Head of Operations (, , United Kingdom)

️ Head of Operations – Wealth & Investment Management

Location: City of London

Type: Full-time | Hybrid (4 days office / 1 day WFH)

Salary: Competitive + Benefits

Are you an experienced operations leader with a background in wealth and financial planning? A fast-growing, partner-owned investment and wealth management firm in the City of London is seeking a dynamic Head of Operations to lead and evolve its operations function across investment management and financial planning arms.

This is a rare opportunity to join a firm with an entrepreneurial culture and high standards of client service, where you’ll be central to enhancing business performance, data quality, and service delivery.

Key Responsibilities

• Lead and manage a multi-functional operations team covering trade settlement, reconciliations, reporting, client maintenance, and risk.
• Oversee back-office platforms and infrastructure, working closely with outsourced technology partners.
• Own the production and evolution of management information (MI), KPIs, and strategic business data.
• Collaborate with stakeholders across trading, compliance, finance, client services, and the front office to support growth initiatives.
• Drive automation, systems integration, and operational improvements across wealth and financial planning platforms.
• Maintain oversight of regulatory and risk processes including tax, data integrity, valuations, and business continuity planning.
• Act as the senior owner of data architecture — designing how data flows and is integrated across the business.

Key Requirements

• Significant experience within UK-based wealth and investment management operations.
• Strong knowledge of middle- and back-office processes across both discretionary portfolio management and financial planning.
• Proven track record in MI design, operational risk, systems management, and process improvement.
• Leadership experience, with the ability to manage and develop high-performing teams.
• Familiarity with investment reporting, tax reporting, custodian relationships, and regulatory controls (including FCA frameworks).
• Comfortable with platform and system migration projects and data harmonisation initiatives.

Why Apply?

• Join a growth-focused and client-centric firm with a hands-on, collaborative leadership style.
• Work in a strategic role with a high level of autonomy and influence.
• Contribute to the integration of financial planning into a robust investment management framework.
• Shape data and operational capabilities at an exciting time of transformation.

To apply or learn more, please contact:

William Goodman – Orla Rose Associates

william.goodman@orlaroseassociates.co.uk