Operational Delivery Lead

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We’re proud to be partnering with an innovative Bath-based investment platform provider who are a market disruptor – challenging old technology and traditional investment methods. 

Due to ongoing growth, they are looking for an experienced Operational Delivery Lead to oversee the day-to-day management of the Transfers team, ensuring ongoing efficiencies and driving operational improvements.

This is an exciting role and in return, you will receive a competitive salary and fantastic benefits package, with perks such as:

  • 27 days holiday + Bank Holidays + a day off on your birthday
  • 6% employer contribution
  • Private health cover, online GP, and life assurance
  • Enhanced parental leave
  • Health and wellbeing initiatives
  • Discounts such as gym and retails
  • And more!

General duties and responsibilities include:

  • Ensuring all SLAs are met and industry standards are maintained
  • Leading the end-to-end process outcomes and acting as main point of contact for issue coordination through to resolution
  • Building effective controls and improving procedures to mitigate risk
  • Designing and collating key management information
  • Leading and coaching team members through their development journey
  • Working closely with the Head of Operations to deliver against strategic goals
  • Overseeing the completion of and reporting upon day-to-day activity

Key skills and experience:

  • Previous experience within a similar operational lead role i.e. investment platform, wealth management, financial advisor
  • Experience motivating and organising a team
  • Excellent communication skills to liaise with colleagues and stakeholders
  • A willingness and eagerness to learn

If this sounds like the next challenge for you, please apply today!