Wealth Management Lead Jobs

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

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 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

*]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" data-turn-id="request-WEB:64faedd0-b864-455b-971f-29fb53a09c0f-1" data-turn-id-container="request-WEB:64faedd0-b864-455b-971f-29fb53a09c0f-1" data-testid="conversation-turn-4" data-turn="assistant"> Partner with senior leaders. Influence hiring strategy. Shape the future of consulting talent at Capco. The Role Capco is seeking an experienced Talent Acquisition Lead / Specialist to join our Singapore team, supporting the attraction and hiring of high-performing consulting professionals across the financial services sector. This is a strategic and highly visible role where you'll partner closely with Managing Principals, Practice Leads, HR, and senior business stakeholders to deliver exceptional hiring outcomes across Banking, Capital Markets, Insurance, Wealth & Asset Management, Risk, Regulatory Change, Digital Transformation, Data, and Technology Consulting. You'll act as a trusted recruitment advisor, providing market intelligence, influencing hiring decisions, and developing talent strategies that support Capco's continued growth across Singapore and the wider region. What You'll Do Lead end-to-end recruitment across consulting and advisory roles within Banking, Capital Markets, Insurance, Wealth & Asset Management, Risk, Regulatory, Transformation, Data, and Technology Consulting. Partner with senior leaders to develop hiring strategies, provide market intelligence, and build proactive talent pipelines aligned to business growth. Deliver an outstanding candidate and stakeholder experience through effective sourcing, assessment, offer management, and onboarding. Use talent mapping, recruitment analytics, and market insights to influence hiring decisions and continuously improve recruitment outcomes. Support strategic hiring initiatives, employer brand

AI Programme Manager Location: London (Hybrid) | Practice Area: Wealth & Asset Management | Type: Permanent Lead AI transformation programmes that are reshaping the future of Wealth & Asset Management **Please note we WAM experience is essential for this role** The Role Join Capco’s Wealth & Asset Management practice as an AI Programme Manager, helping some of the industry's leading wealth managers, private banks, asset managers, investment platforms, and retirement providers accelerate their AI transformation journeys. As AI continues to reshape how firms engage clients, support advisers, manage investments, and optimise operations, organisations are seeking experienced leaders who can translate ambition into sustainable delivery. This role combines programme leadership, strategic consulting, governance, stakeholder management, and AI-enabled transformation to help clients realise measurable value from emerging technologies. You will lead complex programmes spanning business, operations, technology, data, risk, compliance, and product teams, ensuring AI initiatives are effectively governed, aligned to strategic objectives, and delivered successfully within highly regulated environments. Working closely with senior client stakeholders and multidisciplinary delivery teams, you will oversee programme roadmaps, governance frameworks, delivery execution, risk management, and organisational adoption. This is also an AI-infused delivery role. You will be encouraged to explore how approved AI tools can enhance programme delivery, improve decision-making, and increase efficiency, while ensuring human judgement, accountability, and appropriate governance remain at the centre of delivery. What You’ll Do Lead the delivery of complex AI, Generative AI, and emerging AI transformation programmes across Wealth & Asset Management organisations, overseeing governance, planning, reporting, risk management, and successful programme execution. Partner with senior stakeh

Project Manager – Wealth & Asset Management Location: London | Practice Area: Wealth & Asset Management | Type: Permanent Lead complex Wealth & Asset Management transformation across the Front, Middle and Back Office, driving operational excellence and successful post-integration outcomes. The Role We are seeking an experienced Project Manager to support large-scale Wealth & Asset Management (WAM) transformation programmes, with a focus on specialist change across the Front, Middle and Back Office, Operational Excellence and Post-Integration delivery. This role will play a key part in overseeing end-to-end transformation across the WAM value chain. You will work closely with client stakeholders, business, operations and technology teams to deliver operating model change, optimise processes and controls, integrate organisations and capabilities following mergers or acquisitions, and drive sustainable improvements to client and operational outcomes. As AI continues to reshape financial services, you'll be expected to embrace AI-enabled ways of working, using approved AI and automation tools to enhance productivity, accelerate analysis, improve delivery quality and support better client outcomes, while always applying human judgement and responsible AI practices. You'll also help clients identify opportunities to embed AI-enabled capabilities into programme delivery and future operating models where appropriate, supporting innovation while maintaining robust governance and oversight. What You’ll Do Lead complex WAM transformation initiatives spanning Front, Middle and Back Office, coordinating business, operations, technology and change teams to deliver successful outcomes. Drive Operational Excellence initiatives, identifying opportunities to optimise processes, strengthen controls, improve service delivery and realise measurable efficiencies through technology, automation and approved AI-enabled ways of working. Lead Post-Integration transformation, i

Senior Data Architect – Wealth & Asset Management Location: London (Hybrid) | Practice Area: Data & Analytics | Type: Permanent Design the blueprint. Architect the future of Wealth & Asset Management. Empower data transformation through modern, AI-enabled ways of working. The Role Capco is seeking a Senior Data Architect to lead and deliver complex data architecture initiatives across our Wealth & Asset Management clients. In this senior consulting role, you will guide wealth managers, asset managers, and private banks through large-scale data transformation journeys – defining enterprise data strategies, designing target architectures, and building scalable, cloud-based platforms that support advisor and client experiences, investment analytics, regulatory reporting, and operational efficiency. Alongside client delivery, you will contribute to evolving Capco’s Wealth & Asset Management data architecture propositions and thought leadership in modern, cloud-native data ecosystems, exploring how approved AI tools, including Generative AI and Agentic AI where appropriate, can improve insight, productivity, and delivery while maintaining human oversight and responsible AI guardrails. What You’ll Do Lead agile consulting engagements delivering modern data architecture and cloud transformation across Wealth & Asset Management, using approved AI-enabled workflows and automation where appropriate to improve delivery speed, quality, and insight. Define and implement scalable enterprise data strategies spanning programmes and business units, including canonical WAM data domains and models across client/household, portfolio/account, holdings/transactions, instruments and pricing, performance, and fees. Architect and deliver cloud-native data platforms (AWS, Azure, GCP) that enable advisor/client journeys and advanced investment analytics, including risk, performance and reporting, while defining integration patterns across core WAM platforms. Establish

AI Business Consultant / Senior Consultant Location: London (Hybrid) | Practice Area: Business Consulting | Type: Permanent Help financial services organisations turn AI ambition into practical business transformation The Role Join Capco’s Business Consulting practice, supporting leading financial services organisations as they adopt and scale AI capabilities across their businesses. This role sits at the intersection of business transformation, AI enablement, and delivery consulting, helping clients identify practical opportunities to embed tools such as GPT, Copilot, and broader AI/ML solutions into day-to-day operations. You will work closely with stakeholders across business, operations, technology, risk, and compliance teams to support the delivery of AI-enabled transformation initiatives. The role combines elements of business consulting, change management, project delivery, and AI commercialisation, with a strong focus on helping organisations confidently and responsibly adopt emerging technologies through practical, human-led delivery. What You’ll Do Support financial services clients in identifying and delivering AI-enabled opportunities that improve operational efficiency, employee productivity, and business innovation using approved AI tools and practical automation where they add value. Partner with stakeholders to translate business challenges into practical AI use cases, supporting workshops, requirements gathering, delivery coordination, and implementation activities. Contribute to AI transformation initiatives across Banking & Payments, Capital Markets, Wealth & Asset Management , or Insurance, helping clients embed AI into workflows, operating models, and business processes. Work alongside cross-functional teams including product owners, engineers, data specialists, risk, and compliance teams to support the testing, validation, and rollout of AI-enabled solutions with human-in-the-loop review and appropriate controls. Deliver stakeholder eng