At a Glance
- Tasks: Lead client engagements and mentor junior staff in a dynamic investment and wealth management environment.
- Company: Join Deloitte, a top-tier firm known for its innovative approach and inclusive culture.
- Benefits: Enjoy hybrid working, competitive salary, and support for career development.
- Other info: Flexible working arrangements to balance your career and personal life.
- Why this job: Shape the future of investment management while building strong client relationships.
- Qualifications: Extensive experience in investment or wealth management with strong leadership skills.
The predicted salary is between 80000 - 120000 £ per year.
As a Director in our Investment and Wealth Management practice at Deloitte, you will work closely with Partners and Senior Managers to influence and shape the strategic direction of the team. The role offers the opportunity to lead client engagements, develop new business, and mentor junior staff.
Responsibilities
- Demonstrate leadership capabilities to effectively manage diverse teams, fostering an inclusive culture where people are recognised for their delivery of client work.
- Lead client engagements and build strong long‑term client relationships as a trusted business advisor in the Investment and Wealth Management sector.
- Own and develop propositions, create innovative thought leadership, and support the growth of our business.
- Leverage existing and develop new trusted relationships with clients, identifying and sourcing new opportunities for Deloitte.
- Play an active role in the recruitment and career development of junior team members.
- Learn from the best in the business.
Essential Qualifications
- Extensive experience working within a top‑tier Investment or Wealth Management firm, or consulting or equivalent firm.
- Experience leading (consulting) bids and responding to RFI/RFPs.
- Strong relationships with leading industry Front Office technology and/or Data vendors.
- Relevant subject matter expertise in leading Data Management technologies and vendors (e.g., Snowflake, Finbourne, JPM Fusion, Rimes, BNY Eagle / Data Vault, GoldenSource, etc.) with knowledge and experience across their application and implementation.
- Exceptional client relationship management across Business, Technology and Leadership teams.
- Strong understanding of Data Management as it relates to Investment Management and Wealth industry, the lifecycle of data and relationships across multiple data entities (Securities, prices, positions, accounts, legal entities, etc.).
- Understanding of principles and frameworks surrounding data governance, with experience working on a data governance project.
- Proven track record of designing, delivering and leading large projects and programmes, including complex business and technology transformations in senior roles.
- Ability to identify further opportunities and contribute to a sustainable go‑to‑market sales strategy in collaboration with clients and strategic alliances.
- Excellent stakeholder management and communication skills with the ability to engage and influence senior stakeholders and a broad range of individuals and teams across various disciplines.
- Analytical and problem‑solving skills with the ability to clarify ambiguous requirements and make sound judgments in situations with incomplete information.
- Strong working knowledge of the end‑to‑end investment management value chain with specific understanding of the operating platforms and data underlying Front Office, Middle Office, Back Office and Client Experience capabilities.
- Experience of architecting / migrating to IBORs and / or ABORs.
- Experience of the data side of front‑to‑back platforms such as BRS Aladdin or State Street Alpha Data Platform (ADP).
Preferred Qualifications
- Professional certifications such as Scrum Master, Product Owner, BCS, ITIL, TOGAF, and cloud certifications such as AWS/GCP/Azure or equivalent.
- Industry certifications such as Snowflake, CFA, IMC, IOC or equivalent.
- Proficiency or experience with a software development language e.g., Java, Python, SQL, HTML, JSON.
Benefits and Working Arrangement
You will be based in London with hybrid working. Depending on the requirements of the role, you may work in a local office, virtual collaboration spaces, client sites, or remotely. The hybrid model supports flexibility and allows you to balance career with personal life.
Return to Work Support
For candidates returning to the workplace after an extended career break, you will receive coaching and support designed to refresh your knowledge and skills. Let your recruiter know if you are a returner so we can tailor the support to your needs.
Compliance and Independence
Regulation and controls require that certain colleagues abide by personal independence constraints, including restrictions on financial interests and secondary employment with audit clients. Details will be provided during the recruitment process or upon request.
Director, Data Management — Investment & Wealth (Hybrid) in Edinburgh employer: Hm Revenue & Customs (Hmrc)
Deloitte is an exceptional employer that fosters a dynamic and inclusive work culture, particularly in the Investment and Wealth Management sector. With a strong emphasis on leadership development and mentorship, employees are encouraged to grow their careers while enjoying the flexibility of a hybrid working model in London. The company not only values innovative thought leadership but also invests in the professional growth of its team members, making it an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
Hm Revenue & Customs (Hmrc) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Director, Data Management — Investment & Wealth (Hybrid) in Edinburgh
✨Tip Number 1
Network like a pro! Get out there and connect with industry folks on LinkedIn or at events. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Show off your expertise! Create content or share insights related to Data Management in Investment and Wealth. This positions you as a thought leader and can attract the right attention from recruiters.
✨Tip Number 3
Prepare for interviews by researching the company’s recent projects and challenges. Tailor your responses to show how your experience aligns with their needs, especially in data governance and client relationship management.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Director, Data Management — Investment & Wealth (Hybrid) in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Director in Data Management. Highlight your experience in Investment and Wealth Management, and don’t forget to showcase your leadership skills and client relationship management expertise.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention specific projects or experiences that align with the responsibilities outlined in the job description.
Showcase Your Technical Skills:Since this role requires knowledge of Data Management technologies, make sure to highlight any relevant technical skills or certifications you have. This could be anything from Snowflake to programming languages like SQL or Python.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way to ensure your application gets the attention it deserves, and we can’t wait to see what you bring to the table!
How to prepare for a job interview at Hm Revenue & Customs (Hmrc)
✨Know Your Data Management Stuff
Make sure you brush up on your knowledge of Data Management technologies and vendors like Snowflake and JPM Fusion. Be ready to discuss how these tools can be applied in the Investment and Wealth Management sector, as well as any relevant projects you've led.
✨Showcase Your Leadership Skills
As a Director, you'll need to demonstrate your ability to lead diverse teams. Prepare examples of how you've fostered an inclusive culture and mentored junior staff. Highlight your experience in managing client engagements and building long-term relationships.
✨Prepare for Stakeholder Engagement
Think about how you can engage and influence senior stakeholders. Have specific examples ready that showcase your exceptional communication skills and your ability to clarify ambiguous requirements. This will show that you can navigate complex environments effectively.
✨Be Ready to Discuss Business Development
Since the role involves developing new business, come prepared with ideas on how to identify and source new opportunities for Deloitte. Think about your past experiences in leading bids and responding to RFI/RFPs, and be ready to share your insights on sustainable go-to-market strategies.