Operations Manager - Technology Consulting (Financial Services)

ZipRecruiter; London; On-site; GBP 50,000 - 75,000; Full time

Job summary

A growing financial technology consultancy seeks an Operations Manager to lead their operational team and improve efficiency. This role involves overseeing invoicing, HR matters, client onboarding, and contributing to operational projects, offering an exciting opportunity for individuals with a consulting or financial services background.

Qualifications

• Experience in an operational role within consulting or financial services.
• Excellent written and oral communication skills.
• Good knowledge of commercial and financial processes.

Responsibilities

• Manage day-to-day operational activities of the company.
• Oversee a small team handling various operational tasks.
• Improve processes and procedures for efficiency.

Skills

Communication skills

Team Leadership

Time Management

Pragmatic thinking

Continuous Improvement Mindset

Education

Degree or equivalent qualification

Tools

Microsoft Outlook

Microsoft Excel

Microsoft PowerPoint

CRM platform

Job description

Job Description

Operations Manager – Technology Consulting (Financial Services)

Our client is a small financial technology consultancy providing advisory and implementation services and works with clients predominantly in the investment management sector.

Due to strong growth over the past couple of years the company is looking to hire an Operations Manager, reporting to the Chief Operating Officer. The role will have overall responsibility of the day-to-day operational activities for the company and will involve managing a small team of 3 people. The team support a range of activities, from consultant work assignment admin, invoicing, travel arrangements, service agreements with consultants and clients, onboarding new clients, HR matter, preparing board meeting papers, managing their core CRM system, and contributing to sales and marketing material and presentations. The team also deliver small to medium operationally focused projects (ops continuous improvement initiatives).

The day-to-day operational activities cover the following key functions:

• Invoicing
• Payments
• Contracts & Assignments
• Run-the-business
• HR & People
• Marketing & External Communication

The organisation are looking for someone to manage the day-to-day delivery of the operations team but also improve the processes and procedures in place resulting in greater efficiency and reduced risk.

Skills and Experience Required:

• Degree or degree equivalent qualification is but not essential
• Experience in an operational role within consulting, financial services or other relevant industry
• Excellent communication skills - written, oral, presentation
• Ability to work with senior management
• Good knowledge of Microsoft tools eg. Outlook, Excel, Powerpoint
• Experience of using an CRM platform
• Experience with contracts and legal documents
• Knowledge of commercial and financial processes.
• Knowledge and experience of Payment systems and managing complex multi entity, multi-currency payments and bank accounts
• Understanding of risk management principles and their impact on operational activities
• Have a continuous improvement mindset
• Team Leadership skills
• Pragmatic thinker who can adapt to changing requirements and priorities
• Good time management skills