Family Office à United States

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Cavenwell Group

high wycombe, United Kingdom

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6

06.06.2025

21.07.2025

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ABOUT CAVENWELL

Cavenwell is a next-generation trust and fiduciary firm — client-obsessed, cross-border by design, and powered by technology. We provide global structuring, governance, and administration solutions to ultra-high-net-worth families, acting as the architects of wealth structures for some of the world’s wealthiest families.

We arenot your traditional trust company. Our operations are already highly automated. We’ve built a robust internal stack of automation tools, intelligent document workflows, and robotic process automations to reduce friction, eliminate repetitive tasks, and deliver a new standard of service. Our founders are technically fluent and hands-on, and our infrastructure reflects that.

We’re now seeking aFinTech-savvy Operations Managerto help extend this capability — scaling existing systems, embedding adoption across teams, and ensuring we get maximum leverage from the powerful tools we’ve already put in place.

THE ROLE: BUILD. SCALE. ENABLE.

We’re hiring amid- to senior-level Operations Managerto take ownership of building, refining, and scaling operational systems across the business.

This is ahigh-impact, high-context rolefocused on amplifying the effectiveness of what’s already been built. You’ll work closely with the founders to extend and refine our operational systems — supporting the rollout of automation into new functions, ensuring internal adoption, and driving continued process innovation.

You won’t be starting from scratch — you’ll be joining a business that already operates with significant automation and AI-driven processes. Your job is to help us go further, faster.

This is the ideal role for someone who thrives on autonomy, loves solving operational bottlenecks with systems and logic, and is fluent with the kinds of tools modern fintechs and service firms use to move quickly and scale effectively.

RESPONSIBILITIES

Operational Infrastructure

• Design, document, and roll out core processes across client onboarding, compliance, finance, HR, and client service
• Build clear and scalable SOPs to capture institutional knowledge and reduce key-person dependency
• Establish reliable, auditable workflows for recurring activities and continuously improve them

Automation & Tooling

• Evaluate and expand existing automations — identify where they can be extended, simplified, or replicated across departments
• Build new automations using our existing platforms, and help translate business needs into scalable, tech-powered workflows
• Act as a champion of automation best practices, helping internal teams understand and fully leverage our infrastructure
• Collaborate with internal technical stakeholders on larger integrations (e.g. RPA, APIs, intelligent document workflows)

Cross-Functional Delivery

• Serve as a day-to-day execution partner to finance, compliance, and client service leads
• Support the rollout of new jurisdictions, systems, or service offerings with strong operational planning and oversight
• Help develop and enforce internal service standards (e.g. SLAs, process ownership, escalation paths)

Team Enablement

• Spearhead internal adoption of workflow tools, knowledge bases, and basic automation by training and supporting the wider team
• Help lead an internal education program around automation, AI tools, and smarter service delivery practices
• Support the onboarding and development of future hires in the operations function

WHAT YOU BRING

Experience

• 5+ years in operations, business operations, or process-driven roles — ideally within startups, fintech, legal/financial services, or tech-enabled service businesses
• Proven track record of building and owning operational systems and internal tooling from scratch
• Experience with workflow automation, low-code platforms, and CRM or internal databases
• Strong documentation and communication skills, including the ability to create SOPs and training materials
• Data literate — comfortable interpreting metrics, building simple reports or dashboards, and translating operational performance into insight

You don’t need to be a developer, but you’re highly fluent in modern automation and no-code/low-code ecosystems. You understand the difference between a quick Zap and a process-level automation strategy. You’re comfortable with logic, data flows, and understanding where AI tools or robotic process automation can create leverage. If something feels inefficient, you instinctively look for the system fix.

• Builder’s mindset– You see inefficiency and instinctively design the system that would fix it
• Bias for action– You’re comfortable operating independently, making decisions, and adjusting course as needed
• Structured thinker– You bring clarity and order to unstructured situations.
• Enabler, not gatekeeper– You love helping others do more with the right tools and systems
• Low-ego, high-ownership– You’re hands-on, team-oriented, and driven by results

BONUS IF YOU HAVE

• Experience working in or adjacent to regulated environments (e.g. KYC, AML, risk workflows)
• Familiarity with fiduciary, trust, or private client service businesses
• Basic fluency in code logic or structured data formats (e.g. JSON, API schemas)
• Exposure to internal education or tech adoption programs within small teams

WHY JOIN CAVENWELL

• Join a company rewriting the playbook for private wealth and family office governance services
• Work directly with executional founders and domain experts
• Make a tangible impact — your work will touch every function in the business
• Help build a new kind of trust company from the inside out
• Flexible working, competitive compensation, and real growth potential