Strategy & Operations Manager
Easy Apply
The Strategy & Operations Manager plays a central leadership role in supporting the Board in the development and delivery of the firm’s strategic objectives along with oversight of a head-office team of 3.
The role combines strategic planning, operational oversight, governance, people management/development and business improvement. The post holder will drive operational efficiency, support regulatory readiness, oversee key business projects, and help identify opportunities for growth and improved profitability.
Key Responsibilities
- Strategic Planning & Business Development
- Business Performance & Reporting
- Operations & Process Improvement
- Governance & Regulatory Coordination
- Technology & Business Projects
- People Leadership & Organisational Development
- Stakeholder & Adviser Relations
Skills & Experience
Essential
- Strong experience in strategy, operations or business management
- Experience managing cross-functional projects and organisational change.
- Strong analytical, planning and problem-solving skills.
- Experience preparing board papers and senior management reporting.
- Ability to manage multiple priorities in a fast-moving environment.
Desirable
- Understanding of the UK financial advice / IFA sector and regulatory environment
- Experience working with platforms, CRM systems or digital transformation projects.
- Knowledge of compliance frameworks within financial services.
- Experience supporting multi-firm or group advisory structures.
Key Competencies
- Strategic thinking
- Operational leadership
- Stakeholder management
- Project and change management
- Analytical decision-making
- Communication and influence
- People management skills
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