Operational Excellence Lead

3 days ago


Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

About Us

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The Titan Wealth Holdings Limited offers a comprehensive suite of services covering the entire wealth management value chain, including financial planning, investment management, platform trading, settlement, and custody services. Our approach focuses on providing modular, incremental services that enable clients to adapt their business models according to their needs.

Titan Private Wealth is a well-established, independent investment management business offering portfolio management and stockbroking services to private clients. With a dedicated back-office, research, and support teams, we aim to deliver exceptional client service through long-term and trusted relationships.

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This role aims to establish a robust, operationally efficient environment aligned with regulatory requirements. The successful candidate will be responsible for driving operational excellence, constant efficiency improvements, and business model evolution.

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  1. Responsible for overseeing and managing day-to-day Business Operations across Settlements, Corporate Actions, Transfers, Cash, Static Data, Middle Office, and Trade Support.
  2. Provide guidance and advice to management on employee training and development to ensure ongoing competence in all areas.
  3. Ensure policies and procedures are updated to meet Group standards.
  4. Collaborate with senior stakeholders to implement a culture promoting understanding and awareness of regulatory requirements.
  5. Minimum 5 years' experience in Senior Operations within a financial service custody and clearing business.
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Compensation and Benefits

We offer a competitive salary, flexible working arrangements, 25 days annual leave plus public holidays, and various benefits such as private medical insurance, Group life insurance, income protection insurance, and a 6% employer pension contribution.

In addition, you will receive further education and training support, a discretionary performance-related bonus, a Confidential Employee Assistance Programme, and 2 days per year for voluntary work.



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