Do you have leadership experience with excellent communication and presentation skills?
Our client, a growing wealth management platform, is looking for a Operations Manager to join their Bath based team.
Your responsibilities:
- Ensure high service quality across team processes, adhering to KPIs and SLAs
- Oversee resource planning, adapting to changing volumes, and planning for future needs
- Maintain and update procedure guides and training materials for team development
- Lead daily huddles, monthly meetings, and ensure effective communication between delivery teams and the business
- Oversee call center operations, ensuring consistently excellent service in collaboration with the Customer Experience Manager
- Act as the business owner for your area, managing key decisions, escalations, and performance monitoring
- Provide data-driven insights and support budgeting/forecasting for informed executive decisions
- Lead, manage, and develop a team of 8-12, ensuring performance reviews, coaching, and DEI commitment
- Uphold and enhance the risk control framework, ensuring compliance, training, and effective incident management
- Manage vendor oversight, escalate issues, and liaise with external auditors to address concerns
Your skills:
- Strong communication, presentation, and group facilitation skills
- In-depth knowledge of relevant regulations and financial services market
- Leadership experience in operational or client-facing roles, including call center oversight
- Proven ability to prioritise tasks and manage workloads to meet targets
- Proactive problem-solving with strong persuasion and change management skills
- Finance or accounting qualifications, with a solid understanding of investment vehicles and financial planning
If this sounds like you, please apply today.