Private Wealth Content Manager

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 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.

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.

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.

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.

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.

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

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.

About the Role We are looking for a dynamic AVP/VP - Business Operations & Asset Manager Marketing Manager (International) to become an integral part of our International Marketing & Communications team, based in either Zurich or London. This position reports directly to the Head of International Marketing & Communications. This unique role merges the responsibilities of business operations for the international marketing team with the strategic marketing and partnership management for Asset Managers (GP). The successful candidate will take ownership of operational processes and enhance the execution of International Marketing strategies, which include planning, prioritization, and performance metrics (KPIs). You will collaborate closely with Asset Manager Solutions to translate GP priorities into impactful campaigns and event programs that drive fundraising efforts. This role operates at the intersection of international marketing execution, asset manager solutions, and regional coordination. A deep understanding of GP priorities, fundraising goals, and distribution challenges is essential, particularly as GPs engage with the global wealth channel. You will translate GP needs into actionable marketing initiatives and operational plans while supporting fundraising for iCapital’s proprietary GP-sponsored events and crafting engaging agendas for flagship conferences. A critical aspect of this position will be to aid in the development and implementation of regional marketing plans, ensuring that global strategies align with regional priorities and operational effectiveness.

Lincoln International is a globally recognized investment banking advisory firm dedicated to providing exceptional services to business owners, senior executives, and private equity firms, as well as public and private companies worldwide. Our offerings encompass mergers and acquisitions advisory, private funds, capital markets advisory, valuations, and fairness opinions. As one cohesive team of over 1,400 professionals across more than 25 offices in 16 countries, we deliver unparalleled insights into the global private capital markets, supported by outstanding execution and a strong commitment to our clients' success. We leverage our extensive industry expertise, timely market intelligence, and strategic insights to cultivate long-lasting, fruitful client relationships.At Lincoln International, we believe that the strength of our organization is directly linked to the talent of our people. We promote diversity of thought and aim to create a high-performance culture by attracting, retaining, and engaging a diverse workforce. We recognize that a diverse team fosters innovation, enhances problem-solving capabilities, and enables us to better serve our clients' needs.We are proud to be an equal opportunity employer, committed to fostering a diverse environment. All qualified applicants will be considered for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Learn more about our commitment to diversity and Environmental, Social & Governance (ESG) efforts.Duties & Responsibilities:We are looking for Analysts to join our expanding Valuations & Opinions Group (VOG). Ideal candidates will possess strong analytical and interpersonal skills, a desire to develop professionally and personally, and a passion for contributing to a top-tier valuations practice.

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.

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.

Senior Business AnalystLocation: LondonContract Duration: 6 monthsWe are seeking an experienced Senior Business Analyst to assist in advancing the current Outline Business Case (OBC) aimed at securing project funding and justification. This role involves collaborating with the Government Digital Service (GDS) Standards to craft an agile programme business case that facilitates the digital transformation of the existing EPB Register Services. You'll be responsible for reviewing and formalizing user, business, and technical specifications to ensure they align with business requirements.Provide concrete examples of your leadership in developing a project outline business case in accordance with HMT Green Book standards.Share specific scenarios where you successfully navigated challenges in obtaining OBC approval and project funding.Demonstrate your technical proficiency in creating an agile programme business case (PBC) aligned with GDS Service Standards to optimize the procurement and transformation of digital services.Illustrate your experience in delivering both business and technical requirements that leverage cloud opportunities while managing complexities within tight timelines.Give examples of how you've utilized your business, technical, and analytical skills to design and deliver Cloud-based MVP solutions (for alpha-prototype, private-beta, and/or public-live services).Present an analytical approach to managing technical, commercial, and delivery risks.Showcase your experience in adhering to the Cabinet Office Digital Service Standards (GDS), particularly in alpha and Beta phases.Provide examples of your agile project management expertise in delivering projects successfully.

Role overview g-mass is hiring a Regulatory Business Analyst based in London. The position centers on maintaining compliance with regulatory requirements while supporting projects that improve business operations. Daily work involves close collaboration with teams across the company, analyzing how business processes function, and identifying areas where regulatory risks may arise. What you will do Partner with cross-functional teams to review and refine business processes Identify and evaluate regulatory risks within company operations Create strategies to address and minimize compliance risks Present findings and recommendations clearly to stakeholders at different levels Requirements Keen attention to detail Strong analytical and problem-solving abilities Ability to communicate effectively with both technical and non-technical colleagues Background in regulatory analysis or business process improvement considered an advantage

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.

Role Overview:We are on the lookout for a skilled Change Business Analyst to play a pivotal role in a significant transformation project. This position is dedicated to guiding business change, articulating requirements, optimizing processes, and ensuring successful adoption of changes across relevant teams. The perfect candidate will possess a methodical approach, a collaborative spirit, and the confidence to engage with senior stakeholders to foster clarity, alignment, and successful outcomes.Key Responsibilities:Change Analysis & DeliveryEvaluate existing processes, systems, and operational frameworks to pinpoint gaps, inefficiencies, and opportunities for enhancement.Design future-state processes, workflows, and business rules that align with project objectives.Assist in change impact assessments, readiness activities, and business adoption strategies.Lead workshops, interviews, and collaborative sessions to collect insights and cultivate a shared understanding.Requirements Elicitation & DocumentationGather and validate business requirements, user stories, acceptance criteria, and non-functional needs.Ensure that requirements are traceable, testable, and aligned with approved change outcomes.Contribute to solution design by providing business context and representing stakeholder perspectives.Stakeholder Management & CommunicationDevelop strong relationships across various levels to collect feedback, resolve issues, and influence decisions.Present findings, options, and recommendations in a clear and objective manner.Assist with communication strategies, training coordination, and stakeholder engagement activities.Process & Operational ReadinessMap end-to-end processes, identify control points, and ensure preparedness for regulatory, customer, or operational impacts.Collaborate with operational teams to effectively implement changes.Support test planning, user acceptance testing (UAT), and validation of business outcomes.

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.

Join our innovative team as a Business Technology Analyst at Faculty, where we leverage cutting-edge technology to solve complex business challenges. In this role, you will analyze business processes, gather requirements, and work closely with cross-functional teams to implement effective technology solutions.