Wealth Management Lead Jobs

Software Engineer - Avaloq About Capco Capco is a global technology and management consultancy specialising in driving transformation across the financial services industry. We combine deep industry knowledge with consulting, technology and delivery expertise to help our clients navigate complex change and build the financial services organisations of the future. If you are an experienced Avaloq professional looking to apply your specialist expertise to complex transformation initiatives within financial services, we would be interested in hearing from you. As a Senior Avaloq Developer engaged on a B2B basis, you will provide specialist Avaloq development services supporting complex technology initiatives for financial services clients. The engagement will focus on designing, developing and enhancing high-quality solutions across core banking and wealth management environments. You will collaborate with relevant project stakeholders and technical specialists to deliver agreed outcomes across implementation, integration, migration and platform enhancement initiatives. What You’ll Do · Design, develop, configure and enhance Avaloq solutions in line with agreed technical and business requirements. · Deliver high-quality Avaloq development across implementation, integration, migration and platform enhancement initiatives. · Analyse technical requirements, identify appropriate solutions and troubleshoot complex Avaloq issues. · Collaborate with client stakeholders, architects and other technology specialists to support effective delivery and integration across banking platforms. · Contribute technical expertise to code quality, solution design and knowledge sharing throughout the delivery lifecycle. What We’re Looking For · Strong commercial experience in Avaloq development, configuration and implementation within banking, wealth management or financial services. · In-depth knowledge of the Avaloq Banking Suite and relevant development tools, with strong Avaloq Co

Avaloq Business Analyst About Capco Capco is a global technology and management consultancy specialising in driving transformation across the financial services industry. We combine deep industry knowledge with consulting, technology and delivery expertise to help our clients navigate complex change and build the financial services organisations of the future. If you are an experienced Avaloq professional looking to apply your specialist expertise to complex transformation initiatives within financial services, we would be interested in hearing from you. About the Role As an Avaloq Business Analyst engaged with Capco, you will provide specialist business analysis and consulting services supporting Avaloq transformation initiatives for financial services clients. You will work closely with client stakeholders, technical specialists and project teams to understand business requirements, analyse processes and translate complex business needs into clear functional requirements and effective Avaloq solutions. The engagement may span Avaloq implementations, transformations, migrations and platform enhancements , giving you the opportunity to contribute your specialist expertise across complex banking and wealth management environments. This opportunity is intended for an independent professional operating through their own business . Services will be delivered under an agreed B2B contract, with appropriate independence and autonomy in the delivery of the contracted services. What You’ll Do Analyse client business requirements, processes and challenges and translate them into clear, actionable functional requirements for Avaloq solutions. Provide specialist business analysis and functional consulting expertise across Avaloq implementation, transformation, migration and platform enhancement initiatives. Facilitate requirements-gathering sessions and workshops with business and technology stakeholders to define business needs, processes, priorities and expected outcomes. Tra

Vise is hiring a Senior Client Success Associate to join our Account Management Team. You'll be a go-to resource for our financial advisor clients and a key part of Vise's operational core — working directly with custodians and acting as the liaison between clients and our Engagement Managers, Trading, and Investment Strategy teams to keep account onboarding, implementation, and day-to-day execution running smoothly. In this role, you'll learn our platform and internal systems inside out, monitor and handle client account activity, support trading operations, and maintain data accuracy across multiple tools. It's a strong fit for someone who thrives in a fast-paced environment, takes pride in operational excellence, and is eager to grow in fintech and investment management. This role is onsite in our SoHo, NYC office. What You Bring On Day One Minimum of 3-5 years of client operations-related role in wealth management, investment management, or a related financial services environment Strong attention to detail with the ability to stay organized and prioritize in a fast-moving setting Clear and confident communicator with excellent verbal and written communication skills both inside the organization, as well as externally with clients and other third parties Intellectually curious, independently resourceful, and thrives in a goal-oriented environment Quick learner who can adapt to new tools, processes, and product updates with ease Team-focused mindset, eager to collaborate and take initiative with others to resolve problems Experience with custodian platforms (such as Charles Schwab and Fidelity) is preferred Comfortable working with programming languages and interfaces (such as SQL, Retool, and Snowflake) is a plus A no task too small mindset What You Will Own Support Engagement Managers and the Trading team in delivering a high-touch client experience by addressing inquiries related to trading, portfolio management, and onboarding Manage the end-to-end portfolio

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 Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organization. Working very closely with Sales and key partners, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to generate and hunt for new business opportunities to fuel our growth across the wealth management, family office, private banking, and global investment management market segments. The ideal candidate will be passionate about finance and disruptive technology; have a sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter. 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 Generate new business opportunities to fuel Addepar’s growth Create and prioritize strategic target account lists and account attack plans within a defined territory Research and build new accounts

Avaloq Software Engineer About Capco Capco is a global technology and management consultancy specialising in driving transformation across the financial services industry. We combine deep industry knowledge with consulting, technology and delivery expertise to help our clients navigate complex change and build the financial services organisations of the future. If you are an experienced Avaloq professional looking to apply your specialist expertise to complex transformation initiatives within financial services, we would be interested in hearing from you. About the Role As a Senior Avaloq Developer engaged on a B2B basis, you will provide specialist Avaloq development services supporting complex technology initiatives for financial services clients. The engagement will focus on designing, developing and enhancing high-quality solutions across core banking and wealth management environments. You will collaborate with relevant project stakeholders and technical specialists to deliver agreed outcomes across implementation, integration, migration and platform enhancement initiatives. This opportunity is intended for an independent professional operating their own business. Services will be provided under an agreed B2B contract, with appropriate independence and autonomy in the delivery of the contracted services. What You’ll Do · Design, develop, configure and enhance Avaloq solutions in line with agreed technical and business requirements. · Deliver high-quality Avaloq development across implementation, integration, migration and platform enhancement initiatives. · Analyse technical requirements, identify appropriate solutions and troubleshoot complex Avaloq issues. · Collaborate with client stakeholders, architects and other technology specialists to support effective delivery and integration across banking platforms. · Contribute technical expertise to code quality, solution design and knowledge sharing throughout the delivery lifecycle. What We’re Look

Avaloq Business Analyst About Capco Capco is a global technology and management consultancy specialising in driving transformation across the financial services industry. We combine deep industry knowledge with consulting, technology and delivery expertise to help our clients navigate complex change and build the financial services organisations of the future. If you are an experienced Avaloq professional looking to apply your specialist expertise to complex transformation initiatives within financial services, we would be interested in hearing from you. About the Role As an Avaloq Business Analyst engaged with Capco, you will provide specialist business analysis and consulting services supporting Avaloq transformation initiatives for financial services clients. You will work closely with client stakeholders, technical specialists and project teams to understand business requirements, analyse processes and translate complex business needs into clear functional requirements and effective Avaloq solutions. The engagement may span Avaloq implementations, transformations, migrations and platform enhancements , giving you the opportunity to contribute your specialist expertise across complex banking and wealth management environments. This opportunity is intended for an independent professional operating through their own business . Services will be delivered under an agreed B2B contract, with appropriate independence and autonomy in the delivery of the contracted services. What You’ll Do Analyse client business requirements, processes and challenges and translate them into clear, actionable functional requirements for Avaloq solutions. Provide specialist business analysis and functional consulting expertise across Avaloq implementation, transformation, migration and platform enhancement initiatives. Facilitate requirements-gathering sessions and workshops with business and technology stakeholders to define business needs, processes, priorities and expected outcom

Joining Capco means becoming part of an innovative and dynamic consultancy firm, committed to fostering an inclusive environment where you are encouraged to #BeYourselfAtWork. We embrace individuality as a key factor in promoting diversity and inclusion, values that sit at the core of our success. We aim to attract a wide variety of talented professionals with different skills and experiences. If you require any adjustments to support your application process, please feel free to inform us at any stage. ABOUT CAPCO Capco is a global technology and business consultancy that is passionate about supporting clients in the financial services sector to grow and succeed in today's ever-changing world. We are: Experts in banking, capital markets, payments and asset and wealth management. Trusted advisors in core banking, securities and wealth management transformation, regulatory change, risk management and technology modernization. A company dedicated to continuous development and excited to welcome top talent to help us drive innovation and deliver lasting results. A business built on agility, collaboration, and entrepreneurial spirit. THE ROLE We are looking for experienced Cutover Managers to join a major core banking transformation for a Swiss private bank . As part of the central Cutover team, you will help plan and orchestrate the transition from the bank’s legacy environment to its new core banking platform. This is a highly cross-functional role spanning business, technology, data migration, infrastructure, applications, testing, operations, and vendors. You will help turn a complex transformation into a controlled, executable and auditable cutover plan . Successful Cutover Managers combine a strong understanding of the overall transformation with the ability to work through detailed activities and dependencies. You will bring structure to ambiguity, connect information across workstreams, identify gaps early, and drive clear ownership and decisions. YOUR CAP

About Groww: We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession is in our DNA. Every product, every design, every algorithm down to the tiniest detail is executed keeping the customers’ needs and convenience in mind. Our people are our greatest strength. Everyone at Groww is driven by ownership, customer-centricity, integrity and the passion to constantly challenge the status quo. Are you as passionate about defying conventions and creating something extraordinary as we are? Let’s chat. Our Vision Every individual deserves the knowledge, tools, and confidence to make informed financial decisions. At Groww, we are making sure every Indian feels empowered to do so through a cutting-edge multi-product platform offering a variety of financial services. Our long-term vision is to become the trusted financial partner for millions of Indians. Our Values Our culture enables us to be what we are — India’s fastest-growing financial services company. It fosters an environment where collaboration, transparency, and open communication take center-stage and hierarchies fade away. There is space for every individual to be themselves and feel motivated to bring their best to the table, as well as craft a promising career for themselves. The values that form our foundation are: Radical customer centricity Ownership-driven culture Keeping everything simple Long-term thinking Complete transparency Key Responsibilities PMS Compliance: Ensure compliance with applicable PMS regulations, including onboarding, online offerings, approval workflows, advertising, segregation of activities, and monitoring of investment and operational compliance. Wealth Management Compliance: Manage compliance requirements related to the distribution of financial products and wealth management services.

As an Engagement Manager at Vise, you'll be an indispensable resource for our clients. You will oversee and manage multiple client relationships, helping ensure onboarding, implementation, and ongoing adoption of the Vise platform are smooth and efficient. As part of this role, you will learn and understand the intricate details of our platform as well as maintain a deep understanding of each of our clients’ business concerns and act as their internal advocate to ensure their needs are met. Your relationship with our clients will be facilitated with an entrepreneurial, big-picture mindset, while remaining detail oriented and focused on internal KPIs and helping clients achieve their stated goals. This role is onsite in NYC, in our SoHo office. What you bring on day one 3-7 years of experience in an account management, client relationship or sales role in financial services Experience with and general understanding of the RIA industry framework and wealth management Consulting and understanding an advisors primary business model as well as current and future needs Knowledge of advisory practices, typical investment strategies & RIA aggregators a plus Ability to communicate the information and benefits associated with various investment strategies Excellent verbal and written communication skills both externally with clients and other third parties as well as inside the organization. Intellectually curious, independently resourceful, and thrives in a goal-oriented environment Able to switch focus quickly to address the needs of multiple clients and/or internal projects Bachelor’s degree with an excellent record What you will own Manage advisor relationships within currently signed partners Drive additional revenue opportunities within our partner advisory firms Advisory clients ongoing needs for long-term success with the Vise platform Facilitate active client engagement and identify upsell opportunities Act as an expert between the client and the Vise

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 currently seeking a staff software engineer to join Addepar's Files Platform team! This team is responsible for Addepar's enterprise file management platform — building the distributed systems that power secure file storage, access control, and third-party integrations for wealth management firms. In this role, you'll tackle challenges at the intersection of distributed systems, event-driven architectures, and enterprise-scale access control — designing solutions that scale from small advisory firms to the largest wealth managers in the world. We want people who

Job Description: Role: Relationship Manager – MTF HNI Segment Objective of the Role Drive growth, acquire new customers, activation, and retention of HNI MTF clients by building strong relationships, improving engagement, and increasing capital deployment across the MTF book. Key Responsibilities 1. HNI Client Engagement Own a portfolio of HNI MTF clients Drive regular engagement through calls, messages, and structured outreach Educate clients on MTF usage, leverage opportunities, and platform features 2. Revenue & Book Expansion Increase MTF utilization among assigned clients Identify upsell opportunities across equity + MTF Improve wallet share per client 3. Activation & Retention Reactivate dormant HNI users Reduce churn in high-value segments Ensure consistent usage of MTF facility 4. Relationship Management Act as single point of contact for assigned HNI users Resolve queries in coordination with support/product teams Build trust and long-term engagement 5. Market Intelligence Gather user feedback and competitive insights Share patterns from HNI cohort behavior with product/growth teams Desired Profile Experience in brokerage, wealth management, or trading platforms preferred Strong communication and persuasion skills Comfort with high-frequency client interaction Execution-focused and target-driven mindset KPIs for Success Increase in MTF activation rate among HNI users Acquire new HNI customers Growth in average book size per HNI client Improvement in retention / reduced churn in HNI cohort Revenue contribution from managed cohort Competitors : Angel One, Upstox, HDFC securities, ICICI securities, Axis Securities, Zerodha, Groww, Motilal, Coin DCX, and similar companies.

At Snowflake, we are powering the era of the agentic enterprise. To usher in this new era, we seek AI-native thinkers across every function who are energized by the opportunity to reinvent how they work. You don’t just use tools; you possess an innate curiosity, treating AI as a high-trust collaborator that is core to how you solve problems and accelerate your impact. We look for low-ego individuals who thrive in dynamic and fast-moving environments and move with an experimental mindset — who rapidly test emerging capabilities to discover simpler, more powerful ways to deliver results. At Snowflake, your role isn't just to execute a function, but to help redefine the future of how work gets done. We are looking for a Principal Solution Engineer for the UK market who can solve our customer’s most complex problems. In this role you will work directly with the account sales team and channel partners to understand the needs of our customers, strategize on how to best support them in their evaluation and ultimately help our customers choose Snowflake as their solution. As a Snowflake Solution Engineer you share our passion for solving complex data challenges and helping organizations to get the most out of their data assets. Our technical landscape is ever evolving and you are keen to learn new skills and put them into practice on real world challenges. You are able to translate features and functions into solutions that solve business problems, in conversations with technical or business teams, with end users or executives. In this role you will get to: Present Snowflake’s technology and vision to executives and technical contributors at prospects and customers Work hands-on with prospects and customers to demonstrate and communicate the value of Snowflake technology throughout the sales cycle, from demo to proof of concept to design and implementation Create and develop technical champions in your accounts to drive deals and achieve a technical win Be at the cutting ed

AI Business Analyst - Wealth & Asset Management Location: London (Hybrid) | Practice Area: Wealth & Asset Management | Type: Permanent Help shape the future of wealth and asset management through client-led transformation, thoughtful delivery, and meaningful commercial impact. **Please note WAM experience is essential for this role** The Role We are looking for a collaborative and commercially minded consultant to support clients across the Wealth & Asset Management sector. You will work on strategic and operational challenges that improve client experience, strengthen delivery, and support business growth. What You’ll Do Support wealth and asset management clients on transformation initiatives across advisory, operations, and digital change. Help define and deliver practical solutions that improve client journeys, strengthen governance, and create measurable outcomes. Work closely with senior stakeholders to shape project direction and support successful delivery. Contribute to business development through insight, analysis, and a strong understanding of the WAM market. Build trusted relationships with clients and colleagues through clear communication and consistent execution. What We’re Looking For Experience in wealth and asset management , financial services, or a closely related consulting environment. Strong stakeholder management skills and the ability to work effectively across multidisciplinary teams. Commercial awareness and a good understanding of the pressures facing WAM firms. A structured, analytical approach with the ability to turn complexity into clear actions. A collaborative mindset and the confidence to contribute in a fast-moving, client-facing environment. Bonus Points For Experience supporting transformation programmes in wealth, asset management , or investment operations. Knowledge of regulatory, operating model, or client journey change within WAM. Familiarity with agile delivery, process improvement, or business analysis

Joining Capco means joining an organisation that is committed to an inclusive working environment where you’re encouraged to #BeYourselfAtWork. We celebrate individuality and recognize that diversity and inclusion, in all forms, is critical to success. It’s important to us that we recruit and develop as diverse a range of talent as we can and we believe that everyone brings something different to the table – so we’d love to know what makes you different. Such differences may mean we need to make changes to our process to allow you the best possible platform to succeed, and we are happy to cater to any reasonable adjustments you may require. You will find the section to let us know of these at the bottom of your application form or you can mention it directly to your recruiter at any stage and they will be happy to help. About CAPCO Capco is a global technology and business consultancy, focused on the financial services sector. We are passionate about helping our clients succeed in an ever-changing industry. We are/have: Experts in banking and payments, capital markets and wealth and asset management Deep knowledge in financial services offering, including e.g. Finance, Risk and Compliance, Financial Crime, Core Banking etc. Desire in growing our business and hiring the best talent to help us get there Focused on maintaining our nimble, agile and entrepreneurial culture ROLE DESCRIPTION Capco are looking for experienced Business Analysts across multiple levels. This role offers the chance to advise and deliver change projects as part of a long-term strategic partnership with financial institutions. These particular roles sit within our Wealth & Asset Management Domain and will see you partner with some of the biggest Wealth Managers in Scotland. The preferred candidate will be expected to: Be a self-motivator working in a team of Capco and client colleagues Work closely with stakeholders (both technical and non-technical)

CAPCO POLAND Capco Poland is a global technology and management consultancy specializing in driving digital transformation across the financial services industry. We are passionate about helping our clients succeed in an ever-changing industry. We also are: Experts in banking and payments, capital markets, wealth and asset management Focused on maintaining our nimble, agile, and entrepreneurial culture Committed to growing our business and hiring the best talent to help us get there The Role As a Senior Business Analyst , you will provide consulting expertise to clients delivering large-scale Cards transformation initiatives across the banking sector. Drawing on your experience in Cards & Payments, you will help clients define business priorities, optimise operating models, and translate complex business challenges into practical, scalable solutions that support successful transformation. Working closely with business stakeholders, architects, and delivery teams, you will bring a strategic consulting perspective to business analysis, solution design, and transformation planning. A strong background in Cards platforms is essential, while experience with VisionPLUS (Visiona) or similar enterprise card processing solutions will be considered a distinct advantage. What You'll Do Partner with clients to shape and deliver business analysis for strategic Cards transformation programmes, ensuring business objectives are aligned with practical implementation approaches. Analyse business capabilities, operating models, and processes to identify opportunities for optimisation and support the successful adoption of modern Cards solutions. Facilitate workshops and stakeholder discussions to define business requirements, resolve complex challenges, and build alignment across business and technology teams. Assess the impact of business and technology change, identifying key risks, dependencies, and organisational considerations to support informed decision-making throughout th