Associate, CASS Oversight
Titan Wealth Holdings Limited
About this role
The role supports Titan Wealth’s CASS oversight function to ensure a fully compliant client money and asset environment across group entities with CASS permissions. It focuses on maintaining the CASS framework, governance, and documentation during the migration of assets to a new custody provider. The position also manages CASS-related reporting, MI, and audits, providing CASS expertise throughout the transition period. This is a fixed-term maternity cover role within a growing, advice-led wealth management business in London.
Skills
Qualifications
About Titan Wealth Holdings Limited
titanwh.comTitan Wealth is a UK-based wealth management and financial planning firm that provides personalised investment management, retirement and pension advice, and tax-aware financial planning. The company combines experienced advisers with technology-enabled reporting to build and monitor tailored portfolios and long-term financial plans. Titan Wealth serves individuals, families and business owners seeking to grow, protect and transition their wealth with clear fees and ongoing advice.
Recent company news
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About Titan Wealth Holdings Limited
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Salary
$77k – $104k
per year