Senior Operations Leader - Boutique Wealth Management

Senior Operations Leader - Boutique Wealth Management

Full-Time No working from home possible
Sovereign Wealth, Midlands

At a Glance

  • Tasks: Lead a small team, manage operations, and streamline processes in a boutique wealth management setting.
  • Company: Sovereign Wealth Midlands, a trusted name in wealth management.
  • Benefits: Autonomy, direct accountability, and the chance to shape the firm's future.
  • Other info: Opportunity for growth as the firm expands in the UK and internationally.
  • Why this job: Be a key player in a high-trust environment with real impact on client service.
  • Qualifications: Experience in operations management and strong leadership skills.

Sovereign Wealth Midlands is seeking an experienced Operations Manager to be the operational anchor of the business, leading a small in-office team and working closely with the MD to drive outcomes in a high-trust environment. This is a senior, hands-on role in a boutique setting, with autonomy and direct accountability.

This position will own the MD's diary, streamline processes, uphold client service standards, and contribute to scalable SOPs as the firm grows in the UK and internationally.

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Senior Operations Leader - Boutique Wealth Management employer: Sovereign Wealth, Midlands

Sovereign Wealth Midlands is an exceptional employer, offering a unique opportunity to lead operations in a boutique wealth management practice. With a focus on high standards and client service, employees benefit from a supportive work culture that values autonomy and accountability, alongside competitive remuneration and performance-related bonuses. Located in Market Harborough, this role provides a chance to make a tangible impact within a small, dedicated team, fostering both personal and professional growth.

Sovereign Wealth, Midlands

Contact Details:

Sovereign Wealth, Midlands Recruitment Team

We think you need these skills to ace Senior Operations Leader - Boutique Wealth Management

Operations Management
Team Leadership
Process Streamlining
Client Service Standards
Diary Management
SOP Development
Autonomy