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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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3,835 results
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 d…
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.
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.
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.
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.
Faculty
Why Join Faculty?Founded in 2014, Faculty has positioned itself as a leader in the AI revolution, believing it to be the most transformative technology of our era. We have successfully partnered with over 350 global organizations, delivering human-centric AI solutions that significantly enhance performance. Discover our impactful stories here.At Faculty, we prioritize innovation over fleeting trends. Our mission is to develop and launch responsible AI that truly makes a difference. Our team possesses unmatched expertise across technical, product, and delivery domains, serving clients in sectors such as government, finance, retail, energy, life sciences, and defense.Our company is experiencing rapid growth, and we are on the lookout for individuals who share our intellectual curiosity and are committed to leaving a positive technological legacy.Join us at Faculty, where AI is not just a tool, but a defining technology of our age. Here, you will be empowered to envision and implement its most impactful applications.About Our TeamWithin our Professional and Financial Services unit, we leverage over a decade of applied AI experience to guide our clients through a dynamic and evolving landscape.We specialize in developing and integrating AI solutions that enhance operational efficiency, improve customer experiences, and unlock commercial opportunities in unpredictable markets. Despite the challenges of a highly regulated environment, we are committed to pioneering innovative solutions while maintaining the highest standards of technical excellence and safe deployment.About the RoleAs one of only three firms globally appointed as AI experts to UBS, Faculty is seeking a visionary Director of Asset Management. This role will focus on strengthening and expanding our partnership with the world's largest wealth management institution, while also promoting our capabilities to others in the industry.In this position, you will act as a trusted advisor to C-suite executives, driving revenue growth, articulating the benefits of AI-enabled strategies, and overseeing the execution of complex, transformative AI projects. If you are an entrepreneurial leader with a passion for redefining the investment landscape, Faculty offers you the autonomy, technical expertise, and extensive experience required to spearhead meaningful change in the industry.
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 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.
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 their financial goals are met.
Legal & General
Legal & General seeks a Supplier Relationship Manager for the Asset Management team in London. The position centers on building and maintaining effective partnerships with key suppliers, helping ensure they consistently deliver value and meet agreed performance standards. Key responsibilities Manage ongoing relationships with major suppliers supporting the Asset Management division Monitor and improve supplier performance, focusing on service quality Work closely with internal teams to ensure supplier activities align with business priorities Spot opportunities to enhance value and encourage innovation throughout the supply chain
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.
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.
Octopus Energy Generation
Octopus Energy Generation (OEGEN) manages more than £7 billion in renewable energy assets worldwide. Since 2010, the team has invested in onshore and offshore wind and solar power, operating over 400 large-scale sites throughout Europe and in other regions. OEGEN is also growing into new sectors, including energy storage and hydrogen projects. To support continued expansion and the long-term management of its portfolio, OEGEN is hiring a Fund Asset Manager to join the London office. Flexible remote work options are available to help balance work and life commitments. Role overview The Fund Asset Manager partners with both asset management and fund management teams to improve performance across a diverse mix of renewable technologies and geographies. This position requires understanding OEGEN’s strategic priorities and turning them into practical steps that drive results. What you will do Improve asset performance and deliver strong results across multiple renewable energy projects Address issues and manage risk within the portfolio Build and maintain relationships with external partners and suppliers Work closely with internal teams to ensure alignment on strategy Report directly to the Fund Asset Director Who we’re looking for OEGEN values candidates from all backgrounds and encourages diverse perspectives. The team seeks individuals who share OEGEN’s mission, bring a collaborative mindset, and enjoy solving problems together. Location This role is based in London, with flexibility for remote work arrangements.
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.
We are seeking an innovative and detail-oriented Asset Information Systems Manager to join our dynamic team at dev2. This pivotal role involves overseeing the management and optimization of our asset information systems to ensure efficiency, compliance, and data integrity across the organization.The successful candidate will collaborate closely with cross-functional teams to develop strategies that enhance the performance of our asset management processes. You will play a crucial role in driving technological advancements and ensuring that our systems align with industry best practices.
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.
Octopus Energy Generation
Octopus Energy Generation manages a diverse portfolio of renewable energy assets valued at over £7 billion. Since 2010, the company has invested in onshore and offshore wind, and is recognized as the largest solar power investor in Europe. The team oversees more than 400 large-scale energy sites, including wind farms, solar plants, and projects in energy storage and hydrogen technology. Role overview This Junior Fund Asset Manager position supports the optimization of the company’s renewable energy asset portfolio. The primary focus is on Battery Energy Storage Systems (BESS), with opportunities to contribute to other emerging technologies. The role involves hands-on tasks, direct participation in asset performance analysis, and responsibility for specific workstreams related to performance, issue resolution, and optimization. Over time, responsibilities will expand to cover broader asset management areas. What you will do Collaborate with Fund Asset Managers, Asset Management teams, and central functions to understand asset performance drivers, commercial frameworks, and fund objectives. Take responsibility for assigned workstreams, concentrating on performance analysis, problem-solving, and improvement initiatives. Gain experience managing real assets and contribute to long-term asset management goals. Location and reporting This role is based in London. At least three days per week in the office are required, with some flexibility for remote work. The Junior Fund Asset Manager reports directly to a Fund Asset Manager.
Legal & General Investment Management
Legal & General Investment Management is seeking a Quantitative Developer to join its asset management team in London. This role centers on developing and enhancing tools that directly support investment decision-making. Key responsibilities Collaborate with portfolio managers and quantitative analysts to design, build, and refine tools for investment support. Use quantitative techniques to strengthen investment strategies and improve portfolio results. Create and implement solutions that help optimize performance across a range of portfolios. Location This position is based in London.
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.
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