Business Solutions Lead - Wealth Management

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

Job summary

A leading private wealth manager is seeking a high-potential Business Solutions & Data Analyst to enhance their Business and Data Solutions function. This strategic role involves collaborating with senior stakeholders to drive technology and data solutions, ensuring optimal system utilization, and shaping key business processes. The firm values work-life balance and offers a hybrid work model. Ideal candidates possess strong experience in wealth management and a proactive approach towards innovation.

Qualifications

• 7+ years' experience in a data/business solutions role within wealth management.
• Hands-on exposure to tools like XPLAN, Pulse/Symphony, PowerBI, etc.
• Proactive mindset and ability to engage with various stakeholders.

Responsibilities

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

Skills

Data Analytics

Project Management

Stakeholder Engagement

AI in Financial Services

Tools

PowerBI

XPLAN

Pulse/Symphony

BitaRisk

PowerApps

Job description

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Business Solutions Lead - Wealth Management, york

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Client:

Qh4 Consulting

Location:

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.