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- Tasks: Lead a team to deliver innovative business solutions and enhance data analytics strategies.
- Company: Join a prestigious Private Wealth Manager in the heart of London.
- Benefits: Enjoy a competitive salary, bonus opportunities, and hybrid working options.
- Why this job: Be part of a dynamic team driving efficiencies and delivering top-notch client solutions.
- Qualifications: 5+ years in financial services with team management experience; strong technical skills required.
- Other info: No sponsorship or visa transfer applications will be considered.
The predicted salary is between 60000 - 70000 £ per year.
Permanent role: No sponsorship or Visa Transfer applications will be considered.
Client: Private Wealth Manager
Location: London, SW1 - Hybrid
Salary range: £60-70k + Bonus
We are seeking an experienced and proactive Business Solutions Manager. Your main responsibilities will include working with the Head of BSDA to deliver business solutions and data analytics strategy, lead and manage the team, and enhance processes and drive efficiencies across the business. This role plays a pivotal role in delivering first class client information solutions, investment information and tools, whilst working closely with the COO, Project team, Portfolio Management and Dealing teams to ensure that solutions are delivered.
The ideal candidate will have extensive experience within a private wealth business, which will have given you a strong understanding of business solutions required to deliver a first-class service to internal and external clients. Familiarity with the below system types is required:
- CRM
- Portfolio Management
- Data Visualisation
- Risk Monitoring
Knowledge of the following systems would be beneficial:
- Pulse/ Symphony
- XPLAN
- Bita Risk
- First Rate
- Power BI
- PowerApps
MAIN RESPONSIBILITIES
- Business Solutions Strategy – Work with and support the Head of BSDA, COO, Project Team, Partners and Executive Committee to execute strategy.
- Business Processes – Work closely with front office SMEs to drive efficiencies, mitigate risk and ensure elements are assigned to appropriate resources. Review suggestions for improvement from stakeholders and prioritise these in line with other initiatives. Implement consistently across relevant teams and ensure all implementations include ongoing monitoring for best practice.
- Business Systems – Working closely with system providers to ensure service levels are managed and maintained.
- Data Analytics - Drive data-driven decision making across the business. Identify opportunities to leverage data for business growth and operational improvements. Collaborate with BSDA team members, IT team and Project team to implement solutions.
- Data Security and Compliance - Ensure compliance with data privacy regulations (i.e. GDPR), FCA regulations and security standards. Ensuring data integrity, security and compliance with internal policies and industry regulations (i.e Cyber Security Policy).
- Leadership and Team Management - Act as deputy to Head of BSDA to lead a team of 6 BSDA colleagues, ensuring workload is managed, deadlines and targets are met, and high-quality data and solutions are delivered. Support and mentor team ensuring efficient workload. Provide guidance and support on technical and operational matters. Lead by example, fostering a positive and collaborative team culture. Identify training needs and support team members in their professional and technical development.
What you’ll need for this role
- 5+ years of experience in business change or front office operations within a Financial Services business.
- 2+ years experience in supervising or managing a team.
- Strong technical skills including implementing systems, business solutions, and analytics.
- Knowledge of using AI applications in financial services would be advantageous.
- Excellent communication skills with ability to translate complex concepts for non-technical audiences.
Contact Detail:
City Recruitment Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Solutions Manager
✨Tip Number 1
Network with professionals in the private wealth management sector. Attend industry events or webinars where you can meet potential colleagues or leaders in the field. This can help you gain insights into the role and may even lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific systems mentioned in the job description, such as CRM and Power BI. Consider taking online courses or certifications that can enhance your knowledge and demonstrate your commitment to mastering these tools.
✨Tip Number 3
Prepare to discuss your experience in leading teams and driving efficiencies. Think of specific examples where you've successfully implemented business solutions or improved processes, as this will showcase your leadership skills during interviews.
✨Tip Number 4
Stay updated on the latest trends in data analytics and compliance regulations, especially GDPR and FCA standards. Being knowledgeable about current issues in the financial services sector will help you stand out as a candidate who is proactive and informed.
We think you need these skills to ace Business Solutions Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in business change and front office operations within financial services. Emphasise your leadership skills and any specific systems you've worked with, such as CRM or Portfolio Management.
Craft a Compelling Cover Letter: In your cover letter, explain why you're the perfect fit for the Business Solutions Manager role. Mention your experience with data analytics and how you've driven efficiencies in previous roles. Be sure to connect your skills to the responsibilities outlined in the job description.
Showcase Your Technical Skills: Highlight your technical skills related to implementing systems and business solutions. If you have experience with AI applications in financial services, make sure to include that as it could set you apart from other candidates.
Prepare for Potential Questions: Think about how you would answer questions related to team management and driving data-driven decision making. Be ready to discuss specific examples of how you've led teams and implemented successful business solutions in the past.
How to prepare for a job interview at City Recruitment Associates
✨Showcase Your Experience
Make sure to highlight your 5+ years of experience in business change or front office operations within financial services. Be prepared to discuss specific examples of how you've successfully implemented business solutions and driven efficiencies in previous roles.
✨Demonstrate Leadership Skills
As this role involves managing a team, it's crucial to convey your leadership style. Share instances where you've mentored team members or led projects, emphasising how you foster a positive team culture and ensure high-quality outcomes.
✨Familiarise Yourself with Relevant Systems
Since knowledge of specific systems is beneficial, do your homework on CRM, Portfolio Management, Data Visualisation, and Risk Monitoring tools. If you have experience with Pulse, Symphony, or Power BI, be ready to discuss how you've used these systems to enhance business processes.
✨Prepare for Technical Questions
Expect questions about data analytics and compliance, especially regarding GDPR and FCA regulations. Brush up on how you've leveraged data for decision-making and ensured data integrity in past roles, as this will demonstrate your capability to handle the responsibilities of the position.
