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Join our dynamic team at Adams Street Partners as an Associate in Wealth Management. In this pivotal role, you will assist in managing client portfolios, conducting market research, and providing key insights to optimize investment strategies. Your analytical skills will contribute to the development of tailored financial solutions for our clients, ensuring their financial goals are met.
Adams Street Partners is a leading investment firm specializing in private equity, venture capital, and credit. With a global reach and a commitment to delivering superior results, we pride ourselves on our innovative investment strategies and our focus on building lasting client relationships. Join us and be part of a firm that values integrity, teamwork, and excellence.
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Adams Street Partners
Join our dynamic team at Adams Street Partners as an Associate in Wealth Management. In this pivotal role, you will assist in managing client portfolios, conducting market research, and providing key insights to optimize investment strategies. Your analytical skills will contribute to the development of tailored financial solutions for our clients, ensuring …
Join Wavestone as an Associate Partner in our Wealth Asset Management division, where you will play a pivotal role in guiding clients towards optimal financial solutions. Leverage your expertise in asset management to drive client success and foster strong relationships within our dynamic team.
About NOVA Wealth:NOVA Wealth is an innovative startup determined to revolutionize financial advice delivery in the UK. Our commitment to a customer-centric approach is fundamental to every client interaction. By harnessing advanced technology, we empower our advisers to provide exceptional service while minimizing daily administrative tasks.Our mission is to transform the financial advice landscape, yielding better customer outcomes at a reduced cost for a broader audience. With customer-focused advisers supported by our cutting-edge Lifeline technology, we enable our clients to make informed financial decisions and pursue their dream lives.Role Overview:We are looking for a dynamic Finance Lead who will take complete ownership of our financial operations. This position goes beyond basic bookkeeping; we need a visionary builder. You will design and establish our financial framework as we expand from approximately 100 employees towards our significant growth objectives.As our inaugural full-time Finance Lead, you will connect meticulous operational tasks (such as bookkeeping, payroll, and compliance) with high-level strategic initiatives. You will serve as a vital advisor to our leadership team, ensuring that our unit economics are solid, our growth trajectory is sustainable, and our financial data is always ready for investors.Key Responsibilities:Strategic Financial Partnership: Provide in-depth analyses on margins, CAC/LTV, business unit budget performance, and runway to guide important business decisions as an adviser to senior management.Operational Excellence: Oversee comprehensive financial operations including bookkeeping, preparation of management and statutory accounts, supplier payments, invoicing, and payroll for our team of about 100.System Building: Assess, implement, and refine a modern financial stack (ERP, expenses, payroll) capable of managing the intricacies of a fast-growing business.Fundraising & Investor Relations: Keep our cap table organized and lead financial due diligence preparations for future funding rounds and board reporting.Budgeting & Forecasting: Manage the company’s ongoing financial model, providing proactive scenario-based predictions.Compliance & Audit: Maintain full compliance with UK regulations, overseeing the annual audit process and tax-related matters (including R&D tax credits, EIS & EMI compliance).Qualifications:Professional Credentials: You are ACA, ACCA, or CIMA qualified with substantial post-qualification experience, preferably in a high-growth startup or scale-up environment.Experience: Proven track record in financial leadership roles, demonstrating strategic thinking and operational excellence.Technical Skills: Proficient in financial software and tools, with the ability to adapt to new technologies.Communication: Excellent communicator, capable of conveying complex financial concepts to non-financial stakeholders.
Are you a dynamic and detail-oriented Project Manager with a passion for Wealth and Asset Management? Join Capco, a leading global management consultancy, known for delivering innovative solutions and helping financial institutions navigate the complexities of their industries. We are seeking an experienced Project Manager to lead strategic initiatives and deliver exceptional value to our clients.
NOVA Wealth
About NOVA:NOVA Wealth is an innovative startup dedicated to transforming financial advice delivery in the UK. We believe that a human adviser is essential to every client relationship, and by harnessing technology, we empower our advisers to enhance service levels while reducing administrative burdens.Our mission is to revolutionize the advice industry by providing superior customer outcomes at a lower cost, making quality financial guidance accessible to a broader audience. With our customer-focused advisers and cutting-edge Lifeline technology, we enable clients to not only make informed financial decisions but also to pursue their desired lifestyles.About the Role:At NOVA, we embrace a unique approach. We have eliminated lengthy, paper-based suitability reports, opting instead for a fully digital method of providing comprehensive, holistic advice.We are searching for visionary Partners (Financial Advisers) who are eager to challenge the status quo and strive for better client outcomes. We want our Partners to concentrate on client engagement rather than administrative tasks.This exciting role is perfect for self-motivated individuals who aspire to break away from traditional wealth management models and build their own client portfolios. You will play a pivotal role in our growth, helping individuals maximize their financial potential and reimagining the experience of receiving financial advice.Key Responsibilities: Developing new business opportunities by utilizing our integrated lead generation channels to create your own client base. Delivering holistic financial advice with a planning-oriented approach, identifying clients' unique financial needs and guiding them toward their ideal futures. Providing exceptional client service to foster lasting relationships with both mass affluent and high-net-worth clients.
Join mentis as an AI Resident in our Wealth Management department, where you will have the opportunity to work at the intersection of finance and artificial intelligence. This innovative role is designed for individuals passionate about leveraging AI to enhance financial strategies and client experiences. You will collaborate with experts in the field, engage in hands-on projects, and contribute to the development of cutting-edge AI solutions tailored to wealth management.
Join our dynamic team at Capco as a Business Analyst in the Wealth & Asset Management sector. In this role, you will leverage your analytical skills to drive business outcomes and enhance client satisfaction. You will work closely with stakeholders to identify opportunities for improvement and implement solutions that align with our clients' strategic goals.
Titan Wealth
Titan Wealth is an innovative and rapidly expanding wealth management firm, dedicated to creating a more equitable, efficient, and effective financial services model. Our mission is to empower financial advisers and their clients to achieve their financial aspirations through superior advice-led wealth management services.We foster a vibrant work environment that thrives on opportunity, encouraging both individual and collaborative contributions to ensure we deliver optimal outcomes for our clients in the long run.We are seeking an exceptional Business Analyst to join our Group Change function. In this pivotal role, you will support a portfolio of strategic change programs and M&A integration initiatives across the organization.As a Business Analyst, you will be at the forefront of intricate change, collaborating with teams across front office, operations, finance, risk/compliance, technology, and external partners. Your contributions will be essential in shaping change, defining operating models, facilitating integrations, and converting business strategies into actionable deliverables.This role is not solely focused on documentation; it demands an individual who thrives in fast-paced environments, navigates ambiguity, influences senior stakeholders, and drives change through to completion.This is a hybrid office-based position, requiring attendance in the office three days a week. This is a full-time, permanent role.
Marcus Evans
Marcus Evans is a premier global business intelligence and event marketing organization, established in 1983, with a network of 49 offices across over 20 countries. Our headquarters are located in the UK, where we proudly rank among the top 20 companies for work/life balance.As a leading provider of exclusive high-level summits, we specialize in connecting sophisticated private wealth investors with exceptional opportunities in the private markets. Our events are tailored to meet the specific requirements of the private wealth management community, emphasizing single family offices, multi-family offices, and fee-only Registered Investment Advisors (RIAs). We are in search of a Content Manager to join our dynamic team. This individual will play a critical role in attracting high-level investment professionals to serve as speakers at our exclusive, invite-only private wealth management summits across North America. You will be responsible for identifying, engaging, and securing participation from Heads of Investments and other senior decision-makers within Limited Partnerships. Your contributions will significantly enhance the quality, prestige, and success of our events. You will report directly to the Director of Content Management based in our Barbados office. This position is located in our London office and requires onsite presence. Working hours are 12pm - 8pm (UK time).Key ResponsibilitiesConduct research and establish relationships with influential investment leaders in the Private Wealth sector.Articulate the value proposition of attending our alternative investment-focused events effectively.Perform in-depth desk and telephone research.Draft an investment-focused conference program.Proactively secure attendance from targeted speakers through outreach via calls, emails, LinkedIn, and professional networks.Maintain a robust pipeline through effective CRM (HubSpot) utilization and diligent follow-up.Collaborate with marketing and sales teams to ensure cohesive messaging and audience development strategies.Consistently achieve and surpass speaker participation and revenue targets.Travel to North America to attend leading Private Wealth summits up to four times a year. QualificationsA minimum of a Bachelor’s Degree in Finance or Economics.Eligibility to work in the UK is required.1-2 years of proven experience in a similar role.Strong communication and interpersonal skills.Ability to work independently and as part of a team.
KKR & Co. Inc.
COMPANY OVERVIEWKKR is a premier global investment firm specializing in alternative asset management, capital markets, and insurance solutions. With a disciplined investment strategy and a commitment to fostering growth within its portfolio companies and communities, KKR strives to deliver attractive investment returns. The firm manages investment funds across private equity, credit, and real assets, and collaborates with strategic partners in hedge fund management. Additionally, KKR’s insurance subsidiaries, under Global Atlantic Financial Group, provide a range of retirement, life, and reinsurance products.Position SummaryWe are on the lookout for a dynamic communications professional to join our EMEA Wealth Communications team. This newly established role will report to the Global Head of Wealth Communications based in London, offering a unique opportunity to take ownership of our daily wealth communications initiatives across EMEA. You will play a crucial role in our global communications activities and contribute to the firm's broader outreach efforts.KKR’s wealth management division is a strategic focus area, and this position will enhance our media relations and external communications program across key EMEA wealth markets, supporting the Global Wealth Solutions business. KKR GWS partners with leading private banks and wealth platforms, providing individual investors access to the same investment expertise and insights that KKR has offered to major institutional investors for decades.The ideal candidate will be an accomplished media relations practitioner with a strong enthusiasm for finance and investing. Responsibilities include ongoing media engagement, content creation, strategic planning, and operational activities that bolster KKR’s wealth business across EMEA and enhance communications across various business lines. This role presents significant growth potential for an ambitious communications professional eager to engage with senior executives and take on increasing responsibilities over time.
Join Capco as a Business Analyst specializing in Wealth & Asset Management. In this dynamic role, you will have the opportunity to work with leading financial institutions, helping them navigate complex challenges and enhance their operational efficiency. Your analytical skills will be instrumental in driving impactful business solutions and fostering innovation within the industry.
About MoneyboxAt Moneybox, we empower individuals to enhance their lives by revolutionizing the way they manage their wealth. Our philosophy is that true wealth transcends mere financial assets; it embodies the freedom, opportunities, possibilities, and peace of mind that come with financial security.As an award-winning wealth management platform, we have successfully assisted over 1.5 million users in building their financial futures—whether they are saving, investing, purchasing their first home, or planning for retirement.As we continue to grow, our focus on delivering straightforward and supportive experiences relies heavily on the seamless design and integration of products and customer journeys within our app. We are committed to investing in the foundational elements that allow us to personalize user experiences, offer expert guidance, and support our customers at every stage of their financial lives.Job OverviewWe are seeking a talented Senior Product Manager to lead the strategy and execution of our Wealth Propositions and Guidance within the Core Product team. This pivotal role will enable us to assist our customers in navigating their financial journeys by transforming intricate financial concepts into user-friendly, actionable guidance through our app.Your key responsibility will be to articulate the core value proposition by creating experiences that empower customers to make informed financial decisions. You will address a significant industry need by making high-quality financial support readily accessible through personalized journeys that clarify options and guide the next steps. You will connect financial expertise with exceptional digital product design, ensuring that these experiences are meaningful, compliant, and seamlessly integrated into the customer journey.As a senior cross-functional leader, you will collaborate closely with our Product, Decisioning, Compliance, and UX teams to develop a world-class guidance framework that instills confidence in users as they make informed choices.
About Titan Wealth Titan Wealth is a growing wealth management firm based in London, serving clients in the UK and internationally. The company focuses on building a more equitable and efficient business model to deliver advice-driven wealth management services. Titan Wealth supports financial advisers and their clients in reaching their financial goals. Work Culture The team values both individual initiative and collaboration. Employees are encouraged to contribute ideas and work together to achieve strong results for clients over the long term. Role Overview: Senior Analytics Engineer This position sits within the wealth management division and works closely with the central data team. The Senior Analytics Engineer will shape, model, and analyze data that supports decision-making across advisory, investment, operations, and client service teams.
Capco is looking for a Senior Product Manager to join the Product & Experience team, focusing on Wealth & Asset Management. This permanent role is based in London and offers a hybrid work arrangement. Role overview This position centers on leading projects for clients in the financial services sector, with a particular emphasis on AI-driven solutions. The Senior Product Manager will collaborate with cross-functional teams both in the UK and internationally, guiding products from initial discovery through delivery and ongoing improvement. What you will do Lead projects for clients, working closely with teams across Capco in the UK and abroad. Shape AI product strategies, develop compelling value propositions, and build roadmaps and delivery plans, including commercialization strategies. Oversee the entire product lifecycle, adapting approaches as needed from discovery to delivery and iteration. Identify and define AI use cases that drive revenue, boost user engagement, and improve cost efficiency. Balance user needs, business objectives, and technical requirements to deliver scalable, impactful products. Who succeeds in this role This role fits someone who is comfortable navigating complex, highly regulated environments, particularly within financial services and energy. Experience with AI product strategy and managing the full product lifecycle is important for success. Key details Location: London (Hybrid) Practice Area: Product & Experience Type: Permanent
Senior Data Architect – Wealth & Asset Management. Location: London (Hybrid) | Practice Area: Data & Analytics | Type: Permanent Design the blueprint. Architect the future of the Wealth & Asset Management industry. Empower data transformation. The RoleCapco is on the lookout for a Senior Data Architect to spearhead and execute intricate data architecture projects for our Wealth & Asset Management clientele. In this pivotal consulting role, you will assist wealth managers, asset managers, and private banks in navigating extensive data transformation initiatives—crafting enterprise data strategies, designing target architectures, and developing scalable, cloud-based platforms that enhance advisor and client interactions, investment analytics, regulatory reporting, and operational efficacy. In addition to client delivery, you will play a key role in advancing Capco’s Wealth & Asset Management data architecture offerings and thought leadership in contemporary cloud-native data ecosystems. What You’ll Do Lead agile consulting projects, delivering cutting-edge data architecture and cloud transformation in Wealth & Asset Management. Define and implement scalable enterprise data strategies across various programs and business units. Design canonical WAM data domains and models (e.g., client/household, portfolio/account, holdings/transactions, instruments & pricing, performance, fees). Architect and deliver cloud-native data platforms (AWS, Azure, GCP) that empower advisor/client journeys and facilitate advanced investment analytics (risk, performance, reporting). Establish integration patterns across core WAM platforms (CRM/advisor, OMS/PMS, wealth back office, custody, market/reference data, reporting). Develop robust data quality, reconciliation, and control frameworks (e.g., holdings vs. books & records/AUM, pricing, corporate actions, fees/NAV). Drive master and reference data strategies (clients, instruments, counterparties, legal entities) in alignment with governance, metadata, privacy, and stewardship. Act as a subject matter expert, translating complex technical concepts into clear business value for senior stakeholders.
prestigeifajobs
Kickstart your career in the dynamic world of finance with our Wealth Management Graduate Program. Your journey begins with an intensive training period of six to eight weeks in Malta, where you will gain invaluable insights into private investment and financial advisory services. Following your successful completion of this foundational training, you will have the opportunity to relocate to one of our global offices to further enhance your skills and continue your professional development.What You’ll Bring:A Growth Mindset: We value individuals who view challenges as opportunities for growth. A growth mindset means tackling obstacles with a positive attitude and seeing each setback as a chance to learn. Embracing new experiences and believing in your ability to develop continuously will make you resilient, creative, and adaptable—key traits in the ever-evolving finance sector.Eagerness to Learn: In the fast-paced finance industry, a strong desire to learn is crucial. We are looking for candidates who are passionate about expanding their expertise, whether it’s in financial markets, investment strategies, or client relationships. Being open to feedback and actively seeking self-improvement will ensure that you stay ahead of industry trends and remain a significant asset to our team.
Titan Wealth
Titan Wealth is an innovative and rapidly expanding wealth management firm, operating not just in the UK but also on an international scale. Our company is committed to redefining wealth management through a more equitable and efficient business model. We strive to provide exceptional advice-led services that empower financial advisors and their clients to achieve their aspirations and ambitions.At Titan Wealth, we foster a vibrant work environment filled with opportunities for growth and development. We encourage individual initiative and teamwork, allowing us to collaboratively enhance client outcomes for the long term.Role OverviewAs a Procurement Specialist, you will play a key role in building Titan Wealth’s procurement function from the ground up. You will shape supplier strategies, frameworks, and governance structures. This position seamlessly blends strategic sourcing, supplier management, and compliance oversight to maximize value across our organization.Given the significant potential for cost optimization and supplier consolidation, we seek a robust communicator capable of engaging stakeholders, driving change, and effectively implementing new processes. This is a hands-on position requiring strong commercial insight, negotiation prowess, and the ability to thrive in a fast-paced, entrepreneurial setting. Department Development - This pivotal role involves establishing a comprehensive procurement function within Titan Wealth. You will be responsible for designing and implementing procurement frameworks, policies, and processes that lay the groundwork for a scalable and efficient procurement operation. This includes creating supplier management structures, governance models, and reporting mechanisms that align with the Group’s strategic objectives. You will report directly to the Group Head of Procurement and Vendor Management.
Are you ready to take the lead in transforming the Wealth & Asset Management landscape? As a Post Merger / Operating Model Integration Lead at Capco, you will play a pivotal role in driving strategic initiatives and ensuring seamless integration post-merger. Your expertise will guide our clients through the complexities of operational changes, fostering a collaborative environment to deliver innovative solutions.In this dynamic role, you will leverage your extensive experience in the financial services sector to create and implement effective operating models. Your ability to analyze and optimize processes will be key to achieving operational excellence. Join us and be part of a talented team that is dedicated to delivering exceptional value to our clients.
Join Capco as an Operational Excellence Lead in our Wealth Operations team. In this pivotal role, you will drive process improvements and implement best practices to optimize operational efficiency. Your expertise will help shape our strategies to deliver exceptional client services and enhance overall operational performance.
NOVA Wealth
About NOVA Wealth:NOVA Wealth is an innovative and rapidly evolving startup aiming to revolutionize financial advice delivery in the UK. We believe that human advisors should be central to every client relationship, and by harnessing technology, we empower our advisors to offer enhanced service while minimizing everyday administrative burdens.Our mission is to create a transformative solution in the advisory sector that promotes better customer outcomes at a lower cost for a broader audience. With our customer-focused advisors supported by cutting-edge Lifeline technology, we enable clients to not only make informed financial decisions but also to achieve their dream lifestyles.About the Role:Salesforce is fundamental to NOVA's service delivery, serving as our CRM platform, which includes Financial Services Cloud, Sales Cloud, and Service Cloud. It also functions as an operational workflow platform, where we develop new applications to meet our growing data and process requirements. Our tech stack also incorporates Pardot, CRM analytics, and Heroku.As we expand, we are seeking adept Salesforce Developers to join our team and facilitate the necessary changes at NOVA. In this pivotal role, you will collaborate closely with the product team and business subject matter experts to identify challenges and implement effective solutions.This position is ideal for individuals passionate about leveraging technology to solve problems, utilizing the full potential of the Salesforce platform to empower NOVA colleagues to provide a best-in-class offering to our customers. As part of a small, agile team, you will have the autonomy and responsibility to manage the entire process without extensive oversight, allowing you to gain a deep understanding of the challenges we face and develop innovative solutions.Key Responsibilities:Engaging with stakeholders to gather requirements and comprehend business processes, translating them into technical solutions on the Salesforce platform.Developing and maintaining Apex and Lightning Web Components.Continuously enhancing our delivery methodologies, utilizing GitHub and Gearset.Designing and implementing tailored solutions on the Salesforce platform, integrating with other business applications like Docusign, and facilitating inbound and outbound integrations with our tools.Conducting data migrations and ensuring data quality management.Establishing best practices and maintaining technical documentation.Offering technical support and troubleshooting for Salesforce-related issues.
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