Wealth Ops Architect: Build AI-Driven Financial Planning

Wealth Ops Architect: Build AI-Driven Financial Planning

Full-Time 63000 - 77000 Β£ / year (est.) No working from home possible
R

At a Glance

  • Tasks: Shape operational models and build processes for a tech-led wealth management business.
  • Company: Join a forward-thinking company in the heart of London.
  • Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
  • Other info: Dynamic role with a focus on innovation and career advancement.
  • Why this job: Be at the forefront of AI-driven financial planning and make a real impact.
  • Qualifications: Experience in operations management and a passion for technology.

The predicted salary is between 63000 - 77000 Β£ per year.

Recruitment Rebellion in the City of London is seeking an Operations Manager to shape the operational model of a technology-led wealth management business.

This hands-on role involves building processes, workflows and the technology framework that enables client onboarding, transfers, payments and daily operations.

You will own the design and deployment of processes and will explore how AI and automation can be embedded to create a best-in-class operational environment.

#J-18808-Ljbffr

Wealth Ops Architect: Build AI-Driven Financial Planning employer: Recruitment Rebellion

At de Lisle Financial Planning, we pride ourselves on being an excellent employer by offering a supportive work culture that fosters professional growth and development. Our Gloucestershire practice provides a unique opportunity for aspiring financial planners to gain hands-on experience while pursuing a fully funded Diploma, ensuring a rewarding career path with dedicated mentoring and a focus on building meaningful client relationships.

R

Contact Details:

Recruitment Rebellion Recruitment Team

We think you need these skills to ace Wealth Ops Architect: Build AI-Driven Financial Planning

Process Design
Workflow Management
Technology Framework Development
Client Onboarding
Payment Processing
Operational Model Shaping
AI Integration