Operations and Business Development Director

4 days ago


Knightsbridge, Greater London, United Kingdom St. James's Place Wealth Management Full time
About the Role

We are seeking an experienced Operations and Business Development Manager to join our team at St. James's Place Wealth Management. As a key member of our team, you will be responsible for leading and overseeing the operations of our practice to optimize client relationships and ensure effective daily office management.

Key Responsibilities
  • Overall Operations Management: Oversee all business functions, including advisory, business development, paraplanning, and administration, to ensure alignment with our company's objectives.
  • Client Relationship Optimization: Ensure client-focused office management and improve the value proposition, including dealing and resolving client complaints and issues effectively.
  • Business Development: Identify new avenues to grow the practice, monitor reports to identify opportunities and challenges, and develop strategies to address them.
  • Efficiency and Productivity: Utilize technology to enhance productivity, develop and implement effective infrastructure, systems, processes, and procedures, and monitor current processes to deliver continual improvement.
  • Team Coordination: Work with various teams and departments to ensure that all team members perform their key functions.
  • Project Management: Lead and oversee projects within the practice.
  • Financial Management: Drive down costs to improve profit margins.
  • Recruitment and HR: Manage recruitment and HR functions.
  • Compliance and Legal: Oversee the end-to-end business process to ensure it is managed and tracked in line with practice and regulatory standards.
  • CEO Support: Assist the CEO by managing emails, calendars, and other tasks to free up their time.
Requirements
  • 4+ years of experience as a manager in an operational office-based environment, preferably within a financial services business.
  • Strong experience in client relations and business development, with a proven track record of success.
  • Ability to manage tasks and continuously improve processes.
  • Experience in managing and developing others, with the ability to demonstrate this at interview.
  • Good understanding of how to add operational and financial value to a business, with a passion for working as part of a team.
  • Confident professional with excellent communication skills and the ability to motivate others.
  • Strong influencing and time management skills, with a talent for problem-solving.


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