Business Solutions Lead - Wealth Management

JR United Kingdom; Milton Keynes; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

A leading private wealth manager seeks a Business Solutions & Data Analyst to enhance their data-driven decisions and strategic initiatives. The role involves close collaboration with the Head of Business and Data Solutions while shaping technology and process improvements for client service teams. Ideal candidates will have extensive experience in wealth management and key analytical tools.

Benefits

Work-life balance

Flexible working hours

Agile work environment

Qualifications

• 7+ years' experience in data/business solutions.
• Hands-on exposure to various analytical tools.
• Potential for future leadership roles.

Responsibilities

• Support delivery of business and data solutions roadmap.
• Lead projects including digital onboarding and automation.
• Drive analytics improvements and reporting tools.

Skills

Data analytics

Stakeholder engagement

Process improvement

Proactive mindset

AI in financial services

Tools

PowerBI

XPLAN

BitaRisk

PowerApps

Pulse/Symphony

First Rate

Job description

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Business Solutions Lead - Wealth Management, Milton Keynes

Client: Qh4 Consulting

Location: Milton Keynes

Job Category: Other

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 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.