Business Operations Director | Wealth Management
Apply now
Business Operations Director | Wealth Management

Business Operations Director | Wealth Management

Surrey Full-Time 43200 - 72000 £ / year (est.) No home office possible
Apply now
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At a Glance

  • Tasks: Lead daily operations, manage teams, and drive process improvements in a fast-paced environment.
  • Company: Join a global private wealth management firm experiencing significant growth and success.
  • Benefits: Enjoy a dynamic work culture with opportunities for professional development and impactful projects.
  • Why this job: Make a meaningful impact while working closely with the Founder and shaping business strategy.
  • Qualifications: Leadership experience in operations, strong people management skills, and proficiency in MS Office required.
  • Other info: Anonymous application process available; only highly qualified candidates will be contacted.

The predicted salary is between 43200 - 72000 £ per year.

We are working with a global private wealth management firm seeking an experienced Operations Director to support its Founder and Management Team. This leadership role requires someone who can oversee daily operations, manage teams, and drive process improvements in a fast-paced environment. The firm has grown significantly in recent years, increasing its market share and assets under management.

As Operations Director, you will be responsible for leading operational projects, ensuring compliance, and improving business processes. Key responsibilities include:

  • Managing office facilities, supplier relationships, and HR functions such as recruitment, onboarding, and performance management.
  • Working with third-party providers in legal, marketing, and technology to support business growth.
  • Acting as a trusted advisor to the Founder, contributing to decision-making and business strategy.

Key Requirements:

  • Leadership experience in operations, ideally within financial services.
  • Strong people management and performance development skills.
  • Experience in project management and process improvement.
  • Proficiency in MS Office, including Excel (VLOOKUPs, Pivot Tables).
  • Excellent written and verbal communication skills.
  • Ability to work independently and manage multiple priorities in a high-pressure environment.

This is a varied and hands-on role in a dynamic organisation. This is an opportunity to make a meaningful impact in business operations for a growing and global private wealth firm.

Due to demand, we are advertising this business operations role anonymously. If you would prefer to speak to someone before submitting a CV, please send a blank application to the role and someone will be in touch to discuss. We can only respond to highly qualified candidates.

Business Operations Director | Wealth Management employer: Undisclosed

As a leading global private wealth management firm, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to thrive. With a strong focus on professional development, we offer numerous growth opportunities and the chance to make a significant impact in a fast-paced environment. Located in a vibrant area, our firm not only supports your career ambitions but also values work-life balance, ensuring you enjoy a rewarding and fulfilling experience with us.
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Contact Detail:

Undisclosed Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Business Operations Director | Wealth Management

✨Tip Number 1

Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with individuals who can provide insights about the company and its culture.

✨Tip Number 2

Research the latest trends in operations management within financial services. Being knowledgeable about current challenges and innovations will help you engage in meaningful conversations during interviews.

✨Tip Number 3

Prepare specific examples of your leadership experience and how you've successfully managed teams and projects. Tailoring your stories to reflect the responsibilities mentioned in the job description will demonstrate your fit for the role.

✨Tip Number 4

Familiarise yourself with the tools and software commonly used in operations management, especially those related to compliance and process improvement. Highlighting your proficiency in these areas can set you apart from other candidates.

We think you need these skills to ace Business Operations Director | Wealth Management

Leadership Experience
People Management
Performance Development
Project Management
Process Improvement
Compliance Knowledge
Supplier Relationship Management
HR Functions Management
Excellent Communication Skills
MS Office Proficiency
Excel Skills (VLOOKUPs, Pivot Tables)
Strategic Thinking
Ability to Work Independently
Multi-Priority Management
Adaptability in High-Pressure Environments

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your leadership experience in operations, particularly within financial services. Use specific examples to demonstrate your people management and performance development skills.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management industry and your ability to drive process improvements. Mention your experience with project management and how it aligns with the firm's goals.

Highlight Relevant Skills: Emphasise your proficiency in MS Office, especially Excel functions like VLOOKUPs and Pivot Tables. Provide examples of how you've used these skills in previous roles to improve business processes.

Showcase Communication Skills: Since excellent written and verbal communication skills are crucial for this role, ensure your application is well-structured and free of errors. Consider including examples of how you've effectively communicated in high-pressure environments.

How to prepare for a job interview at Undisclosed

✨Showcase Your Leadership Experience

As a Business Operations Director, your leadership skills are crucial. Be prepared to discuss specific examples of how you've successfully managed teams and driven process improvements in previous roles, particularly within financial services.

✨Demonstrate Project Management Skills

Highlight your experience in project management by discussing past projects you've led. Focus on how you ensured compliance and improved business processes, as these are key responsibilities for the role.

✨Prepare for Technical Questions

Since proficiency in MS Office, especially Excel, is essential, brush up on your skills. Be ready to answer questions about using VLOOKUPs and Pivot Tables, and consider bringing examples of reports or analyses you've created.

✨Communicate Effectively

Excellent written and verbal communication skills are vital for this role. Practice articulating your thoughts clearly and concisely, and be prepared to discuss how you've effectively communicated with stakeholders in the past.

Business Operations Director | Wealth Management
Undisclosed
Apply now
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  • Business Operations Director | Wealth Management

    Surrey
    Full-Time
    43200 - 72000 £ / year (est.)
    Apply now

    Application deadline: 2027-04-19

  • U

    Undisclosed

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