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- 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: Be part of a revolutionary company transforming private wealth governance with automation and innovation.
- Qualifications: 5+ years in operations, with experience in fintech or tech-enabled services preferred.
- Other info: Work closely with founders and make a significant impact across the business.
The predicted salary is between 36000 - 60000 £ 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.
We are not your traditional trust company. 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. Our founders are technically fluent and hands-on, and our infrastructure reflects that.
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. You won’t be starting from scratch — you’ll be joining a business that already operates with significant automation and AI-driven processes. Your job is to help us go further, faster.
This is the ideal role for someone who thrives on autonomy, loves solving operational bottlenecks with systems and logic, and is fluent with the kinds of tools modern fintechs and service firms use to move quickly and scale effectively.
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
- Experience ~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. If something feels inefficient, you instinctively look for the system fix.
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
Business Performance Administrator employer: Cavenwell Group
Contact Detail:
Cavenwell Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Performance Administrator
✨Tip Number 1
Familiarise yourself with the latest automation tools and low-code platforms. Since Cavenwell is focused on scaling operational systems, showcasing your knowledge of these technologies during interviews can set you apart.
✨Tip Number 2
Demonstrate your problem-solving skills by preparing examples of how you've tackled operational bottlenecks in previous roles. This will highlight your builder's mindset and ability to drive process innovation.
✨Tip Number 3
Network with professionals in the fintech and service sectors. Engaging with industry peers can provide insights into best practices and may even lead to referrals that could help you land the job.
✨Tip Number 4
Prepare to discuss your experience with data interpretation and reporting. Being data literate is crucial for this role, so be ready to explain how you've used metrics to inform operational decisions in the past.
We think you need these skills to ace Business Performance Administrator
Some tips for your application 🫡
Understand the Company: Before applying, take some time to understand Cavenwell's unique approach to trust and fiduciary services. Familiarise yourself with their automation tools and how they operate differently from traditional firms.
Tailor Your CV: Make sure your CV highlights relevant experience in operations, particularly in fintech or tech-enabled service businesses. Emphasise your skills in building operational systems and your familiarity with automation tools.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and how your background aligns with Cavenwell's mission. Mention specific examples of how you've solved operational challenges in previous roles.
Showcase Your Tech Fluency: Demonstrate your understanding of modern automation and no-code/low-code ecosystems in your application. Provide examples of how you've used these tools to improve processes or drive efficiency in past positions.
How to prepare for a job interview at Cavenwell Group
✨Understand the Company Culture
Before your interview, take some time to research Cavenwell's unique approach to trust and fiduciary services. Familiarise yourself with their emphasis on automation and technology, as well as their client-centric philosophy. This will help you align your answers with their values and demonstrate that you're a good fit.
✨Showcase Your Operational Experience
Be prepared to discuss your previous experience in operations, particularly in fintech or tech-enabled service businesses. Highlight specific examples where you've built or refined operational systems, and how those experiences can translate to the role at Cavenwell.
✨Demonstrate Tech Fluency
Since the role requires a strong understanding of automation and low-code platforms, be ready to talk about the tools you've used in the past. Discuss any automations you've implemented and how they improved efficiency. This will show that you can hit the ground running in a tech-savvy environment.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle operational bottlenecks. Think of scenarios where you've had to design solutions or improve processes. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.
