Titan Wealth Holdings Limited

Associate, CASS Oversight

Titan Wealth Holdings Limited

3 months ago
London, United Kingdom
Hybrid
Contract
Medior
0 applicants
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Titan Wealth Holdings Limited
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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

CISI Client Money and Assets RegimeCISI Investment Operations Certificate
Titan Wealth Holdings Limited

About Titan Wealth Holdings Limited

titanwh.com

Titan 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.

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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