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

QH4 Consulting; London; Hybrid; GBP 60,000 - 75,000; Full time

Job summary

A leading private wealth manager is seeking a Business Solutions & Data Analyst in London. This role offers a unique chance for someone with 7+ years in data solutions to step up strategically, working closely with senior management to enhance data-driven decision making in an agile environment.

Qualifications

• Experience in a wealth management or private client environment required.
• Hands-on exposure to relevant tools and software essential.
• Potential for leadership roles is important.

Responsibilities

• Support delivery of the business and data solutions roadmap.
• Contribute to projects including client portals and automation.
• Drive data analytics improvements across various platforms.

Skills

Data Analytics

Stakeholder Engagement

Proactive Mindset

AI in Financial Services

Education

7+ years’ experience in data/business solutions

Tools

PowerBI

XPLAN

Pulse/Symphony

BitaRisk

PowerApps

Job description

Business Solutions Lead - Wealth Management

Business Solutions Lead - Wealth Management

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This range is provided by Qh4 Consulting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Qh4 Consulting

Technology & Change Recruitment for the Investment Management Community

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

Location: London (Hybrid – approx. 3 days in office)

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

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
• 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 [e-mail].

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

• Industries

  Investment Management and Financial Services

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