Business Solutions Lead - Wealth Management

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

Job summary

A leading private wealth manager is seeking a Business Solutions & Data Analyst to join their team in Wakefield. This strategic role involves working closely with leadership to enhance technology, data, and processes in wealth management, with opportunities for career growth. The ideal candidate has over 7 years of experience in data/business solutions within a wealth management context, and will engage cross-functionally to deliver impactful projects.

Benefits

Work-life balance

Hybrid working

Qualifications

• 7+ years' experience in a data/business solutions role within wealth management.
• Hands-on exposure to tools like XPLAN, PowerBI, First Rate.
• Experience with AI in financial services desirable.

Responsibilities

• Support delivery of the firm’s business and data solutions roadmap.
• Contribute to projects including digital onboarding and automation.
• Drive data analytics improvements and reporting tools.

Skills

Data analysis

Stakeholder engagement

Proactive mindset

Tools

PowerBI

XPLAN

Pulse/Symphony

BitaRisk

PowerApps

Job description

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Business Solutions Lead - Wealth Management, Wakefield

Client: Qh4 Consulting

Location: Wakefield, United Kingdom

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 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.