Business Solutions Lead - Wealth Management

JR United Kingdom; Maidstone; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

A leading private wealth manager seeks a Business Solutions & Data Analyst to support their growing team. This hybrid role involves delivering solutions for wealth management systems, collaborating on strategic changes, and enhancing analytics tools like PowerBI. Ideal for professionals with extensive experience in financial services looking to take a step into leadership.

Benefits

Work-life balance

Agile working environment

Qualifications

• 7+ years' experience in a data/business solutions role within wealth management.
• Hands-on experience with relevant tools.
• Experience with AI applications in financial services.

Responsibilities

• Supporting the delivery of business and data solutions roadmap.
• Leading projects such as digital onboarding and client portals.
• Enhancing data analytics and reporting tools.

Skills

Data analysis

Stakeholder engagement

Project management

Tools

PowerBI

XPLAN

First Rate

PowerApps

BitaRisk

Pulse/Symphony

Job description

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

Location: London (Hybrid – approximately 3 days in the office)

QH4 Consulting is hiring on behalf of a leading private wealth manager, seeking a high-potential Business Solutions & Data Analyst to join their growing Business and Data Solutions team.

This is a fantastic opportunity for someone with experience in wealth management systems and data, eager to take on a broader, strategic role. 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?

• Be the right hand to the Head of Business and Data Solutions
• Join an agile, successful firm that values work-life balance (hybrid working, no long-hours culture)
• Help shape strategic changes across portals, core systems, and data platforms

The role includes:

• Supporting the delivery of the firm’s business and data solutions roadmap
• Leading or contributing to projects such as digital onboarding, client portals, and automation
• Collaborating with stakeholders across projects, technology, and front office
• Enhancing data analytics and reporting tools (e.g., PowerBI)
• Partnering with technology vendors and optimizing 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 to grow into future leadership roles (managing a team is 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 advance into a broader, strategic role within a respected private wealth firm, we would like to hear from you.