Project Manager, Data Delivery - Wealth Management Job at Brewin Dolphin (Edinburgh)

Senior AI Project Manager – Broker Dealer & Wealth Management

Seeking a Senior AI Project Manager to lead AI and data-driven initiatives withi...

Location

United States , Los Angeles

Salary:

90.00 USD / Hour

Beacon Hill

Expiration Date

Until further notice

Requirements

7+ years of project or program management experience, including AI/ML or data-driven initiatives
Direct experience in Broker Dealer & Wealth Management environments (required)
Proven delivery experience in financial services or highly regulated environments
Hands-on experience managing large, complex programs with minimal supervision
Strong understanding of the AI/ML lifecycle: data pipelines, model training/testing, evaluation, deployment, and MLOps
Working knowledge of data quality, governance, bias, privacy, and ethical AI considerations
Familiarity with cloud platforms (AWS, Azure, or GCP) and AI/engineering tools (e.g., Jira, Git, TensorFlow, PyTorch)
Define and manage scope, schedule, cost, risk, resources, and quality
Create and maintain detailed project plans, milestones, dependencies, and reporting
Lead cross-functional teams including data scientists, ML engineers, data engineers, and business stakeholders

Job Responsibility

Lead AI and data-driven initiatives within a Broker Dealer & Wealth Management environment
Own delivery end-to-end-from project definition through deployment
Ensure alignment between business objectives, data teams, and regulatory requirements

Fulltime

Contract Delivery Manager

At Sureserve Energy Services UK, excellence is not just an expectation; it's our...

Location

United Kingdom , Woking

Salary:

45000.00 - 50000.00 GBP / Year

Sureserve

Expiration Date

Until further notice

Requirements

A wealth of people management experience across varied roles, with a track record of driving performance in multi-disciplinary teams across a large geography
Solid project management experience with a deep understanding of technical delivery (including survey, design, compliance, and installation)
Exceptional communication skills to engage stakeholders at all levels, alongside strong negotiation tactics
The ability to think clearly, quickly, and decisively under pressure to resolve technical or logistical roadblocks
Sound working knowledge of Health & Safety requirements, with the ability to confidently interpret and explain risk assessments and method statements
Proficient in MS Office packages with the ability to analyze data reports and use insights to optimize team performance
A full UK driving license is required for site visits and client meetings
A genuine passion for scaling operations responsibly while maintaining a culture of growth, quality, and sustainability

Job Responsibility

Manage, mentor, and coordinate our employed internal installers day-to-day
Oversee the recruitment, onboarding, training, and equipping of our labour force
Conduct pre-, mid-, and post-installation site inspections and audits
Act as the go-to technical and logistical problem solver
Partner closely with our Woking office to align site activities with broader business goals
Ensure all teams (internal and external) update crucial IT systems accurately and on time

What we offer

29 days annual leave (includes statutory bank holidays and Christmas/New Year closure)
Employer-contributed pension scheme
Enhanced Maternity/Paternity leave
Flexible Benefits (Bike to Work, Health Shield care plan)
Employee Assistance Program

Fulltime

Senior Technical Analyst, Wealth Management Europe

What is the opportunity? You will be responsible for the technical, solution an...

Location

United Kingdom , Edinburgh

Salary:

Not provided

Brewin Dolphin

Expiration Date

Until further notice

Requirements

Robust experience working as a Business Analyst (or a similar role) with progressively increasing responsibilities in the areas of requirements management on large and complex projects.- ideally in Wealth Management / Financial Services
Strong technical analysis skills and the ability to translate business requirements into technical designs and technical PBI’s
Experience in requirements planning and prioritisation, including stakeholder engagement and effort estimation
Proven experience with various project delivery methodologies such as Waterfall, Iterative and/or Agile
Requirements elicitation techniques such as Document analysis, Prototyping, Focus groups, Surveys, along with experience analysing existing systems, data flows and processes
Ability to effectively communicate with all stakeholders and colleagues from Senior Business representatives to developers and testers.

Job Responsibility

Identify impacted stakeholder groups, gather their requirements, develop accurate project estimates, and manage risks and constraints throughout the engagement
Facilitate collaborative workshops with diverse business stakeholders, using advanced elicitation techniques to uncover, analyze, and review requirements comprehensively
Document business and system requirements using enterprise-standard methodology, verify quality, validate with stakeholders, and maintain a reusable requirements repository for future initiatives
Work with the UX/UI design team to ensure feature design meets the documented requirements and is aligned with system limitations
Translate requirements and designs into PBI’s and facilitate refinement and estimation sessions with the delivery team
Ensure full coverage between scope, requirements, and testing activities
support QA in test case development and validate that functional system tests adequately cover critical requirements
Provide well-defined features and user stories to the delivery team, review test evidence, support UAT/demo sessions, and clarify requirements during design and development
Guide junior analysts and promote enterprise methodologies
Build strong stakeholder relationships, foster collaboration, and continuously enhance team knowledge and skills.

What we offer

A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
Leaders who support your development through coaching and managing opportunities
Opportunities to work with the best in the field
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services.

Fulltime

Head of Wealth Management Operations

Savvy is looking for a Head of Wealth Management Operations to design, lead, and...

Location

United States , NYC

Salary:

Not provided

Savvy Wealth

Expiration Date

Until further notice

Requirements

8–12+ years of progressive operations leadership in wealth management
Direct experience in a hybrid RIA + broker-dealer environment (or running operations for both entities)
Deep familiarity with the practical differences between FINRA BD operations and SEC/state RIA operations
Proven record of scaling teams and processes in a high-growth setting
Strong process design chops: you’ve personally rebuilt workflows and reduced cycle time/error rates
Tech-forward operator who has led system implementations and automation projects
Fluent working with Product and Engineering teams
Excellent people leadership and cross-functional communication
Hands-on experience with: Client billing and performance reporting
Custodian administration and integrations (e.g., Schwab, Fidelity, Pershing)

Job Responsibility

Own and evolve the operating model for our wealth management platform across both RIA and broker-dealer entities, including service, supervision support, onboarding, maintenance, trading, and money movement
Foster a culture of innovation, white-glove support, and continuous improvement
Collaborate closely with Engineering, Product, and Advisory teams to drive innovation through all parts of RIA & B-D Operations
Map, redesign, and standardize core workflows including: KYC/AML, suitability, Reg BI and advisory documentation
trading, rebalancing, cash management, and billing feeds
client service requests and lifecycle maintenance
advisor transitions and rep onboarding
client onboarding / ACATs / account opening
Remove friction between channels so advisors and clients experience “one firm,” not two regulatory models
Establish and manage the day-to-day operations of Savvy’s Broker-Dealer, including account opening, transaction processing, supervision, and trade surveillance

What we offer

Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

Fulltime

Senior AI Project Manager

Seeking a Senior AI Project Manager to lead AI and data-driven initiatives withi...

Location

United States , Los Angeles

Salary:

90.00 USD / Hour

Beacon Hill

Expiration Date

Until further notice

Requirements

7+ years of project or program management experience, including AI/ML or data-driven initiatives
Direct experience in Broker Dealer & Wealth Management environments (required)
Proven delivery experience in financial services or highly regulated environments
Hands-on experience managing large, complex programs with minimal supervision
Strong understanding of the AI/ML lifecycle: data pipelines, model training/testing, evaluation, deployment, and MLOps
Working knowledge of data quality, governance, bias, privacy, and ethical AI considerations
Familiarity with cloud platforms (AWS, Azure, or GCP) and AI/engineering tools (e.g., Jira, Git, TensorFlow, PyTorch)
Define and manage scope, schedule, cost, risk, resources, and quality
Create and maintain detailed project plans, milestones, dependencies, and reporting
Lead cross-functional teams including data scientists, ML engineers, data engineers, and business stakeholders

Job Responsibility

Lead AI and data-driven initiatives within a Broker Dealer & Wealth Management environment
Own delivery end-to-end-from project definition through deployment
Ensure alignment between business objectives, data teams, and regulatory requirements

Fulltime

Applications Development Group Manager, Senior Vice President

We are seeking a highly motivated and experienced Operational Data & Analytics D...

Location

United States , Jersey City

Salary:

176720.00 - 265080.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

10+ years of experience in technology roles within major financial services firms, with a significant portion dedicated to wealth management
Proven track record of working with analytical data platforms and data warehouses through their technological evolution, from on-premise traditional systems (e.g., Teradata, Oracle) to modern cloud-based solutions
Demonstrated expertise in creating and managing complex data models specifically for the wealth management industry. Must be able to articulate the nuances of wealth data
Hands-on experience building frameworks for the end-to-end data lifecycle: ingestion, curation, and distribution
Proficiency with data wrangling and preparation tools (e.g.,Dataiku, Alteryx, or similar)
Advanced skills in data visualization tools (e.g.,Tableau, Power BI, or similar)
Strong SQL skills and experience with various database technologies
Familiarity with programming languages such as Python for data manipulation
A proactive, "get-it-done" attitude with a proven ability to act with urgency and navigate a complex, fast-paced environment
Ability to think holistically and bridge the gap between operational and analytical systems, understanding the dependencies and data flows

Job Responsibility

Design, develop, and maintain expert-level conceptual, logical, and physical data models for the wealth management domain, covering areas such as client holdings, transactions, performance, and risk
Lead the strategy and execution for modernizing our analytical data and data warehouse technologies, including the migration and integration of cloud-based providers (e.g., AWS, Snowflake, Google Cloud Platform)
Create and implement robust, scalable, and secure frameworks for data ingestion (batch and real-time), data curation, quality control, and data distribution to downstream consumers
Architect and oversee the integration between core operational systems (e.g., trading, portfolio management) and our analytical systems to ensure seamless data flow and a single source of truth
Champion and demonstrate the use of AI to solve data problems
Act with a strong sense of urgency to drive projects from conception to completion. Troubleshoot complex data-related issues and ensure the timely delivery of high-quality data solutions
Partner closely with business leaders, portfolio managers, financial advisors, and technology teams to understand their data needs and translate them into technical requirements and solutions

What we offer

Discretionary and formulaic incentive and retention awards
medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

New

Sales Operations Specialist (late-shift)

Sales Operations Specialist (late shift 2pm-10pm) - Aon is in the business of be...

Location

Poland , Krakow

Salary:

Not provided

Aon

Expiration Date

Until further notice

Requirements

1+ years research experience
Hardworking self-starter who can juggle multiple projects, follow-up and exhibit creative problem solving – ultimately delivering projects and assignments on target and on time within a fast-paced environment
Strong ability to work closely with various cross functional groups
A creative problem solver who brings innovative ideas, new perspectives, and a wealth of enthusiasm
Excellent verbal and written communication skills, organizational and relationship skills
Demonstrated responsiveness to colleague and leadership requests
Qualifications include bachelor’s degree or equivalent experience in Business or related major, excellent Microsoft Office skills (Excel, PPT, Word, etc.)
Familiarity with Customer Relationship Management Systems (CRM) and marketing automation systems (i.e. Eloqua).
Expertise in data visualization/business intelligence platforms (Tableau, Power BI) would be a plus

Job Responsibility

Serve as the CRM system guide for specific Enterprise clients
Performs day-to-day execution and task completion
provides frequent status updates, and responsible for timely completion of assigned tasks. Communicates at risk, escalated issues, and barriers to client team
Ensure data quality auditing and clean-up of CRM system for Enterprise clients
Serves as the main point of contact for client team questions regarding CRM system even when not directly responsible for the process
Responds to emails promptly and proactively
manages client team and other internal teams’ responses for timeliness/accuracy
Communicates effectively with internal partners for analysis/ resolution of complex issues or project impacts.
Expected to serve as back-up support (even if not directly aligned) for other Operation Specialists in the region
Identifies and resolves escalations or issues with strong emphasis on patterns, trends, and root cause analysis. Assists with problem solving for recurring issues

What we offer

Comprehensive benefits package
inclusive workforce
agile environment to manage wellbeing and work/life balance
two Global Wellbeing Days each year
variety of working style solutions
continuous learning culture

Fulltime

Digital Software Engineer Lead Analyst VP

The Digital S/W Eng Lead Analyst is a strategic professional who stays abreast o...

Location

United States , Irving

Salary:

138720.00 - 208080.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

6-10 years of relevant experience
Exhibit expertise in all aspects of technology by understanding broader patterns and techniques as they apply to Citi’s internal and external cloud platforms (AWS, PCF, Akamai)
Lead resources and serve as a functional SME across the company through advanced knowledge of algorithms, data structures, distributed systems, networking, use of knowledge and experience to lead, architect, and drive broader adoption forward
Acquire relevant technology and financial industry skills (AWS PWS) and understand all aspects of NGA technology – including innovative approaches and new opportunities
Demonstrate knowledge on automating code quality, code performance, unit testing, and build processing in the CI/CD
Bachelor’s/University degree, Master’s degree preferred
6-10 years of relevant professional experience, with a significant portion dedicated to technology leadership within Wealth Management or the broader Banking domain
Hands-on expertise in developing robust, enterprise-grade applications leveraging modern technology stacks, including: Frontend development using Angular or similar JavaScript frameworks
Backend development utilizing Java microservices architecture
Designing and implementing RESTful APIs

Job Responsibility

Accountable for executing and driving results on large-scale efforts or multiple smaller efforts and serving as a development lead for most medium and large projects. This includes expertise with application development methodologies and standards for program analysis, design, coding, testing, debugging and implementation
Accountable for exhibiting a strong understanding of client core business functions
Required to support situations in which end user consultation is required to identify system function specifications and incorporate them into overall system design and delivery. Additionally, utilize comprehensive knowledge of multiple areas within technology to achieve technological objectives
Independent work style, requiring little or no guidance by more senior developers. Decisions will make a significant, measurable impact on the business goals for the client organization. During team discussions you will play a significant role with TPMs and engineering managers to determine potential risks to a schedule
Assist in the planning and managing of application development assignments generally involving large budgets, cross functional projects or multiple projects. This includes effectively understanding and analyzing both technical and business risks and impact
Expected to effectively communicate those risks to the business owners, so that they can make informed decisions
Accountable for providing guidance on architecturally significant efforts during the preplanning phase, and ensuring principles and best practices are followed prior to initiation of work. In doing so, closely watch and evaluate Digital roadmaps, including impacts to support upcoming journeys
Publish design review extensions, and provide documented guidance aligned to sprint plans and timelines
Be part of the design review board that will focus on the design process, search for generic patterns, and, at the same time, share best practices across the organization
Publish design patterns across lines of business and domain commonalities. Drive design reviews for Next Gen Architecture (NGA) and Plan of Record (POR) projects, supporting design principles and best practices

What we offer

medical
dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

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Project Manager, Data Delivery - Wealth Management

Job Description

Job Responsibility

Requirements

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