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- Tasks: Drive strategic planning and operational effectiveness in a tech-focused wealth management firm.
- Company: Fast-growing wealth management firm with a strong operational infrastructure.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- Why this job: Shape operating models and influence strategic decisions in a rapidly scaling company.
- Qualifications: Technical background with experience in M&A and project execution.
- Other info: No up-to-date CV required; ideal for those seeking impactful roles.
The predicted salary is between 36000 - 60000 £ per year.
Interested in working for one of the fastest-growing wealth management firms 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 CTO/Chief of Staff, you will lead annual and quarterly planning cycles, including headcount modelling, workforce planning, and organisational design. M&A experience is crucial for this role, as this firm has recently acquired two new UK-based advisory firms.
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. You must have good knowledge over the full lifecycle of M&A deals, working on technology integration and understand regulations across the EU. They are looking for someone to get involved still in the day-to-day execution of projects, rather than just oversight/advisory.
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 - tech-focused Wealth Management firm in City of London employer: Saragossa
Contact Detail:
Saragossa Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Manager - tech-focused Wealth Management firm in City of London
✨Tip Number 1
Network like a pro! Reach out to connections in the wealth management and tech sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and M&A experience. We recommend practising how to explain complex concepts in simple terms. You want to show that you can bridge the gap between tech and business effortlessly.
✨Tip Number 3
Showcase your problem-solving skills! During interviews, be ready to discuss specific challenges you've faced in previous roles and how you tackled them. We want to see that you can think on your feet and adapt to changing situations.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that Business Manager role!
We think you need these skills to ace Business Manager - tech-focused Wealth Management firm in City of London
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 aligns with the tech-focused nature of the role, so don’t hold back on showcasing your skills!
Tailor Your Application: Take a moment to customise your application for this specific role. We love when candidates connect their past experiences to the responsibilities listed in the job description, especially around M&A and operational leadership.
Be Clear and Concise: When writing your application, keep it straightforward. We appreciate clarity, so make sure your points are easy to understand and directly related to the role. Avoid jargon unless it’s relevant!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity. Let’s get started!
How to prepare for a job interview at Saragossa
✨Know Your Tech and Business Inside Out
Make sure you brush up on both your technical knowledge and business acumen. Understand the firm's tech stack and how it integrates with their operations. Be ready to discuss how you've previously translated complex technical concepts into actionable business strategies.
✨Showcase Your M&A Experience
Since M&A experience is crucial for this role, prepare specific examples of your involvement in M&A deals. Highlight your understanding of technology integration and regulations across the EU, as well as how you've contributed to successful outcomes in past projects.
✨Demonstrate Leadership and Collaboration Skills
This role requires close partnership with senior leaders and various teams. Be prepared to share instances where you've successfully led cross-functional teams or initiatives. Emphasise your ability to drive workforce planning and execution strategy while maintaining strong relationships.
✨Prepare Questions That Show Your Interest
Think of insightful questions that reflect your understanding of the firm’s goals and challenges. Ask about their current operational strategies, how they measure success in this role, and what the future looks like for the tech and operations teams. This shows you're genuinely interested and engaged.
