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Evelyn Partners seeks a Proposition Delivery Manager to join the London office. This full-time position centers on leading strategic projects and supporting efforts to improve the client experience across the firm.
This role is based in London.
Evelyn Partners is a leading organization dedicated to providing exceptional financial services and solutions. With a commitment to innovation and excellence, we strive to empower our clients through tailored strategies and expert guidance.
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Search for Senior Product Manager Wealth Propositions Guidance
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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 su…
Utility Warehouse
Role Overview Utility Warehouse is hiring a Senior Product Manager to lead the Partner Proposition team in London. This position shapes the direction of our partner offerings, focusing on product innovation and strengthening partner relationships to deliver greater value for customers. What You Will Do Guide the development and evolution of partner propositions, ensuring they align with both market needs and Utility Warehouse’s vision. Work closely with teams across the business to spot opportunities for growth and improvement in our partner products. Share insights and recommendations that support decision-making at both strategic and operational levels. Who We’re Looking For Experienced product manager, comfortable leading and influencing cross-functional teams. Strong background in developing partner-focused products or propositions. Ability to balance strategic thinking with hands-on delivery. This Senior Product Manager role is based in London.
Join Experian as a Product and Proposition Marketing Manager where you will play a pivotal role in shaping our marketing strategy. Drive product positioning, develop compelling value propositions, and lead cross-functional teams to bring innovative solutions to market. Collaborate with product development and sales teams to enhance our offerings and meet customer needs effectively.
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
Evelyn Partners
Evelyn Partners seeks a Proposition Delivery Manager to join the London office. This full-time position centers on leading strategic projects and supporting efforts to improve the client experience across the firm. What you will do Collaborate with teams from various departments to deliver solutions aligned with company objectives Contribute to the design and rollout of initiatives that enhance the client offering Location This role is based in London.
Join Endava as a Strategy Lead for Propositions, where you will drive the development of innovative strategies that shape our service offerings. You will collaborate with diverse teams to enhance our client engagement and market presence.
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.
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.
Match Performance Solutions Ltd
Director of Verify Commercial PropositionLocation: LondonContract Duration: 12 monthsStatus: Outside IR35As the Director of Verify Commercial Proposition, you will lead a multidisciplinary team, driving the initiative to meet the framework's objectives for identity services. Your expertise will be essential in shaping the future commercial design and fostering key relationships with external commercial stakeholders.Your responsibilities will include:Overseeing the procurement activities and commercial model design for federation.Managing contractual obligations of Identity Providers.Building a strong demand pipeline for identity-related services through engagement with public, private, and arms-length bodies.Collaborating with Product Managers, industry representatives, and legal/commercial specialists to secure functional and data-related services.Acting as the primary liaison between Identity Providers and product teams.Addressing the requirements of senior HMG stakeholders including Ministers and senior civil servants.Leading a diverse team of Identity Providers, developers, SMEs, and commercial specialists to create an innovative commercial model, including attribute exchange, and to shape the next framework agreement.
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.
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.
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.
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.
NOVA Wealth
About NOVA Wealth:NOVA Wealth is an innovative startup on a mission to revolutionize the financial advisory landscape in the UK. We believe in placing a human adviser at the core of each client relationship while utilizing cutting-edge technology to enhance our advisers' capabilities. Our goal is to deliver exceptional service while minimizing the mundane administrative tasks that often hinder productivity.We are dedicated to creating a transformative experience in the advisory sector, focusing on better outcomes for clients at a lower cost. Our customer-centric advisers, supported by our groundbreaking Lifeline technology, empower clients to not only make informed financial decisions but also to realize their aspirations.About the Role:We are seeking a highly skilled and technically proficient Senior Paraplanner to join our dynamic team. In your role as a Financial Planner, you will not only be a part of our specialist planning team but also take on significant responsibilities that go beyond traditional paraplanning roles. While this is not a client-facing position, you will play an integral role in the financial planning process, taking charge of our comprehensive advice methodology, crafting tailored recommendations, and designing financial plans for our clients.This position is ideal for those who are passionate about the financial services industry and eager to take on increased responsibilities within a forward-thinking company. At NOVA, we are committed to a planning-centric approach that leverages technology to enable our planning team to concentrate on what truly matters—providing exceptional advice for our clients.Your Responsibilities: Developing exceptional financial advice for our clients Serving as a technical expert in all areas of financial planning Conducting cash flow analysis and projections Evaluating clients’ existing financial products and investments Managing individual planning projects that require technical acumen Upholding the highest standards of advice for our clients Enhancing and optimizing our processes and methodologies Collaborating with our technology team to streamline administrative tasks and improve efficiency Mentoring and supporting junior colleagues and administrative staff Qualifications:Client-Focused: A dedication to placing clients at the forefront of all endeavors, with strong relationship-building skills, meticulous attention to detail, and a commitment to simplifying processes for clients.Entrepreneurial Spirit: A proactive mindset that aligns with our mission to disrupt the financial advisory industry through innovative thinking and a tenacity for success.Technologically Savvy: Comfort and proficiency with technology tools and platforms that enhance financial planning.
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.
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.
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