Wealth Operations Lead (Remote) β€” High-Impact Team Leader in Cambridge

Wealth Operations Lead (Remote) β€” High-Impact Team Leader in Cambridge

Cambridge Full-Time No working from home possible
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Progeny seeks a Wealth Operations Manager to lead a regional team of Client Executives and Paraplanners, aligning with regional priorities and ensuring consistent service delivery. The role focuses on performance management, capacity planning and scalable operations across South offices.

You will drive standardisation, digitisation and governance, while coaching teams to maintain high client outcomes and Progeny’s brand standards in a regulated wealth environment.

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Contact Details:

Progeny Recruitment Team