Recruitment for WealthTech

The wealth management industry is evolving rapidly. With the largest intergenerational wealth transfer in history already underway and an estimated £5.5 trillion is set to change hands in the UK alone by 2050. Client expectations are shifting towards digital-first experiences and seamless onboarding. As a result, firms are under increasing pressure to deliver intuitive, secure and scalable technology solutions, accelerating their digital readiness to meet the demands of a younger, tech-native client base.

At Investinu Group, we partner with WealthTech firms, digital private banks, and investment platforms to help them prepare for this shift. We build the leadership and technical teams that drive transformation. From strategic executive hires to back-end development contractors across Europe, our reach is global and our sector knowledge is deep.

Detailed Services:

• From client acquisition to compliance automation and core infrastructure, we support end-to-end technology build-outs in wealth management.
• We specialise in high-impact hires, from C-suite and Heads of Product to Programme Directors and Heads of Sales, while also supporting tactical contract teams to execute technical delivery.
• We've built multi-region teams across the UK, Switzerland, Lithuania and the GCC. Whether you need a CTO or a backend API developer, we have the expertise to deliver cross-border.
• We understand the regulatory, operational and commercial pressures facing WealthTechs today and help you define and secure the right people to respond.

Case Studies

Case Study 1: Digital Onboarding & Sales Function Build-Out

Overview:

A growing digital wealth platform required support to scale its onboarding infrastructure and commercial leadership ahead of a strategic capital raise.

How We Helped:

• Placed 2 CLM/CRM implementation specialists to lead digital onboarding automation
• Hired 1 Product Owner to manage the regulatory compliance roadmap
• Recruited 1 Head of Sales and 2 Sales Operations Analysts to expand commercial delivery
• Delivered 1 CRM & Data Reporting Lead to optimise performance tracking
• Installed 1 Interim COO with scale-up experience to stabilise growth

Result:

Improved onboarding efficiency, stronger sales conversion and readiness for institutional funding.

Case Study 2: CLM & Regulatory Transformation Across Jurisdictions

Overview:

An asset manager with operations across the UK, Switzerland and EU required a centralised CLM framework with embedded compliance functionality.

How We Helped:

Built a cross-border team:

• 2 Regulatory Business Analysts (UK & EU-based)
• 1 Compliance Consultant to define control framework
• 2 Workflow Developers for automation and UI delivery
• 1 Backend API Developer (contract, Lithuania)
• Appointed 1 Programme Lead with Appway and Salesforce integration experience

Result:

Achieved cross-jurisdiction alignment, 30% faster onboarding, and stronger audit readiness.

Case Study 3: Global Infrastructure & Quant Team Expansion

Overview:

A quant-driven investment firm required support to expand its data infrastructure, back-end development, and cloud capability across two regions.

How We Helped:

Delivered a combined team of 9 hires across London and EU:

• 3 Python Data Engineers
• 2 Low-Latency C++ Developers
• 2 Cloud DevOps Engineers (contract, EU Remote)
• 1 Quant Infrastructure Lead
• 1 Senior Backend Developer (London-based, focused on REST APIs and system integration)

Result:

Improved system throughput, faster data processing pipelines, and stable remote team operations across locations.

Key Roles We Place

We specialise in sourcing talent that blends financial domain understanding with technical and strategic excellence.

Executive & Senior Leadership

• Chief Technology Officer (CTO)
• Chief Operating Officer (COO)
• Head of Sales & Revenue
• Head of Product / Head of Digital
• Programme & Delivery Directors
• Transformation and Change Leads

Product, Regulatory & Operations

• CLM / CRM Product Owners
• Regulatory Business Analysts
• Digital Onboarding Managers
• KYC & Compliance Strategy Leads
• Client Experience & Workflow Consultants

Technology & Development

• Backend Developers (Python, Node.js, Java)
• Front-End Engineers (React, Angular)
• Integration & API Specialists
• Quant Developers (Python, C++)
• DevOps & Cloud Engineers (AWS, GCP, Azure)
• Data Engineers & Infrastructure Leads

Commercial & Enablement

• Sales Operations Managers
• CRM Reporting Analysts
• Strategic Account Directors

Why Clients Choose Investinu Group

• We combine executive search rigour with delivery speed
• We build both core leadership and scalable technical delivery teams
• We understand WealthTech, from investor pressure and platform UX to legacy system integration
• We operate globally, placing people across the UK, Switzerland, Europe, the middle east and beyond

We’ve supported both scale-ups preparing for funding rounds and established firms navigating complex digital transitions. If our experience aligns with what you’re building, we'd be glad to hear from you.