Business Solutions Lead - Wealth Management

Job Title: Business Solutions & Data Analyst – Wealth Management (Step-Up Opportunity)

Location: London (Hybrid – approximately 3 days in the office)

QH4 Consulting is hiring on behalf of a leading private wealth manager, seeking a high-potential Business Solutions & Data Analyst to join their growing Business and Data Solutions team.

This is a fantastic opportunity for someone with experience in wealth management systems and data, eager to take on a broader, strategic role. You will work closely with the Head of Business and Data Solutions to shape how technology, data, and process improvements support front-office, dealing, operations, and client service teams.

Why this role?

• Be the right hand to the Head of Business and Data Solutions
• Join an agile, successful firm that values work-life balance (hybrid working, no long-hours culture)
• Help shape strategic changes across portals, core systems, and data platforms

The role includes:

• Supporting the delivery of the firm’s business and data solutions roadmap
• Leading or contributing to projects such as digital onboarding, client portals, and automation
• Collaborating with stakeholders across projects, technology, and front office
• Enhancing data analytics and reporting tools (e.g., PowerBI)
• Partnering with technology vendors and optimizing business systems

We’re looking for someone with:

• 7+ years\’ experience in a data/business solutions role within wealth management or private client services
• Hands-on experience with tools like XPLAN, Pulse/Symphony, BitaRisk, PowerBI, First Rate, PowerApps
• A proactive approach and ability to engage both technical and non-technical stakeholders
• Potential to grow into future leadership roles (managing a team is not required yet)
• Experience with AI applications in financial services
• Mentoring or team leadership experience (preferred but not essential)

Interested?

If you’re ready to advance into a broader, strategic role within a respected private wealth firm, we would like to hear from you.

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