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Wealth Management Lead Jobs

608 active opportunities · Updated for October 2026

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Explore current wealth management lead jobs. Use filters to narrow by work mode, employment type, experience and date posted.

R
9mo ago

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 team’s mission is to safeguard the financial stability of our trading operations. By independently challenging front-line strategies and validating complex margin models, we ensure the safe and sustainable growth of our derivatives product. As a Derivatives Risk Oversight Lead , you will serve as a key representative of Second Line of Defense for our derivatives trading platform, leading the oversight and continuous enhancement of risk management frameworks across the derivatives product and the Bitstamp Financial Services (BFS) entity. This role is based in our UK office, with in-person attendance expected at least 3 days per week. At Bitstamp by 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 Support the Director of Risk in implementing and managing the financial risk management programs for the Bitstamp Financial Services (BFS) Entity and other parts of the Bitstamp group, with particular focus on market, product, counterparty, margin, collateral, and liquidity risks ari

R
Robinhood
📍 Menlo Park• $115K – $135K/yr
14 days ago

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 Robinhood Money team is responsible for building and scaling banking products that help customers safely store, move, and manage their money. The team partners closely with product, engineering, legal, operations, and external bank partners to deliver compliant, reliable, and customer-first financial solutions. As Money Compliance Lead, you will play a critical role in ensuring that Robinhood embeds regulatory compliance for its expanding suite of banking products, as well as future products. You will participate in multiple compliance functions to support the administration of our compliance management system. In this role, you will analyze regulatory changes, review marketing and customer disclosures, and provide clear compliance guidance to product teams. You will also collaborate with bank sponsors and partner teams to manage regulatory requests and examinations. Your efforts will directly safeguard our platform and enhance our customer experience. This role is based in our Menlo Park, CA; New York City, NY; Washington DC 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

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CAPCO POLAND *We are looking for Poland based candidate. This role is hybrid. 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. Lead complex core banking transformations that shape the future of financial services. The Role As a Senior Delivery Lead Manager at Capco, you will take a leading role in the successful delivery of complex modern core banking transformation programs for our financial services clients. You will combine deep delivery expertise with a strong understanding of modern core banking platforms and transformation. You will work closely with senior client stakeholders, technology teams, vendors and Capco colleagues to establish effective delivery structures, manage dependencies and risks, and drive programs from mobilization through implementation. You will bring the credibility to operate effectively with senior stakeholders while remaining close enough to delivery to identify challenges, unblock teams and maintain momentum across complex transformation environments. What You’ll Do Lead end-to-end delivery of large-scale modern core banking implementation and transformation programs, from mobilization and planning through implementation and transition. Establish effective program governance, delivery plans, milestones, dependencies and controls, providing clear visibility of progress, risks and key decisions. Coordinate multidisciplinary teams across business, technology, architecture, data, testing, migration, operations and third-party vendors to maintain alignment throughout delivery. Build trusted relationships with senior client stakeholders, providing clear communication, constructive challenges and practical recommendations to resolve complex delivery issues. Support t

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R
Robinhood
📍 Toronto• C$98K – C$115K/yr
1mo ago

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 Crypto Risk team 's mission is to identify, assess, and mitigate risk across our products, operations, and platforms, protecting customers and the firm as the business scales. We work to deliver an excellent end-customer experience while upholding the safety and soundness of the business, so Robinhood can keep expanding access to crypto responsibly. As Robinhood expands its operations in Canada, we are building an independent risk management function to support that growth. As our new Crypto Risk Lead , you will own the design, implementation, and ongoing operation of an independent risk management program for Robinhood's Canadian crypto business. This role is based in our Toronto, ON office, 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 Implement and own Canada's independent risk management program, adapting Robinhood's global risk framework to meet Canadian regulatory expectations, including C

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R
Robinhood
📍 New York• Full-time• $115K – $135K/yr
3mo ago

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 compliance team supporting Robinhood’s credit card products and money transmitter (for Robinhood Credit, Inc., and Robinhood Money, LLC) is dedicated to ensuring robust regulatory compliance across all financial offerings. Our team's mission is to establish and maintain a strong compliance management system that supports compliant product growth and operational excellence. We partner closely with Product, Operations, Legal, and Risk to integrate regulatory requirements seamlessly into our financial platforms! Our team thrives on collaboration, proactive risk management, and a commitment to protecting our customers while supporting business goals. As Lead Compliance Analyst, you will play a critical role in ensuring that Robinhood embeds regulatory compliance for its current products, including the debit card, spending account, and credit cards, as well as future products. You will participate in multiple compliance functions to support the administration of our compliance management system. In this role, you will analyze regulatory changes, review marketing and customer disclosures, and provide clear compliance guidance to product teams. You will also collaborate w

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C
Just now

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 Own the technical architecture and technical delivery of the Kondor+ upgrade , including assessment of the current Kondor architecture, definition of the target architecture, upgrade strategy, technical dependencies, environments, integrations and non-functional requirements. Key responsibilities Perform technical assessment of the existing Kondor+ landscape. Define the technical architecture and upgrade approach. Analyse dependencies between Kondor+, database, operating system, middleware, interfaces and surrounding applications. Assess Kondor+ custom developments and extensions for compatibility with the target release. Define environment topology for DEV/SIT/UAT/Pre-Prod/Production. Define installation, configuration and deployment approach for the upgraded Kondor platform. Lead technical troubleshooting across Kondor application, database and integration layers. Review technical changes required to interfaces and custom components. Coordinate with Teciem/vendor technical specialists where required. Define performance, resilience, availability, backup/recovery and operational requirements. Support infrastructure sizing and capacity planning. Lead technical migration rehearsals. Own technical cutover and rollback approach. Provide technical leadership to Kondor developers, integration engineers, DBAs and infrastructure teams. Required experience Deep technical expertise in Kondor+ / Fusion Kondor architecture. Several years of hands-on Kondor technical experience. Previous Kondor+ implementation and preferably upgrade experience . Strong understanding of Kondor appli

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About Capco Capco is a global business and technology consultancy dedicated exclusively to the financial services industry. Our consultants bring innovative thinking together with deep, first‑hand industry experience to help clients solve their most complex business and technology challenges. We partner with leading banks, capital markets firms, and wealth & investment managers to deliver transformation across finance, risk & compliance, regulatory change, and technology. With offices across major financial centres in North America, Europe, and APAC, Capco offers the opportunity to work on large‑scale, high‑impact programmes that shape the future of financial services. At Capco, collaboration, delivery excellence, and entrepreneurship define how we work and succeed. Project Manager – Data Management & Transformation THE ROLE The Project Manager – Data Management & Transformation will lead the delivery of strategic data initiatives, with a focus on Data Quality (DQ) remediation, data management capabilities, and enterprise data transformation programmes. The role is responsible for coordinating cross-functional teams, managing project plans, and driving execution across business and technology stakeholders. The successful candidate will bring strong programme and project management expertise, coupled with practical experience delivering data-focused initiatives involving data quality improvement, data lineage, data models, system design, and data governance capabilities. Key Responsibilities 1) Project & Programme Delivery Lead the end-to-end delivery of data management and transformation initiatives. Develop and manage integrated project plans, milestones, delivery schedules, and critical paths. Coordinate activities across business, data, technology, architecture, and vendor teams. Drive project execution from mobilisation through implementation and transition. Ensure delivery aligns with agreed scope, timelines, budget, and quality objectives.

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R
Robinhood
📍 Luxembourg• Full-time
1mo ago

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. Bitstamp made history in 2011 as the world’s first regulated crypto exchange. Today, we are entering an ambitious new chapter as part of the Robinhood family. The Risk team's mission is to safeguard Robinhood's operations by providing robust second-line oversight of technology and cyber risk. We focus on protecting our customers and maintaining the trust of regulators and partners. We collaborate with security, engineering, and product teams to ensure our technology arrangements are resilient and secure. Our team values rigorous analysis, open communication, and proactive risk management! Together, we ensure that our digital asset and brokerage services scale safely. As ICT Risk Oversight Lead , you will serve as a key representative of the second line of defense for cyber and technology risk, providing independent challenge and oversight across technology operations, major change initiatives, risk appetite monitoring, and cyber and IT governance. In this role, you will review whether the business is operating within our risk appetite, assess the effectiveness of technology-related controls, and support regulatory alignment. You will also help strengthen

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R
Robinhood
📍 Denver• Full-time• $115K – $135K/yr
3mo ago

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 Platforms Knowledge Management team's mission is to ensure Robinhood associates and customers have clear, current, and compliant guidance at their fingertips. We own the knowledge ecosystem — taxonomy, governance, editorial standards, and content lifecycle — and partner closely with CX Strategy, Product, Operations, Compliance, Legal, and Quality to publish SOPs and reusable messaging that are easy to find and use. As a Knowledge & Operational Readiness Lead , you will own the full content and readiness lifecycle across multiple, more complex assigned functions — driving knowledge strategy, leading readiness programs, and making meaningful program-level decisions with limited outside support. You lead cross-functional collaboration across all of your functions simultaneously, influence Product, Engineering, Compliance, and CX partners at all levels, and develop colleagues within the team. This is a role for someone who is equally fluent in SOPs and go/no-go frameworks, and uses AI to rethink what's possible. This role is based in our Denver, CO and Westlake, TX offices, with in-person attendance expected at least 3 days per week. At Robinhood, we believe in the

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M
Monzo
📍 Cardiff• Remote• £98K – £128K/yr
5 days ago

🚀 We’re on a mission to make money work for everyone. We’re waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as personal and business bank accounts, we offer joint accounts , accounts for 16-17 year olds , a free kids account and credit cards in the UK, with more exciting things to come beyond. Our UK customers can also save , invest and combine their pensions with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We’re not about selling products - we want to solve problems and change lives through Monzo ❤️ 📍London or Remote (UK) | 💰£78,000 - £128,000 + Benefits | 12 month fixed term contract The Integrated Marketing Lead will lead our marketing efforts across all channels, driving the marketing strategy and delivering campaigns that align with Monzo’s business objectives. You will also manage teams to deliver these campaigns where relevant. This is a 12 month fixed term contract. Capabilities Cross-Functional Leadership: Ability to effectively align and guide Marketing centres of excellence (across channels, content and other areas) to drive campaigns for your Collective that are cohesive and impactful Strategic Thinking & Vision: Capacity to develop a comprehensive and scalable marketing strategy that drives outcomes for the Wealth business while balancing the overall capacity of Marketing CoEs. Commercial Acumen in Marketing: Strong understanding of budget management and resource allocation, with knowledge of which campaigns deliver value for your Collective Integrated Campaign Design: Expertise in crafting and executing integrated marketing campaigns that connect messaging, creative assets, and channels to create a unified and com

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Paytm
📍 Mumbai• Full-time
5mo ago

Role: Affiliate & B2B Customer Acquisition – Paytm Money (PML) About Us: Paytm is India’s leading payments Super App, offering consumers and merchants a wide range of financial services. A pioneer of the mobile QR payments revolution, Paytm’s mission is to bring half a billion Indians into the mainstream economy through technology-led financial inclusion. Paytm Money is the wealth-tech arm of Paytm, enabling users to invest in mutual funds, equities, and derivatives seamlessly. Owned by One97 Communications, founded by Vijay Shekhar Sharma, the company is headquartered in Noida and backed by leading global investors. Role Overview: We are looking for an experienced Affiliate Marketing leader to build and scale the affiliate and partnerships growth channel for Paytm Money. This role will own the end-to-end affiliate charter across mutual funds, equities, and derivatives, driving high-quality user acquisition through publishers, partners, and performance networks. The ideal candidate will bring deep expertise in affiliate ecosystems—especially within broking, fintech, or wealth platforms—and will focus on scaling this channel efficiently with strong ROI and quality metrics. Key Responsibilities Affiliate Strategy & Channel Ownership: Own and drive the affiliate marketing strategy across all investment products. Build a scalable affiliate engine leveraging networks, direct publishers, and strategic partnerships. Manage budgets, payouts, and ROI. Partner Acquisition & Ecosystem Building: Onboard and manage affiliate partners including content platforms, fintech aggregators, influencers, and broker comparison platforms. Build strong publisher relationships and unlock new partnerships. User Acquisition & Quality Control: Drive high-quality acquisition (demat accounts, SIPs, active traders) while monitoring traffic quality, conversion rates, and fraud. Ensure alignment with long-term LTV and retention Campaign Management & Optimization: Launch and optimize campaigns

P
2mo ago

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Financial Management team develops market leading API products that power the most influential digital finance experiences that help millions of consumers and small businesses every day - think budgeting apps and financial management tools offered by banks and wealth platforms. Our mission is to unlock financial freedom for everyone by making it easier for customers and businesses to meet their financial goals. We do this through a state-of-the art, data aggregation and machine learning engine that enables our customers to seamlessly build delightful experiences on top of consumer-permissioned financial data. Every day, Plaid helps thousands of developers build a better financial future. You'll be responsible for defining the products which enable Plaid and our customers to shape the future of financial services. We are looking for the right product manager to own and grow Plaid’s financial management products, including Transactions, Investments, and Liabilities, even more valuable to our customers and partners. Plaid is on a journey to build insights on top of open banking data that drive value for customers, consumers and the fintech ecosystem in general. Additionally AI is changing how consu

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Plaid
📍 New York• Full-time• Remote• $190.8K – $262.8K/yr
29 days ago

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. The Financial Management team develops market leading API products that power the most influential digital finance experiences that help millions of consumers and small businesses every day - think budgeting apps and financial management tools offered by banks and wealth platforms. Our mission is to unlock financial freedom for everyone by making it easier for customers and businesses to meet their financial goals. We do this through a state-of-the art, data aggregation and machine learning engine that enables our customers to seamlessly build delightful experiences on top of consumer-permissioned financial data. Every day, Plaid helps thousands of developers build a better financial future. You'll be responsible for defining the products which enable Plaid and our customers to shape the future of financial services. We are looking for the right product manager to own and grow Plaid’s financial management products, including Transactions, Investments, and Liabilities, even more valuable to our customers and partners. Plaid is on a journey to build insights on top of open banking data that drive value for customers, consumers and the fintech ecosystem in general. Additionally AI is

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Celonis
📍 New York• $155.7K – $185.3K/yr
1mo ago

Celonis is the trusted platform to industrialize Enterprise AI. At our core is the Celonis Context Model — which combines process data, business knowledge, and intelligence into a living digital twin of the enterprise that AI can actually understand, turning AI's operational blind spots into operational clarity. World's leading companies trust Celonis and its global ecosystem of partners to make their AI agents, people, systems, and processes work together, achieving transformational outcomes. We believe there's a massive opportunity to unlock global productivity and sustainability by giving AI the context to understand how every business process really works. Join our mission to make processes work for people, companies, and the planet. Are you a digital transformation leader ready to architect the AI-driven future of the Banking sector? This is not a standard process optimization role. We are looking for a Lead Value Engineer to own customer success and drive high-stakes SaaS and AI adoption across top-tier global financial institutions and regional banking enterprise accounts. You will serve as the strategic bridge—translating complex financial and operational needs into technical strategy. As a trusted advisor to C-suite executives (CRO, CIO, CFO, Head of Retail/Wholesale Banking), you will blend deep banking DNA with elite management consulting and an AI-first mindset to realize maximum customer value. The Impact You Will Drive Value Architecture: Translate executive banking priorities into high-impact AI use cases (e.g., intelligent credit underwriting, automated fraud mitigation, hyper-personalized wealth advisory) and Value Realization Frameworks. Solution Blueprints: Architect scalable, end-to-end data flows to resolve complex operational bottlenecks across legacy core banking platforms, payment rails, and loan origination pipelines. Financial Quantification: Build data-backed business cases driving $10M+ in OPEX savings, risk reduction, or net-new re

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R
Robinhood
📍 Bellevue• Full-time• $230K – $270K/yr
5mo ago

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 Role + Team The Security Engineering team builds the identity and access control plane governing how employees, services, and agentic workloads access Robinhood’s critical infrastructure. We are a platform-building engineering team focused on creating secure, frictionless, and automated self-service access systems at scale. As a Staff Software Engineer on this team, you will shape Robinhood’s foundational identity architecture, define technical strategy, and build Tier-0 access infrastructure used across the entire company! From solving complex authentication and authorization challenges to setting secure guardrails for emerging AI and agentic workflows, your technical leadership will directly impact every product team at Robinhood! What You'll Do Access Control Plane Architecture: Define and build the core technical architecture for managing employee, service, non-human, and agentic access across company-wide resources Tier-0 Platform Engineering: Design, build, and operate highly available, resilient, and observable backend identity infrastructure using Go, Python, Rust, or comparable systems languages. AuthN & AuthZ Solutions: Implement modern identity protocols and access frameworks (OAuth 2.0, OpenID Connect, RBAC, ABAC, and policy-based access controls). AI & Agentic Access Governance: Develop secure access patterns, identity frameworks, governance, and observability guardrails for AI agents, LLM applications, and Model Context Protocol (MCP) systems. Self-Service Developer Experience: Create automated, developer-friendly platforms that allow teams to request, approve, provision, and audit access without ma

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