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For Companies At a Glance
- Tasks: Lead the design and scaling of operational systems across various business functions.
- Company: Cavenwell is a tech-driven trust firm focused on ultra-high-net-worth families.
- Benefits: Enjoy flexible working, competitive pay, and opportunities for real growth.
- Why this job: Make a significant impact while working with innovative founders in a dynamic environment.
- Qualifications: 5+ years in operations, ideally in fintech or tech-enabled services; strong automation skills required.
- Other info: Join a company redefining private wealth governance with cutting-edge technology.
The predicted salary is between 48000 - 84000 £ per year.
ABOUT CAVENWELL
Cavenwell is a next-generation trust and fiduciary firm — client-obsessed, cross-border by design, and powered by technology. We provide global structuring, governance, and administration solutions to ultra-high-net-worth families, acting as the architects of wealth structures for some of the world’s wealthiest families. Our operations are already highly automated. We’ve built a robust internal stack of automation tools, intelligent document workflows, and robotic process automations to reduce friction, eliminate repetitive tasks, and deliver a new standard of service.
We’re now seeking a FinTech-savvy Operations Manager to help extend this capability — scaling existing systems, embedding adoption across teams, and ensuring we get maximum leverage from the powerful tools we’ve already put in place.
THE ROLE: BUILD. SCALE. ENABLE.
We’re hiring a mid- to senior-level Operations Manager to take ownership of building, refining, and scaling operational systems across the business. This is a high-impact, high-context role focused on amplifying the effectiveness of what’s already been built. You’ll work closely with the founders to extend and refine our operational systems — supporting the rollout of automation into new functions, ensuring internal adoption, and driving continued process innovation.
RESPONSIBILITIES
- Operational Infrastructure
- Design, document, and roll out core processes across client onboarding, compliance, finance, HR, and client service.
- Build clear and scalable SOPs to capture institutional knowledge and reduce key-person dependency.
- Establish reliable, auditable workflows for recurring activities and continuously improve them.
- Automation & Tooling
- Evaluate and expand existing automations — identify where they can be extended, simplified, or replicated across departments.
- Build new automations using our existing platforms, and help translate business needs into scalable, tech-powered workflows.
- Act as a champion of automation best practices, helping internal teams understand and fully leverage our infrastructure.
- Collaborate with internal technical stakeholders on larger integrations (e.g. RPA, APIs, intelligent document workflows).
- Cross-Functional Delivery
- Serve as a day-to-day execution partner to finance, compliance, and client service leads.
- Support the rollout of new jurisdictions, systems, or service offerings with strong operational planning and oversight.
- Help develop and enforce internal service standards (e.g. SLAs, process ownership, escalation paths).
- Team Enablement
- Spearhead internal adoption of workflow tools, knowledge bases, and basic automation by training and supporting the wider team.
- Help lead an internal education program around automation, AI tools, and smarter service delivery practices.
- Support the onboarding and development of future hires in the operations function.
WHAT YOU BRING
- 5+ years in operations, business operations, or process-driven roles — ideally within startups, fintech, legal/financial services, or tech-enabled service businesses.
- Proven track record of building and owning operational systems and internal tooling from scratch.
- Experience with workflow automation, low-code platforms, and CRM or internal databases.
- Strong documentation and communication skills, including the ability to create SOPs and training materials.
- Data literate — comfortable interpreting metrics, building simple reports or dashboards, and translating operational performance into insight.
Tech Fluency
You don’t need to be a developer, but you’re highly fluent in modern automation and no-code/low-code ecosystems. You understand the difference between a quick Zap and a process-level automation strategy. You’re comfortable with logic, data flows, and understanding where AI tools or robotic process automation can create leverage.
Mindset & Traits
- Builder’s mindset – You see inefficiency and instinctively design the system that would fix it.
- Bias for action – You’re comfortable operating independently, making decisions, and adjusting course as needed.
- Structured thinker – You bring clarity and order to unstructured situations.
- Enabler, not gatekeeper – You love helping others do more with the right tools and systems.
- Low-ego, high-ownership – You’re hands-on, team-oriented, and driven by results.
BONUS IF YOU HAVE
- Experience working in or adjacent to regulated environments (e.g. KYC, AML, risk workflows).
- Familiarity with fiduciary, trust, or private client service businesses.
- Basic fluency in code logic or structured data formats (e.g. JSON, API schemas).
- Exposure to internal education or tech adoption programs within small teams.
WHY JOIN CAVENWELL
- Join a company rewriting the playbook for private wealth and family office governance services.
- Work directly with executional founders and domain experts.
- Make a tangible impact — your work will touch every function in the business.
- Help build a new kind of trust company from the inside out.
- Flexible working, competitive compensation, and real growth potential.
Locations
Operations Manager - FinTech employer: Cavenwell Group
Contact Detail:
Cavenwell Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Manager - FinTech
✨Tip Number 1
Familiarise yourself with the latest automation tools and low-code platforms that are commonly used in FinTech. Being able to discuss specific tools and how they can improve operational efficiency will show your technical fluency and understanding of the role.
✨Tip Number 2
Network with professionals in the FinTech space, especially those who have experience in operations management. Engaging in conversations about industry trends and challenges can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to demonstrate your problem-solving skills by thinking of examples where you've successfully identified and resolved operational bottlenecks. This will highlight your builder's mindset and ability to drive process innovation.
✨Tip Number 4
Showcase your ability to work cross-functionally by discussing past experiences where you've collaborated with different teams. This will illustrate your capability to serve as an execution partner and support various departments effectively.
We think you need these skills to ace Operations Manager - FinTech
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in operations, particularly within fintech or tech-enabled services. Emphasise your achievements in building operational systems and automations.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for Cavenwell's innovative approach to trust and fiduciary services. Discuss how your skills align with their needs, particularly in scaling operational systems and driving automation.
Showcase Your Technical Fluency: Demonstrate your understanding of automation tools and low-code platforms in your application. Provide examples of how you've used these technologies to improve processes in previous roles.
Highlight Your Problem-Solving Skills: Use specific examples to illustrate how you've tackled operational bottlenecks in the past. Show that you have a builder's mindset and can design effective systems to enhance efficiency.
How to prepare for a job interview at Cavenwell Group
✨Understand the Company’s Tech Stack
Before your interview, make sure you have a solid understanding of the automation tools and technologies that Cavenwell uses. Familiarise yourself with low-code platforms and robotic process automation, as this will show your tech fluency and readiness to contribute.
✨Demonstrate Your Problem-Solving Skills
Prepare examples from your past experience where you've identified inefficiencies and implemented systems to resolve them. Highlight your builder's mindset and how you can bring clarity to unstructured situations, which is crucial for the Operations Manager role.
✨Showcase Your Communication Skills
Since the role involves creating SOPs and training materials, be ready to discuss how you’ve effectively communicated complex processes in the past. Clear communication is key to ensuring internal teams understand and leverage operational systems.
✨Prepare for Scenario-Based Questions
Expect questions that assess your ability to handle real-world operational challenges. Think about scenarios where you had to collaborate across departments or support the rollout of new systems, and be prepared to explain your approach and outcomes.
