Senior Operations Manager (Wealth Management)

Switch Recruitment Services Ltd; England; Remote; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Opportunities for professional development

Ability to work remotely

Job summary

A financial services recruitment agency is seeking a Senior Operations Manager to lead operational functions within wealth management. This role involves managing integration and operational projects, engaging with stakeholders, and supporting the sales function. Ideal candidates will have strong experience in operational integration within financial services, proven project management skills, and professional qualifications like a Level 4 Diploma in Financial Planning. Competitive salary and remote work options are provided.

Qualifications

• Proven experience in operational integration and migration within a financial services business.
• Experience managing multiple operational projects across various dimensions.
• Demonstrable experience in stakeholder management.

Responsibilities

• Lead operations across the wealth management business.
• Support integration for M&A activities and related projects.
• Engage with stakeholders alongside senior management.
• Assist with various improvement projects and training.

Skills

Operational integration

Stakeholder management

Project management

Change management

Systems proficiency

Education

Level 4 Diploma in Financial Planning

Job description

Senior Operations Manager (Wealth Management)

We are pleased to be supporting an exciting and expanding wealth management and broader financial services organisation with the recruitment of a critical role to aid the next phase of their growth.

Owing to this growth, primarily lead through strategic acquisitions, our client is seeking an Operations Manager to play a pivotal role in driving the operational function whilst supporting the sales and consulting function within their wealth management proposition.

Working closely with senior leadership, including the CEO, as well as project based teams you will be responsible for:

• Leadership of operations across the wealth management business.
• Leading and supporting integration for M&A based activity and various projects relating to this.
• Stakeholder engagement alongside senior management and operational team, including transition and improvement.
• Supporting with ad hoc projects including improvement, training etc.

Experience:

• Candidates need to have proven experience in operational integration and migration within a financial services business, ideally with wealth management specific exposure.
• Experience of managing a multitude of operational projects across process, integration, systems proficiency, improvement, change management etc.
• Demonstrable stakeholder management experience.
• Ideally candidates will hold professional qualifications such as Level 4 Diploma in Financial Planning.

In return candidates can expect to receive a competitive salary and benefits package, the ability to work remotely, plus plenty of opportunities for professional development, progression etc within a growth business.

Seniority level

Director

Employment type

Full-time

Job function

Consulting, Management, and Project Management

Industries

Financial Services, Insurance and Employee Benefit Funds, and Banking