Jobs at Wealth Dynamix (Now Hiring) — 5 open

Information Security Manager - Fintech - Hybrid

City of London, England, United Kingdom · Hybrid

Senior

Information Security Manager - Fintech - Hybrid Calling highly motivated, bright candidates who are looking for a career at an exciting award winning FinTech firm! Company: Wealth Dynamix Role: Information Security Manag…

Skills: ISO 27001, SOC 2, Information security governance, Risk management, Incident response

Senior Technical Project Manager - French Speaking - Hybrid

City of London, England, United Kingdom · Hybrid

Senior+

Senior Technical Project Manager – SDLC - French Speaking Calling highly motivated, bright candidates who are looking for a career at an exciting award winning FinTech firm! Company: Wealth Dynamix Role: Senior Technical…

Skills: Project management, SDLC, Agile, Scrum, Release management

Presales Consultant - Fintech - SDLC

Paris, Ile-de-France, France · Hybrid

Mid level

Pre Sales Consultant – Fintech – Private Banking Pre Sales Consultant wanted as our team is growing fast! Calling highly motivated, bright candidates who are looking for a career at an exciting award winning FinTech firm…

Skills: Pre-sales, Fintech, Private banking, Wealth management, Client lifecycle management

Senior Technical Project Manager - SDLC - Fintech

City of London, England, United Kingdom · Hybrid

Senior+

Senior Technical Project Manager – SDLC - Fintech Calling highly motivated, bright candidates who are looking for a career at an exciting award winning FinTech firm! Company: Wealth Dynamix Role: Senior Technical Project…

Skills: Agile Delivery, Scrum Master, SDLC, Release Management, CI/CD Pipelines

Senior Technical Project Manager - French Speaking - Hybrid

City of London, England, United Kingdom · Hybrid

Senior+

Senior Technical Project Manager – SDLC - French Speaking Senior Technical Project Manager - SDLC - French Speaking Calling highly motivated, bright candidates who are looking for a career at an exciting award winning Fi…

Skills: Agile Delivery, SDLC, Scrum Master, Release Management, Continuous Delivery

About Wealth Dynamix

CRM, CLM & Onboarding solutions for private banks & wealth management firms

Industry
Financial Services
Company size
51-200 employees
Founded
2012
Headquarters
London, Shoreditch
LinkedIn followers
11,566

We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients. We do this via a holistic digital-first platform designed to help wealth management firms grow AuM, streamline operational processes, remain compliant and deliver innovative service. We create modular CLM solutions capable of much more than just client relationship management. Our solutions can be configured to connect clients across the entire lifecycle from the very first touchpoint, through onboarding and account opening to management and the ongoing transfer of wealth to the next generation. We work with existing technology architectures – or develop new ones – to support the broadest range of firms, from 10-person boutique investment managers and multi-family offices to global wealth managers and private banks. Our industry experts’ partner with your staff – from technology to the front office, from compliance to operations – to ensure the right fit for your business. Established in 2012, we are now part of Indosuez Wealth Management within the Crédit Agricole Group, providing us with scale and stability. We operate globally from our UK Headquarters, with offices in France, Switzerland, Singapore and Lithuania.

Offices: Broadwalk House, 5 Appold Street, London, Shoreditch EC2A 2DA, GB · Uraniastrasse 28, Zurich, Zurich 8001, CH · Route de Saint-Julien 7, Carouge, Geneva 1227, CH · 44, Rue de Lisbonne, Paris, Île-de-France 75008, FR · Konstitucijos prospektas, 7, Vilinius, Vilniaus 09307, LT

Client AcquisitionDigital OnboardingCRMBusiness IntelligenceDigital EngagementWealth ManagementInvestment ManagementPrivate BankingClient ManagementCompliance
View all jobs at Wealth Dynamix