46 Wealth Management jobs in London
Wealth Management Administrator
Posted 1 day ago
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Wealth Management Administrator
Location - London - hybrid working pattern
Salary - Up to £40,000 + Bonus / Benefits
An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James’s Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees.
You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise.
You will have the opportunity to develop an interesting and meaningful career path in financial services and wealth management.
The Role: Wealth Management Administrator
The role offers variety and challenge, including but not limited to:
- You will be the ‘Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information li>Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
- Submitting new business and fund transfers using bespoke software
- Sending out correspondence and requesting detailed information for Pension Transfer cases li>Carrying out fund switches and financial calculations for clients using specific systems and processes
- You will need to ensure that business obtained is being processed in a timely way
- You will be setting up the clients' annual reviews and be able to produce the review letters
- You will be responsible for managing Salesforce and keeping all client details up to date
br> The Person: Wealth Management Administrator
- This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a ‘can do’ working style.
- ou have been working in Financial Services for several years for a St. James's Place Partner Practice and have good all-round knowledge which you are looking to expand and develop
- You have excellent IT and communication skills, are highly organised and can make decisions li>Ideally you will have used the Salesforce CRM system
- You are a self-starter and able to work with little or no supervision
- Most importantly, you are confident in dealing with Clients and third parties with total discretion
- You will ideally have previous experience but training in some of these areas can be provided.
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £198.5bn. This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Wealth Management Associate
Posted 1 day ago
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Adviser Support – Financial Services
Location: Central (City) | Hybrid
Salary: £32000 – £40,000(dependent on experience)
Employment Type: Full-Time, Permanent
Senior Manager - Asset & Wealth Management
Posted 8 days ago
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Job Description
Leading Big 4 consultancy in London is now looking for an accomplished Senior Manager to join their thriving Asset and Wealth Management team on a permanent basis.
The ideal candidate will have previous consulting experience and have ideally worked with renowned Asset or Wealth Management firms. However, due to the urgency of the role they will look at consultants with other financial services experience too.
You will need a strong understanding of Target Operating Model Design (TOM), and have worked on a range of complex Business Change programmes within Financial Services.
This is a permanent position (hybrid working) and it is offering a base of circa £100,000 (depending on experience) + an excellent benefits package.
To be considered for this role you will need some of the following;
- Must have consulting / advisory experience within Financial Services.
- Experience working with Asset & wealth Management firms – very beneficial.
- Experience as a Project / Programme Management or Workstream Lead for complex transformation projects within financial services.
- Experience of target operating model design and implementation as well as designing future state Operating models.
- Knowledge of the full Asset Management value chain (Front, Middle and Back Office). – beneficial
- Experience working on Middle Office Outsourcing programmes. – beneficial
- Experience of working with Private Markets platforms – ie, eFront, Mercatus, Yardi and MRI etc. – beneficial
- Possesses excellent communication and stakeholder management skills.
If you are an experienced Senior Manager with the required background, please respond to this ad in the first instance with an up to date version of your CV for review.
Change Manager (M&A) - Wealth Management
Posted 8 days ago
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Job Description
Looking to lead integration for one of the UK’s fastest-growing IFA consolidators?
Since their formation, this wealth management group has acquired nearly 60 advisory firms, pushing their assets under management to over £5 billion, with no signs of slowing down.
With a £1 billion in AUM annual growth target, their acquisition appetite and pipeline remains strong.
They’re now looking for a Change Manager to take the lead on end-to-end M&A integration, bringing structure, consistency, and clarity across the entire business as new firms join the group.
This is an ideal role for someone with a proven track record in integration delivery within Wealth Management or Financial Planning, and who thrives in a fast-paced, evolving environment.
Interested in learning more? Get in touch.
No up-to-date CV required.
Compliance Manager- Wealth/Asset Management
Posted 1 day ago
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Job Description
Our client is a dynamic Wealth Management firm, committed to delivering
exceptional client service through integrity, innovation, and professionalism.
We are currently seeking a full-
time, experienced Compliance Manager to join our growing team and ensure our operations remain fully
compliant with applicable laws, regulations, and internal policies.
This is an exciting opportunity for a compliance professional with a strong background in Wealth
Management, looking to advance their career in a fast-paced, collaborative environment. We are recruiting
for a CISI Compliance Diploma or equivalent qualified Compliance Manager
experience in a similar role.
Key Responsibilities
Providing advice and answering queries from the business.
Oversee and manage the Compliance Monitoring Programme for the firm to ensure business
activities comply with internal policies and regulatory requirements.
xecute second-line monitoring and surveillance activities in line with the Compliance Monitoring Programme.
eputise for the Compliance Officer as required.
ssist with leading the team on a day-to-day basis, overseeing compliance staff members assisting
them with their development and answering queries etc.
upport the development, implementation, and ongoing monitoring of the firm’s compliance
policies, procedures, and control framework.
duct periodic compliance reviews, including surveillance of investment advisory activities,
marketing materials, and client communications.
onitor employee conduct, including personal account dealing, gifts and entertainment, and
conflicts of interest.
repare monthly compliance reports for senior management and the board.
onduct transaction reporting, including reconciliation, monitoring, and submissions related to third-
party, institutional, and principal trades.
aintain and monitor the Insider Register and assist with market abuse surveillance.
onduct internal investigations related to compliance issues and recommend corrective actions
where necessary
est-ex surveillance.
ndertake Training & Competence Reviews.
rovide compliance support for client onboarding from an AML/KYC perspective, including
periodic reviews.
erform TR1 shareholding calculations and draft submissions to the FCA.
versee and respond to queries in the compliance and approvals inbox.
articipate in client service reviews, due diligence meetings, and related projects.
onduct internal investigations into compliance issues and recommend corrective actions where
appropriate.
ssist in the maintenance and updating of compliance manuals, policies, and training materials.
dentify and implement opportunities to improve compliance processes as the firm grows.
rovide ad hoc operational support as required.
Senior Analyst, Portfolio Management
Posted 1 day ago
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About the Role
The Senior Analyst is responsible for supporting all aspects of the portfolio management functions of the business including allocation decisions, hold-sell decisions, financings, equity raising, and relationship management.
The Portfolio Management team at Greystar plays a pivotal role in driving value creation for both our institutional partners and the internal business through effective collaboration with key internal and external stakeholders. This team is involved in critical allocation, financing, disposition, and structuring decisions. Additionally, they are instrumental in cultivating and maintaining robust relationships with external investors, ensuring alignment on the key targets of each venture.
This is a central and diverse role that provides support for, and input to, investment and portfolio management activities, through research, modelling and preparing analysis to support all functions of the portfolio management team. The Senior Analyst will also support the analysis and presentation of key performance information both internally and to external investment partners to drive well-informed and value-enhancing decisions on new and existing strategies.
Key Responsibilities
- Prepare financial models to support ongoing portfolio management decisions including, but not limited to, new acquisition activity, hold-sell analysis and financing decisions;
- Assess the performance of the portfolio(s) against budget and underwriting, highlighting any points of exception or opportunity;
- Work with colleagues to monitor performance of specific initiatives and deliver key performance metrics to the business covering leasing performance, income, expense and returns;
- Oversee the preparation of materials and deliverables for presentation to internal committees, current and prospective investors, and other stakeholders;
- Assist in new venture formation, including preparation of life-of-fund models and strategy papers, as well as supporting the entities’ creation, structuring and legal documentation;
- Support the annual rent and budget-setting process;
- Work with stakeholders across the business to improve our reporting systems and data capture to drive visibility and efficiency;
- Support the mobilisation of new assets and portfolios into the business;
- Monitor and report on key market, industry and competitor data;
- Complete financial, accounting, narrative, and administrative reports, as well as analyses key to the successful execution of the business plans.
About You
You’re a highly analytical and commercially minded professional with a strong academic background in finance, business, or a related analytical field (2:1 or above). With hands on experience in investment banking, private equity, or similar. You’re confident building financial models, conducting valuations, and breaking down complex data into clear insights.
Advanced in Excel and PowerPoint, you’re detail driven, numerate, and thrive under pressure. A natural communicator and team player, you build strong relationships, present ideas clearly, and stay focused on the bigger picture. Curious, organised, and solutions focused.
What We Offer
We include a range of benefits for our corporate team members, including competitive pension, healthcare, and holiday allowance, amongst others as standard. Please reach out if you are keen to know more.
About Greystar
Greystar is a leading, fully integrated real estate company offering expertise in investment management, development, and management of rental housing properties globally. The company's business model is unique in its ability to own, operate, and develop multifamily, student, and senior housing across the globe. Building a global platform with a local presence, Greystar continues to expand its geographic reach around the world, bringing a globally interconnected professional rental housing platform and industry funded with institutional capital to countries where the sector does not yet exist. Greystar’s pan – European platform was established in 2013 and has scaled rapidly, now with investment, operational and development presence in the UK, Ireland, France, the Netherlands, Germany, Austria, and Spain.
One of Greystar’s core values is Equality, and as such, we continue to pride ourselves on being an equal opportunities employer, accounting for all protected and identifiable characteristics. We truly value diversity of thought, background and of experience. Please reach out to the Talent Acquisition team to explore opportunities at Greystar in more detail or visit our careers site at .
Lead – Portfolio Management, Europe
Posted 8 days ago
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Job Description
Job Purpose: To lead and shape the European portfolio strategy for Cipla in Europe, ensuring alignment with market needs, regulatory landscapes, and commercial objectives. This role will drive portfolio optimization, lifecycle management, and launch excellence, while fostering cross-functional collaboration and external partnerships to deliver sustainable growth and access to affordable medicines across Europe.
Accountabilities:
Portfolio Strategy & Optimization
- Conduct market intelligence and competitor benchmarking to identify portfolio gaps and opportunities.
- Develop strategic portfolio roadmaps aligned with commercial goals and regulatory pathways.
- Collaborate with country teams to tailor portfolio strategies to local market dynamics.
- Present portfolio strategy and investment cases to senior leadership and governance bodies.
- Monitor portfolio performance metrics and recommend strategic pivots as needed.
- Forecast and analyse P&L estimates of the growth initiative to understand impact on the BU P&L
Lifecycle & Pipeline Management
- Oversee product lifecycle stages: ideation, development, launch, growth, maturity, and sunset.
- Coordinate with R&D, regulatory, and supply chain teams to ensure timely development and registration.
- Implement portfolio rationalization strategies to optimize resource allocation and profitability.
- Maintain a dynamic pipeline tracker and regularly review progress against milestones.
- Ensure compliance with pharmacovigilance and regulatory requirements throughout the lifecycle.
Launch Excellence
- Lead cross-functional launch teams including marketing, medical, regulatory, and supply chain.
- Develop and execute launch plans with clear timelines, KPIs, and risk mitigation strategies.
- Ensure Day 1 readiness through robust planning and stakeholder alignment.
- Conduct post-launch reviews to capture learnings and improve future launch processes.
- Drive digital and data-driven tools to enhance launch efficiency and market penetration
Strategic Partnerships & In-Licensing
- Identify and evaluate external assets and partners for portfolio expansion.
- Lead due diligence processes including commercial, regulatory, and legal assessments.
- Negotiate deal terms and manage alliance governance post-deal closure.
- Build strategic relationships with key partners to foster long-term collaboration.
- Track performance of in-licensed products and ensure alignment with portfolio goals.
Educational qualifications:
MBA or equivalent
Relevant experience:
- 10+ years in pharmaceutical portfolio management, with strong exposure to generics
- Proven track record in European markets and regulatory environments
- Experience in cross-functional leadership and matrix organizations
- Strong analytical, strategic thinking, and negotiation skills
- Strong presentation skills
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M&A - Managing Director - Head of Wealth/Asset Management
Posted 1 day ago
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M&A - Managing Director - Head of Wealth/Asset Management
Wealth/Asset Management Coverage – Continental Europe
About Us
Our leadership team has built one of the most high-calibre FIG franchises in the market, hiring 30 professionals exclusively from top-tier institutions, including Bulge Brackets and elite boutiques. With five Managing Directors and three Senior Directors already onboarded, our build-out is entering its final phase.
We are now seeking to complete the senior leadership team with three additional Senior Managing Directors or Senior Directors. While several processes are well advanced, we remain open to exceptional candidates to fill remaining strategic gaps—particularly in Wealth Management and Asset Management coverage.
Our global Financial Services Industry group partners with financial institutions and private investors to drive results, unlock value, and capture business opportunities across all stages of growth. Whether through M&A, disruption, or distress, we help clients navigate complexity, respond to rapid technological change, and achieve sustainable market advantage.
Role Overview
This is a unique opportunity to join a fast-growing, high-performance FIG M&A platform. As a senior leader, you will be instrumental in driving origination, leading execution, mentoring junior professionals, and helping shape the strategic direction of the business. We are particularly interested in candidates with deep expertise and networks in Wealth and Asset Management .
Key Responsibilities
- Lead origination efforts and cultivate trusted relationships across the FIG ecosystem, with a particular focus on Wealth Management and Asset Management
- Oversee the execution of complex M&A and capital markets transactions
- Act as a senior mentor and culture carrier within the platform
- Help define the firm-wide FIG coverage strategy and business development priorities, including enhanced focus on institutional and retail investment platforms
- Represent the firm externally with clients, counterparties, and industry stakeholders
Candidate Profile
- Currently a Senior Director or Managing Director at a top-tier investment bank or boutique
- Proven track record in FIG advisory, M&A, and capital raising, with demonstrable experience in Wealth and/or Asset Management transactions
- Deep relationships across financial subsectors and institutional investors
- Demonstrated leadership within high-performing teams
- Commercially driven, entrepreneurial, and growth-oriented mindset
Transformation Management Office - Portfolio Management Lead

Posted 10 days ago
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Job Description
About Us
McDonald's has run its business in the UK since 1974 and currently operates over 1500 restaurants across the UK and Ireland, serving almost four million customers each day. McDonald's is one of the UK's largest private sector employers, employing over 170,000 people.
Hybrid Working
This role is based in our East Finchley office working 3 days in the office and 2 days remotely
Job Description:
The Opportunity
We are excited to appoint a Transformation Management Office (TMO) Portfolio Management Lead for UK & Ireland to manage a portfolio of programs and projects for the market, coordinating and streamlining immediate activities and acting as a governance body overseeing the overarching Transformation plan.
You will be 100% dedicated to portfolio management efforts related to Enterprise Transformation and will work across functions, programs, projects and initiatives to plan and govern an integrated management approach. This will include providing strategic alignment, execution excellence and management of all transformation programmes being delivered within the UK&I market.
This individual will develop and uphold programme and project management governance standards and processes as defined by the Global and UK&I Transformation Management Offices. This role aims to ensure the alignment of market transformation with enterprise goals and priorities, solving and advocating for market-specific nuances and challenges (e.g., capacity / resourcing). The role will also drive transformation in connection with other local priorities, projects and business-as-usual activities.
What will my accountabilities be?
+ Leads the Portfolio team: Manages the team and produces regular updates on the progress of defined KPIs to ensure it is on track.
+ Market Alignment:
+ + Coordinate market transformation across business functions to ensure alignment and delivery of the Accelerating the Arches vision across the three strategic advantages - Consumer, Restaurant, Company.
+ Collaborate closely with the Transformation Director UKI and Global Enterprise Transformation Office to seamlessly integrate and execute programs, such as GBS, ArchOS, MCX, etc. in market.
+ Integrated Market Roadmap:
+ Build and maintain the UK&I Transformation Plan - a forward-looking prioritised list of projects to be delivered over the next 3 years.
+ Drive the integration of the market roadmap with broader functional teams (e.g. Technology, National Operations) and ongoing change control in alignment with governance and process.
+ Governance & Oversight:
+ Management of all in-flight programs and projects in accordance with the Transformation plan across all functional areas, including:
+
+ + Work with Head of Project Delivery to triage and escalate risks and proactively resolve issues;
+ Continuously evaluate and refine the Transformation roadmap, adapting plans to accommodate changing priorities, resources, or external factors;
+ Manage the Change Control Process ensuring that all changes go through the appropriate governance and sign-off depending on their size; and
+ Ensure that all Governance forums in the Enterprise Transformation Office structure are operating effectively.
+ Capacity Planning and Execution Management: Alongside the Head of Project Delivery, understand resource and skill needs of market personnel to support transformation initiatives. Support mobilisation of in-market teams for each initiative in partnership with global programs (part-time SMAs, full-time, backfills, etc.).
+ Cross-Functional Stakeholder Management and Escalation: Act as key liaison with various stakeholders, including Global, segment and market leadership to drive alignment. Escalate key issues and risks as needed. Partner with Change Management & Project Delivery teams to foster buy-in across teams and with 3rd parties (Suppliers, Franchisees) and effectively communicate progress and key changes throughout the transformation.
+ Ensure Maximum Return on Investment: Support the Transformation Office with ensuring that the projects being delivered within the UK&I Transformation portfolio represent the greatest return on investment for the organisation and the fullest alignment to the strategic drivers.
+ Integrated Dependency Management: Identify, track and resolve the top-level dependencies between all in-flight projects and programs. Facilitate horizontal coordination among market teams to promote a shared understanding of interdependencies.
+ Impactful & Value Adding Reporting: Produce high quality reporting information as input to key governance sessions. Ensures all reporting is accurate and value adding for senior stakeholders, with a focus on any action required or decisions that need to be made.
+ Provide outside-in perspectives on best practices: Provide regular outside-in perspectives on best practices and approaches to achieving successful business transformation through Portfolio Management and drive a spirit of continuous improvement.
What Team will I be a part of?
You will be part of the Strategy, Insights and Transformation team in the UK&I market and will work within the Transformation team, reporting directly to the Transformation Director. This teams connect people across our business to focus on delivering the right projects, in the best way, to achieve our business goals. It proactively and independently challenges and innovates, working diligently to improve the way we work and deliver change as a business. You will be required to work collaboratively with colleagues right across the business and with external partners to amplify the impact you can have. This is a truly exciting time to lead the Transformation team and collaborate across the business to influence the outcomes for change.
Who are my customers?
Given the central nature of the role, your 'customers' are wide and varied. With engagement and influencing being strengths, you will also have the emotional intelligence and flexibility in thinking and acting to engage with relevancy and authenticity at every level. Your key customers (not exclusive) include:
+ Transformation Management Office - retain alignment and report on delivery of the Accelerating the Arches vision.
+ UK&I Change Steering Group - use governance optimally to hold the business to account.
+ Project leads - advocate and demonstrate innovative and agile ways of executing change.
+ UK&I Communications team - ensure our strategic storytelling is simple, clear and consistent.
+ Franchisees - collaborate and value them as a business partner and change enabler.
+ Suppliers and partners - demonstrate our scale through smart partnering and resource sharing.
+ Restaurants - making sure that in whatever we do we stay grounded and keep it real.
Qualifications:
What background do I need to have?
What You Need To Succeed (minimum Qualifications)
Educations & Certifications:
+ Bachelor's degree in business management, or related field. Desirable: Master's degree education.
+ Project Mgmt. Professional (PMP®) Certified
Skills and Experience:
Project Management:
+ Managing and optimising program and project teams, and/or executing Change or Transformation projects for clients and business customers in relevant industries. This will include being able to effectively communicate complex project management processes in simple language as well as being able to win buy-in to the required changes
+ Designing and executing project plans & managing budgets
Alignment with Corporate Strategy:
+ Aligns with other PMO Leads and other project delivery stakeholders across the business to prioritise initiatives.
Stakeholder Management:
+ Ability to establish and maintain strong relationships while working in a matrixed environment across complex stakeholders and drive alignment to transformation.
+ Strong communication skills, both written and verbal, with the ability to make the complicated simple
Excellent Execution:
+ Monitors performance metrics and adjusts processes & priorities as needed.
+ Drives continuous improvement and best practices.
Personal Qualities:
+ Resilient and adaptable, able to work in ambiguous situations
+ Collaborative and customer-driven approach
+ Adept at role modelling new behaviours, mindsets and ways of working
+ Willingness and ability to live the McDonald's values every day: Serve, Inclusion, Integrity, Community, and Family.
Additional Information:
Company Vision and Culture
Our Global vision is to build a better McDonald's and in the UK and Ireland we are working hard to be the UK & Irelands best-loved restaurant company.
McDonald's is defined by its culture. Our culture shapes and informs everything we think and everything we do. Our culture influences the way we interact with each other, and how we interact with customers, franchisees and suppliers. Our culture motivates and inspires us to attract and retain great talent, creating positive, energising, exceptional working environment for us all.
Our values drive our culture and shape our beliefs, our priorities and our actions. They influence the decisions we make, how we treat one another and how we show up as a brand to the world.
Serve: We put our customers and our people first
Inclusion: We open our doors to everyone
Integrity: We do the right thing
Community: We are good neighbours
Family: We get better together
At McDonald's we are People from all Walks of Life.
People are at the heart of everything we do, and they make the McDonald's experience. We embrace diversity and are committed to creating an inclusive culture that means people can be their best authentic self in our restaurants and offices, which helps us to better serve our customers. We have a strong heritage of diversity and representation within our communities, which we are proud of. The diversity of our people, customers, Franchisees and suppliers gives us strength.
We do not tolerate inequality, injustice or discrimination of any kind. These are hugely important issues and a brand with our reach and relevance means we have a very meaningful role to play.
We also recognise our responsibility as a large employer to continue being active in our communities, helping to develop skills and drive aspirations that will help people to be more aware of the world of work and more successful within it, whether with McDonald's or elsewhere."
#LI-Hybrid
Requsition ID: REF9168J_74400067410975
Senior Project Manager, Practice Lead, Portfolio Management

Posted 10 days ago
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Job Description
Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it's a place where you can grow, belong and thrive.
**Additional Career Level Description:**
**Knowledge and application:**
+ Applies advanced wide-ranging experience and in-depth professional knowledge to develop and resolve complex models and procedures in creative way; Directs the application of existing principles and guides development of new policies and ideas; Determines own methods and procedures on new assignments
**Problem solving:**
+ Understands and works on complex issues where analysis of situation or data requires an in-depth evaluation of variable factors, solutions may need to be devised from limited information; Exercises judgment in selecting methods, evaluating, adapting of complex techniques and evaluation criteria for obtaining results.
**Interaction:**
+ Frequently advises key people outside own area of expertise on complex matters, using persuasion in delivering messages .
**Impact:**
+ Develops and manages operational initiatives to deliver tactical results and achieve medium-term goals.
**Accountability:**
+ May be accountable through team for delivery of tactical business targets; Work is reviewed upon completion and is consistent with departmental objectives.
**Workplace type** **:**
Hybrid Working
**About NTT DATA**
NTT DATA is a $30+ billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long-term success. We invest over $3.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure, and connectivity. We are also one of the leading providers of digital and AI infrastructure in the world. NTT DATA is part of NTT Group and headquartered in Tokyo.
**Equal Opportunity Employer**
NTT DATA is proud to be an Equal Opportunity Employer with a global culture that embraces diversity. We are committed to providing an environment free of unfair discrimination and harassment. We do not discriminate based on age, race, colour, gender, sexual orientation, religion, nationality, disability, pregnancy, marital status, veteran status, or any other protected category. Join our growing global team and accelerate your career with us. Apply today.