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- Tasks: Lead a team to enhance client experiences during a platform transition.
- Company: Join a respected wealth management firm known for its growth and innovation.
- Benefits: Enjoy hybrid working, a competitive salary, and study support for qualifications.
- Why this job: Be part of a collaborative culture with real opportunities for career progression.
- Qualifications: 3-4 years in wealth management; experience in onboarding and client transitions preferred.
- Other info: 1pm Friday finishes and strong mentorship from senior leaders.
The predicted salary is between 36000 - 60000 £ per year.
Artemis Human Capital is pleased to once again support a valued client, a growing and well-regarded wealth management firm undergoing an exciting period of evolution. We have partnered with this business across several successful appointments and are now assisting with the recruitment of a newly created leadership role within their operations function.
As Client Platform & Operations Team Lead, you will take on a central role in enhancing the client journey during a key platform transition. This is a hands-on role within a collaborative, forward-thinking environment, offering real scope for progression and development.
What you’ll be doing:
- You will join a tight-knit and experienced operations team, working collaboratively across the following areas:
- Supporting the rollout of a new client platform, ensuring seamless delivery across the business.
- Overseeing onboarding processes and managing client account transitions during the migration.
- Working closely with advisers to ensure the efficient delivery of strategic financial planning solutions.
- Helping to streamline and document internal processes to support the evolving client journey.
- Providing day-to-day guidance to a small, capable team to ensure work is delivered to a high standard.
What we’re looking for:
This role would suit an operations professional with 3-4 years’ experience in a wealth management or private client environment, someone who is confident, collaborative, and eager to step into a leadership position. Candidates will ideally possess:
- Exposure to the wealth management sector either directly, or via a secondment/project-based role (essential).
- Strong knowledge of onboarding, operational processes, and client transitions.
- Experience supporting platform or system migrations (desirable).
- A proactive, solutions-focused approach and excellent attention to detail.
- Any paraplanning or financial planning exposure would be advantageous but isn’t essential.
- Confidence in supporting or leading team members within a busy operational function.
What’s on offer:
This is a rare opportunity to join a growing firm with a reputation for investing in its people. You will benefit from:
- A starting salary of up to £40,000 depending on experience.
- Hybrid & flexible working options.
- 1pm Friday finish.
- Supportive team culture and strong senior mentorship.
- Scope for genuine career progression.
- Enviable client base and interesting project exposure.
- Study support toward relevant qualifications.
To apply for this Client Platform & Operations Team Lead role, please click on the link below or contact Beth Gault at Artemis Human Capital for a confidential discussion.
Client Platform & Operations Team Lead (Wealth Management) employer: Artemis Human Capital
Contact Detail:
Artemis Human Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Platform & Operations Team Lead (Wealth Management)
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and client platforms. Understanding the current landscape will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities within their firms.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed onboarding processes or client transitions in previous roles. Real-life scenarios will showcase your experience and problem-solving skills effectively.
✨Tip Number 4
Research the company culture of the firm you're applying to. Understanding their values and work environment will help you tailor your approach and show that you're a great fit for their team.
We think you need these skills to ace Client Platform & Operations Team Lead (Wealth Management)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and operations. Focus on your achievements in onboarding processes, client transitions, and any leadership roles you've held.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities of the Client Platform & Operations Team Lead role. Mention your experience with platform migrations and how you can enhance the client journey.
Showcase Your Skills: In your application, emphasise your proactive approach and attention to detail. Provide examples of how you've successfully led teams or improved operational processes in previous roles.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This shows enthusiasm and can help keep your application top of mind.
How to prepare for a job interview at Artemis Human Capital
✨Showcase Your Wealth Management Experience
Make sure to highlight your relevant experience in the wealth management sector. Discuss specific projects or roles where you contributed to client onboarding or operational processes, as this will demonstrate your understanding of the industry.
✨Emphasise Team Collaboration
Since this role involves working closely with a team, be prepared to discuss examples of how you've successfully collaborated with others in previous positions. Share instances where your teamwork led to improved outcomes, especially during platform transitions.
✨Demonstrate Problem-Solving Skills
The company is looking for a proactive, solutions-focused approach. Prepare to discuss challenges you've faced in past roles and how you overcame them, particularly in relation to onboarding processes or system migrations.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's operations and the new client platform. This shows your genuine interest in the role and helps you understand how you can contribute to enhancing the client journey.
