Wealth Management Lead Jobs

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As an Associate Manager, Premium & Wealth CX, you'll lead the team responsible for delivering white-glove support to Coinbase's highest-value customers, including High Net Worth, Ultra High Net Worth, and VIP segments across our International markets. The Premium & Wealth pillar within Customer Experience is the dedicated home for relationship-led, high-touch service that keeps our most sophisticated customers confident and supported. You'll own day-to-day operations, people leadership, and service quality for your vertical, partnering closely with Compliance, Risk, and cross-functional teams to scale a support model that is fast, accurate, risk-aware, and trusted within a non-advisory framework. What you'll do: Own operational performance for your vertical, including SLA attainment, CSAT, QA scores, backlog health, repeat contacts, and complaint rates, using data and trend analysis to drive measurable improvements Lead, coach, and develop a team of Specialists, setting clear expectations through regular 1:1s, performance reviews, and building a pipeline of future leaders Drive a high-touch support model centered on trusted 1:1 customer relationships, deep specialist knowledge, and end-to-end case ownership that minimizes handoffs for complex trading, account, and funding issues Partner with Compliance, Legal, Risk, Complaints, and Workforce Management

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As the Director of Premium & Wealth, you'll lead, scale, and deliver white-glove service for Coinbase's highest-value customers, including high-net-worth individuals, VIPs, and prosumers. You'll own the end-to-end Premium & Wealth operation globally, driving customer satisfaction, retention, and loyalty while building a high-performing organization of concierges, specialists, and supervisors. This role serves as the Head of our Charlotte, NC Center of Excellence and reports directly into CX leadership. What you'll do: Own the strategic vision and execution for Premium & Wealth, maximizing CSAT, retention, and revenue across Coinbase's highest-value user segments Lead 24/7 global operations including SLAs, backlog management, DSAT recovery, and regulatory guardrails for high-stakes cases involving funds at risk, large AUC, and complex trading disputes Partner cross-functionally with CX Strategic Programs, CX Intelligence, Sales, Compliance, Legal, and Risk to resolve executive escalations, accelerate product adoption, and drive VIP engagement Drive operational compliance across trading workflows, client suitability, execution quality, and complaint resolution in close partnership with Trading leadership and Compliance Build, mentor, and develop a high-performing global organization of Concierges, Premium Inbound Specialists, and Supervisors, fostering a cu

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are seeking a Senior Product Manager to lead and shape Addepar’s Advisor experience for Registered Investment Advisors (RIAs). In this role, you will own the surface area, features, and capabilities designed specifically to empower wealth managers to acquire, retain, and advise their end-clients across web and mobile platforms. You will analyze early user feedback and adoption metrics to establish and execute a clear long-term roadmap. Sitting at the intersection of integrated ecosystem tools, like CRMs, Addepar data and technology, and AI, you will leverage artificial intelligence to turn platform data into tailored, context-aware insights for individual clients. Partnering closely with engineering, product design, user research, and client-facing teams, you will build and refine the tools and workflows that simplify daily operations for advisors. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Build a deep understanding of the Advisor persona within the RIA segment, l

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. Staff Product Manager, Prediction Markets (Sports) Location: Menlo Park, CA or New York, NY Job Type: Full-time About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Prediction Markets team’s mission is to create a compliant and engaging sports prediction platform where customers can trade on their knowledge. We are focused on building a seamless experience that brings the excitement of live sports data directly into our consumer application. Our team values deep collaboration, rigorous ethical standards, and high accountability for every product launch. We work closely with engineering, design, and compliance to bring these new sports prediction features to life! As a Staff Product Manager for Sports Prediction Markets, you will lead the strategy and product lifecycle for our sports-focused prediction tools. You will guide the product definition, plan for major sporting events, and design how we package and present live sports data to our users. In this role, you will partner directly with senior leadership and key executives, navigating high-visibility projects while balancing consumer preferences with fintech regulations. Your work will directly expand our product offerings and introduce prediction markets to millions of

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are seeking a Senior AI Engineer to join our AI Platform team. The AI Platform team is focused on enabling and building disruptive, innovative solutions to transform the wealth technology landscape with AI across our product suite and is growing quickly. As a Senior AI Engineer, you will be responsible for architecting, leading, and driving the execution of the core AI capabilities that power our platform. This is a high-impact role for an engineer who thrives on the frontier of applied AI and maintains a relentless focus on shipping. You will not just work with LLMs and agentic frameworks; you will own the end-to-end delivery of AI-native products, ensuring that cutting-edge AI systems are hardened into robust, scalable, and high-performance production systems. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role. What You’ll Do Drive the end-to-end execution and delivery of AI-native products, moving from initial prototype to scalable production services with high velocity Architect, build, and productionize core components of our AI platform – including: LLMs and the surrounding ecosystem (e.g., vector DBs, pr

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are seeking a Senior AI Engineer to join our AI Platform team. The AI Platform team is focused on enabling and building disruptive, innovative solutions to transform the wealth technology landscape with AI across our product suite and is growing quickly. As a Senior AI Engineer, you will be responsible for architecting, leading, and driving the execution of the core AI capabilities that power our platform. This is a high-impact role for an engineer who thrives on the frontier of applied AI and maintains a relentless focus on shipping. You will not just work with LLMs and agentic frameworks; you will own the end-to-end delivery of AI-native products, ensuring that cutting-edge AI systems are hardened into robust, scalable, and high-performance production systems. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role. What You’ll Do Drive the end-to-end execution and delivery of AI-native products, moving from initial prototype to scalable production services with high velocity Architect, build, and productionize core components of our AI platform – including: LLMs and the surrounding ecosystem (e.g., vector DBs, pr

About Capco Capco is a global business and technology consultancy dedicated exclusively to the financial services industry. Our consultants bring innovative thinking together with deep, first‑hand industry experience to help clients solve their most complex business and technology challenges. We partner with leading banks, capital markets firms, and wealth & investment managers to deliver transformation across finance, risk & compliance, regulatory change, and technology. With offices across major financial centres in North America, Europe, and APAC, Capco offers the opportunity to work on large‑scale, high‑impact programmes that shape the future of financial services. At Capco, collaboration, delivery excellence, and entrepreneurship define how we work and succeed. Role Overview The Project Manager will be responsible for leading the delivery of business and technology projects across Life, General, and/or Medical Insurance. The role will manage project planning, governance, stakeholder engagement, vendor coordination, risks, dependencies, and execution activities to ensure successful delivery of transformation initiatives. Working closely with business stakeholders, product owners, technology teams, vendors, and programme leadership, the Project Manager will drive project outcomes from mobilisation through implementation, ensuring delivery aligns with business objectives, timelines, budgets, and quality standards. Key Responsibilities 1) Project Planning & Delivery Lead end-to-end delivery of insurance transformation and technology projects. Develop and maintain detailed project plans, milestones, timelines, and delivery roadmaps. Define project scope, objectives, deliverables, and success criteria. Monitor project progress and proactively manage delivery risks and issues. Ensure projects are delivered on time, within budget, and to agreed quality standards. Support project mobilisation, implementation, and transition activities. 2) Stakeholder M

Job Title: Project Manager (Banking Domain) - UK Shift: About Us “Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the British Bank Award and has been ranked Top 100 Best Companies for Women in India 2022 by Avtar & Seramount . With our presence across 32 cities across globe, we support 100+ clients across banking, financial and Energy sectors. We are recognized for our deep transformation execution and delivery. WHY JOIN CAPCO? You will work on engaging projects with the largest international and local banks, insurance companies, payment service providers and other key players in the industry. The projects that will transform the financial services industry. MAKE AN IMPACT Innovative thinking, delivery excellence and thought leadership to help our clients transform their business. Together with our clients and industry partners, we deliver disruptive work that is changing energy and financial services. #BEYOURSELFATWORK Capco has a tolerant, open culture that values diversity, inclusivity, and creativity. CAREER ADVANCEMENT With no forced hierarchy at Capco, everyone has the opportunity to grow as we grow, taking their career into their own hands. DIVERSITY & INCLUSION We believe that diversity of people and perspective gives us a competitive advantage. MAKE AN IMPACT Experience: 8+ yr UK Shift 12:30 - 9:30 PM IST Key Responsibilities Own and drive end-to-end project delivery within the Wealth & Investment services domain. Manage project scope, timelines, budgets, dependencies, and quality standards. Identify, assess, and mitigate delivery risks and issues proactively. Engage and manage stakeholders across business, technology, and product teams. Coordinate cross-functional teams to ensure seamless execution and alignment with business objectives. Provide regular status updates, governance reporting, and executive-level communication. Ensure adher

Project Manager – Capital Markets Location: Edinburgh (Hybrid) | Practice Area: Capital Markets | Type: Permanent Help Shape Platform-Led Change in Financial Services The Role We’re looking for experienced Project Managers with deep insight into the business and operating models of wealth managers, asset managers, and investment platforms. You’ll work closely with top-tier clients on complex platform transformation and migration programmes—often involving systems like Aladdin, Avaloq, Cinqor, FNZ, and Charles River. This role requires not just project management skills, but a hands-on understanding of how investment firms run front to back. You'll also be expected to leverage approved AI tools, automation, and AI-enabled workflows to enhance project delivery, reporting, planning, and decision-making, while applying appropriate human judgement and governance throughout the project lifecycle. What You’ll Do Lead platform change and migration projects across front office, operations, and technology functions. Deliver end-to-end regulatory or strategic change across multiple workstreams and stakeholders, using AI-enabled ways of working where appropriate to improve delivery efficiency and insight. Own project governance, tracking and reporting—ensuring transparency and proactive risk management, leveraging approved AI tools and automation to support reporting, monitoring, and project controls while maintaining appropriate review and oversight. Collaborate with internal teams and client stakeholders to align priorities and ensure successful outcomes. Guide and support client teams through change adoption, training, and business readiness, championing responsible adoption of AI-enabled ways of working where aligned to client and organisational standards. What We’re Looking For Proven experience as a Project Manager in Capital Markets. Solid exposure to investment platforms or products—particularly Aladdin, Avaloq, Cinqor, FNZ, or Charles River. S

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. Robinhood's Internal Audit team provides independent, objective, and timely assurance on the effectiveness of our governance, risk management, and internal controls — helping strengthen the frameworks that keep Robinhood and its regulated entities running with integrity. We partner closely with Robinhood Markets (RHM) leadership, the Company's Board of Directors, and its Committees to surface risk insights and drive meaningful improvements across the business. RHM is the parent company of Robinhood's lines of business, including Brokerage, Crypto, and Cash services. We're looking for a Senior Manager, Crypto Operations to join the Internal Audit team and help us build a best-in-class audit practice for one of the most dynamic areas of our business. This role is based in our Menlo Park, CA and New York, NY offices, with in-person attendance expected at least 3 days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. What you'll do Execute audits within Operations, Compliance, and Technology for

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The People Partner team at Robinhood is a strategic partner to the business, helping build high-performing organizations that deliver on our ambitious goals. We partner closely with business leaders across geographies to build the frameworks, programs, and partnerships that help Robinhood operate at a global level — thoughtfully and fast. Our team works hand-in-hand with COEs, HRIS, and People Operations to deliver programs that are both locally relevant and globally consistent. We are a team that moves with urgency, thinks in systems, and never loses sight of the people at the center of everything we build! As a People Partner, you will be the first dedicated HR partner in the UK, supporting senior leaders and teams across Europe, Asia, and the Middle East and North Africa. As Robinhood continues to expand internationally, you'll play a critical role helping our leaders and People team build, evolve, and scale high-performing organizations across an increasingly complex global footprint. You'll serve as a trusted advisor to senior leaders — navigating decisions spanning talent, performance, org design, workforce planning, leadership effectiveness, employee relations,

About Paytm Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. Paytm Money is the wealth-tech arm of Paytm, enabling users to invest in mutual funds, equities, and derivatives seamlessly. Owned by One97 Communications, founded by Vijay Shekhar Sharma, the company is headquartered in Noida and backed by leading global investors. Key Responsibilities: Develop and maintain Enterprise Risk Management (ERM) frameworks Establish risk identification and assessment processes Create standardized risk taxonomies Assess materiality criteria for the risk universe Identify and analyze potential risks threatening organizational success Work with senior management to develop risk management strategies Conduct market and feasibility studies for strategic projects Implement robust internal control systems Technical Skills: Utilize financial and statistical tools for risk evaluation Design risk assessments, dashboards, and scorecards Monitor key risk indicators and emerging risks Develop contingency plans for potential threats Reporting and Governance: Provide risk oversight to senior management Create risk appetite statements Liaise with stakeholders and board members Ensure compliance with regulatory requirements Strong knowledge of risk management processes, preferably in a regulated financial institution, with the ability to work across organizational teams Why Join Us * High-impact role influencing both business outcomes and product direction. * Opportunity to work with rich customer and behavioral data at scale. * Direct exposure to leadership and strategic decision-making. * Data-driven culture with scope to shape how insights are used.

About AQR Capital Management AQR is a global investment management firm built at the intersection of financial theory and practical application. We strive to deliver superior, long-term results for our clients by seeking to filter out market noise to identify and isolate what matters most, and by developing ideas that stand up to rigorous testing. Underpinning this philosophy is an unrelenting commitment to excellence in technology — powering our insights and analysis. This unique combination has made us leaders in alternative and traditional strategies since 1998. AQR takes a systematic, research-driven approach, applying quantitative tools to process fundamental information and manage risk. Our clients include institutional investors, such as pension funds, insurance companies, endowments, foundations and sovereign wealth funds, as well as financial advisors. Your Role Conduct comprehensive and timely reviews of various materials, including but not limited to marketing and other client-facing material, client reports, research papers, webisodes, and social media content. Assess materials across multiple asset classes and investment strategies for compliance with applicable global regulations (e.g., SEC Rule 206(4)-1, FINRA Rule 2210, ESMA, FCA and non-US regulatory regimes) and internal firm policies. Apply expertise in the review of complex presentations, including hypothetical and back-tested performance, reviewing for regulatory compliance. Provide proactive, clear, and solution-oriented guidance to business development and investment professionals regarding compliant advertising and performance reporting practices. Interpret and communicate about relevant regulatory rules and developments, translating them into actionable compliance and business guidance. Maintain relevant industry and regulatory knowledge, including monitoring and providing feedback on relevant rulemaking initiatives, risk alerts and other regulatory matters. Assist with the impl

The Associate role is an intermediate-level position supporting the leadership of the Public Sector Group (PSG) in Asia. PSG serves key clients including central banks, sovereign wealth funds, public pension funds, and other government-affiliated entities across the region. This is a high-impact, highly visible role combining regional franchise management with industry expertise — leading coverage strategy, client, and segment prioritization, and providing public sector insights that enable country bankers across Asia to deepen client engagement and grow the business. The Associate is part of the regional hub team and is a key point of coordination across the broader network of ~40 bankers and partners. Responsibilities Franchise Management: Support the Regional Head in overseeing business performance across Asia, leading coverage strategy, client and segment prioritization, and key thematic initiatives across key client segments. Lead risk-return governance for non-presence countries and manage the regional hub team. Industry Coverage & Engagement : Support the hub team to serve as the regional industry expert for the Asia PSG franchise, providing sector insights and strategic guidance to country bankers to strengthen client engagement. Act as a resource and thought partner for local teams when engaging PSG clients on complex, thematic or cross-border topics. Internal Collaboration : Act as a key liaison between regional leadership, product partners, country teams, and global counterparts to ensure strategic alignment and seamless execution of business initiatives across the franchise. Liaise with other regions to ensure full global thought leadership and coordination. Risk & Governance : Appropriately assess risks when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, its clients and assets, by adhe

Who Are We HALA is a leading fintech player in the MENAP region that aims to redefine financial services and build the future bank of SMEs. HALA aims at empowering SMEs to start, run, and grow their businesses by providing them with cutting-edge financial and technological tools. HALA currently holds multiple entities in UAE, Saudi Arabia and Egypt (including HALA Payments and HALA Logistics) and offers solutions that enable merchants to digitize their payments as well as manage their sales and operations. Founded in 2017, HALA is currently licensed by the Saudi Arabian Central Bank. Job Summary Responsible for managing and enhancing the transaction monitoring framework to ensure timely detection, investigation, and escalation of suspicious activities in line with SAMA regulations and internal AML policies. The role oversees monitoring controls, alert management, quality assurance, and team performance to mitigate money laundering and terrorist financing risks JOB-SPECIFIC Responsibilities: Own and operate the AML/CTF monitoring function end to end, including customer acceptance, KYC, CDD, EDD, transaction monitoring, investigations, escalation, and ongoing risk management. Review customer onboarding and periodic KYC updates and obtain the required approvals for high-risk customers, PEPs, complex ownership structures, UBOs, and source of funds/source of wealth assessments, with clear documentation and audit-ready records. Design, maintain, review, test, and enhance transaction monitoring scenarios, rules, thresholds, and logic to ensure effective detection of money laundering and terrorist financing risks and continuous improvement of monitoring quality. Oversee alert handling and investigations lifecycle, ensuring timely review, sound analysis, proper documentation, and structured escalation of suspicious cases to the AML/CTF reporting function for submission to the FIU. Review and update customer risk ratings (low, medium, high) based on relevant internal and exte