Wealth Management Transformation Leader
1 week ago
Company Overview
Anson McCade is a leading consulting firm specializing in Wealth and Asset Management technology transformation.
We're seeking a Senior Manager to join our dynamic team, driving operational excellence and innovation in the industry.
Key Responsibilities
- Lead complex client engagements, advising on governance, operating models, and risk management.
- Build and sustain relationships with key client stakeholders, providing insights and solutions across the WAM value chain.
- Support business development efforts, including proposal development, RFP responses, and client presentations.
- Contribute to the growth of the practice by mentoring junior team members and developing new propositions.
- Oversight of projects to ensure quality and timely delivery, including budgeting, risk management, and reviewing deliverables.
Requirements
- Experience in Wealth and Asset Management consulting, with a focus on technology transformation.
- Demonstrated ability to lead large-scale, technology-driven transformation programmes.
- Deep understanding of the operational and technological challenges within WAM, along with a solid grasp of the full WAM value chain and traditional asset classes.
- Familiarity with IT and information security principles, methodologies, and technologies.
- Strong written and verbal communication, negotiation, and project management skills.
- Proven ability to inspire, coach, and develop team members.
Salary and Benefits
£95,000 - £110,000 per annum + £5,500 car allowance + 10% bonus. A competitive salary and benefits package reflecting the company's commitment to attracting and retaining top talent.
-
Wealth Management Transformation Leader
2 weeks ago
London, Greater London, United Kingdom Anson McCade Full timeJob SummaryWe are seeking a Senior Manager to join our team at Anson McCade as a Wealth Management Transformation Leader. This role will focus on leading large-scale technology-driven transformation programs for Wealth and Asset Management clients. The ideal candidate will have experience in consulting, strong leadership skills, and a deep understanding of...
-
Wealth Management Analyst
1 day ago
London, Greater London, United Kingdom AssetWealth Management Change & Transformation Full timeWe are seeking an experienced Business Analyst to join our Wealth Management Change & Transformation team, working on projects that span multiple functions of the business and IT. As a Business Transformation Specialist, you will create capacity in front office teams through implementing technologies, digitalising processes and creating efficiencies in the...
-
Wealth Management Professional
2 weeks ago
London, Greater London, United Kingdom AAG Wealth Management Full timeAAG Wealth ManagementOur company prides itself on its culture and provides a holistic approach to wealth management. We have experienced significant growth, with over £800 million in Funds Under Management (FUM). Our Financial Education division and Mortgages team offer exceptional service.This opportunity is ideal for individuals seeking to advance their...
-
Wealth Management Professional
1 week ago
London, Greater London, United Kingdom AAG Wealth Management Full timeAbout the RoleWe are seeking a highly motivated and ambitious individual to join our team as an Associate Wealth Manager. This is an exciting opportunity for someone looking to take their career in wealth management to the next level.As a key member of our team, you will be working alongside a Senior Wealth Manager and their growing team to provide...
-
Wealth Management Development Manager
2 weeks ago
London, Greater London, United Kingdom Skybound Wealth Management Full timeWe are looking for a motivated and results-driven Wealth Management Development Manager to join our team at Skybound Wealth Management. In this role, you will play a key part in driving business growth and expanding our presence in the wealth management sector.The main focus of this position is to identify and pursue new business opportunities, developing...
-
Wealth Management Transformation Leader
1 week ago
London, Greater London, United Kingdom Anson McCade Full timeJob OverviewAnson McCade seeks a seasoned expert to lead key projects transforming the Wealth and Asset Management sector. This high-impact role offers the chance to navigate regulatory changes, optimize operations, and drive business growth in a fast-paced industry.Key Responsibilities:Lead complex projects addressing challenges like regulatory compliance,...
-
Wealth Management Trainee
1 month ago
London, Greater London, United Kingdom Enver Wealth Management Ltd. Full timeWealth Management TraineeEnver Wealth Management Ltd. is seeking a talented and driven Wealth Management Trainee to join our dynamic team in Kingsway, London.This is an exceptional opportunity for someone looking to break into the wealth management industry, with a clear vision for career growth and a desire to help clients achieve their financial goals.As a...
-
Associate Wealth Manager Role
1 week ago
London, Greater London, United Kingdom AAG Wealth Management Full timeAbout UsWe are a leading FTSE 100 UK Wealth Management company distributing a range of investment and retirement products and financial solutions to a high net worth client base. With funds under management exceeding £160 billion, we offer a comprehensive Training and Development programme.This Associate Wealth Manager role is perfect for ambitious...
-
Business Transformation Specialist
1 day ago
London, Greater London, United Kingdom AssetWealth Management Change & Transformation Full timeAs a Business Transformation Specialist, you will be responsible for driving change and transformation across the Asset/Wealth Management industry. This is an exciting opportunity to work on large-scale integration programmes, leveraging your analytical and problem-solving skills to identify opportunities for business improvement.With a strong focus on...
-
Independent Wealth Manager
2 weeks ago
London, Greater London, United Kingdom AFH Wealth Management Full timeCareer OpportunityA highly rewarding opportunity exists for a skilled financial advisor to work independently or employed with our forward-thinking financial services provider.As a key member of our team, you will be responsible for developing personalized financial solutions for our valued clients, leveraging your expertise to foster long-term relationships...
-
Independent Wealth Manager
1 week ago
London, Greater London, United Kingdom AFH Wealth Management Full timeWealth Management and Financial Planning ExpertAFH Wealth Management is seeking a seasoned financial planner to join our team as a self-employed or employed adviser.In this role, you will work closely with clients to understand their financial needs and develop tailored solutions to help them achieve their goals.This position offers flexible working...
-
Wealth Management Specialist
1 week ago
London, Greater London, United Kingdom Enver Wealth Management Ltd. Full timeEnver Wealth Management Ltd. is committed to helping talented individuals achieve their career goals as Trainee Financial Advisors. With our comprehensive training program and competitive compensation package, you can develop a successful career in wealth management. Our goal is to empower you with the skills and knowledge necessary to excel in this field...
-
Wealth Management Business Strategist
1 month ago
London, Greater London, United Kingdom Skybound Wealth Management Full timeWealth Management Business OpportunityAt Skybound Wealth Management, we are seeking a highly skilled Business Development Executive to join our team. This role offers a unique chance to build a new career in wealth management and provide exceptional service to high net worth expat clients.The main focus of this position is to strategically target and...
-
London, Greater London, United Kingdom Anson McCade Full timeLead Transformation in Wealth and Asset ManagementWe are seeking a Senior Manager to join our dynamic consulting team focused on transforming WAM clients' operations and technology capabilities.In this role, you will be at the forefront of supporting WAM clients as they modernize their business models and adapt to an evolving landscape.You will collaborate...
-
Financial Wealth Manager
1 week ago
London, Greater London, United Kingdom LOM Financial Group - Wealth Management Full timeJob OverviewWe are seeking an experienced Financial Wealth Manager to join our team at LOM Financial Group - Wealth Management.
-
Wealth Management Change Lead
1 week ago
London, Greater London, United Kingdom AssetWealth Management Change & Transformation Full timeClient Experience Manager - Business AnalystAre you a motivated and results-driven Client Experience Manager looking for a new challenge? We are seeking an experienced business analyst to join our Asset/Wealth Management Change & Transformation team in London.In this role, you will be responsible for developing and implementing effective solutions to improve...
-
Business Transformation Consultant
1 week ago
London, Greater London, United Kingdom AssetWealth Management Change & Transformation Full timeSenior Business Analyst (Client Experience) - Wealth ManagerWe are seeking an experienced Business Transformation Consultant to join our Asset/Wealth Management Change & Transformation team in London. As a key member of our team, you will be responsible for delivering end-to-end business change initiatives across multiple functions.This role requires strong...
-
Wealth Management Consultant
1 day ago
London, Greater London, United Kingdom Skybound Wealth Management Full timeJob OverviewSkybound Wealth Management is seeking a talented Business Development Manager to join our team. As a Business Development Manager, you will play a crucial role in driving business growth and revenue expansion.Main ResponsibilitiesTo identify and pursue new business opportunities and lead generationTo develop and maintain relationships with key...
-
Wealth Management Advisor
2 weeks ago
London, Greater London, United Kingdom Enver Wealth Management Ltd. Full timeSalary and BenefitsThe estimated annual salary for this role is £27,500, depending on experience.We provide an estimated salary of £25,000 - £30,000 per year, depending on experience.Enver Wealth Management offers both employed and self-employed positions for the right candidates.
-
Digital Transformation Leader
1 week ago
London, Greater London, United Kingdom Anson McCade Full timeAt Anson McCade, we are seeking a highly skilled Digital Transformation Leader to join our dynamic Technology Transformation practice in London. As a Senior Manager, you will be a key leader in delivering high-quality projects for clients while contributing to the growth and development of our team and capabilities.Key Responsibilities:Client Engagement:...