🏛️ Head of Operations – Wealth & Investment Management
Location: City of London
Type: Full-time | Hybrid (4 days office / 1 day WFH)
Salary: Competitive + Benefits
Are you an experienced operations leader with a background in wealth and financial planning? A fast-growing, partner-owned investment and wealth management firm in the City of London is seeking a dynamic Head of Operations to lead and evolve its operations function across investment management and financial planning arms.
This is a rare opportunity to join a firm with an entrepreneurial culture and high standards of client service, where you’ll be central to enhancing business performance, data quality, and service delivery.
Key Responsibilities
* Lead and manage a multi-functional operations team covering trade settlement, reconciliations, reporting, client maintenance, and risk.
* Oversee back-office platforms and infrastructure, working closely with outsourced technology partners.
* Own the production and evolution of management information (MI), KPIs, and strategic business data.
* Collaborate with stakeholders across trading, compliance, finance, client services, and the front office to support growth initiatives.
* Drive automation, systems integration, and operational improvements across wealth and financial planning platforms.
* Maintain oversight of regulatory and risk processes including tax, data integrity, valuations, and business continuity planning.
* Act as the senior owner of data architecture — designing how data flows and is integrated across the business.
Key Requirements
* Significant experience within UK-based wealth and investment management operations.
* Strong knowledge of middle- and back-office processes across both discretionary portfolio management and financial planning.
* Proven track record in MI design, operational risk, systems management, and process improvement.
* Leadership experience, with the ability to manage and develop high-performing teams.
* Familiarity with investment reporting, tax reporting, custodian relationships, and regulatory controls (including FCA frameworks).
* Comfortable with platform and system migration projects and data harmonisation initiatives.
Why Apply?
* Join a growth-focused and client-centric firm with a hands-on, collaborative leadership style.
* Work in a strategic role with a high level of autonomy and influence.
* Contribute to the integration of financial planning into a robust investment management framework.
* Shape data and operational capabilities at an exciting time of transformation.
To apply or learn more, please contact:
William Goodman – Orla Rose Associates
📧 william.goodman@orlaroseassociates.co.uk