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Our client is seeking a highly experienced and dedicated Head of Operations to join their team. Full-time, hybrid role with flexibility. Opportunity to manage an operations team and oversee back-office services. Looking for proven experience in a UK wealth management business straddling both investment management and financial planning. Strong leadership skills with experience in managing teams.
What You'll Do
1. Manage and report key MI data to inform business strategy.
2. Oversee IPS back-office operations including line management of various roles.
3. Manage IT infrastructure including outsourced relationships for both wealth and investments.
4. Responsible for training and development of the Operations Team.
5. Support the Managing Partner in devising Operations Team strategy according to business needs and regulations.
6. Supervise the firm’s quarterly client valuation reporting.
7. Ensure compliance with all relevant regulations; manage and develop effective control processes for all internal data.
8. Handle exception management & investigative work.
9. Act as key data owner: Data architect for IMiX, Database changes, Data queries and analysis for wider firm, Management Information owner and designer coordinator.
10. Manage all tax reporting as well as ad-hoc queries and ‘non-standard’ clients.
What You Bring
1. Excellent understanding of operational technology employed in investment management business.
2. Ability to devise strategies according to business needs and regulations.
3. Experience in supervising quarterly client valuation reporting.
4. Knowledge of regulatory compliance requirements.
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates.
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