Business Solutions Lead - Wealth Management

JR United Kingdom; Cardiff; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

A leading private wealth manager is seeking a Business Solutions & Data Analyst to join their Business and Data Solutions function. The role involves strategic input on technology, data, and process improvements in wealth management. Candidates should have extensive experience in a data-focused role and be ready to engage with stakeholders to drive improvements. This is an excellent opportunity for professionals looking to step up into a leadership role within a supportive and agile environment.

Qualifications

• 7+ years' experience in a data/business solutions role in wealth management.
• Hands-on exposure to tools like XPLAN, PowerBI.
• Proactive mindset to engage with both technical and non-technical stakeholders.

Responsibilities

• Support delivery of the firm’s business and data solutions roadmap.
• Lead projects including digital onboarding and client portals.
• Drive data analytics improvements and reporting tools.

Skills

Data analytics

Stakeholder engagement

Project delivery

Tools

PowerBI

XPLAN

PowerApps

Job description

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Business Solutions Lead - Wealth Management, cardiff

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Client:

Qh4 Consulting

Location:

cardiff, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

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.