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- Tasks: Lead projects in digital onboarding, client portals, and data analytics improvements.
- Company: Join a top private wealth manager known for agility and work-life balance.
- Benefits: Enjoy hybrid working, competitive salary, bonus, and a 10% pension.
- 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; familiarity with tools like PowerBI.
- Other info: Opportunity to grow into a leadership role; experience with AI 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.
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, especially those who have experience in business systems 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 XPLAN and PowerBI. 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 in leading projects or initiatives that involved cross-functional collaboration. Highlight how you’ve successfully engaged with both technical and non-technical stakeholders to drive results.
✨Tip Number 4
Showcase your proactive mindset by thinking of innovative solutions or improvements that could benefit the firm’s business and data solutions roadmap. Be ready to share these ideas during your discussions to demonstrate 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 that demonstrate your ability to drive strategic change.
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 contributed to projects in the past, particularly in a wealth management context.
Highlight Leadership Potential: Even if you haven't managed a team yet, express your potential for future leadership roles. Discuss any mentoring experiences or initiatives where you've taken the lead, showing your readiness to step up.
Proofread and Edit: Before submitting your application, carefully proofread your documents for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Qh4 Consulting
✨Showcase Your Experience
Make sure to highlight your 7+ years of experience in data/business solutions, especially within wealth management. Be prepared to discuss specific projects you've led or contributed to, particularly those involving tools like PowerBI or XPLAN.
✨Demonstrate Strategic Thinking
Since this role involves shaping strategic change, be ready to share examples of how you've driven improvements in processes or technology. Think about times when you've identified a problem and implemented a solution that had a significant impact.
✨Engage with Stakeholders
This position requires working cross-functionally, so prepare to discuss how you've successfully engaged with both technical and non-technical stakeholders. Share examples of how you’ve communicated complex ideas clearly and effectively.
✨Express Your Growth Mindset
The firm is looking for someone with the potential to grow into a leadership role. Talk about your aspirations and how you plan to develop your skills further. Mention any mentoring experiences or leadership roles you've taken on, even if they were informal.
