The Progeny Group Limited is seeking a Wealth Operations Manager to lead a regional team of Client Executives and Paraplanners, ensuring delivery of high-quality client outcomes and adherence to regulatory standards.
Reporting to the Regional Operations Manager, you will drive performance via KPI monitoring, capacity planning and continuous improvement, while shaping culture, digitisation and onboarding of new teams or acquisitions in a fast-paced environment.
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Regional Wealth Operations Lead in Marlow employer: The Progeny Group Limited
The Progeny Group Limited is an excellent employer, offering a dynamic work culture in Leeds that fosters collaboration and professional growth. Employees benefit from a supportive environment where their contributions are valued, alongside opportunities for skill development and career advancement within the legal sector. With a focus on client service delivery, this role allows you to work closely with experienced professionals, making it a rewarding place to build your career.
