Integration Relationship Manager – Wealth Management
MDM Consultants Limited
Integration Relationship Manager – Wealth Management
Location:
London (Hybrid – 3 days office / 2 days remote) Contract:
Initial 6 months MDM Consultants is supporting a leading UK Wealth Management business with the appointment of an experienced
Integration Relationship Manager
to join a major business integration and platform migration programme. This is a highly relationship-focused role, working directly with Financial Advisers, Investment Managers and Wealth Management branches as they transition onto a new operating model and custody platform. We're looking for someone with a strong understanding of Wealth Management who can build trusted relationships, manage expectations and act as the main point of contact for adviser businesses throughout the migration process. Key Responsibilities
Own and manage relationships with Financial Advisers, Investment Managers and Wealth Management branches throughout the migration.
Act as the primary point of contact, ensuring advisers remain informed, engaged and supported.
Communicate migration plans, timelines and changes clearly, managing expectations and addressing concerns.
Work closely with internal Operations, Change and Technology teams to resolve issues and ensure a smooth transition.
Support adviser businesses with migration readiness, identifying risks and proactively addressing challenges.
Maintain strong stakeholder relationships while minimising disruption to advisers and their clients.
About You
Strong Wealth Management experience , with an understanding of adviser businesses, investment operations and client relationships.
Proven relationship management experience
working directly with Financial Advisers, Financial Planners, Investment Managers or branch networks.
Experience supporting business integrations, platform migrations or custody transitions within Wealth Management.
Excellent communication and interpersonal skills, with the confidence to engage with senior stakeholders.
A proactive, solutions-focused approach and the ability to take ownership of relationships and issues.
You may come from a Relationship Management, Business Integration, Client Migration or Business Change background. The priority is someone who can build strong relationships with adviser businesses and support them through a complex period of change.
Due to to high nature of applicants, we will not be able to accept direct phone calls or emails. Please apply and if successful someone will be in touch.
TPBN1_UKTJ
Location:
London (Hybrid – 3 days office / 2 days remote) Contract:
Initial 6 months MDM Consultants is supporting a leading UK Wealth Management business with the appointment of an experienced
Integration Relationship Manager
to join a major business integration and platform migration programme. This is a highly relationship-focused role, working directly with Financial Advisers, Investment Managers and Wealth Management branches as they transition onto a new operating model and custody platform. We're looking for someone with a strong understanding of Wealth Management who can build trusted relationships, manage expectations and act as the main point of contact for adviser businesses throughout the migration process. Key Responsibilities
Own and manage relationships with Financial Advisers, Investment Managers and Wealth Management branches throughout the migration.
Act as the primary point of contact, ensuring advisers remain informed, engaged and supported.
Communicate migration plans, timelines and changes clearly, managing expectations and addressing concerns.
Work closely with internal Operations, Change and Technology teams to resolve issues and ensure a smooth transition.
Support adviser businesses with migration readiness, identifying risks and proactively addressing challenges.
Maintain strong stakeholder relationships while minimising disruption to advisers and their clients.
About You
Strong Wealth Management experience , with an understanding of adviser businesses, investment operations and client relationships.
Proven relationship management experience
working directly with Financial Advisers, Financial Planners, Investment Managers or branch networks.
Experience supporting business integrations, platform migrations or custody transitions within Wealth Management.
Excellent communication and interpersonal skills, with the confidence to engage with senior stakeholders.
A proactive, solutions-focused approach and the ability to take ownership of relationships and issues.
You may come from a Relationship Management, Business Integration, Client Migration or Business Change background. The priority is someone who can build strong relationships with adviser businesses and support them through a complex period of change.
Due to to high nature of applicants, we will not be able to accept direct phone calls or emails. Please apply and if successful someone will be in touch.
TPBN1_UKTJ
Reference: WJ-5784_66858