At a Glance
- Tasks: Lead a dynamic team to deliver exceptional client service and drive operational excellence.
- Company: Join Progeny, a forward-thinking company focused on innovation and client success.
- Benefits: Enjoy competitive pay, professional growth opportunities, and a supportive work culture.
- Other info: Be part of a collaborative culture that values continuous improvement and innovation.
- Why this job: Make a real impact by shaping a high-performing team and enhancing client experiences.
- Qualifications: Strong leadership skills and experience in managing teams in a fast-paced environment.
The predicted salary is between 41000 - 50000 £ per year.
About the Role
The Wealth Operations Manager (internally known as Team Operations Manager) is responsible for the day-to-day leadership, supervision and coordination of a regional team of Client Executives and Paraplanners, ensuring consistent service delivery, effective performance and alignment with regional priorities.
Reporting to the Regional Operations Manager, the role supports the achievement of regional objectives through effective management of team capacity, performance, service standards and operational activity.
The role also plays a key part in advancing Progeny's strategic priorities, including delivering consistently evidenced client outcomes, fostering a high-performing and development-focused culture, driving standardisation and simplification, accelerating digitisation and automation, strengthening brand identity, and supporting best-in-class M&A integration.
Key Responsibilities
- Team Leadership & Regional Alignment
- Lead, supervise and support a regional team of Client Executives and Paraplanners, ensuring clear expectations, accountability and high standards of performance.
- Build a high-performing, development-focused team culture through coaching, feedback and capability building alongside Technical Heads.
- Translate regional priorities and operational goals into clear team actions.
- Provide effective day-to-day people management, supporting engagement, development and performance improvement.
- Performance & Service Delivery
- Oversee day-to-day team performance, ensuring high-quality service delivery and positive client outcomes.
- Monitor team KPIs, productivity and client outcomes, using MI and data to evidence performance and identify improvement opportunities.
- Reinforce processes, service standards and behaviours that support a consistent and high-quality client experience.
- Promote practices that strengthen Progeny’s brand identity and client reputation.
- Resource & Workflow Management
- Manage workflow, capacity and task allocation to ensure work is prioritised and delivered effectively.
- Balance workloads across Client Executives and Paraplanners in response to changing business needs.
- Identify capacity or workload risks early and work with the Regional Operations Manager to resolve them.
- Support scalable growth, including the effective integration of new teams or acquisitions through structured workload planning.
- Continuous Improvement & Efficiency
- Drive standardisation and simplification of processes to improve consistency and reduce operational complexity.
- Champion digitisation and automation, encouraging adoption of systems and tools to improve efficiency and control.
- Identify opportunities to remove manual activity, streamline processes and enhance scalability.
- Promote consistent ways of working that support sustainable growth and operational excellence.
- Risk, Regulation & Governance
- Ensure the team operates in line with regulatory requirements, internal controls and governance expectations.
- Monitor operational risks, errors and compliance concerns, taking prompt corrective or escalation action.
- Support operational practices that align with Progeny’s risk appetite and growth, including M&A activity.
- Communication & Engagement
- Lead clear, consistent and timely communication across the team.
- Act as a key link between the Regional Operations Manager and the team, ensuring alignment and effective feedback loops.
- Promote engagement through regular communication, structured supervision and constructive feedback.
- Collaboration & Strategic Contribution
- Work collaboratively with Regional Operations Managers, Regional Directors and Advisory teams to deliver aligned outcomes.
- Build strong relationships with Operations, Advisory, Technology, Risk and Compliance functions.
- Contribute to M&A integration activity, supporting onboarding of new teams and embedding consistent processes, culture and standards.
- Act as an ambassador for the Progeny brand, values and ways of working.
- Encourage knowledge sharing and best practice across the region.
- What Success Looks Like
- Client outcomes are consistently high-quality and clearly evidenced through data and MI.
- The team is high-performing, engaged and development-focused.
- Service delivery is consistent, efficient and aligned to agreed standards.
- Processes are standardised, simplified and applied consistently across the team.
- Digital tools and automation are embedded, improving productivity and reducing manual effort.
- Workflow, capacity and resourcing are managed effectively, with risks identified early.
- The team supports successful integration of acquisitions, maintaining performance and consistency.
- A clear and consistent client experience reflects the Progeny brand identity.
- Communication between leadership and the team is clear, effective and timely.
Skills & Capabilities
- Strong people management and team leadership capability.
- Ability to manage workflow, priorities and service delivery in a fast-paced operational environment.
- Data-driven approach to performance management and continuous improvement.
- Ability to coach, support and develop individuals and teams.
- Experience leading change, transformation or integration activity (including M&A).
- Strong focus on simplification, standardisation and operational scalability.
- Experience with digital tools, workflow systems or automation solutions.
- Confident communicator with the ability to influence and build relationships.
- Behaviour
- Role models Progeny’s values and leadership behaviours.
- Supportive, collaborative and solutions-focused.
- Accountable for team performance and delivery standards.
- Resilient and adaptable in a regulated, fast-changing environment.
- Knowledge
- Strong understanding of operational service delivery and team supervision.
- Knowledge of regulatory, risk and governance requirements in a client service environment.
- Understanding of workload planning, capacity management and service standards.
- Awareness of how digital tools, process discipline and consistency drive performance and client outcomes.
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Wealth Operations Manager 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.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Operations Manager
✨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 The Progeny Group Limited. 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 Wealth Operations Manager
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 The Progeny Group Limited.
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 The Progeny Group Limited'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 The Progeny Group Limited
✨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 The Progeny Group Limited.
✨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 The Progeny Group Limited 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 The Progeny Group Limited 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.
