Managers of Wealth Fintech

Payments and Fintech Leader Wade Fairey Joins AvidXchange as Chief Operating Officer

Veteran executive brings deep operational and payments expertise to accelerate AvidXchange's next phase of growth

Broadridge Appoints Ignacio Escobedo as Premier Account Leader for Southern

EuropeSeasoned financial services executive to deepen strategic client relationships and increase growth across key Southern European accounts

JIFFYAI Welcomes Wealth Management Leader Larry Roth to its Advisory Board

Industry leader and former CEO of two of the nation's largest wealth management firms brings strategic expertise to support JIFFYAI's growth and vision.

Protean appoints Ajay Rajan to drive digital growth

Rajan brought more than three decades of experience across banking, FinTech and digital transformation.

Broadridge Appoints Kunimi Yatani Premier Account Leader for Japan

Veteran financial solutions executive to deepen strategic client relationships and drive growth across key Japanese accounts

Investing in Innovation: Rightworks Appoints New Chief Product Officer

Swenson has more than 25 years of experience leading product, customer, and technology organizations across SaaS and services companies.

Vega Technology appoints new Business Sales Director

His role will be to focus on assisting clients with system modernisation, process automation, and technology adoption within the trust, corporate, and professional services sectors.

Standard Chartered appoints Shebani Baweja as chief data officer

She will oversee its execution by building strong data foundations, embedding consistent practices, and accelerating the use of data and analytics to support growth, innovation and better decision-making.

SoFi Technology Solutions appoints Kathleen Pierce-Gilmore as president

Pierce-Gilmore joins the bank's subsidiary as it announces that members can now buy, sell, hold and trade the SoFiUSD stablecoin on its national banking platform.

AccessPay names John Jardevall as CEO following Accel-KKR majority investment

Having led the fintech for 12 years, former CEO Anish Kapoor will transition to chairman, where he will help with "M&A, product strategy, and key partnerships", according to a company statement.

Tuum appoints Gregor Dobbie CEO to accelerate global expansion

Dobbie has brought more than 30 years of experience in banking technology and financial services, and the appointment has marked his fourth chief executive role.

Eventus names Eric Litz as CTo and Sarah-Jane McColl as chief customer officer

The roles reinforce the company’s commitment to enhancing the client experience and remaining at the forefront of evolving technologies to support clients’ compliance needs.

Vanguard names Mani Iyer as chief AI and technology officer

In the position, Iyer will help guide the firm as it engineers AI-native solutions and applies data at scale internally.

Caldwell Strengthens Financial Services and Fintech Capabilities with Addition of Alex Langridge in London

Based in London, Alex Langridge joins Caldwell's Financial Services Practice, bringing deep expertise across banking, fintech, insurance, and transformational leadership advisory.

Zilch appoints Florence Quirici chief corporate affairs officer

She joins Zilch from the Conservative Party, where she was Senior Business Advisor.

TS Imagine makes sales hires

Both will report to Chris Pielock, Head of Sales, North America.

CIBC Makes Senior Executive Leadership Changes

Susan Rimmer has been appointed senior executive vice-president and group head, commercial banking, and Eric Belanger has been appointed as senior executive vice-president and group head, wealth management.

SEI Appoints Nathan Shetty as Chief Investment Officer

Appointment Supports Evolution of SEI’s Asset Management Strategy and Global Investment Platform

Caldwell Strengthens Financial Services and Fintech Capabilities with Addition of Alex Langridge in London

He is particularly known for placing P&L, operations, commercial, product, technology, and digital leaders into high-impact transformational roles, as well as for helping clients build diverse, future-ready leadership teams in fast-evolving markets.

A Japanese bank promoted a new head of markets, with a curious mandate

The new title is an interesting one. In a social media post, Taylor called it a “refreshingly simple” mandate – “applying” AI to the bank’s revenue generation, cost base management, and global control environment.

Executive Moves