Wealthdynamix
Wealth Dynamix is seeking a Senior Technical Project Manager to oversee the delivery of software product initiatives across the full Software Development Life Cycle (SDLC) for its award-winning Client Lifecycle Management platform. This internal-facing role focuses on driving execution excellence, enforcing process discipline, and ensuring timely SaaS releases by aligning engineering, product, and operations teams. The position offers a unique opportunity to contribute to a leading FinTech success story while advancing your career in a global, fast-paced environment.
Headquarters
London, England, United Kingdom
Company Size
51-200 employees
Founded
2012
Wealth Dynamix provides intelligent Client Lifecycle Management (CLM) software — including CRM and digital onboarding — tailored for private banks, wealth managers and asset managers. Its platform helps firms prospect, onboard and manage clients, streamline operations and grow assets under management (AuM). Wealth Dynamix emphasizes data-driven client insights, personalised communications and integration with existing systems to improve advisor productivity and client experience. Firms use it to automate onboarding, maintain compliance and deliver scalable, innovative wealth services.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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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Wealthdynamix didn’t post a salary, so this is our estimate from similar listings.