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For Companies At a Glance
- Tasks: Lead a team managing client lifecycle and regulatory operations in wealth management.
- Company: Join a prestigious wealth management group known for excellence and discretion.
- Benefits: Enjoy a competitive salary, hybrid working, and a supportive culture focused on development.
- Why this job: This role offers strategic impact and the chance to broaden your business leadership experience.
- Qualifications: Experience in compliance, KYC, AML, and managing teams in wealth management is essential.
- Other info: No sponsorship available; apply confidently for this unique opportunity.
The predicted salary is between 75000 - 83000 £ per year.
Client Lifecycle & Regulatory Operations Manager
Location: London | Salary: £75,000 – £83,000 | Hybrid (3 days office)
Are you a compliance professional ready to step into a business-focused, multi-jurisdictional leadership role? An established wealth management group—renowned for its discretion and commitment to excellence—seeks a dynamic individual to lead a small team overseeing the full client lifecycle for a diverse, high-value client base.
Skills & Experience Required
- Experience managing or supervising a small team within wealth management, private banking, or private client services.
- Deep understanding of KYC, AML, CDD, and regulatory requirements—especially UK FCA rules and Consumer Duty gained within a compliance-based role.
- Familiarity with complex client structures (UHNW, trusts, charities) and the controls required around them.
- Proven ability to coordinate across departments, ensuring client documentation, on-boarding, and lifecycle activities are executed to the highest standard.
- Strong communication, organisational, and stakeholder management skills.
About the role
- Strategic Impact: Move beyond pure compliance—drive regulatory excellence across client onboarding, suitability, and ongoing lifecycle management, ensuring best-in-class standards for UHNW individuals, trusts, charities, and private client structures.
- Leadership: Manage and mentor a team of up to three, collaborating with stakeholders across operations, risk, and investment teams in a fast-paced, evolving environment.
- Multi-Jurisdictional Exposure: Shape processes and controls suitable for clients across multiple jurisdictions, navigating complex regulatory frameworks with a focus on UK FCA Consumer Duty, client vulnerability, and inclusion.
- Career Progression: Ideal for someone with a compliance or regulatory background who wants to broaden their business impact and gain hands-on operational business leadership experience.
Specifically, the role will involve amongst other things support the business, managing a team and:
- Oversee and complete all documentation necessary for on-boarding new clients and establishing client agreements.
- Ensure all client documentation adheres to FCA AML requirements, collaborating closely with the Risk & Compliance team to promptly resolve any compliance issues.
- Partner with operations teams to facilitate the setup of custodian accounts for new clients.
- Conduct suitability assessments using the online platform, and communicate results with the Client Relationship Manager.
- Coordinate with all stakeholders involved in the client on-boarding process, including Client Management, Investment, Middle Office, Business Compliance, Risk & Compliance, and Operations teams.
- Manage lifecycle activities for existing clients, such as:
- Organising and overseeing periodic reviews for Investment Management clients.
- Reviewing and updating client documentation to ensure timely and accurate portfolio changes.
- Monitoring and administering client reporting distributions.
- Managing the off-boarding process for Investment Management clients.
- Administer various portfolio-related activities, including processing incoming funds and initiating client payments.
The Offer
- Salary: £75,000 – £83,000 (DOE)
- Hybrid working: 3 days per week in a prestigious London office
- Direct impact on business operations and regulatory standards
- Collaborative, supportive culture with a focus on development
This is a rare opportunity to pivot from a pure compliance-based role into a strategic, business-facing leadership position within a highly respected wealth management group. Apply in confidence via Cameron Kennedy, acting on behalf of our client. Sponsorship of any kind will NOT be provided.
Manager - Cameron Kennedy employer: Cameron Kennedy
Contact Detail:
Cameron Kennedy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Manager - Cameron Kennedy
✨Tip Number 1
Familiarise yourself with the latest UK FCA regulations and Consumer Duty requirements. This knowledge will not only help you in interviews but also demonstrate your commitment to compliance excellence, which is crucial for this role.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who have experience in client lifecycle management. Engaging with industry peers can provide insights into best practices and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your leadership style and experiences managing teams. Highlight specific examples where you've successfully coordinated across departments, as this role requires strong collaboration skills.
✨Tip Number 4
Research the company’s values and culture. Understanding their commitment to discretion and excellence will allow you to tailor your conversations during interviews, showing that you align with their mission.
We think you need these skills to ace Manager - Cameron Kennedy
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in compliance, wealth management, and team leadership. Use specific examples that demonstrate your understanding of KYC, AML, and regulatory requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your experience with multi-jurisdictional regulations and how you can drive regulatory excellence in client onboarding and lifecycle management.
Highlight Leadership Skills: Emphasise your ability to manage and mentor a team. Provide examples of how you've successfully coordinated across departments and improved processes in previous roles.
Showcase Communication Skills: In your application, illustrate your strong communication and stakeholder management skills. Discuss how you've effectively collaborated with various teams to achieve compliance and operational goals.
How to prepare for a job interview at Cameron Kennedy
✨Showcase Your Leadership Skills
As a Manager, you'll be expected to lead a small team. Be prepared to discuss your previous leadership experiences, how you mentored others, and the strategies you used to foster collaboration within your team.
✨Demonstrate Regulatory Knowledge
Familiarity with KYC, AML, and FCA regulations is crucial for this role. Brush up on these topics and be ready to explain how you've applied this knowledge in past roles, especially in relation to client onboarding and lifecycle management.
✨Prepare for Multi-Jurisdictional Scenarios
Since the role involves navigating complex regulatory frameworks across multiple jurisdictions, think of examples where you've successfully managed compliance in such environments. This will show your adaptability and understanding of diverse client needs.
✨Highlight Stakeholder Management Experience
You'll need to coordinate with various departments. Prepare to discuss how you've effectively communicated and collaborated with different stakeholders in previous roles, ensuring smooth operations and compliance adherence.
