Lead complex wealth platform transformations and help shape the future of advisory and servicing models
Job Summary
Lead complex wealth platform transformations and help shape the future of advisory and servicing models.
Oversee end-to-end delivery across platform implementation, post-merger integration, and advisory or servicing transformation initiatives.
Deliver high-impact wealth transformation programmes for leading financial institutions in a collaborative, flat, and entrepreneurial consulting culture.
Matching Summary
Lead complex wealth platform transformations and help shape the future of advisory and servicing models.
Skills & Requirements
Must-have
Wealth & Asset Management transformation
platform implementation
post-merger integration
Agile or hybrid environments
stakeholder management
Nice-to-have
entrepreneurial consulting culture
continuous learning and training
shaping the future of platforms
Key Requirements
Demonstrable experience delivering transformation programmes within Wealth & Asset Management
Experience overseeing platform implementation or post-integration delivery within wealth environments
Strong understanding of advisory, servicing, and mass affluent client models
Proven stakeholder management experience across business and technology teams
Experience working within Agile or hybrid delivery frameworks