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Business systems lead - wealth management

London
JR United Kingdom
Wealth manager
€80,000 - €100,000 a year
Posted: 30 June
Offer description

Social network you want to login/join with: Business Solutions Manager - Wealth Management, London (City of London)

Client: Qh4 Consulting Location: London (City of London), United Kingdom Job Category: Other EU work permit required: Yes Job Views:

7 Posted:

27.06.2025 Expiry Date:

11.08.2025 Job Description:

Job Title: Business Solutions & Data Analytics Lead – Wealth Management (Step-Up Opportunity) Location:

London (Hybrid – approx. 3 days in office) QH4 Consulting is hiring on behalf of a leading private wealth manager, looking for a high-potential Business Solutions & Data Analyst to join their growing Business and Data Solutions function. This is a fantastic opportunity for someone in wealth management with strong systems and data experience who’s ready to step up into a broader, more strategic role. You’ll work closely with the Head of Business and Data Solutions, shaping how technology, data, and process improvements support front-office, dealing, operations, and client service teams. Why this role? You’ll be the right hand to the Head of Business and Data Solutions The firm is agile, successful, and values work-life balance (hybrid working, no long-hours culture) You’ll help shape strategic change across portals, core systems, and data platforms The role includes: Supporting delivery of the firm’s business and data solutions roadmap Leading or contributing to projects including digital onboarding, client portals, and automation Working cross-functionally with stakeholders across projects, technology, and front office Driving data analytics improvements and reporting tools (e.g., PowerBI) Partnering with tech vendors and ensuring optimal use of business systems We’re looking for someone with: 7+ years' experience in a data/business solutions role within a wealth management or private client environment Hands-on exposure to tools like XPLAN, Pulse/Symphony, BitaRisk, PowerBI, First Rate, PowerApps A proactive mindset and the ability to engage with technical and non-technical stakeholders Potential to grow into a future leadership role – you don’t need to be managing a team yet Experience with AI in financial services Prior mentoring or team leadership (not essential) Interested? If you’re ready to step into a broader, more strategic role in a respected private wealth firm – we’d be interested to speak with you.

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