Wealth Management Lead Jobs

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’s Enterprise Sales team partners with some of the largest wealth management firms in the U.S. and globally, including many listed on the Barron’s Top 40. As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a small set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions. You will act as the business owner for your accounts , setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; you’ll help shape how leading firms evolve their advisor and client experience through technology. You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth. 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 b

Scale is at the forefront of the AI revolution, working with some of the largest companies in the world to unlock the potential of Generative AI for their business. We develop bespoke solutions that leverage our customer’s proprietary data and expertise to transform their businesses with AI. We work with them to understand the biggest levers for their business and then forward deploy with their teams to build cutting edge solutions. The applications we build are powered by the Scale GenAI Platform, a full stack product to build, test and deploy cutting edge agents. Some examples of GenAI applications we build are: Content-generation systems that enable sales teams to be more effective and efficient. Highly customized wealth management copilots that make advisors more effective by helping them tap into their knowledge bases quickly and accurately. Text2SQL business intelligence applications to make analysts more efficient and embed a culture of data-driven decision-making. We are seeking an experienced product manager to join our team and play a pivotal role in building AI solutions with and for our customers. The ideal candidate will have a strong understanding of software engineering principles and practices and deep experience with ML/AI application development. You will be responsible for owning large AI projects for one or many customers. You will: Develop enterprise grade solutions that leverage cutting edge AI to drive business value at world class companies across many industries. Work with executives at Scale and our customers to determine and execute the product strategy of the business. Own end-to-end product development by understanding customer pain points, defining product requirements, managing development, testing, and launches. Lead cross-functional teams including engineering, product design, operations, marketing, go-to-market and finance. Develop a point of view and execute on turning the solutions we build into repeatable softwa

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’s Enterprise Sales team partners with some of the largest wealth management firms globally, including many listed on the Barron’s Top 40. As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a small set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions. You will act as the business owner for your accounts , setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; you’ll help shape how leading firms evolve their advisor and client experience through technology. You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth. What You’ll Do Own and grow strategic relationships - Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio. Lead consultative enterprise sales cycles -

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 As a Temenos Configuration Specialist - Payments, you will play a key role in delivering a complex core banking and payments transformation for a leading Swiss financial institution. You will focus on the functional configuration, integration, testing, and deployment of Temenos payment capabilities, including Temenos Payments / Payments Hub and related Temenos Transact components. Working at the intersection of payments operations, business analysis, architecture, and technology, you will translate business requirements into robust configuration solutions that support secure, resilient, and highly automated end-to-end payment processing. YOUR CAPCO DAY Configure payment products, processing rules, workflows and orchestration, routing, fees and charges, cut-off times, priorities, limits, exception handling, and settlement parameters

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 Precompute Platform Lead to own and scale Addepar's precompute layer — the platform that pre-calculates financial analytics and transparently integrates precomputed and real-time results, delivering step-change improvements in query latency and concurrency for enterprise-scale wealth management firms. The team operates on terabyte-scale datasets, leveraging vector-oriented programming and distributed systems to enable sub-second performance. You will lead the evolution of this capability from targeted use cases to a platform-wide performance layer — solving hard problems in incremental computation, vectorised processing, and distributed data architecture as you scale. 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 Own the precompute platform roadmap in partnership with Product and engineering leadership, defining and meeting aggressive performance KPIs for daily processing, incremental processing, and query latency across enterprise clients Architect, implement, and maintain engineering solutions to solve sophisticated problems; reduce complexity through the adoption of strateg

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities: Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect a

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities: Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect a

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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

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 highly experienced Backend Software Engineer with a strong Java background to join our Trading suite of products—including Rebalancing, Order Management System (OMS), and Investment Book of Record (IBOR). We’re building a scalable, tax-efficient trading & rebalancing platform for wealth management firms of all sizes. The platform will target sophisticated rebalancing strategies across equities, mutual funds and fixed income products and send trades to be completed in the market. You will play a significant role in driving complex, long-term technical designs from concept to delivery, ensuring our solutions are scalable, resilient, and secure. You will leverage your deep expertise in software design patterns and distributed systems to solve challenging problems and pioneer the adoption of new technologies. While you will educate and empower other engineers, this is fundamentally a hands-on technical leadership role where you will work closely with product and design teams to deliver exceptional products for our clients. 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

CX Transformation Specialist - Product & Experience Location: London (Hybrid) | Practice Area: Product & Experience | Type: Permanent Help leading financial institutions reimagine customer experiences through strategy, innovation, AI and transformation. The Role As a CX Transformation Specialist within Capco’s Product & Experience practice, you will help clients transform how they acquire, engage, serve and retain customers across the end-to-end customer lifecycle. Working alongside senior client stakeholders and multidisciplinary Capco teams, you’ll design customer-centric strategies, operating models and experiences that deliver measurable business and customer outcomes. From defining customer strategies and go-to-market approaches for new propositions to redesigning customer journeys and enabling AI-powered experiences, you’ll help shape the future of customer experience across financial services. What You’ll Do Lead or support CX transformation engagements across banking, insurance, wealth management, capital markets, and payments. Design customer strategies, service propositions, go-to-market approaches and future-state operating models that improve customer and business outcomes. Analyse customer journeys, pain points and operational processes to identify opportunities for transformation and optimisation. Conduct market, competitor and customer research to identify emerging trends, unmet customer needs and growth opportunities, translating insights into actionable recommendations. Synthesise qualitative and quantitative research into compelling client presentations, business cases and executive-level recommendations that support strategic decision-making. Apply customer insights, human-centred design and experimentation techniques to develop, test and refine new products, propositions, services and business models. Define business requi

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 Manager, IBOR Operations, based in Pune, to lead the team responsible for the accuracy and timeliness of Addepar's Investment Book of Record (IBOR) — spanning Corporate Actions, Investment Accounting, Investable/Safe Cash, and Performance & Valuation. This role owns the operational integrity of positions, transactions, and reconciliations across custodial, aggregator, and trading data feeds, and acts as the senior escalation point for complex data and reconciliation issues. Reporting into Data Operations leadership, this person will manage a team made up of a Lead and Analysts, partner closely with Product and Engineering to evolve IBOR tooling, and represent Data Operations to senior stakeholders across the business. Do you enjoy the ability to work and build your career in an exciting, fast-growing environment? If so, you’ll fit in with our open and inclusive culture that is disrupting the wealth management and financial services industry. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You'll Do Own the operational integrity of Addepar's IBOR — positions, transactions, corporate acti

Who we are About Privy Our mission is to make privacy and user ownership the default online. To do so, we build simple, flexible APIs and tools for developers that make it easy to build new products on crypto rails. Privy owns the abstractions and infrastructure layer above wallets, integrating across chains, third-party providers, and Stripe products like Treasury and Link. We get to solve hard technical problems while leveraging Stripe's distribution to reach customers like Ramp, Klarna, Deel, Kraken, Hyperliquid, and Fomo — powering experiences for both mainstream users and crypto natives. Learn more about Privy: Privy and Stripe: Bringing crypto to everyone About the team Privy is seeking a motivated, experienced Account Executive to join our growing Enterprise team. In this pivotal role, you'll be instrumental in driving our expansion within high-priority segments, such as neobanking, payments, and wealth management, by leveraging our enterprise playbook. If you're a hungry strategic thinker with a passion for building relationships and a deep understanding of the enterprise and fintech landscape, we want to hear from you. As an Account Executive, you'll have the exciting opportunity to contribute to our global growth strategy and become a key spokesperson for Privy's enterprise vertical. What you’ll do Lead Generation & Pipeline Management: Partner with the Head of Go-to-Market (GTM) to generate, close, and deliver a robust pipeline of enterprise prospects. You will build and iterate outbound campaigns based on feedback and manage a pipeline across multiple ICP's. Product Expertise & Discovery: Become an expert on Privy's products, confidently leading initial discovery calls with fintech prospects to understand their needs and demonstrate our value. Deal Cycle Management: Drive the full sales lifecycle from sourcing new opportunities to closing deals, serving as the primary champion for Privy accounts. Strategic GTM Support: Contribute to t

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 talented Sales Executive to join our expanding Sales Team in Singapore. As an experienced, quota-carrying sales professional, you will play a critical role in establishing Addepar as the platform of choice within Singapore’s wealth management sector. You’ll focus on driving new ARR (Annual Recurring Revenue) by engaging with financial institutions, including Registered Investment Advisors (RIAs), Single and Multi-Family Offices, and Private Banks in the region. This is a unique opportunity to contribute to our growth in the APAC region, helping to shape Addepar’s presence in Singapore. You will collaborate with global sales, marketing, and product teams to build relationships with key financial institutions and accelerate the adoption of Addepar’s platform. Candidates must have valid authorization to work in Singapore. Visa sponsorship is not available for this role. What You’ll Do Reshape the wealth management industry by delivering innovative technology solutions. Develop and execute a strategic sales plan to cover key accounts within your territory, focusing on APAC and Singapore-based Private Banks, Family Offices, and Wealth Managers. Lead the sales cycle from prospecting to closing, working closely with a cross-f

AI Business Consulting Lead Location: London (Hybrid) | Practice Area: Wealth & Asset Management | Type: Permanent Lead AI transformation across the future of Wealth & Asset Management **Wealth & Asset Management experience essential** The Role Join Capco’s Wealth & Asset Management practice as an AI Business Consulting Lead, helping leading wealth managers, private banks, asset managers, and investment platforms unlock measurable value from AI-enabled transformation. This role combines strategic advisory, transformation delivery, stakeholder leadership, and AI commercialisation, helping clients leverage technologies such as GPT, Copilot, and broader AI/ML capabilities to drive business value through practical, responsible, and scalable adoption. Operating at Principal Consultant level, you will lead complex client engagements, oversee multidisciplinary delivery teams, and act as a trusted advisor to senior stakeholders across business, operations, technology, risk, and compliance functions. You will play a key role in identifying AI-enabled opportunities, shaping transformation roadmaps, supporting responsible AI adoption, and driving enterprise-wide change across Wealth & Asset Management organisations while ensuring solutions remain practical, human-led, and aligned to business objectives. This role is suited to individuals who combine deep Wealth & Asset Management expertise with strong consulting capability and practical experience delivering AI-enabled business transformation within highly regulated environments. What You’ll Do Lead AI-enabled transformation programmes across Wealth & Asset Management organisations, identifying opportunities to improve advisor productivity, client experience, operational efficiency, and investment processes using approved AI tools and practical automation where they add value. Act as a trusted advisor to senior stakeholders, facilitating executive discussions, shaping AI adoption strategies, and tra