Operational Excellence Manager

Lever, Inc.; United Kingdom; Hybride; GBP 65 000 - 95 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Pension scheme (7.5% employer)

25 days annual leave + holidays

Private medical insurance

Hybrid working

Education support

Discretionary bonus

Employee assistance programme

Volunteering days

Résumé du poste

Titan Wealth seeks an experienced Operational Excellence Manager to join our Central Operations team. This role sits at the heart of the organisation, delivering process improvements and scalable solutions that support growth across the UK and internationally.

You will partner with senior stakeholders, Data, Technology, and Operations, driving continuous improvement and ensuring processes are well-documented, practical, and aligned with strategic objectives.

Qualifications

• Proven experience in operational excellence, change management, or related roles.
• Strong process mapping, analysis, and documentation skills.
• Experience with CRM and document management systems.
• Ability to lead workshops with stakeholders at all levels.
• Experience operating within a regulated environment.
• 3 years of continual service at Titan.

Responsabilités

• Act as SME for iO and ensure processes are practical, scalable, and aligned with standards.
• Manage and maintain CRM configurations, workflows, and settings.
• Identify opportunities to improve processes and introduce automation solutions.
• Develop, maintain, and enhance process documentation, SOPs, training materials, and controls.
• Lead workshops with stakeholders to gather requirements and drive change.
• Present findings and recommendations to senior management.
• Collaborate with Data teams to ensure CRM processes operate effectively.
• Support regional teams to standardise operating practices.
• Support integrations, acquisitions, onboarding, and transformation initiatives.
• Ensure processes and training are embedded in day-to-day operations.

Connaissances

Process Mapping

Stakeholder Engagement

CRM Systems

Change Management

Regulated Environments

Project Management

Continuous Improvement

Outils

CRM Configurations

Document Management Systems

Workflow Automation Tools

Description du poste

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.

We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.

Drive Operational Excellence Across a Growing Wealth Management Business

Titan Wealth is seeking an experienced and proactive Operational Excellence Manager to join our Central Operations team.

This is a highly visible role that sits at the heart of the organisation, partnering with teams across the business to deliver process improvements, operational consistency, and scalable solutions that support our continued growth. You'll work closely with senior stakeholders, regional teams, Data, Technology, and Operations functions to identify opportunities for improvement, optimise workflows, and ensure operational processes are fit for purpose.

If you are passionate about continuous improvement, process design, operational efficiency, and stakeholder engagement within a regulated environment, we'd love to hear from you.

This is a hybrid working role open to all of our Titan office locations across the UK.

The Opportunity

As an Operational Excellence Manager, you'll play a key role in shaping how Titan Wealth operates. Acting as a subject matter expert for operational processes and systems, you'll drive initiatives that improve efficiency, enhance controls, and support business-wide adoption of best practice.

You will be responsible for ensuring operational processes are practical, scalable, well-documented, and aligned to the business's strategic objectives.

Responsibilities

• Act as the subject matter expert for iO and ensure operational processes and procedures are practical, scalable, and aligned with agreed standards.
• Manage and maintain CRM configurations, workflows, and operational settings, working closely with Technology and Data teams.
• Identify opportunities to improve operational processes, enhance efficiencies, and introduce automation solutions.
• Develop, maintain, and enhance process documentation, SOPs, training materials, and operational controls.
• Lead workshops with stakeholders across the business to gather requirements, analyse processes, and drive change initiatives.
• Present findings, recommendations, and improvement opportunities to senior management.
• Work collaboratively with Data teams to ensure CRM and document management processes operate effectively and consistently.
• Partner with regional teams to identify process inconsistencies and support the adoption of standardised operating practices.
• Support integrations, acquisitions, onboarding activity, and wider business transformation initiatives.
• Ensure processes, controls, systems, and training programmes are successfully implemented and embedded within day-to-day operations

About you

Essential Skills & Experience

• Proven experience in operational excellence, business process improvement, continuous improvement, or change management roles.
• Strong process mapping, analysis, and documentation skills.
• Experience identifying root causes, analysing operational issues, and implementing practical solutions.
• Ability to lead workshops and facilitate discussions with stakeholders at all levels.
• Strong experience working with CRM systems, document management systems, operational workflows, and management information.
• Excellent stakeholder management and influencing skills.
• Ability to work across multiple teams and functions to drive results.
• Strong organisational and project management skills.
• Experience operating within a regulated environment.
• 3 years of continual service at Titan.

Desirable Experience

• Experience within financial services, wealth management, employee benefits, or a regulated professional services environment.
• Exposure to operational transformation, integration projects, or large-scale process change programmes.
• Understanding of workflow automation and operational technology solutions.

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.

Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Terms

• - Competitive salary
• - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
• - 25 days Annual Leave + public holidays
• - Buy and sell holidays up to 5 days
• - Office Christmas close (3-days)
• - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
• - Hybrid working
• - Further education and training support
• - Discretionary performance related bonus
• - Confidential Employee Assistance Programme
• - 2 days per year for voluntary work
• - And lots of flexible benefits to choose from!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.