Operations Manager - Retail Sales Team - Investment Manager - Woods Foster

ZipRecruiter; London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading investment management group in London is seeking an Operations Manager for their Retail Sales Team. This role involves overseeing client reporting while ensuring compliance and enhancing stakeholder relationships. Candidates should have a minimum of 3 years in investment reporting and familiarity with CRM systems like Salesforce. This is an excellent opportunity for a proactive professional looking to contribute to a dynamic team.

Qualifications

• Minimum of 3 years’ experience in investment reporting, client services, or portfolio management.
• Familiarity with client relationship management systems.
• Strong understanding of reporting systems and data governance.

Responsibilities

• Oversee the production of client and internal reports.
• Ensure compliance with regulatory standards.
• Maintain stakeholder relationships across the business.
• Lead projects to improve data quality.

Skills

Investment reporting

Client services

Stakeholder management

Process optimisation

Analytical skills

Education

Degree in Finance, Accounting, or related field

Tools

Salesforce

Microsoft Dynamics

Job description

Job Description

Our client, a leading investment management group, is seeking an Operations Manager to join their Retail Sales Team. This pivotal role reports into the Sales Operations Director and is responsible for the production, delivery, and quality of both internal and external client reporting, while also ensuring regulatory compliance and effective stakeholder management.

This is an excellent opportunity for a driven and detail-oriented professional with a strong background in investment reporting, client service, or portfolio management, who is looking to broaden their impact within a dynamic and collaborative sales environment.

Key Responsibilities:

• Oversee the timely and accurate production of client and internal reports.
• Ensure reporting output meets regulatory and compliance standards.
• Maintain and enhance stakeholder relationships across the business.
• Lead and support projects aimed at improving data quality within the CRM and digital platforms.
• Contribute to the ongoing development and training of internal systems.
• Work closely with Sales Support, Strategic Partnerships, and Customer & Digital teams to deliver comprehensive data and reporting solutions.
• Support continual improvements in systems, data accuracy, and reporting processes.

Skills & Experience Required:

• Minimum of 3 years’ experience in investment reporting, client services, or portfolio management.
• Familiarity with client relationship management systems such as Salesforce or Microsoft Dynamics.
• Strong understanding of reporting systems, data governance, and process optimisation.
• Excellent communication and stakeholder management skills.
• Degree in Finance, Accounting, or a related field is .
• Prior experience in a management or leadership role is advantageous but not essential.

What We’re Looking For:

• A proactive, solutions-focused mindset.
• Strong analytical and organisational skills.
• Comfortable operating across multiple teams and managing competing priorities.
• A passion for operational excellence and continuous improvement.