Operations Manager - Private Client Investment Management

Nelson Scott
United Kingdom
12 Jan 2018
18 Feb 2018
Contract Type
Full Time

This discretionary investment management company, provides investment management services and financial planning solutions to private clients. They are a successful, privately owned, with 3 offices in the UK.. They are a fast moving, fast growing, dynamic and challenging culture but also one where everyone feels part of the team and where they can have fun. Due to this expansion they now need an experienced Head of Operations , who is either currently head of operations or a No 2 looking to take that career step , with c. 10 years operations experience from the fund or wealth management industry

The Role is based near Southampton

You will manage a team with responsibility for ensuring timely and accurate data population, report production, query resolution and processing of payments and trades

The role will report to the Chief Operating Officer and the key areas of responsibility are as follows:

  • Managing and motivate a team
  • Ensuring robust and documented processes are in place for all activities
  • Manage the effective delivery of processes in a controlled way
  • Working with technology and COO to ensure ongoing improvement

The successful candidate will be a delivery orientated and well organized individual. They will need c. 10 years operations expertise :

Experience of managing people

Experience of the fund or wealth management industry

Knowledge of process improvement techniques such as Six Sigma or Lean