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Business Solutions Lead - Wealth Management, Lincoln
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Client:
Qh4 Consulting
Location:
Lincoln, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
3
Posted:
04.06.2025
Expiry Date:
19.07.2025
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Job Description:
Job Title: Business Solutions & Data Analyst – 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 team.
This is a great opportunity for someone experienced in wealth management systems and data, ready to take on a more strategic role. You’ll collaborate closely with the Head of Business and Data Solutions to enhance technology, data, and processes supporting front-office, operations, and client service teams.
Why consider this role?
* You’ll support the Head of Business and Data Solutions
* The firm values work-life balance with hybrid working and no long-hours culture
* You’ll influence strategic initiatives across portals, core systems, and data platforms
Key responsibilities:
* Implementing the firm’s business and data solutions roadmap
* Leading or assisting with projects such as digital onboarding, client portals, and automation
* Collaborating with stakeholders across projects and technology teams
* Enhancing data analytics and reporting tools (e.g., PowerBI)
* Partnering with technology vendors to optimize business systems
Ideal candidate profile:
* 7+ years’ experience in data/business solutions within wealth management or private client services
* Hands-on experience with tools like XPLAN, Pulse/Symphony, BitaRisk, PowerBI, First Rate, PowerApps
* Proactive with strong stakeholder engagement skills
* Potential for future leadership growth – team management experience not required
* Experience with AI applications in financial services
* Mentoring or team leadership experience is a plus but not essential
Interested?
If you’re eager to take on a broader, strategic role in a reputable private wealth firm, we’d love to hear from you.
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