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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 collaborating with diverse teams in a supportive culture.
- Qualifications: 7+ years in data/business solutions within wealth management; experience with relevant tools required.
- Other info: Opportunity to grow into a leadership role; AI 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 Systems Lead - Wealth Management employer: Qh4 Consulting
Contact Detail:
Qh4 Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Systems Lead - Wealth Management
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or webinars to connect with people who work at firms similar to the one you're applying to. This can give you insights into their culture and values, which you can leverage during your discussions.
✨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 in these areas, as demonstrating proficiency can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your experience with data analytics and how it has driven business improvements in your previous roles. Be ready to share specific examples of projects where you've successfully implemented solutions that benefited stakeholders.
✨Tip Number 4
Showcase your proactive mindset by thinking of potential improvements or innovations that could benefit the firm. During your conversations, mention any ideas you have for enhancing their business and data solutions roadmap, demonstrating your strategic thinking.
We think you need these skills to ace Business Systems 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 you've led or contributed to that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your proactive mindset and ability to engage with both technical and non-technical stakeholders. Mention specific examples of how you've driven data analytics improvements or supported strategic change in previous roles.
Highlight Leadership Potential: Even if you haven't managed a team yet, demonstrate your potential for leadership. Discuss any mentoring experiences or initiatives where you've taken the lead on projects, showing your readiness for a broader role.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at Qh4 Consulting
✨Showcase Your Data Expertise
Make sure to highlight your experience with data analytics tools like PowerBI and any relevant systems you've worked with, such as XPLAN or BitaRisk. Be prepared to discuss specific projects where you successfully implemented data solutions.
✨Demonstrate Strategic Thinking
Since this role involves shaping strategic change, come ready to share examples of how you've contributed to process improvements or technology enhancements in previous positions. Think about how you can align your experiences with the firm's goals.
✨Engage with Stakeholders
This position requires collaboration with both technical and non-technical stakeholders. Prepare to discuss how you've effectively communicated and worked with diverse teams in the past, showcasing your ability to bridge gaps between different groups.
✨Express Your Leadership Potential
Even if you haven't managed a team yet, convey your readiness to take on leadership responsibilities. Share instances where you've taken initiative or mentored others, demonstrating your potential for growth within the company.
