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- Tasks: Lead operations for a wealth platform, enhancing client experience and driving transformation.
- Company: Dynamic financial services firm committed to diversity and innovation.
- Benefits: Hybrid work model, professional development, health benefits, and generous time off.
- Why this job: Shape the future of wealth management while leading a high-performing team.
- Qualifications: Extensive industry knowledge, strong analytical skills, and leadership experience required.
- Other info: Join a culture that values integrity, collaboration, and continuous improvement.
The predicted salary is between 72000 - 108000 £ per year.
We are seeking an experienced and strategic Director of Operations to lead the operational function of our wealth platform and complex wealth clients. This role is central to scaling operational infrastructure, enhancing client experience, and driving transformation across onboarding, custody, settlements, reporting, and regulatory compliance. You will oversee daily operations, lead cross‑functional initiatives, and act as a senior stakeholder in shaping the Wealth platform’s growth and resilience.
Why You Will Love It Here!
- Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
- Your Future: Professional Development Reimbursement
- Work / Life Balance: Flexible Personal / Vacation Time Off, Sick Leave, Paid Holidays
- Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
- Training: Hands‑On, Team‑Customized, including SS&C University
- Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get to Do:
- Strategic Leadership: Define and execute the operational strategy aligned with business growth and client needs. Lead transformation initiatives to digitise and streamline operational workflows. Act as a senior advisor to executive leadership on operational matters and client servicing models.
- Client-Centric Operations: Ensure seamless onboarding, account setup, and ongoing servicing. Manage bespoke client structures including multi‑jurisdictional accounts, trusts, and alternative assets.
- Platform & Process Oversight: Partner with product and technology teams to enhance platform capabilities and scalability. Ensure operational readiness for new product launches / new clients.
- Risk, Controls & Compliance: Maintain robust control frameworks to mitigate operational, regulatory, and reputational risks. Ensure compliance with FCA, MiFID II, FATCA, and other relevant regulations. Lead operational audits, regulatory reviews, and internal assessments.
- Team Leadership & Development: Build and lead a high‑performing operations team. Foster a culture of accountability, service excellence, and continuous improvement. Manage resource planning, succession, and talent development.
- Stakeholder Engagement: Serve as a senior point of contact for internal stakeholders, clients, custodians, and vendors. Provide clear and timely communication on operational performance, risks, and initiatives. Represent operations in governance forums and strategic planning sessions.
Additionally:
- Comply with the regulatory regime and all relevant FCA regulations to ensure compliance and fair outcomes for clients and investors.
- Maintain a client and customer centric approach with "doing things right" and "Treating Customers Fairly" at the heart of all you do.
- Be open and transparent with clients, employees, industry bodies and regulators.
- Keep knowledge up to date on relevant industry changes and developments.
- Observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of duties.
- Behave to a high personal standard in line with SS&C’s Code of Conduct and Ethics and also the FCA conduct rules.
What You Will Bring:
- Extensive knowledge and understanding of industry products, characteristics and application of wealth solutions.
- Strong analytical skills and ability to interpret data, document findings and suggest solutions.
- Subject matter expert in operational processes.
- Track record of evaluating organisational needs and pioneering the development of technical solutions.
- Works collaboratively as part of a team and ability to utilise strengths of others to accomplish objectives.
- Ability to define procedures and standards and document accordingly.
- Change management experience with system design and integration.
- Strong communication skills, written and verbal, at all levels.
- Flexibility and adaptability combined with a positive “can do” attitude.
Director of Operations – Wealth in Basildon employer: Ss&C Technologies Holdings
Contact Detail:
Ss&C Technologies Holdings Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director of Operations – Wealth in Basildon
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their operational strategies and think about how your experience aligns with their needs. We want you to shine, so practice common interview questions and have your own ready to ask!
✨Tip Number 3
Showcase your leadership skills! In your conversations, highlight your experience in managing teams and driving transformation initiatives. We’re all about client-centric operations, so share examples of how you’ve improved client experiences in the past.
✨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 are proactive and engaged with our brand. Let’s get you that Director of Operations role!
We think you need these skills to ace Director of Operations – Wealth in Basildon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Director of Operations. Highlight your experience in operational strategy, client servicing, and team leadership. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how you can drive transformation in our wealth platform. Keep it engaging and relevant to the job description.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples that demonstrate your impact in previous roles, especially in areas like compliance, risk management, and operational efficiency.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Ss&C Technologies Holdings
✨Know Your Operations Inside Out
Make sure you have a solid understanding of operational strategies, especially in wealth management. Brush up on key concepts like onboarding processes, compliance regulations, and risk management frameworks. This will help you speak confidently about how you can lead transformation initiatives.
✨Showcase Your Leadership Skills
Prepare examples that highlight your experience in leading high-performing teams and driving change. Think about specific situations where you've fostered a culture of accountability and service excellence. This will demonstrate your capability to build and lead a strong operations team.
✨Be Client-Centric
Emphasise your commitment to client satisfaction. Prepare to discuss how you've previously managed bespoke client structures and ensured seamless servicing. This will show that you understand the importance of a client-centric approach in operations.
✨Stay Updated on Industry Trends
Familiarise yourself with the latest developments in wealth management and regulatory changes. Being knowledgeable about FCA, MiFID II, and other relevant regulations will not only impress your interviewers but also show that you’re proactive about staying informed in your field.
