Senior Director, Wealth Operations Essex Hybrid - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Responsibilities:

Operational delivery (covering Dealing Services, Registration Services, Technical Support Teams, Book & Price, Deal Amends, Fund Events, Commissions, Distributions & Regulatory Reporting, and Wealth Operations), whilst ensuring a strong control framework,continuous improvements and CASS controls.
Target Operating Model delivery: driving cost and risk efficiencies across Operations.
Managing and exceeding client expectations in line with regulatory requirements and corporate objectives.
Being a positive leader with a collaborative management approach.
Supporting new business requirements and identifying opportunities for revenue generation andrisk reduction.
Financial control ensuring headcount and expenses remain within budget.
Acting as sponsor / SME on projects and programmes as necessary.

Experience required:

Strong senior management experience from an outsourcing environment or managing 3rd party administration clients within the Wealth Management Operations sphere.
In depth knowledge of:
Investment Products (ISA, Unit Trust, OEIC, Investment Trusts & SICAVs)
Experience in supporting Managed and Bespoke portfolios, offshore portfolios plus other elements including Decumulation services, Responsible investment services, AIM and Charity portfolios.
Excellent interpersonal skills with internal and external clients, 3rd parties and regulators.
Strong presentation skills and innovative approach to process improvements.
Ability to thrive in highly pressurised environments with demanding clients; and to interact positively with other areas and departments.
Ideally have an understanding of the global Transfer Agency market.
Ideally be well versed in Change Management / Programme delivery within the context of senior Operational Management.