Wealth Management Transformation Lead

2 days ago

London, Greater London, United Kingdom Streamline Connections Full time

Company Overview

Streamline Connections is a world-leading Financial Services consultancy, dedicated to enhancing its Wealth and Asset Management Consulting practice. As a Senior Manager in our Tech Transformation team, you will be instrumental in growing the business, ensuring high-quality advice delivery to clients, and leading challenging client engagements across the WAM value chain.

Job Description

We are seeking an experienced Senior Manager with a strong background in Wealth and Asset Management Consulting to lead technology transformation programmes for our clients. You will design and implement technology solutions for wealth and asset management products and functions, transforming front-to-back operations of top Investment managers using data analytics, emerging technologies, and market-leading vendor solution platforms.

About the Role

  • Design and implement technology solutions for wealth and asset management products and functions.
  • Transform front-to-back operations of the world's leading Investment managers.
  • Select and implement market-leading vendor solution platforms.
  • Lead technology change programmes, including application architecture review, Target Operating Model design and implementation, and regulatory-driven change.

Your Profile

To succeed in this role, you will have:

  • Professional experience in Wealth and Asset Management Consulting.
  • Experience of delivering large multi-disciplinary technology-enabled programmes within the Wealth and Asset Management Sector, working with platforms such as State Street Alpha, Charles River, Blackrock Aladdin, eFront, ALTO, Finbourne, FNZ, SEI, or Avaloq.
  • A good understanding of the full WAM value chain, traditional asset classes, operational, and technological challenges associated with WAM businesses.
  • The ability to lead large-scale technology transformation programmes, project management, and delivery of projects on time, within scope, and of high quality.
  • The ability to develop excellent relationships both internally and with clients at a senior level.

Salary and Benefits

This role comes with a competitive salary of up to £115,000 + Bonus, plus benefits package, and a hybrid working model based in London.

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