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- Tasks: Lead projects in digital onboarding, client portals, and data analytics improvements.
- Company: Join a leading private wealth manager known for agility and work-life balance.
- Benefits: Enjoy a competitive salary, bonus, 10% pension, and hybrid working options.
- Why this job: Shape strategic change while working closely with senior leadership in a supportive culture.
- Qualifications: 7+ years in data/business solutions within wealth management; experience with tools like PowerBI.
- Other info: Opportunity to grow into a leadership role; mentoring experience is a plus.
The predicted salary is between 52000 - 84000 £ per year.
Location: London (Hybrid – approx. 3 days in office)
Salary: £65,000 – £70,000 + Bonus + 10% Pension + Benefits
QH4 Consulting is hiring on behalf of a leading private wealth manager, looking for a high-potential Business Solutions & Data Analyst to join their growing Business and Data Solutions function.
This is a fantastic opportunity for someone in wealth management with strong systems and data experience who’s ready to step up into a broader, more strategic role. You’ll work closely with the Head of Business and Data Solutions, shaping how technology, data, and process improvements support front-office, dealing, operations, and client service teams.
Why this role?
- You’ll be the right hand to the Head of Business and Data Solutions
- The firm is agile, successful, and values work-life balance (hybrid working, no long-hours culture)
- You’ll help shape strategic change across portals, core systems, and data platforms
- Competitive total compensation: £70k base + bonus + 10% pension
The role includes:
- Supporting delivery of the firm’s business and data solutions roadmap
- Leading or contributing to projects including digital onboarding, client portals, and automation
- Working cross-functionally with stakeholders across projects, technology, and front office
- Driving data analytics improvements and reporting tools (e.g., PowerBI)
- Partnering with tech vendors and ensuring optimal use of business systems
We’re looking for someone with:
- 7+ years' experience in a data/business solutions role within a wealth management or private client environment
- Hands-on exposure to tools like XPLAN, Pulse/Symphony, BitaRisk, PowerBI, First Rate, PowerApps
- A proactive mindset and the ability to engage with technical and non-technical stakeholders
- Potential to grow into a future leadership role – you don’t need to be managing a team yet
Bonus points for:
- Experience with AI in financial services
- Prior mentoring or team leadership (not essential)
Interested?
If you’re ready to step into a broader, more strategic role in a respected private wealth firm – we’d be interested to speak with you. Send a message or drop us a note at info@qh4consulting.com.
Business Solutions Lead - Wealth Management employer: Career Wallet
Contact Detail:
Career Wallet Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Solutions Lead - Wealth Management
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who have experience in business solutions and data analysis. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the specific tools mentioned in the job description, such as PowerBI and XPLAN. Consider taking online courses or tutorials to enhance your skills and demonstrate your commitment to mastering these technologies.
✨Tip Number 3
Prepare to discuss your previous experiences where you successfully led projects or contributed to strategic changes. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your impact.
✨Tip Number 4
Research the company’s recent initiatives and projects in business and data solutions. Being knowledgeable about their current strategies will help you engage in meaningful conversations during interviews and show your genuine interest in the role.
We think you need these skills to ace Business Solutions Lead - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and data solutions. Emphasise your hands-on exposure to tools like PowerBI and any projects that demonstrate your ability to drive strategic change.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with the responsibilities outlined in the job description, particularly your experience with digital onboarding and client portals.
Showcase Your Skills: Clearly outline your technical skills and experience with specific tools mentioned in the job description. Use examples to illustrate how you've successfully engaged with both technical and non-technical stakeholders in previous roles.
Highlight Leadership Potential: Even if you haven't managed a team yet, mention any mentoring or leadership experiences you've had. This will demonstrate your potential to grow into a leadership role, which is a key aspect of the position.
How to prepare for a job interview at Career Wallet
✨Showcase Your Data Expertise
Make sure to highlight your experience with data tools like PowerBI and XPLAN during the interview. Be prepared to discuss specific projects where you've successfully implemented data solutions, as this will demonstrate your hands-on expertise.
✨Understand the Business Context
Research the company’s current business and data solutions roadmap. Understanding their strategic goals will allow you to tailor your responses and show how your skills can directly contribute to their objectives.
✨Engage with Stakeholders
Since the role involves working cross-functionally, be ready to discuss how you've effectively communicated with both technical and non-technical stakeholders in the past. Share examples that illustrate your ability to bridge gaps between different teams.
✨Demonstrate Leadership Potential
Even if you haven't held a formal leadership position, think of instances where you've taken initiative or mentored others. Highlighting these experiences can showcase your potential for growth into a leadership role within the company.
