Business Solutions Lead - Wealth Management

JR United Kingdom; Ipswich; Hybrid; GBP 60,000 - 85,000; Full time

Job summary

A leading private wealth manager seeks a high-potential Business Solutions & Data Analyst to join their Business and Data Solutions team. This role offers a strategic position with responsibilities in enhancing data analytics, managing projects, and collaborating across teams. Strong experience in wealth management and proficiency with relevant tools like PowerBI are key for this opportunity.

Qualifications

• 7+ years' experience in data/business solutions in wealth management.
• Hands-on experience with analytics tools like XPLAN, PowerBI.
• Proactive with technical and non-technical stakeholders.

Responsibilities

• Support the firm's business and data solutions roadmap.
• Lead projects like digital onboarding and client portals.
• Enhance data analytics and reporting tools.

Skills

Data analysis

Stakeholder engagement

Project management

Tools

PowerBI

XPLAN

PowerApps

BitaRisk

Job description

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Business Solutions Lead - Wealth Management, Ipswich

Client:

QH4 Consulting

Location:

Job Category:

Other

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EU work permit required:

Yes

Job Views:

3

Posted:

04.06.2025

Expiry Date:

19.07.2025

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 team.

This role offers an excellent opportunity for someone with wealth management experience and strong systems and data skills, ready to take on a more strategic position. 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?

• Support the delivery of the firm’s business and data solutions roadmap
• Lead or contribute to projects like digital onboarding, client portals, and automation
• Collaborate with stakeholders across projects, technology, and front office
• Enhance data analytics and reporting tools (e.g., PowerBI)
• Partner with tech vendors and optimize use of 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 for future leadership growth – management experience 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 take on a broader, more strategic role in a reputable private wealth firm, we’d like to hear from you.