The Progeny Group Limited is seeking a Wealth Operations Manager (Team Operations Manager) to lead a regional team of Client Executives and Paraplanners, ensuring strong performance, service levels and alignment with regional priorities.
You will report to the Regional Operations Manager and help deliver strategic objectives, improve processes, and champion digitisation and automation across the function while maintaining a high-performing culture.
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Regional Wealth Operations Lead in Otley 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.