At a Glance
- Tasks: Lead critical operations and drive execution in a fast-growing WealthTech business.
- Company: Join a dynamic WealthTech company transforming client engagement with wealth.
- Benefits: Enjoy private healthcare, 25 days holiday, and a strong work-life balance.
- Other info: High-autonomy role with excellent professional development and career progression.
- Why this job: Shape operational infrastructure and make a real impact on strategic decisions.
- Qualifications: 7+ years in Wealth Management or Financial Services with strong leadership skills.
The predicted salary is between 80000 - 100000 € per year.
London | WealthTech | Operations, Risk & Systems Leadership
This is not a back-office processing role. This is a mission-critical leadership position at the heart of a fast-scaling WealthTech business transforming the way affluent clients engage with their wealth. We’re looking for a high-performance operator who thrives under pressure, owns outcomes end-to-end, and can combine operational excellence with strategic systems thinking. Someone who can lead from the front, enforce standards without compromise, and build scalable infrastructure that supports rapid growth.
You’ll sit at the intersection of Operations, Product and Executive Leadership — driving execution, reducing operational risk, improving systems, and ensuring the business can scale without sacrificing quality or regulatory integrity.
The Opportunity
As Central Operations Lead, you will own the engine room of the business. You’ll lead critical operational workflows including trade execution, portfolio rebalancing, transfers, reconciliations, billing and custody operations — while simultaneously helping architect the systems, controls and operating models that underpin long-term growth. This role requires someone commercially aware, technically credible and operationally relentless. You’ll be trusted to challenge stakeholders, solve complex problems, manage risk proactively, and lead teams through clarity, structure and high standards.
Key Responsibilities
- Operations & Trade Execution
- Lead complex client advice execution across trading, FX, transfers and portfolio activity
- Oversee reconciliations, trade verification and operational controls
- Manage portfolio rebalancing workflows with precision and regulatory accuracy
- Act as senior escalation point for trading and operational incidents
- Own invoicing, custody collections and payment processes
- Manage wrappers including SIPPs and GIAs through to compliant completion
- Act as authorised signatory for client withdrawals and payments
- Systems, Process & Risk
- Drive operational scalability through automation and process optimisation
- Partner with Product and Client teams to improve systems and reduce friction
- Build robust operational frameworks and scalable Target Operating Models
- Identify operational and regulatory risks before they become issues
- Lead operational implementation of new products and business initiatives
- Enforce governance standards and operational boundaries across the business
- Commercial & Stakeholder Management
- Build strong relationships with platforms, brokers and third-party providers
- Support commercial negotiations and strategic partnerships
- Develop data-led business cases for new operational partnerships
- Influence internal stakeholders at all levels including senior leadership
- Leadership & Incident Management
- Lead, mentor and develop Analysts and Associates
- Drive high-performance standards and operational accountability
- Support hiring and interview processes for operational talent
- Lead operational incident response and issue resolution
- Deliver cross-functional operational training and knowledge sharing
What We’re Looking For
- 7+ years’ experience within Wealth Management, Investment Operations or Financial Services
- Strong background in client dealing, trading operations or platform operations
- IMC qualified (or equivalent)
- Experience working within regulated investment environments
Personal Profile
- Exceptionally detail-oriented with uncompromising standards
- Calm and decisive under pressure
- Highly proactive with genuine ownership mentality
- Strong communicator capable of translating technical complexity into commercial insight
- Comfortable challenging stakeholders to protect operational integrity
- Analytical, systems-minded and process-driven
- Experienced leading teams and driving operational change
- Commercially aware with strong third-party relationship management skills
Why Apply?
- Join a fast-growing WealthTech business in a genuinely impactful role
- Significant exposure to senior leadership and strategic decision-making
- Opportunity to shape operational infrastructure at scale
- High-autonomy environment with real ownership
- Private healthcare and wellbeing support
- 25 days holiday plus strong work-life balance culture
- Collaborative, modern London office environment
- Professional development support and long-term progression opportunities
If you’re an elite operations professional who combines precision, leadership and systems thinking — and you want to play a central role in scaling a modern WealthTech business — we’d love to hear from you.
Senior Trading Operations - eFinancialCareers in London employer: eFinancialCareers
Join a dynamic WealthTech firm in London that prioritises operational excellence and strategic growth. With a strong focus on employee wellbeing, you will benefit from private healthcare, a generous holiday allowance, and a collaborative office environment that fosters professional development and long-term career progression. This is an exceptional opportunity to lead critical operations while shaping the future of wealth management in a high-autonomy role.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Trading Operations - eFinancialCareers in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the WealthTech space. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their mission and values, especially how they relate to operations and client engagement. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of Central Operations Lead. Highlight your operational excellence and strategic thinking skills, and don’t forget to share specific examples of how you’ve driven change in previous roles.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our fast-growing WealthTech business. Don’t miss out on the chance to shape operational infrastructure at scale!
We think you need these skills to ace Senior Trading Operations - eFinancialCareers in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Senior Trading Operations role. Highlight your leadership experience, operational excellence, and any relevant achievements in Wealth Management or Financial Services.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this mission-critical position. Share specific examples of how you've driven operational change and managed complex workflows in previous roles.
Showcase Your Problem-Solving Skills:In your application, emphasise your ability to tackle complex problems and manage risk proactively. We want to see how you’ve successfully navigated challenges in past positions, especially in high-pressure environments.
Apply Through Our Website:We encourage you to apply directly through our website. This way, we can ensure your application gets the attention it deserves, and you’ll be one step closer to joining our fast-growing WealthTech team!
How to prepare for a job interview at eFinancialCareers
✨Know Your Operations Inside Out
Make sure you have a solid grasp of the key operational workflows mentioned in the job description. Be ready to discuss your experience with trade execution, portfolio rebalancing, and reconciliations. This will show that you understand the core responsibilities of the role and can hit the ground running.
✨Demonstrate Strategic Thinking
Prepare examples of how you've driven operational scalability or improved systems in your previous roles. Highlight any instances where you identified risks before they became issues. This will showcase your ability to think strategically and proactively manage operations.
✨Showcase Your Leadership Skills
Be prepared to talk about your experience leading teams and driving high-performance standards. Share specific examples of how you've mentored others or led incident responses. This will help convey your leadership style and how you can contribute to building a strong team culture.
✨Engage with Stakeholders
Think about how you've built relationships with third-party providers or influenced internal stakeholders in the past. Be ready to discuss your approach to commercial negotiations and how you ensure operational integrity while managing these relationships. This will demonstrate your communication skills and commercial awareness.
