Global Accounting Network
Interim Wealth Management Migration Expert
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Global Accounting Network are working with a leading Private Bank client to support them through the sale of their Wealth Management business to another leading financial institution. As part of this transaction, approximately £3 billion of client assets will be migrated as part of a complex business transfer programme.
We are seeking an experienced Wealth Management Migration Expert on an initial 6-month contract to play a key role in delivering this migration. This is a highly hands-on opportunity for someone with genuine experience delivering asset migrations, client book transfers or business transfers within wealth management or banking.
The Role
You will play a key role in managing the end-to-end migration of client assets, accounts and associated operational processes. The migration will primarily involve transferring data and assets from T24 to Avaloq, alongside activity involving their bespoke CRM and a document storage system.
This is not a purely governance or PMO position. We are looking for someone who is comfortable getting into the weeds, investigating issues, producing and reviewing reports, coordinating stakeholders and personally driving work through to resolution.
Key Responsibilities
- Lead and coordinate day-to-day migration activity across the programme.
- Support the end-to-end transfer of client assets, accounts, data and operational processes.
- Develop, maintain and manage detailed migration plans and delivery activities.
- Perform and oversee cash, account and asset reconciliations, investigating discrepancies between expected and actual migration outcomes.
- Work closely with custody, operations and migration teams to resolve issues and exceptions.
- Coordinate stakeholders across Operations, Technology, Risk, Compliance, Legal, Finance and Front Office.
- Identify delivery risks, dependencies and issues and drive appropriate mitigation and resolution.
- Support client communication, onboarding and operational readiness activity.
- Ensure migration activities meet relevant regulatory, governance and operational requirements.
- Coordinate with third-party vendors and technology teams where required.
- Produce and review MI, reconciliation reports and migration outputs.
- Provide hands-on support wherever required to ensure the migration remains on track.
- Work closely with the existing project management team and wider operations function throughout the programme.
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What We're Looking For
- Demonstrable experience delivering asset migrations, business transfers or client book migrations.
- Experience within wealth management, private banking, banking or a closely related financial services environment.
- Strong understanding of the operational complexities involved in transferring client assets and accounts.
- Hands-on experience with reconciliations, data validation and migration exception management.
- Experience with T24 and/or Avaloq is highly desirable.
- Ability to work across both detailed operational tasks and broader project coordination.
- Strong stakeholder management skills, with the confidence to coordinate multiple teams and functions.
- Proven ability to identify problems, investigate discrepancies and drive issues through to resolution.
- Comfortable working in a fast-paced migration environment with changing priorities.
- Able to start immediately.
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This is an excellent opportunity to join a high-profile £3 billion asset migration programme and play a key role in delivering a complex wealth management business transfer through to completion.
If you have hands-on experience delivering asset or client book migrations within wealth management or banking and are available immediately, we'd be keen to hear from you.
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