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Operations and Business Development Director
2 months ago
We are seeking an experienced Operations and Business Development Manager to join our team at St. James's Place Wealth Management.
Key Responsibilities- Oversee the overall operations of the Practice, ensuring alignment with Compound Wealth Planning's objectives.
- Optimize client relationships and improve the value proposition through effective office management.
- Develop and implement business development strategies to grow the Practice.
- Utilize technology to enhance productivity and efficiency.
- Lead and oversee projects within the Practice.
- Manage financial resources to improve profit margins.
- Recruit and manage team members.
- Ensure compliance with regulatory standards.
- Support the CEO by managing their schedule and tasks.
- At least 4 years of experience in a management role, preferably in a financial services business.
- Strong experience in client relations and business development.
- Ability to manage tasks and improve processes.
- Experience in managing and developing others.
- Good understanding of how to add operational and financial value to a business.
- Excellent communication and influencing skills.
- Ability to motivate others and work as part of a team.
St. James's Place Wealth Management is a leading wealth management company that distributes a range of investment and retirement products and financial solutions to a high-net-worth client base. We have funds under management in excess of £181.9bn and are a well-established and highly successful business.
