealthmanagement M&A, you will play a pivotal role in spearheading our expansion in this rapidly evolving sector. We are seeking a visionary … leader with a deep understanding of the wealthmanagement landscape, who can navigate the complexities of mergers and acquisitions to unlock value for our clients.Key Responsibilities:Lead and execute mergers, acquisitions, and divestiture transactions within the wealthmanagement industry.Collaborate with clients to understand their business objectives more »
Are you a seasoned M&A professional with a proven track record in the wealthmanagement industry? Do you possess the expertise and vision to drive successful mergers and acquisitions in this dynamic sector? If so, we have an exciting opportunity for you to join our esteemed client … professionals is committed to excellence, innovation, and fostering enduring relationships built on trust. Position Overview: As the M&A Director/MD specializing in wealthmanagement M&A, you will play a pivotal role in spearheading our expansion in this rapidly evolving sector. We are seeking a visionary … leader with a deep understanding of the wealthmanagement landscape, who can navigate the complexities of mergers and acquisitions to unlock value for our clients. Key Responsibilities: Lead and execute mergers, acquisitions, and divestiture transactions within the wealthmanagement industry. Collaborate with clients to understand their more »
financial advisory firm, is seeking a talented and driven M&A Senior Analysts and Associates specialising in FIG M&A in the asset and wealthmanagement sectors to join their team in London. If you have a strong background in the financial industry, specifically within FIG and the … asset and wealthmanagement sectors, we want to hear from you. Candidates with a background in other Financial Institutions Group (FIG) sectors will also be considered. Responsibilities: Lead and execute M&A transactions within the asset and wealthmanagement sectors, including financial analysis, due diligence, valuation … industry professionals, and key stakeholders to generate new business opportunities. Stay updated with industry trends, regulatory changes, and market developments related to asset and wealth management. Requirements: Bachelor's degree in finance, economics, or a related field. An advanced degree (MBA, CFA, etc.) is a plus. Extensive experience in more »
their most significant and highest profile IT change programmes. Our team has grown rapidly over recent years, and continues to do so, combining a wealth of deep industry knowledge with both business advisory experience and technical expertise. Our proposition differs from our competitors as we are not purely delivery … with the client to implement a testing solution that meets their quality assurance needs. We work with leading clients and vendors across investment and wealthmanagement landscape. You will have the opportunity to drive the test strategy and implementation on both traditional and agile implementations for top tier … role in leading practice development activities such as: developing new service offerings to take to market and leading on thought leadership; contributing to the management of our business.Responsibilities will include: Collaborate with our investment & wealthmanagement leadership teams, proposition owners and Q&TE leads to develop and more »
banking and financial advisory firm, is searching for a seasoned and accomplished Vice President (VP) specializing in FIG M&A covering the asset and wealthmanagement sectors to enhance their team in London. If you are a VP with over six years of experience in the financial industry … particularly in FIG and asset and wealthmanagement, we're eager to hear from you.Responsibilities:Spearhead and oversee M&A transactions within the asset and wealthmanagement sectors, including conducting financial analysis, due diligence, valuation, and deal structuring.Develop and manage intricate financial models to assess potential … clients, industry experts, and key stakeholders to cultivate new business opportunities.Keep abreast of industry trends, regulatory changes, and market developments pertinent to asset and wealth management.Requirements:Bachelor's degree in finance, economics, or a related field. Possession of an advanced degree (MBA, CFA, etc.) is advantageous.Extensive track record in more »
banking and financial advisory firm, is searching for a seasoned and accomplished Vice President (VP) specializing in FIG M&A covering the asset and wealthmanagement sectors to enhance their team in London. If you are a VP with over six years of experience in the financial industry … particularly in FIG and asset and wealthmanagement, we're eager to hear from you. Responsibilities : Spearhead and oversee M&A transactions within the asset and wealthmanagement sectors, including conducting financial analysis, due diligence, valuation, and deal structuring. Develop and manage intricate financial models to … industry experts, and key stakeholders to cultivate new business opportunities. Keep abreast of industry trends, regulatory changes, and market developments pertinent to asset and wealth management. Requirements : Bachelor's degree in finance, economics, or a related field. Possession of an advanced degree (MBA, CFA, etc.) is advantageous. Extensive track more »
THE COMPANY An established and highly reputable WealthManagement firm based with the City of London. THE ROLE The Sales Trainer will work closely with the Front Office Investment Management and Financial Planning teams to focus on building out new client business and maintaining client business already … and seminars both in person and virtually. The Sales Trainer is to assess individual training needs of team members and customise accordingly for the WEALTHMANAGEMENT business. The Sales Trainer will work alongside the WEALTHMANAGEMENT firms sales leadership to identify areas of improvement and build … strategies to better them. The Sales Trainer will design and deliver an effective new joiners proposition and sales programme as well as effective sales management training. The Sales Trainer is expected to evaluate all training programmes through feedback mechanisms and performance metrics. The Sales Trainer will provide continuous coaching more »
SALARY: 70-90K The Company An established and highly reputable WealthManagement firm based with the City of London. The Role The Sales Trainer will work closely with the Front Office Investment Management and Financial Planning teams to focus on building out new client business and … the Front Office Investment & Financial Planning teams. The Sales Trainer is to assess individual training needs of team members and customise accordingly for the WealthManagement business. The Sales Trainer will work alongside the WealthManagement firms sales leadership to identify areas of improvement and build … to better them. The Sales Trainer will design and deliver an effective new joiner’s proposition and sales programme as well as effective sales management training. The Sales Trainer is expected to evaluate all training programmes through feedback mechanisms and performance metrics. The Sales Trainer will provide continuous coaching more »
Acquisition/Integration Support (Private client wealthmanagement) City of London/Hybrid C £35,000 plus bonus and excellent benefits package The Opportunity Our client, a highly regarded and rapidly expanding private client wealth manager is currently looking to strengthen their acquisition integration function. This opportunity … would suit a candidate looking to launch their career in the wealthmanagement sector and develop their operational and administration/Excel skills. As this business grows it will offer the opportunity to develop a long term career in the business. The Role You will be joining a … communication and meeting with vendors and income reconciliation together with numerous assorted tasks. You will gain exposure to all areas of the business and wealthmanagement generally and develop relationships with stakeholders in the business. About you Whilst experience is advantageous in WealthManagement/Financial more »
Service Manager - WealthManagement - London, Newcastle or Edinburgh (hybrid working)My client, a leading WealthManagement firm, is looking for a Service Manager to join them on a Permanent basis. The successful candidate will work on all aspects of service management in their Custody and … Settlements function.Role responsibilities and requirements:Established experience of working as a Service Manager in either the Investment, Asset or WealthManagement sectors.Proven experience of working with difficult and complex third party vendor/suppliers.Previous experience of independently managing and resolving service management issues and incidents.Strong IT or … technical service management background.Start date: ASAPSalary: Between 70,000 to 85,000 per year, based off experience (plus benefits) Location: London, Newcastle or Edinburgh (Hybrid Working)If this is of interest, please apply with your latest CV and I will be in touch if your profile matches the spec....Discipline more »
K SALARY The Client A highly regarded boutique Investment Management Company The Role The Client Data Administrator will join a vibrant Client Services & Client Data team, undertaking all aspects of administration of client’s cash and assets. The Client Data Administrator will be experienced with Client Data from a … WealthManagement business perspective, understanding KYC/AML documentation, knowledge of Client Onboarding and Client Account Opening. Maintaining Client Records and having an understanding of Securities Pricing & Reference Data – as this role will be a Senior Member of the team and supervising the workflow of others. The Client … as Mifid, Cobbs & GDPR. The Candidate At least 3-5 years relevant industry experience working with Client Data, Static Data, Client CRM systems within WealthManagement or Investment Management setting. Solid knowledge and experience of FCA Regulations and Market Practice relevant to Private Clients Experience of account more »
an established Private Bank that operates on a global level. The Role The Product Risk Manager will work closely with the Front Office Portfolio Management team acting as part of the First Line of Defence, ensuring appropriate Investment and Regulatory compliance across Investment Products and Portfolios, andconstructing and maintaining … relationships with important stakeholders to achieve this. The Product Risk Manager will require WealthManagement or Private Banking product knowledge and will confidently be able to provideconstructive challenge to the business, governance committees, and second line of defence. The Product Risk Manager is responsible for investigating and establishing … well as representing the UK in regulatory change projects. The Product Risk Manager will carry out controls keeping in line with the Private Banks management framework. The Product Risk Manager is to develop realistic recommendations to address any issues, working alongside compliance and other business-related areas ensuring all more »
Wealth ManagementAcross WealthManagement, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealthmanagement businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net … offices, foundations and endowments, and corporations and their employees. Our direct-to-consumer business provides digital solutions that help customers save and invest. Across WealthManagement, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.Marcus … help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We more »
hugely diverse range of clients rely on us to deliver the kind of change that adds genuine, lasting value to their business.Our Investment and WealthManagement clients engage us to solve their most complex problems, and to help shape and deliver solutions in a rapidly changing marketplace. We … recognised for their delivery of client workPlay an active role in the recruitment and career development of more junior team membersLeverage your Investment and WealthManagement expertise to lead on projects, develop innovative thought leadership and support the growth of our businessOwn and develop trusted relationships with our … grow the firmLearn from the best in the BusinessConnect to your skills and professional experienceEssentials:Extensive experience working within a top-tier Investment or WealthManagement firm, or consulting firmProven track record of designing, delivering and leading large projects and programmesSubject matter expertise in the Charles River Development more »
Frontend Technical Architect – Retail Wealth ManagementFrontend Technical Architect – Retail WealthManagement 100,000 Plus Bonus and Bens 10% Pension Quant Capital is urgently looking for a Technical Architect with strong frontend JavaScript Experience to join or well known Fintech client who are a well know wealthmanagement software business. We are looking for a technically strong architect to help to design and grow a SaaS platform. The company has bold global ambitions. They have a comprehensive microservices architecture in backend and are looking to extend the pattern into an ambitious micro-frontend strategy for … Financial Services firms specifically embracing change bought about by the various market shifts towards FinTech. This is an award winning business with a strong management team and a deep product focus. The Technical Architect Will: • Architect, design and document a brand new platform. • Drive technology forward to maintain and more »
HRBP - Learning and Development Permanent Up to £70,000 Great benefits London Hybrid Overview Oakleaf partnership are representing a wealthmanagement firm to recruit for HRBP with a Learning and Development lean to take the lead on their learning and development strategy. In this role, you will work … gaps, and training requests from managers. Manage the company's talent development programs. Evaluate and qualify potential training providers, assessing their understanding of the wealthmanagement business. Collaborate with the Head of HR and the Finance team to determine and monitor the annual training budget, ensuring maximum return … Committee. Support the recruitment process, ensuring practices align with company policies. Maintain a commercially viable Preferred Supplier List (PSL) of recruitment agencies and provide management information as appropriate. Drive the employer brand, ensuring that the careers page, LinkedIn presence, and media presence highlight the company as a great place more »
Head of Development/Engineering - WealthManagement - £150,000+ Orbis are partnered with a WealthManagement firm in London who offer a variety of services for high net-worth individuals and institutions, with a focus on helping them achieve their long-term financial goals through innovative … by 2025. This will be around 20% hands-on, so some coding will be required. You'll also be responsible for: Day to day management and leadership of the team, reporting directly into the CTO Identify any technical inefficiencies in existing systems and provide solutions for improvement Drive implementation more »
Your new company A leading WealthManagement organisation who pride themselves on offer excellent Investment and Financial planning solutions to their clients, they have over 200 years of experience and continue to be one of the best Wealth Managers in the UK. They are dedicated to holding … business and technology transformation initiatives. The Business Analyst will be required to work on a specific high-profile programme focussing on their core platform - Wealth Dynamics. The Business Analyst will be required to work closely with the 3rd party vendor and the business to ensure successful delivery of the … progress of the programme. What you'll need to succeed You will be an experienced Business Analyst with some experience of working in the WealthManagement industry ideally, although you will be considered if you can demonstrate some knowledge of general Investment management. You will ideally have worked more »
The Company Our client is a WealthManagement company based in the City of London, highly recognised with a fantastic reputation. The Role The Investment Administrator/Investment Assistant will support an established Investment Management team and will be responsible for drafting client reports to coincide with … internal systems to be processed by the Investment Manager. The Candidate A minimum of 2 years Investment Assistant/Investment Administration experience supporting a WealthManagement desk Ideally level 4 RDR qualified - or willing to study IAD eventually Excellent written and verbal communication skills. Organised and able to more »
Technical Business Analyst - WealthManagement Our client, a leading financial services firm, is seeking an experienced Technical Business Analyst to join their UK WealthManagement IT team in an Application Delivery role. This is an exciting opportunity to drive innovative IT solutions and system changes that … and financial data formats/protocols (FIX, FIXML, SWIFT, etc.) Front-to-Back trade lifecycle knowledge, preferably cross-asset class In-depth understanding of WealthManagement domain (client lifecycle, order flows, asset viewing, reporting) Proven ability to produce precise specification documentation Excellent communication skills to explain technical concepts more »
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You will complete complete an Investment Operations Technician Level 3 Apprenticeship working in the SEI Wealth Platform (SWP) Business - an outsourcing solution used by wealth managers. Our technology enables wealth managers to effectively capitalise on their strategic objectives by providing infrastructure, operations and administrative support. Role Key … Rotations to include more specific tasks within the following teams; › Trade Execution & Settlements › Process trade files › Monitor timely settlement › Review exceptions › Reconciliation investigation › Cash Management & Reconciliation › Monitor cash movements › Review exceptions › Reconciliation investigation › Client Reporting & Performance Management › Validate data output meets client requirements within SLA deadlines › ADS Data … Management › Support asset management set up Training What you will do: You will complete an Investment Operations Technician Level 3 Apprenticeship. Gain a professional qualification during your first year on the job to give you the knowledge and skills needed to succeed - the CISI – Investment Operations Certificate (IOC more »
The Global Alternatives Group (“Global Alts”), a division of J.P. Morgan Asset Management, comprised of Real Estate, Infrastructure, Global Transportation Group (“GTG”), Private Equity, Private Credit, Liquid Alternatives and Hedge Fund Strategies, has approximately [$168] billion of assets under management. With over 700 professionals worldwide and over 40 years … with relevant experience in Real Asset (Real Estate, Infrastructure, Transportation) investment funds. You will have a transportation accounting background to assist with the financial management and reporting of a large open-ended Fund, which includes client and internal reporting requirements. We also seek candidates with experience working with a … financial reporting process for all investment products; continually improve the level and content of reporting and communication; Manage fund structures operationally, including active cash management, vendor management and investor reporting;Ensure compliance with Luxembourg regulatory requirements, US GAAP, IFRS and fund documentation;Understand investment structures, debt documents and more »
Job Summary & Responsibilities The Investment Strategy Group (ISG), within the Asset & WealthManagement Division of Goldman Sachs, provides customized asset allocation solutions to help clients preserve and grow their wealth. The main responsibility of the hire will be to develop customized asset allocation solutions and analysis for our … clients. The hire will work with the rest of the team and private wealth advisors to gather client information, analyze client portfolios, produce customized asset allocation solutions, and put together analysis for presentations. In addition, the hire will assist on the team’s research efforts, which are generally related … reports and presentations for clients - Assist on research related to asset allocation issues and individual asset classes - Provide asset allocation guidance to the Private WealthManagement team - Conduct general business duties, e.g. maintaining presentations, data, meeting records, etc. Basic Qualifications - Strong communication skills, especially the ability to explain more »
Cloud platform using Scala, Java, Python, React, Spark, SQL technologies relevant for US regulatory requirements like Comprehensive Capital Analysis and Review (CCAR) • cloud Platform Management and Administration with focus on operational excellence and cost optimization The role will be based out of London, United Kingdom Your team You will … UBS The Firmwide Risk IT team is a group of elite and pioneering software engineering professionals who bring modern computer science and IT platform management to our stakeholders across the bank We implement common reusable solutions to ensure the risk management runs on the most optimal and scalable … framework. We use niche solutions, and we are expanding towards in-house built solutions to ensure the UBS Risk Management and Control remains competitive and ahead of our peers Your expertise • hands-on experience in Cloud Migration, migrating applications from on-premises to cloud, orchestration and refactoring applications, migration more »
Institutions taking advantage of the platform features to secure business advantage. About the role We are seeking a Production Support Analyst to join our Wealth Production Support team, which includes SS&C Hubwise. The role involves issue management from external and internal clients to meet KPIs and SLAs … areas to ensure a robust and scalable production environment for internal and external customers. This role requires a strong technical foundation, particularly in database management and ITIL-based support practice , combined with a solid understanding of the financial services and WealthManagement industry . Team Responsibilities Application … Support – ensure that the application is working correctly as deployed. Issue Management – analyse, investigate, and allocate for resolution and closure for all issues. Change Management – support testing and release process for production fixes. Project Handover – facilitate the transition between project support and production support for all change. Service more »
