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- Tasks: Support the CEO by managing operations, agendas, and project delivery in a dynamic environment.
- Company: Join a renowned Wealth Management firm dedicated to high-net-worth clients and exceptional service.
- Benefits: Enjoy a competitive salary, professional growth opportunities, and a collaborative work culture.
- Why this job: Be part of a strategic team driving impactful decisions and enhancing operational efficiency.
- Qualifications: Experience in business operations or management support, ideally in financial services; strong analytical skills required.
- Other info: Ideal for proactive individuals eager to make a difference in a fast-paced setting.
The predicted salary is between 72000 - 96000 £ per year.
Salary: 85-110K
The Company: An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients.
The Role: Our client is looking for a hands-on Business Operations Manager to the CEO who will be working for a Wealth Management firm with high standards and expectations. The successful candidate will play an instrumental part in uniting teams across the business to get everyone working towards a common goal - aligning the strategic vision of the Wealth Management company. The Business Operations Manager will work closely with the CEO and Executive Assistant as well as other team members, playing a vital role in streamlining operations, driving organisational priorities, and supporting the overall effectiveness of the Executive leadership team of the function.
This role will suit a tenacious individual who is proactive. The role will be looking after the CEO’s action list and making sure that the committee and senior executive actions are managed accordingly and driven forward. The Business Operations Manager will have management responsibilities in this role and will help co-ordinate and manage preparation of agendas, presentations (including Powerpoint slides), recording and follow up of actions, track and monitor delivery of goals, cascade information, co-ordinate information requests and other support required.
The Business Operations Manager will confidently work in conjunction with the Wealth Management business Leadership team, prepare strategic or operational notes and presentations for various audiences across the business, ensuring timely execution and delivery of key projects by managing resources, timelines and stakeholders.
The Candidate:
- Management Assistant / Business Operational Support to CEO experience - ideally within an Investment Management firm but certainly Financial Services.
- Program/Project management experience.
- Experience working with multiple functions in a matrix organisation.
- Advanced level of analysis and synthesis skills.
- Excellent Excel and Powerpoint experience.
- Delivery with the ability to learn and embrace continuous improvement in processes and implementation approach.
- Highly effective communication skills, with the ability to manage senior stakeholders with flexibility in style.
- Proactive mindset, anticipating needs and actions.
Business Operations Manager to CEO , Wealth Management Firm employer: ZipRecruiter
Contact Detail:
ZipRecruiter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Operations Manager to CEO , Wealth Management Firm
✨Tip Number 1
Familiarise yourself with the wealth management industry and the specific challenges it faces. Understanding the nuances of high-net-worth client needs will help you demonstrate your value during discussions.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who have experience working closely with CEOs. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your project management experience in detail. Be ready to share specific examples of how you've successfully managed resources and timelines in previous roles, particularly in a matrix organisation.
✨Tip Number 4
Showcase your advanced Excel and PowerPoint skills by creating a portfolio of relevant work. This could include presentations or reports that highlight your analytical abilities and attention to detail.
We think you need these skills to ace Business Operations Manager to CEO , Wealth Management Firm
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in business operations and management support, particularly within financial services. Use specific examples that demonstrate your ability to streamline operations and manage projects effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your proactive mindset and ability to work closely with senior stakeholders. Mention your experience in preparing strategic notes and presentations, as well as your advanced skills in Excel and PowerPoint.
Highlight Relevant Skills: In your application, emphasise your program/project management experience and your ability to coordinate multiple functions in a matrix organisation. Be sure to mention any specific achievements that illustrate your effectiveness in these areas.
Showcase Communication Skills: Demonstrate your excellent communication skills by providing examples of how you've managed senior stakeholders in the past. This could include instances where you anticipated needs and took proactive actions to ensure successful outcomes.
How to prepare for a job interview at ZipRecruiter
✨Understand the Wealth Management Landscape
Familiarise yourself with the current trends and challenges in the wealth management sector. This will not only show your interest in the industry but also help you engage in meaningful discussions during the interview.
✨Demonstrate Project Management Skills
Be prepared to discuss your experience in managing projects, especially in a matrix organisation. Highlight specific examples where you successfully coordinated teams and delivered results on time.
✨Showcase Your Communication Skills
Since the role involves working closely with senior stakeholders, practice articulating your thoughts clearly and confidently. Prepare to provide examples of how you've effectively communicated complex information in previous roles.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and proactive mindset. Think of scenarios where you anticipated needs and took initiative, and be ready to share these experiences.
