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Chief Digital Officer/Partner

WELREX

Greater London

On-site

GBP 80,000 - 150,000

3 days ago
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Job summary

An established industry player is seeking a dynamic Chief Digital Officer to lead their digital wealth management platform. This role is pivotal in transforming the wealth management experience for independent relationship managers and their high net worth clients. The ideal candidate will possess a hands-on approach with a strong understanding of digital client experiences and IT systems relevant to wealth management. You'll have the opportunity to make a substantial impact in a flexible, innovative environment while working alongside a top-level team. If you are passionate about technology and wealth management, this is the perfect opportunity for you.

Benefits

Flexible Working Hours

Generous Compensation

Impactful Role

Challenging Work Environment

Top Level Team

Qualifications

  • 10+ years of hands-on experience in a senior role within wealth management.
  • Strong grasp of digital client experience and IT systems.

Responsibilities

  • Empower investment teams to deliver quality solutions.
  • Ensure technology developments adhere to regulatory requirements.

Skills

Problem Solving

Communication Skills

Flexibility

Digital Client Experience

Wealth Management Knowledge

Machine Learning

Technology Strategy

Education

Relevant Experience in Wealth Management

UK Citizenship

Tools

IT Systems/Networks

Wealth Tech

Job description

WELREX Greater London, England, United Kingdom

Helping dynamic RMs in U/HNW Wealth Management to build an asset and monetise it.

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 is offering:

  • full time/part-time/flexible role
  • results linked fair and generous compensation
  • opportunity to make substantial impact to the early stage business
  • flexible working hours if needed
  • top level team of co-workers
  • challenging but exciting working environment

WELREX is looking for a team member with:

integrity and universal values driven mentality

  • London base and UK citizenship
  • 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
Seniority level
  • Executive
Employment type
  • Other
Job function
  • Information Technology
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