Chief Digital Officer

WELREX; London; On-site; GBP 200,000 +; Full time

Job summary

A digital wealth management platform is seeking a Chief Digital Officer to drive technology vision and strategy. The ideal candidate will have at least 10 years of hands-on experience in the Wealth Management industry and a proven track record in leading technology innovation. This role offers a flexible working environment and a chance to significantly impact an early-stage business. Compensation will be equity-based initially, with a focus on driving effective solutions in a regulatory framework.

Benefits

Flexible working hours

Opportunity to impact early stage business

Top level team

Qualifications

• Proven experience in Wealth Management industry.
• At least 10 years in a senior role.
• Strong strategic view of technology roadmap.

Responsibilities

• Outline technology vision and strategy.
• Empower Investment team to deliver quality solutions.
• Ensure tech developments adhere to regulatory requirements.

Skills

Wealth Management experience

Entrepreneurial drive

Problem-solving approach

Excellent communication skills

Digital client experience

Knowledge of machine learning/AI

Leadership in tech innovation

Job description

NB! Initial compensation is likely to be based solely on equity options, please do not apply if you need a salary or consultancy - based compensation on day one.

Chief Digital Officer/Partner

WELREX is a London-based digital wealth management (WM) platform that takes the journey for independent relationship managers (IRM) and their High Net Worth (HNW) clients with links to key Emerging Markets (EM) to the next level. WELREX provides a superior way to preserve and grow wealth that saves time, money and effort. It promotes transparency and strengthens trust between IRMs and their HNW clients, transcending the existing global wealth management standards. WELREX defines independent relationship managers as individuals handling a portfolio of HNW clients at private banks and other wealth management companies such as multifamily offices or investment firms who are ready to conduct their independent business on a suitable platform.

WELREX is offering:

• Full time/part-time/flexible role
• Results linked fair and generous compensation
• Opportunity to make substantial impact to the early stage business
• Fexible working hours if needed
• Top level team of co-workers
• Challenging but exciting working environment

WELREX is looking for a team member with:

• London based and UK citizenship
• Experience in the Wealth Management industry
• Entrepreneurial drive
• Can do attitude, non-standard problem solving approach, flexibility
• Extensive network
• Ability to work cross-functionally under pressure of commitments, performance standards, and deadlines
• Good verbal and written communication skills
• Balanced personality
• Hands on approach
• Excellent grasp of digital client experience
• Broad experience of IT systems/networks preferably with focus on wealth and investment management
• Professional experience or theoretical understanding within wealth management/investment/finance
• Excellent general practical knowledge of wealth tech and related areas of IT
• Working knowledge of machine learning/artificial intelligence
• Strategic view of technology roadmap for a digitally native wealth management firm
• Ability to outline technology vision and strategy of the company, match the limited resources to the business needs
• Empowering Investment team to deliver solutions that emphasize quality, simplicity and reliability
• Making decisions individually and collectively
• Making sure all technology developments adhere to regulatory requirements
• At least 10 years relevant hands-on experience in a senior role, preferably within entrepreneurial environment and managerial setting
• Track record of successfully delivering technology solutions in a variety of situations
• Scaling technology function and leading continued innovation in synchronisation with CEO’s vision

NB! Initial compensation is likely to be based solely on equity options, please do not apply if you need a salary or consultancy-based compensation on day one.