Strategic Operations Manager

1 week ago


London, Greater London, United Kingdom Tate Full time

About the Opportunity:

Tate is partnering with a leading wealth management firm in Bishop's Stortford to drive significant growth. As the Head of Wealth Management Operations, you will lead the Client Services function, reporting directly to the Chief Operating Officer.

Main Responsibilities:
  • Develop and implement effective operational processes to deliver high-quality client service and administrative support.
  • Onboard new clients and manage existing cases to ensure seamless delivery.
  • Maintain client data integrity and confidentiality.
  • Drive engagement and performance with external service providers.

This role requires an expert in financial services operations, with a proven track record in team leadership and project management. You should have a deep understanding of private banking, investment management, and stockbroking practices.

The ideal candidate will possess excellent communication skills, be able to drive operational performance, and have a keen attention to detail. Proficiency in MS Office applications, including Intelliflo Office, is essential.

Key Skills and Qualifications:
  • 5+ years of experience in financial services operations
  • Proven leadership and management skills
  • Expert knowledge of Intelliflo Office
  • Excellent communication and organisational skills

A competitive salary of £57.5k per annum, plus benefits, reflects the importance of this role in driving business growth. If you are a motivated and results-driven individual looking to make a significant impact, we encourage you to apply for this exciting opportunity.



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