Due to significant success and to ensure further growth and development can occur, this innovative Wealth Management firm are looking to appoint an accomplished Operations Director/Chief Operating Officer.
Based in Central London, this is a multi-faceted role requiring a broad range of technical and operational skills. The role will focus on ensuring that the Company can operate and develop effectively within the market. You will oversee the day to day operations of the firm, reporting to the Partners and working closely with other members of the Senior Leadership Team. Key responsibilities will involve reviewing and analysing the "Client Journey" and implementing improvements whilst maintaining ongoing appraisals of the processes. You will devise and implement effective Management Information processes to ensure that CRM functions are fully utilised
In addition, you will have responsibility for managing and maintaining relationships with key external suppliers (including Contract negotiations), managing infrastructure and IT as well as monitoring and developing Risk Management practices and procedures.
The successful applicant will have a proven track record of success in a senior Operational role within Wealth Management. Experience of Regulated Financial Advice and Investment Management is essential. You will have expertise in Business Planning and Strategy implementation and be able to work close with and challenge the Business Partners. You will be able to demonstrate how you have had a positive impact on processes, culture and behaviours within a Regulated firm.
This is an outstanding opportunity to work within an innovative and ambitious firm who are committed to improvement and development
Wealth Management, Financial Planning, Investment Management, Operations Director, COO, Chief Operating Office