Business Systems Lead - Wealth Management

JR United Kingdom; City Of London; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

A respected private wealth management firm seeks a Business Solutions & Data Analytics Lead to step into a strategic role. With a strong focus on supporting technology and data processes, the ideal candidate will have significant experience and be ready to collaborate cross-functionally to drive improvements in the firm's solutions.

Qualifications

• 7+ years' experience in data/business solutions role in wealth management.
• Experience with tools like XPLAN, PowerBI, and automation.
• Potential to grow into a leadership role.

Responsibilities

• Supporting delivery of the business and data solutions roadmap.
• Leading projects including digital onboarding and client portals.
• Driving data analytics improvements and reporting tools.

Skills

Data analysis

Business solutions

Stakeholder engagement

Proactive mindset

AI experience in financial services

Tools

PowerBI

XPLAN

Pulse/Symphony

BitaRisk

First Rate

PowerApps

Job description

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Business Solutions Manager - Wealth Management, London (City of London)

Client: Qh4 Consulting

Location: London (City of London), United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views:

7

Posted:

27.06.2025

Expiry Date:

11.08.2025

Job Description:

Job Title: Business Solutions & Data Analytics Lead – 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.