Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead the onboarding of Wealth Managers into a new platform, ensuring a smooth transition.
- Company: Join a leading UK wealth management firm with a dynamic integration programme.
- Benefits: Competitive day rate, hybrid working model, and potential for contract extension.
- Other info: Fast-paced environment with opportunities for professional growth and immediate start.
- Why this job: Be at the forefront of a high-impact integration project in the financial services sector.
- Qualifications: Experience in client transitions within wealth management and strong stakeholder management skills.
We are currently supporting a leading UK wealth management business undergoing a significant front-office integration programme. As part of this initiative, we are looking to appoint a Client Integration Manager to support the onboarding and transition of a large number of Wealth Managers into a new UK platform and operating model. This is a high-profile, fast-paced programme with a phased migration approach, requiring individuals who can operate with pace while delivering a seamless and professional experience to senior stakeholders.
The Role
You will play a central role in the integration process, acting as a key point of contact for incoming advisers and their teams as they transition into the business. This is a highly visible, front-office aligned role, where you will be responsible for managing the flow of queries, guiding stakeholders through the transition, and ensuring a smooth and well-coordinated onboarding experience.
Key responsibilities include:
- Managing the end-to-end onboarding and integration of Wealth Managers and their teams
- Acting as a primary point of contact for incoming advisers, handling a high volume of queries and requests
- Supporting stakeholders through the transition into a new platform and operating model
- Coordinating with internal teams across Front Office, Change, Operations, and Technology to resolve queries efficiently
- Escalating complex issues where required, ensuring timely resolution
- Maintaining a high standard of communication and stakeholder engagement throughout
- Identifying opportunities to improve processes as the integration programme evolves
Requirements
- Proven experience managing client or adviser transitions within wealth management, private banking, or asset management environments
- Strong front-office exposure, with experience working closely with advisers, relationship managers, or client-facing teams (essential)
- Experience supporting mergers, acquisitions, or large-scale onboarding/integration programmes
- Ability to manage a high volume of queries while maintaining a professional and structured approach
- Strong stakeholder management skills, with the ability to engage confidently with senior individuals
- Highly organised, proactive, and comfortable operating in a fast-paced environment
- A hands-on approach with a strong sense of ownership and accountability
Additional Information
- Initial 6-month contract with potential to extend
- Hybrid working model (London-based)
- Immediate start preferred
This is an excellent opportunity to join a high-impact programme within a well-established financial services organisation, where you will play a key role in delivering a seamless integration experience for incoming advisers and their clients.
Client Integration Manager/ Wealth / Front Office in City of London employer: MDM Consultants Limited
Contact Detail:
MDM Consultants Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Integration Manager/ Wealth / Front Office in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that Client Integration Manager role.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of onboarding processes and integration strategies. Be ready to share examples from your past experiences that showcase your ability to manage high volumes of queries and maintain strong stakeholder relationships.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your enthusiasm for the role. It keeps you fresh in their minds and shows your professionalism.
✨Tip Number 4
Check out our website for the latest job openings and apply directly through us. We’re here to help you find that perfect fit in the fast-paced world of wealth management!
We think you need these skills to ace Client Integration Manager/ Wealth / Front Office in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Integration Manager. Highlight your experience in managing client transitions and working with wealth management teams. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this fast-paced integration programme. Share specific examples of your past experiences that relate to onboarding and stakeholder management.
Showcase Your Communication Skills: Since this role involves a lot of interaction with senior stakeholders, make sure to demonstrate your strong communication skills in your application. We love seeing clear, concise writing that reflects professionalism and engagement.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at MDM Consultants Limited
✨Know Your Stuff
Make sure you brush up on the specifics of wealth management and client integration. Understand the key challenges faced during onboarding processes and be ready to discuss how your experience aligns with these. This will show that you're not just familiar with the role, but that you can hit the ground running.
✨Showcase Your Stakeholder Skills
Since this role involves a lot of interaction with senior stakeholders, prepare examples of how you've successfully managed relationships in the past. Think about times when you’ve resolved complex issues or improved communication processes. This will demonstrate your ability to engage confidently with high-level individuals.
✨Be Ready for Fast-Paced Questions
Expect questions that assess your ability to operate in a fast-paced environment. Prepare to share experiences where you had to manage multiple queries or requests simultaneously while maintaining professionalism. Highlight your organisational skills and how you prioritise tasks under pressure.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions that show your interest in the integration programme. Inquire about the specific challenges they anticipate during the onboarding process or how success is measured in this role. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.