At a Glance
- Tasks: Drive strategic planning and operational effectiveness in a fast-growing wealth management firm.
- Company: Join a leading wealth management platform with a focus on innovation and growth.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional development.
- Why this job: Shape the future of a top firm while collaborating with senior leaders and tech teams.
- Qualifications: Technical background with experience in program management or business operations.
- Other info: No up-to-date CV required; perfect for ambitious individuals ready to make an impact.
The predicted salary is between 43200 - 72000 £ per year.
Interested in working for one of the fastest-growing wealth management platforms headquartered in the US? This firm has been built through the combination of elite advisory firms and a deep operational infrastructure. As the business continues to scale, they are investing in the next layer of operational leadership to ensure that its technology and business teams remain tightly aligned, well-structured, and execution-focused.
The Business Manager role sits at the intersection of technology, operations, and strategic planning, serving as a true force multiplier for leadership. In this high-visibility position, you will partner directly with senior technology and operational leaders to drive workforce planning, execution strategy, organisational effectiveness, and day-to-day operating performance across the firm. It is an ideal London-based role for someone with a technical foundation who has evolved into a business-minded operator.
Reporting straight into the COO/Chief of Staff, you will lead annual and quarterly planning cycles, including headcount modelling, workforce planning, and organisational design. You will own operating rhythms across teams - performance reporting, dashboards, operational reviews, and planning cadences - ensuring that initiatives stay on track and aligned with business goals.
A major component of the remit involves identifying friction points within processes, workflows, or team structures and implementing structural improvements that increase clarity, execution velocity, and cross-functional alignment. Given the close partnership with engineering and platform teams, a strong technical background is essential.
You will regularly translate complex technical risks, timelines, and dependencies into clear business context for leadership, while supporting broader infrastructure and platform road-mapping efforts. The ideal candidate has experience as a technical program manager, technical consultant, business manager, or product-adjacent operator, and is now seeking broader ownership across people, planning, and execution.
This is a rare opportunity to shape operating models, influence strategic decisions, and meaningfully impact the scaling of a fast-growing firm. No up-to-date CV required.
Business Manager - top Wealth Management firm employer: Saragossa
Contact Detail:
Saragossa Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Manager - top Wealth Management firm
✨Tip Number 1
Network like a pro! Reach out to connections in the wealth management space, especially those who work at firms you're interested in. A friendly chat can open doors and give you insider info that could set you apart.
✨Tip Number 2
Prepare for those interviews by diving deep into the company’s operations and tech. Understand their challenges and think about how your skills can help solve them. Show them you’re not just another candidate; you’re the solution they need!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you note. Mention something specific from your conversation to remind them why you’re the perfect fit. It keeps you fresh in their minds!
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you ace your application process. Plus, it shows you’re genuinely interested in joining our team. Let’s get you that Business Manager role!
We think you need these skills to ace Business Manager - top Wealth Management firm
Some tips for your application 🫡
Show Your Technical Side: Make sure to highlight your technical background in your application. We want to see how your experience as a technical program manager or consultant can translate into the business-minded operator role we're looking for.
Be Clear and Concise: When writing your application, keep it straightforward. We appreciate clarity, so avoid jargon and get straight to the point about your skills and experiences that align with the role.
Demonstrate Your Strategic Thinking: We’re keen on candidates who can think strategically. Use your application to showcase examples of how you've driven workforce planning or improved operational effectiveness in previous roles.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at our fast-growing firm.
How to prepare for a job interview at Saragossa
✨Know Your Stuff
Make sure you understand the wealth management industry and the specific challenges it faces. Brush up on key concepts related to technology and operations, as you'll need to demonstrate your technical foundation and how it translates into business strategy.
✨Showcase Your Experience
Prepare to discuss your previous roles in detail, especially those that involved technical program management or operational leadership. Use specific examples to illustrate how you've identified friction points and implemented improvements in past positions.
✨Align with Their Goals
Research the firm’s current initiatives and strategic goals. Be ready to discuss how your skills and experiences can help them achieve these objectives, particularly in workforce planning and organisational effectiveness.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the role and the company. Inquire about their current operational challenges or how they measure success in this position. This not only demonstrates your enthusiasm but also helps you gauge if the role is the right fit for you.