Operations Manager – Technology Consulting (Financial Services)

JR United Kingdom; Slough; On-site; GBP 50,000 - 70,000; Full time

Job summary

A growing financial technology consultancy seeks an Operations Manager to oversee daily operations and a small team. The role entails managing invoicing, HR matters, and supporting sales activities. Ideal candidates will have experience in consulting or financial services, leadership skills, and a continuous improvement mindset.

Qualifications

• Operational experience in consulting, financial services, or related fields.
• Ability to collaborate with senior management.
• Familiarity with contracts and legal documents.

Responsibilities

• Oversee daily operational activities and manage a team of three staff.
• Handle invoicing, travel arrangements, and service agreements.
• Support sales and marketing initiatives.

Skills

Collaborative

Proficiency in Microsoft Office

Understanding of financial processes

Team leadership

Continuous improvement mindset

Education

Preferred degree or equivalent

Tools

CRM platforms

Job description

Operations Manager – Technology Consulting (Financial Services)

Our client is a small financial technology consultancy providing advisory and implementation services, primarily serving clients in the investment management sector.

Due to strong growth, the company seeks an Operations Manager reporting to the Chief Operating Officer. The role involves overseeing daily operational activities and managing a team of three staff members. Responsibilities include managing consultant work assignments, invoicing, travel arrangements, service agreements, onboarding, HR matters, preparing board papers, CRM management, and supporting sales and marketing initiatives. The team also handles operational projects focused on process improvements.

The key functions include:

1. Invoicing
2. Payments
3. Contracts & Assignments
4. Run-the-business activities
5. HR & People management
6. Marketing & External Communication

The organization seeks a candidate capable of managing daily operations, improving processes for efficiency, and minimizing risks.

Skills and Experience:

• Preferred degree or equivalent, not essential
• Operational experience in consulting, financial services, or related fields
• Ability to collaborate with senior management
• Proficiency in Microsoft Office tools (Outlook, Excel, PowerPoint)
• Experience with CRM platforms
• Familiarity with contracts and legal documents
• Understanding of financial and commercial processes
• Experience with payment systems, multi-entity, multi-currency payments, and bank accounts
• Knowledge of risk management principles
• Continuous improvement mindset
• Team leadership skills
• Pragmatic approach adaptable to changing priorities