Wealth Management Lead Jobs

CAPCO POLAND *We are looking for Poland based candidate. At Capco Poland, we’re not just another consultancy - we’re the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we thrive on helping clients tackle the toughest challenges across banking, payments, capital markets, wealth, and asset management. Role Purpose The Kondor+ Integration, Data & Database Consultant will be responsible for the integration, data migration and database-related activities required as part of the Kondor+ / Fusion Kondor upgrade . The role will analyse the existing Kondor+ integration and data landscape, assess impacts introduced by the target Kondor+ release, implement or coordinate required interface changes, support database upgrade/migration activities, and ensure the completeness and integrity of data throughout the upgrade. The consultant will work closely with the Kondor+ Solution Architect, Technical Consultants, Functional Consultants, client DBA/infrastructure teams and downstream application owners. Key Responsibilities Kondor+ Integration Analyse the existing Kondor+ integration landscape , covering inbound and outbound interfaces. Assess the impact of the Kondor+ upgrade on existing interfaces, APIs, message structures, file exchanges and integration components. Design and implement or coordinate required modifications to Kondor+ interfaces. Support integration between Kondor+ and surrounding systems such as: Market data providers Electronic trading platforms Payment and settlement systems SWIFT/messaging platforms Core banking systems General Ledger and accounting platforms Risk and regulatory systems Data warehouses and reporting platforms Analyse and troubleshoot failed Kondor+ interfaces and data-processing issues. Validate end-to-end STP flows through Kondor+ and downstream applications. Support API, messaging, middleware and file-based integrations used by Kondor+. Support inter

CAPCO POLAND *We are looking for Poland based candidate. At Capco Poland, we’re not just another consultancy - we’re the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we thrive on helping clients tackle the toughest challenges across banking, payments, capital markets, wealth, and asset management. Role purpose Perform hands-on technical implementation of the Kondor+ upgrade, including installation/configuration, technical remediation, custom development, interfaces, batch processes and defect resolution. Key responsibilities Install, configure and upgrade Kondor+ components across project environments. Execute technical upgrade procedures. Analyse and remediate Kondor+ custom developments affected by the target version. Configure technical components and services. Develop/modify Kondor custom components where required. Analyse Kondor logs and troubleshoot application issues. Support Kondor database-related scripts and configuration. Modify and validate Kondor interfaces. Support batch/EOD processing and scheduling. Perform unit and component testing. Resolve technical defects identified during SIT/UAT. Produce installation, configuration and deployment documentation. Support migration rehearsals and production cutover. Provide technical hypercare following go-live. Required experience Hands-on Kondor+ technical/development experience — mandatory. Kondor installation/configuration experience. Experience with Kondor technical architecture and application components. Experience developing or maintaining Kondor customizations. Strong SQL/database skills in a Kondor environment. Unix/Linux and shell scripting. Experience with APIs, messaging and file-based Kondor interfaces. Experience diagnosing Kondor logs, batch failures and performance problems. #LI-REMOTE

CAPCO POLAND *We are looking for Poland based candidate. At Capco Poland, we’re not just another consultancy - we’re the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we thrive on helping clients tackle the toughest challenges across banking, payments, capital markets, wealth, and asset management. Role purpose Responsible for analysing, configuring and validating Kondor+ Back Office and post-trade processing during the upgrade, ensuring continuity of trade lifecycle, confirmation, settlement, payment and STP processes. Key responsibilities Assess the impact of the Kondor+ upgrade on existing Back Office processes and configurations. Analyse Kondor+ trade lifecycle and event processing. Validate trade enrichment, validation and post-trade workflows. Configure/test confirmations, settlements, payments, netting and matching processes. Validate Kondor+ interfaces to payment, settlement, confirmation and messaging platforms. Review SWIFT / ISO 20022 processing where applicable. Validate lifecycle events such as resets, fixings, maturities, exercises, settlements and amendments. Analyse failed trades/events and identify Kondor+ configuration or integration issues. Validate Kondor+ EOD/BOD and batch-processing dependencies affecting Back Office. Define BO regression scenarios and expected results. Support SIT, UAT, migration rehearsals, cutover and hypercare. Perform reconciliation between pre-upgrade and post-upgrade processing/results. Required experience Proven Kondor+ / Fusion Kondor Back Office experience. Detailed understanding of Kondor+ post-trade processing. Knowledge of confirmation, settlement and payment workflows. Understanding of Kondor+ events and trade lifecycle. Experience troubleshooting Kondor+ Back Office processing. Good knowledge of treasury instruments and settlement conventions. Experience with SWIFT/payment interfaces in a Kondor environment. Highly desirab

CAPCO POLAND *We are looking for Poland based candidate. At Capco Poland, we’re not just another consultancy - we’re the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we thrive on helping clients tackle the toughest challenges across banking, payments, capital markets, wealth, and asset management. Role purpose The Kondor+ Front Office Functional Consultant will support the functional analysis, configuration, upgrade and validation of the client's Kondor+ / Fusion Kondor / Kondor by Teciem platform, with primary responsibility for Front Office trading, pricing, position management and associated treasury workflows. The consultant will act as the bridge between Treasury/Trading users and the Kondor+ technical team, ensuring that existing business processes, configurations and customizations continue to operate correctly following the upgrade. Key responsibilities Perform functional impact assessment of the Kondor+ upgrade across Front Office functionality. Analyse existing Kondor+ configuration, workflows, deal capture, pricing and position-management functionality. Review release changes and identify potential impacts on existing Kondor+ functionality and customizations. Configure and validate Kondor+ Front Office functionality in upgraded environments. Support treasury products including, depending on client scope, FX, Money Markets, Fixed Income, Repos, Interest Rate Derivatives, FX Derivatives and other OTC products . Validate trade capture, pricing, valuation, cashflows, P&L, sensitivities and position calculations within Kondor+. Review Kondor+ static/reference data relevant to Front Office processes. Analyse Front Office interfaces including market data, electronic trading and downstream trade feeds. Define functional test scenarios and expected results for Kondor+ regression testing. Support SIT, UAT, dress rehearsals and production cutover. Investigate differences

Citi Ventures is the strategic investing and innovation arm of Citi, focused on investing in emerging technologies and supporting innovation across the firm through three core verticals: Strategic Investing: Sources and executes minority investments in innovative, early-stage companies to support and accelerate innovation across Citi. Partnerships & Venture Development: Helps commercialize Citi products and intellectual property through partnerships, and other strategic initiatives. Business Development: Drives cross-enterprise engagement across Citi’s franchise, connecting capabilities, partnerships, and opportunities across Wealth, CCB, and other businesses. The Investor Operations team supports these core Citi Ventures verticals by providing operational, governance, analytical, and program management support. The team helps drive consistency across Venture Investing activities, enhance operational effectiveness, and support key strategic initiatives and process improvements. This role offers a unique opportunity to gain exposure to venture investing, portfolio management, commercialization, business management, and business development activities while working closely with a broad range of stakeholders across Citi Ventures and partner functions including Finance, Controllers, Legal, Compliance, Risk, and Operations. The successful candidate will support efforts to improve coordination, transparency, efficiency, and consistency across Citi Ventures and work closely with leadership and key partners across the firm to drive operational excellence and meanin

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 As Sales Manager, you will lead and develop a team of Account Executives managing consultative sales cycles with our Wealth Managers, Multi-Family Offices, and Family Offices. We are looking for a proven sales leader who exemplifies our values around client centricity and has a demonstrated track record of building, coaching, and scaling high-performing account executive teams. In this role, you will develop and implement strategies that help Addepar grow new annual recurring revenue and advise our mid-tier clients. This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Experience & Success, Account Management, and R&D to deliver trusted and scalable solutions. The candidate will demonstrate strong sales leadership and coaching skills coupled with a genuine curiosity to learn and a passion for building an extraordinary team. The Sales Manager is empowered and responsible for leading their team to quota achievement and multi-year client contracts. 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 At Addepar you will have the opportunity t

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 mission of the Investor Relations team at Robinhood is to help the company's stock price reflect its intrinsic value over time. To do this, the team focuses on building investor understanding through clear and transparent disclosures, increasing investor confidence through regular access to management, and sharing investment community perspectives with leadership to inform strategic and operational decision-making. We work closely with Finance, Corporate Communications, Legal, and the business to execute a best-in-class IR program. We're looking for an experienced Manager of Investor Relations to join our team and contribute across every part of Robinhood's IR program. Reporting to the Director of Investor Relations, you'll work directly with the CEO and CFO on earnings, investor marketing, and external disclosures — playing a high-visibility role at a pivotal moment in Robinhood's growth as a public company. This role is based in our New York, NY office, with in-person attendance expected 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, ener

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 Brokerage Platform org is the backbone of everything Robinhood trades, clears, and settles. It is the underlying infrastructure that powers every equities trade, every options contract, every event contract, and every crypto transaction that moves through our platform — and it is the foundation on which Robinhood's most important business lines are built. The org spans four deeply interconnected teams: Market Data & Symbology (the real-time and reference data layer that the entire product experience depends on), Trading Platform (core order routing, execution management, and bulk order systems), Clearing (settlement, margin, security lending, cash sweep, and the full back-office operations stack), and Brokerage Infrastructure (the platform layer that enables every product team to move faster through abstractions, reliability investments, and next-generation stack modernization). This org operates 24 hours a day around critical market functions — from market open to trade settlement — and when things go wrong, it matters. As the Director of Engineering, Brokerage Platform , you will lead one of Robinhood's largest and most consequential engineering organizations. You

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 Procurement and Vendor Management Office (VMO) is Robinhood's central team for engaging and managing third-party vendors and partners across the company. We manage complex commercial relationships for Robinhood. We partner closely with Legal, Risk, Finance, and business leaders to help Robinhood source, negotiate, and manage vendor and partner relationships that power our products and operations. Our team values speed, commercial rigor, and risk-intelligent decision-making in equal measure. Our world-class, data-driven strategic sourcing function is key to Robinhood's growth. You'll work alongside the smartest sourcing and contracting specialists who understand the marketplace well, take ownership of their categories, and fluently use AI to deliver great results, fast! It's a collaborative, high-accountability team where your expertise directly shapes how Robinhood spends and protects its resources! As a Senior Sourcing Manager, you'll own end-to-end sourcing and contracting for a portfolio of vendor categories, run market research, perform competitive bidding, lead negotiations, and drive contract execution. You'll partner directly with senior Business Owners, Com

Join Capco – Build the Future of Financial Services At Capco , we believe in being more than just consultants – we are active participants who drive transformation in the global financial services industry . Here, you won't just build your career, but shape the future of the banking sector. We foster a unique environment where our forward-thinking, passionate experts are empowered to innovate and collaborate, solving some of the industry's most complex challenges. We work hand-in-hand with clients in areas such as Banking, Capital Markets, Finance Risk & Compliance, Insurance, and Wealth & Investment Management to drive meaningful change and seize opportunities. Ready to make an impact? Learn more at capco.com . Your Career. Your Journey. At Capco, we encourage you to own your career path . We’re looking for high-performing individuals who are driven to reach their full potential and take their expertise to the next level. Now’s the time to start writing the next chapter of your professional story with us. We are looking for a Business Process Consultant to become part of our innovative team within Banking & Financial Services . About the Role: Business Process Consultant As a Business Process Consultant at Capco, you will play a key role in driving impactful change for our clients. You will have the opportunity to work with leading global banks and financial institutions to define, analyze, and optimize business processes that help organizations remain agile and competitive. What You'll Be Doing: Lead Problem Solving : Use your expertise to address client challenges and identify solutions to enhance business processes. Collaborate : Work as a Project Manager or interface with stakeholders and business users to scope, analyze, and define functional and business requirements. Drive Direction & Oversight : Set project goals and direction, oversee progress, and ensure the delivery of high-impact deliverables. Bridge Bu

Join Capco – Build the Future of Financial Services At Capco , we believe in being more than just consultants – we are active participants who drive transformation in the global financial services industry . Here, you won't just build your career, but shape the future of the banking sector. We foster a unique environment where our forward-thinking, passionate experts are empowered to innovate and collaborate, solving some of the industry's most complex challenges. We work hand-in-hand with clients in areas such as Banking, Capital Markets, Finance Risk & Compliance, Insurance, and Wealth & Investment Management to drive meaningful change and seize opportunities. Ready to make an impact? Learn more at capco.com . Your Career. Your Journey. At Capco, we encourage you to own your career path . We’re looking for high-performing individuals who are driven to reach their full potential and take their expertise to the next level. Now’s the time to start writing the next chapter of your professional story with us. We are looking for a Business Process Consultant to become part of our innovative team within Banking & Financial Services . About the Role: Business Process Consultant As a Business Process Consultant at Capco, you will play a key role in driving impactful change for our clients. You will have the opportunity to work with leading global banks and financial institutions to define, analyze, and optimize business processes that help organizations remain agile and competitive. What You'll Be Doing: Lead Problem Solving : Use your expertise to address client challenges and identify solutions to enhance business processes. Collaborate : Work as a Project Manager or interface with stakeholders and business users to scope, analyze, and define functional and business requirements. Drive Direction & Oversight : Set project goals and direction, oversee progress, and ensure the delivery of high-impact deliverables. Bridge Bu

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 Customer Care, Government Products team supports industry-changing products in collaboration with the U.S. Government, expanding financial access for millions of Americans. This role leads end-to-end Customer Care workstream management for Trump Accounts, developed and managed on behalf of the U.S. Department of the Treasury in partnership with BNY. The Program Manager is the single point of accountability for keeping the program's contact center obligations — to BNY, the U.S. Treasury, and Robinhood's own Legal, Compliance, Operations, Finance, Security, and Engineering teams — running on schedule and in good standing. This role is based in our Denver, CO, Westlake, TX, or Chicago, IL office(s), 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 Lead end-to-end Contact Center program management for complex, cross-functional initiatives — scope, milestones, success metrics, governance structures from kickoff thr

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 Internal Audit function at Robinhood provides independent, objective, and timely assurance on the effectiveness of governance, risk management, and internal controls — helping to strengthen the organization's overall control ecosystem. Our team oversees governance across the Company and its regulated entities, and facilitates the communication of risk management information between RHM leadership and the Board of Directors and its Committees. We work closely with cross-functional partners across Brokerage, Crypto, Security, and Engineering to drive meaningful improvements to the control environment. We're a collaborative, high-performing group of auditors who take their work seriously — and love what they do! As an Internal Audit Senior Associate , you will play a key role in executing internal audits for Robinhood's International Entities, spanning Brokerage and Crypto products and integrated audits across multiple lines of business and jurisdictions. You will be a technically skilled, collaborative, and analytical professional with a strong understanding of risks, controls, and processes in a regulated Fintech setting. You'll contribute across the full audit lifecycle

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. Our Core Data Engineering team is responsible for designing and building all foundational datasets used across Robinhood and within our operational business areas. We build the foundational data models and core data layers that are consumed by downstream users, ensuring high data quality and reliability. We also develop internal data and AI tooling that enables teams across the company to scale their data development workflows efficiently. Our team collaborates with engineering, product, brokerage, crypto, and marketing teams to expand and grow Robinhood's products around the world ! We also partner with Machine Learning teams to build robust training datasets that power intelligent product features. As the Engineering Manager for our Toronto Data Engineering team, you will lead a team of exceptional engineers and drive the execution of key data initiatives. In this role, you will balance technical leadership with people management, dedicating approximately 60% of your time coaching and 40% to hands-on technical contributions, such as code and architecture reviews. You will drive roadmap planning and establish clear goals for the team, particularly as we expand into new mark

Agency Securities Lending Trader – Securities Finance - New York Securities Finance encompasses the Agency Securities Lending (ASL), Directed Agent Investment Services (DAIS), and Collateral products within the Execution Services division of Investor Services. The business partners with institutional investors to enhance their portfolio returns through intrinsic value securities lending, liquidity management, and collateral optimization. Citi's key strengths include unsurpassed global branch network, robust risk management, real-time controls, product innovation, dynamic reporting, and market thought leadership. The business is seeking a securities lending trader to work in New York. Citi provides 24-hour trading coverage and client services through its business locations in Sydney, Hong Kong, Singapore, London, Dublin, New York, and Tampa. Citi’s strategic presence in these locations is designed to align our business with our client base and provide a platform to target new client mandates. Our traders execute transactions for leading global institutional investors including Sovereign Wealth Funds, Pension Funds, Insurance Companies, ETF Issuers, and Mutual Funds. Leveraging our market-leading combination of securities lending expertise, local branch network, and breadth and depth of supply enables us to create mutually beneficial opportunities for both lenders and borrowers alike. RESPONSIBILITIES: Develop and maintain relationships with borrowers to optimize our clients’ securities lending portfolio performance. Adhere to risk & control guidelines specifically as it relates to counterparty credit limits, best execution, and fiduciary obligations. Identify and present trading opportunities to capitalize on special situations and latent holdings. This includes the assessment of voluntary corporate action events such as Rights, Tenders, Buybacks, and Scrip/DRP options.