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For Companies At a Glance
- Tasks: Lead daily operations, manage a small team, and improve processes for efficiency.
- Company: Join a growing financial technology consultancy focused on investment management.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Why this job: Be part of a collaborative culture that values innovation and continuous improvement.
- Qualifications: Degree preferred; experience in operations or consulting is a plus.
- Other info: Opportunity to work closely with senior management and influence key operational decisions.
The predicted salary is between 43200 - 72000 £ per year.
Our client is a small financial technology consultancy providing advisory and implementation services and works with clients predominantly in the investment management sector. Due to strong growth over the past couple of years, the company is looking to hire an Operations Manager, reporting to the Chief Operating Officer. The role will have overall responsibility for the day-to-day operational activities for the company and will involve managing a small team of 3 people.
The team supports a range of activities, including:
- Consultant work assignment administration
- Invoicing
- Travel arrangements
- Service agreements with consultants and clients
- Onboarding new clients
- HR matters
- Preparing board meeting papers
- Managing their core CRM system
- Contributing to sales and marketing material and presentations
The team also delivers small to medium operationally focused projects (ops continuous improvement initiatives). The day-to-day operational activities cover the following key functions:
- Invoicing
- Payments
- Contracts & Assignments
- Run-the-business
- HR & People
- Marketing & External Communication
The organisation is looking for someone to manage the day-to-day delivery of the operations team but also improve the processes and procedures in place, resulting in greater efficiency and reduced risk.
Skills and Experience Required:
- Degree or degree equivalent qualification is preferred but not essential
- Experience in an operational role within consulting, financial services or other relevant industry
- Excellent communication skills - written, oral, presentation
- Ability to work with senior management
- Good knowledge of Microsoft tools e.g. Outlook, Excel, PowerPoint
- Experience of using a CRM platform
- Experience with contracts and legal documents
- Knowledge of commercial and financial processes
- Knowledge and experience of payment systems and managing complex multi-entity, multi-currency payments and bank accounts
- Understanding of risk management principles and their impact on operational activities
- Have a continuous improvement mindset
- Team leadership skills
- Pragmatic thinker who can adapt to changing requirements and priorities
- Good time management skills
Contact Detail:
psd group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Manager – Technology Consulting (Financial Services)
✨Tip Number 1
Familiarise yourself with the financial technology landscape, especially in investment management. Understanding the specific challenges and trends in this sector will help you speak confidently about how you can contribute to the company's operations.
✨Tip Number 2
Highlight your experience with CRM systems during networking opportunities. Since managing a core CRM system is a key part of the role, demonstrating your proficiency can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your approach to continuous improvement. Think of specific examples where you've successfully implemented process enhancements in previous roles, as this aligns closely with the expectations for the Operations Manager position.
✨Tip Number 4
Connect with current or former employees of the consultancy on platforms like LinkedIn. Gaining insights into the company culture and operational challenges can provide you with valuable context for your application and interviews.
We think you need these skills to ace Operations Manager – Technology Consulting (Financial Services)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in operational roles, particularly within consulting or financial services. Emphasise your skills in team leadership, communication, and process improvement.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the Operations Manager position and how your background aligns with the company's needs. Mention specific experiences that demonstrate your ability to manage day-to-day operations and improve processes.
Showcase Relevant Skills: Highlight your proficiency with Microsoft tools and any experience with CRM platforms. Discuss your understanding of payment systems and risk management principles, as these are crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that your documents are well-structured and easy to read.
How to prepare for a job interview at psd group
✨Showcase Your Operational Expertise
Make sure to highlight your experience in operational roles, especially within consulting or financial services. Be prepared to discuss specific examples of how you've improved processes and increased efficiency in previous positions.
✨Demonstrate Strong Communication Skills
Since the role requires excellent communication skills, practice articulating your thoughts clearly. Prepare to discuss how you've effectively communicated with senior management and team members in past roles.
✨Familiarise Yourself with Relevant Tools
Brush up on your knowledge of Microsoft tools like Excel and PowerPoint, as well as any CRM platforms you've used. Be ready to explain how you've leveraged these tools to manage operations and support your team.
✨Prepare for Team Leadership Questions
As you'll be managing a small team, think about your leadership style and how you motivate others. Prepare examples of how you've led teams through challenges and fostered a culture of continuous improvement.
