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Wealth Business Analyst / Project Manager - Integration, Re-papering, Acquisition
£600 - £700 per day
Sell Side
Role Type:
Contract Duration:
12 months
Phone Number:
0207 763 7084
Job Reference:
Date Posted:
Wealth Business Analyst / Project Manager (Acquisition Integration) – Contract, BA, Separation, Carve Out, Divestment, Repapering, Wealth Mangagement
We are seeking a contract Lead BA / PM, London based, with experience in Wealth Management and in integration of acquisitions or in company separation / carve out programmes.
Our client is one of the major independent wealth managers in the UK, across retail and high net worth discretionary management, and (not surprisingly) has recently acquired a mid-sized firm.
In addition to experience of integration of firms, or (in the opposite direction) of separation / carve out / divestment of businesses that have been sold (and of wealth management), experience of specific areas of integration activity would be useful:
  • Strong Business Analysis or Project Management skills preferably within a Wealth Management environment 
  • Communications programmes and drafting content (preferably to clients)
  • Contract redrafting / “repapering” – ideally to cover both client agreements / IMA, and supplier contracts
  • Client engagement and client journeys
  • Rate Card alignment – redefining standard services to clients and associated “rate card” charges
  • Regulatory framework in wealth management, including MiFID II (awareness)
  • Risk – assessing client investment risk in context of repapering.
The successful hire will work for the client’s head of front office who is directing the initiative with the COO, and the role will include both significant client contact and senior stakeholder engagement.

The client may consider an exceptional wealth management BA with experience of client communications and/or contract repapering (without integration).

This is likely to be a 1 year contract, with attractive rates, so if you are a Wealth BA / PM or Lead BA with the right credentials pleased do get in touch.

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