Operations Manager Multi-Family Office

Operations Manager

Investment/Wealth Management/Multi-Family Office City of London
50000 Full-time Mainly office-based with hybrid days

If you know financial planning or wealth management operations inside out and youre the kind of person who cant help thinking about how systems processes and technology should fit together this could be for you.

We are looking for an Operations Manager to help build the operational model behind a modern technology-led wealth management business.

This isnt a role where youll inherit a finished operational framework and simply keep it running.

Youll help build it.

Processes. Procedures. Workflows. Technology. Automation. AI.

The aim is to create a genuinely best-in-class operational environment as the company grows and youll have the opportunity to become the person at the centre of it.

So if youre slightly obsessed with getting things right exceptionally process-driven and excited by what technology can do within wealth management keep reading.

About us

We are an ambitious Multi-Family Office discretionary investment management and financial planning business based in the City of London working with High-Net-Worth clients entrepreneurs and their families.

Its a relatively young business with ambitious growth plans using an institutional platform in partnership with our partners. Technology automation and AI will play an important part in how the business operates as it develops.

The ambition is to build a best-in-class modern family office.

Thats where you come in.

The opportunity

Youll work closely with founder and take real ownership of how our operational model develops.

This is a hands-on role. Youll be involved in client onboarding account opening transfers payments platforms providers and the everyday operational work that keeps a wealth management business moving.

But youll also be an architect and builder.

Youll design processes procedures and workflows. Youll explore how technology automation and AI can be embedded intelligently. And youll become the person who really understands how the operational pieces fit together.

This isnt a role where you recommend what somebody else should build. Youll design it build it and make sure it works.

What were looking for

Experience within financial planning and/or wealth management operations is essential.

Youll probably have around five years experience and understand the client journey platforms providers and operational realities of this type of business.

Beyond that were looking for someone who is:

• Process-driven exceptionally organised and seriously detail-focused.
• Technically curious and genuinely interested in AI and automation.
• Proactive you see what needs doing rather than waiting to be told.
• Comfortable taking ownership and seeing things through.
• Happy designing the process and rolling your sleeves up to do the work.

We describe our person as a systematic operator: diligent accountable client-first and someone who takes ownership and fully completes tasks.

Why make the move

Perhaps youre working within an established financial planning or wealth management business and know youre capable of more.

You understand operations. You can see how technology could be used. You have ideas about processes and automation.

But youre not being given the opportunity to build.

Here you will.

Youll work directly with the founder. Your ideas will be heard. Youll have visibility with clients and partners and the freedom to make a genuine impact on how the business develops.

And as we grow so can your role. The ambition is for this person to become increasingly pivotal with the potential to progress into a significantly more senior Operations position over time.

If youre looking for an established operation where everything has already been built this probably isnt it.

If you want the opportunity to help build a best-in-class one wed like to hear from you.

Interested

We are partnering with Recruitment Rebellion Limited to recruit for this role.

Please apply with a CV that clearly demonstrates your financial planning and/or wealth management operations experience and the processes systems or improvements youve personally helped create.

If you require any adjustments during the recruitment process just let us know.