AI & Digital Wealth Platform Analyst

Join the Future of Technology with ZILO™

At ZILO™, we're redefining what’s possible in technology. ZILO™ is the UK-based FinTech specialising in global asset and wealth management software, designed to scale and transform businesses of all types using our own developed AI Technology. Our mission is to digitalise the future of global asset management industry.

We are a team of experts with decades of combined experience at leading firms globally, who thrive in fast-paced environments and want to shape the future of digital finance. Every individual plays a key role in driving progress and making a real impact. We continuously strive to innovate and improve.

Why work with us? At ZILO™, you'll be part of a dynamic and inclusive environment where creativity thrives. We offer the opportunity to work on cutting-edge technology, collaborate with talented individuals, and contribute to projects that have a real-world impact. We value continuous learning, personal growth, and providing our team with the resources they need to succeed.

Ready to shape the future? Let’s talk.

This role requires regular attendance to the London office in Canary Wharf (E14 5RE), at a frequency of 2-3 days per week.

This is a great opportunity for someone who wants to get things done - contributing directly to the delivery of AI-powered service models, CRM features, and digital assets capabilities that will shape the future of ZILO's platform.

Key Responsibilities:

AI Customer Service

• Evaluate AI-driven customer service solutions (e.g. chatbots, agent assist, LLM-powered workflows) and contribute to delivery planning
• Execute on defined use cases for wealth platform servicing and adviser support, working within ZILO AI tooling
• Build and test AI service model prototypes, supporting integration with existing platform infrastructure
• Contribute to build vs buy assessments and vendor evaluation processes

CRM Development (Adviser Journey)

• Support the design and delivery of a CRM capability that enables the end-to-end adviser journey
• Document adviser workflows, identify automation opportunities, and help translate them into product features
• Work closely with product and engineering to execute requirements, integrations, and UX improvements
• Contribute to CRM architecture decisions and ensure implementation follows best practice

Digital Assets & Blockchain Wealth Platforms

• Support the design, development and documentation of operational processes to support asset servicing within ZILO and partners
• Contribute to the testing and validation of new digital assets ops workflows, identifying gaps and improvements
• Help map end-to-end operational journeys covering areas such as custody, settlement and reporting
• Work with internal teams to ensure digital assets processes are scalable, compliant and ready for go-live

Private Markets & Platform Evolution

• Support the delivery of platform capabilities needed to enable private market access and administration (private equity, private credit, alternatives)
• Work with engineering and operations to help build out servicing models for private market instruments
• Document operational, technical, and regulatory challenges and contribute to the delivery plan
• Execute on agreed platform expansion initiatives, tracking progress and flagging blockers

• Some experience in wealth management, platforms, fintech, or a related financial services environment
• Exposure to CRM systems and an understanding of adviser or customer-facing workflows
• Proven hands-on experience applying AI/ML concepts within customer service, operations, or platform environments
• Awareness of digital assets, blockchain infrastructure, or tokenisation — with a willingness to go deeper
• Familiarity with private markets and alternative investments
• Comfortable executing on defined tasks with attention to detail and a bias for delivery
• Good communication skills — able to document clearly and work across product, engineering, and business teams

Desirable Experience 

• Experience working with UK wealth platforms or adviser technology
• Practical exposure to LLM frameworks or AI development tooling (e.g. OpenAI, LangChain, Claude API) and ability to evaluate their fit for enterprise use cases
• Product or solution design experience
• Consulting or strategy background

• Enhanced leave - 38 days inclusive of 8 UK Public Holidays  
• Private Health Care including family cover  
• Life Assurance – 5x salary  
• Employee Assistance Program  
• Company Pension (Salary Sacrifice options available)
• Access to training and development  
• Buy and Sell holiday scheme 
• The opportunity for “work from anywhere/global mobility”