The Strategy & Operations Manager plays a central leadership role in supporting the Board in the development and delivery of the firm’s strategic objectives along with oversight of a head-office team of 3.
The role combines strategic planning, operational oversight, governance, people management/development and business improvement. The post holder will drive operational efficiency, support regulatory readiness, oversee key business projects, and help identify opportunities for growth and improved profitability.
Key Responsibilities
* Strategic Planning & Business Development
* Business Performance & Reporting
* Operations & Process Improvement
* Governance & Regulatory Coordination
* Technology & Business Projects
* People Leadership & Organisational Development
* Stakeholder & Adviser Relations
Skills & Experience
Essential
* Strong experience in strategy, operations or business management
* Experience managing cross-functional projects and organisational change.
* Strong analytical, planning and problem-solving skills.
* Experience preparing board papers and senior management reporting.
* Ability to manage multiple priorities in a fast-moving environment.
Desirable
* Understanding of the UK financial advice / IFA sector and regulatory environment
* Experience working with platforms, CRM systems or digital transformation projects.
* Knowledge of compliance frameworks within financial services.
* Experience supporting multi-firm or group advisory structures.
Key Competencies
* Strategic thinking
* Operational leadership
* Stakeholder management
* Project and change management
* Analytical decision-making
* Communication and influence
* People management skills