At a Glance
- Tasks: Lead the middle office division and drive strategic initiatives in Wealth Management.
- Company: A leading global investment bank with a focus on innovation and excellence.
- Benefits: Competitive salary, leadership opportunities, and exposure to senior stakeholders.
- Why this job: Shape the future of investments while making a real impact in a dynamic environment.
- Qualifications: Proven leadership experience in wealth management and strong stakeholder management skills.
- Other info: Join a collaborative culture that values transformation and operational excellence.
The predicted salary is between 72000 - 108000 £ per year.
Job Description
Director, COO, Investment Operation, Middle Office, Investments, Wealth Management – Permanent
My client, a leading global investment bank, is looking to hire a COO-Investments to lead the middle office division of their Wealth Management arm, based in London. This is a senior leadership role with responsibility for overseeing the strategic and operational functions of the Investments platform within Private Banking & Wealth Management
The COO will act as a conduit between the Investments business and the wider organisation, covering multiple ExCo members and driving initiatives across strategy, governance, operations, and cultural change. The role offers significant exposure at the most senior levels, with responsibility for shaping operating models, managing risk frameworks, and embedding transformation across the front-to-back process.
What is expected by the COO – Investments:
- Lead the middle office function, including building and embedding the team and operating model.
- Act as business partner to senior ExCo members, ensuring alignment of business strategy with operational delivery.
- Conduct front-to-back process reviews, identifying opportunities for efficiency and implementing scalable solutions.
- Drive the development of the risk framework across Investments.
- Partner with transformation and operations teams to deliver change initiatives, including system/process improvements.
- Provide cultural leadership – fostering a hands-on, delivery-focused, and collaborative environment.
- Represent the business in senior stakeholder forums, challenging and influencing where necessary.
Essential skills required by the COO – Investments:
- Proven track record in senior COO, Business Manager, or equivalent leadership roles within wealth management.
- Deep understanding of UHNW client coverage, product complexity, and the operational infrastructure that supports this.
- Strong stakeholder management skills – able to hold their own in senior forums.
- Experience leading middle office, operations, or change functions, ideally in a private bank or investment manager.
- Excellent organisational, governance, and delivery skills with a strong cultural awareness.
- Ability to balance strategic thinking with hands-on operational execution.
Director, COO - Investments employer: Cornwallis Elt
Contact Detail:
Cornwallis Elt Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director, COO - Investments
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment banking world, especially those who are already in senior roles. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their strategic goals and think about how your experience aligns with their needs. This will help you stand out as someone who gets what they’re all about.
✨Tip Number 3
Showcase your leadership skills during interviews. Share specific examples of how you've driven change or improved processes in previous roles. This is your chance to demonstrate that you can lead the middle office function effectively.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you prepare and land that dream job. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Director, COO - Investments
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of COO-Investments. Highlight your experience in middle office functions and any leadership roles you've held in wealth management. We want to see how your background aligns with the strategic and operational needs of the position.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Talk about your understanding of UHNW client coverage and how you’ve successfully managed change initiatives in the past. Let us see your passion for the industry!
Showcase Your Stakeholder Management Skills: In your application, make sure to highlight your experience in managing senior stakeholders. We’re looking for someone who can hold their own in high-level discussions, so share examples of how you've influenced decisions or driven initiatives in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Cornwallis Elt
✨Know Your Stuff
Make sure you have a solid understanding of the investment operations landscape, especially in wealth management. Brush up on the latest trends and challenges in the industry, as well as the specific operational frameworks your potential employer uses.
✨Showcase Your Leadership Skills
Prepare examples that highlight your experience in leading teams and driving change initiatives. Be ready to discuss how you've successfully managed risk frameworks and improved operational efficiency in previous roles.
✨Engage with Stakeholders
Demonstrate your strong stakeholder management skills by preparing to discuss how you've influenced senior forums in the past. Think of specific instances where you’ve aligned business strategy with operational delivery and be ready to share those stories.
✨Cultural Fit Matters
Understand the company culture and be prepared to discuss how you can contribute to fostering a collaborative and delivery-focused environment. Share your thoughts on cultural leadership and how it impacts operational success.