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- Tasks: Lead operational transformation in wealth management, driving change and improving performance.
- Company: Join a dynamic financial services client focused on innovation and growth.
- Benefits: Enjoy a 6-month assignment with opportunities for impactful change and professional development.
- Why this job: Be a change agent in a fast-paced environment, making a real difference in operations.
- Qualifications: Deep knowledge of wealth management and paraplanning, with strong operational and regulatory expertise.
- Other info: Ideal for experienced leaders ready to tackle complex challenges and engage with diverse stakeholders.
The predicted salary is between 48000 - 72000 £ per year.
HW Interim Solutions are supporting a financial services client in their search for an Interim Head of Operational Transformation to support a critical period of change, specifically within their wealth management function. This is an assignment for a period of 6 months that will suit a commercially astute and operationally focussed professional interim with the ability to drive meaningful change, improve performance and prepare the business for wider organisational developments.
Working as part of the operations senior leadership team, the successful candidate will act as a true change agent. They will be responsible for raising operational capability within paraplanning, embedding a culture of continuous improvement and enhancing the overall efficiency and scalability of processes. A key focus of the role will be to ensure operational alignment with both regulatory expectations and future business needs while also preparing the team for longer-term structural and strategic shifts across the organisation.
The ideal candidate will bring deep technical knowledge of the wealth management sector and paraplanning, with a strong grasp of the operational and regulatory landscape. This individual will be hands-on in identifying opportunities to streamline workflows, improve process controls and build a high-performance environment that consistently delivers exceptional outcomes. As an experienced interim, they will have a track record of leading transformation in dynamic and complex settings and will be confident engaging with stakeholders across multiple business functions.
This is a fantastic opportunity for a driven and credible interim leader who thrives in fast-paced environments and is passionate about delivering change with lasting impact.
Please apply with an up-to-date CV outlining your relevant experience. Due to anticipated interest, we will only be in touch with candidates whose experience closely aligns with the client’s requirements.
Contact Detail:
HW Interim Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Interim Head of Operational Transformation (West Yorkshire)
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or webinars to connect with key players and gain insights into current trends and challenges. This can help you understand what the client is looking for and position yourself as a knowledgeable candidate.
✨Tip Number 2
Research the specific operational challenges faced by financial services firms, particularly in paraplanning. Being able to discuss these issues intelligently during interviews will demonstrate your expertise and readiness to tackle the role's demands.
✨Tip Number 3
Prepare examples of past transformation projects you've led, focusing on measurable outcomes. Highlighting your ability to drive change and improve performance will resonate well with the hiring team, showcasing your hands-on experience.
✨Tip Number 4
Familiarise yourself with the regulatory landscape affecting wealth management. Understanding compliance requirements will not only prepare you for discussions but also show that you are proactive and well-informed about the industry's complexities.
We think you need these skills to ace Interim Head of Operational Transformation (West Yorkshire)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in operational transformation and wealth management. Use specific examples that demonstrate your ability to drive change and improve performance.
Craft a Compelling Cover Letter: Write a cover letter that clearly outlines your motivation for applying and how your skills align with the role. Emphasise your hands-on experience in leading transformation and your understanding of regulatory expectations.
Highlight Key Achievements: In both your CV and cover letter, focus on quantifiable achievements from previous roles. Mention specific projects where you successfully improved processes or enhanced operational capabilities.
Review and Edit: Before submitting your application, thoroughly review your documents for any errors or inconsistencies. Ensure that your language is professional and that your application reflects your suitability for the role.
How to prepare for a job interview at HW Interim Solutions
✨Showcase Your Change Management Experience
Be prepared to discuss specific examples of how you've successfully led transformation initiatives in previous roles. Highlight your ability to drive meaningful change and improve performance, especially in complex environments.
✨Demonstrate Technical Knowledge
Make sure to brush up on your understanding of the wealth management sector and paraplanning. Be ready to discuss regulatory expectations and how they impact operational processes, as this knowledge will be crucial for the role.
✨Engage with Stakeholders
Prepare to talk about your experience in engaging with various stakeholders across different business functions. Share examples of how you've built relationships and collaborated to achieve common goals, as this is key for a leadership position.
✨Emphasise Continuous Improvement
Discuss your approach to embedding a culture of continuous improvement within teams. Provide examples of how you've identified opportunities to streamline workflows and enhance efficiency, showcasing your hands-on leadership style.
