Head of Operations

Our client is seeking a highly experienced and dedicated Head of Operations to join their team. * Full-time, hybrid role with flexibility * Opportunity to manage an operations team and oversee back-office services * Looking for roven experience in a UK wealth management business straddling both investment management and financial planning * Strong leadership skills with experience in managing teams

What you'll do:

• Manage and report key MI data to inform business strategy
• Oversee IPS back-office operations including line management of various roles
• Manage IT infrastructure including outsourced relationships for both wealth and investments
• Responsible for training and development of the Operations Team
• Support the Managing Partner in devising Operations Team strategy according to business need and regulations
• Supervise the firm’s quarterly client valuation reporting
• Ensure compliance with all relevant regulations; manage and develop effective control processes for all internal data
• Handle exception management & investigative work
• Act as key data owner: Data architect for IMiX, Database changes, Data queries and analysis for wider firm, Management Information owner and designer coordinator.
• Manage all tax reporting as well as ad-hoc queries and ‘non-standard’ clients

What you bring:

• Excellent understanding of operational technology employed in investment management business
• Ability to devise strategies according to business needs and regulations
• Experience in supervising quarterly client valuation reporting
• Knowledge of regulatory compliance requirements

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates