Senior Director, Wealth Operations in Lichfield

Senior Director, Wealth Operations in Lichfield

Lichfield Full-Time 121500 - 148500 £ / year (est.) Hybrid
S

At a Glance

  • Tasks: Lead strategic operations and transformation in Wealth Management, focusing on automation and client satisfaction.
  • Company: Dynamic firm committed to diversity and professional growth.
  • Benefits: Hybrid work model, competitive holidays, and wellbeing-focused benefits.
  • Other info: Join a diverse team with a focus on technology and operational excellence.
  • Why this job: Drive innovation in Wealth Operations and make a real impact on client experiences.
  • Qualifications: Extensive leadership experience in Wealth Management and proven transformation programme success.

The predicted salary is between 121500 - 148500 £ per year.

Why You Will Love It Here!

  • Flexibility: Hybrid Work Model
  • Your Future: Professional Development Reimbursement including access to SS&C University
  • Work/Life Balance: Competitive holiday scheme
  • Your Wellbeing: Competitive benefits designed to support the wellbeing of our staff
  • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
  • Training: Hands-On, Team-Customised throughout your career

What You Will Get To Do:

  • The Senior Director, Wealth Operations & Transformation is accountable for the strategic leadership, operational performance and transformation of the entire Wealth Operations function.
  • The role has responsibility for Wealth Platform Operations, Complex Wealth and High Net Worth client servicing, Outsourced Wealth Platform Operations, operational risk and control environments, and service delivery functions.
  • The role will lead the development of a scalable, technology-enabled operating model focused on operational excellence, client outcomes, automation, efficiency and sustainable growth.
  • Own end-to-end outsourced platform service delivery across operations (e.g. onboarding, trading, settlements, client servicing, reporting).
  • Provide executive leadership across all Wealth Operations functions.
  • Own operational delivery for Wealth Platforms, Complex Wealth clients and Outsourced Wealth Platforms.
  • Define and execute the Wealth Operations strategy and future-state operating model.
  • Lead large-scale transformation programmes delivering automation, AI adoption, workflow digitisation and process simplification.
  • Drive productivity improvements, cost optimisation and operational efficiency.
  • Act as executive sponsor for strategic wealth clients and outsourced platform relationships.
  • Oversee regulatory compliance, operational resilience and risk management.
  • Partner with Technology, Product and Commercial teams to shape future platform capabilities.
  • Own operational governance, service performance, client satisfaction and commercial outcomes.
  • Develop high-performing leadership teams and succession pipelines.
  • Lead an enterprise-wide transformation agenda focused on automation, robotics, artificial intelligence, straight-through processing, workflow optimisation, data analytics and digital self-service capabilities.
  • Deliver measurable reductions in cost, operational risk and manual effort whilst improving scalability, service quality and client experience.

What You Will Bring:

  • Extensive senior leadership experience across Wealth Management, Wealth Platforms, Investment Administration or Asset Servicing.
  • Proven experience leading complex operational environments.
  • Experience leading large transformation programmes.
  • Strong understanding of FCA regulated businesses, outsourced operating models.
  • Executive stakeholder management.
  • Experience in technology-enabled change.

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.

Senior Director, Wealth Operations in Lichfield employer: Ss&C Technologies Holdings

SS&C is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic hybrid environment of London and Basildon. Employees benefit from comprehensive training and development opportunities, ensuring continuous growth in their careers while working with cutting-edge technology. The company's commitment to employee well-being and a supportive atmosphere makes it a rewarding place for those seeking meaningful contributions in the field of system administration.

S

Contact Details:

Ss&C Technologies Holdings Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Director, Wealth Operations in Lichfield

✨Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

✨Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

✨Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

✨Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Ss&C Technologies Holdings. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Senior Director, Wealth Operations in Lichfield

Strategic Leadership
Operational Performance Management
Wealth Operations
Client Servicing
Outsourced Operations Management
Operational Risk Management
Service Delivery Management

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ss&C Technologies Holdings.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Ss&C Technologies Holdings's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Ss&C Technologies Holdings

✨Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ss&C Technologies Holdings.

✨Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

✨Show Your Passion for Finance

Since this is a full-time position, employers at Ss&C Technologies Holdings will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

✨Network with Industry Professionals

Before your interview, reach out to current or former Ss&C Technologies Holdings employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.