Wealth operations manager Work, Jobs in Gorgie, Edh (with Salaries)

Wealth Operations Manager
The Progeny Group Limited —Edinburgh
- Full-time
- Hybrid work
- Continuous improvement
- Team management
- Computer skills
Quick apply
1d
International Private Bank - Operations Projects Manager - Vice President
JPMorganChase —Edinburgh
- Full-time
- Analysis skills
- Agile
- Communication skills
8d
Senior Manager, Migration Workstream Lead/Project Manager – Investment Management & Wealth, Operations Industry & Domain Solutions, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Agile
- Budgeting
- Communication skills
Client Services Associate (Graduate)
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Writing skills
Senior Specialist - Middle Office Client Services
Franklin Templeton Investments —Edinburgh
- Full-time
- Master's degree
- Business
- Leadership
Customer Service Brokerage Support
JPMorganChase —Edinburgh
- Full-time
- CRM software
- Analysis skills
- Financial services
Kitchen Administrator - Edinburgh International Conference Centre
Levy —Edinburgh
- £18,000 a year
- Part-time
- Customer service
- Annual leave
- Employee assistance programme
Product Development and Implementation Senior Associate
Franklin Templeton Investments —Edinburgh
- Full-time
- Bachelor's degree
- No degree
- Organisational skills
Assistant Manager
Park Hotel —Peebles
- Weekend availability
- Hotel
- Bakery
- Front desk
- Employee assistance programme
- Referral programme
Quick apply
Senior Manager - Financial Advice (Wealth Management & Retail Investments)
Alpha Financial Markets Consulting —Edinburgh
- Remote
- English
- Business development
- Travel
Client Service Subject Matter Expert
JPMorganChase —Edinburgh
- Full-time
- CRM software
- Analysis skills
- Financial services
Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- CRM software
- Writing skills
Senior Manager, Solution Architect, Wealth Technology - Investment Management & Wealth Operations and Domain Solutions, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Business development
- AWS
- Agile
Senior Project Manager - Team Lead
Plexus —Livingston
- Business development
- Bachelor's degree
- Continuous improvement
- Annual leave
- Employee assistance programme
Senior Production Manager
Raytheon —Glenrothes
- Full-time
- Hybrid work
- Team management
- Leadership
- Communication skills
- Sick pay
Director, Global Sterility Assurance
Jabil Circuit —Livingston
- £98,851 - £177,655 a year
- Full-time
- Microsoft Powerpoint
- Spanish
- English
- Employee stock purchase plan
- Annual leave
4d
Reward Consultant
Avaloq —Edinburgh
- Full-time
- Hybrid work
- Data analysis skills
- Analysis skills
- Financial services
Quick apply
8d
Production Manager
Raytheon —Glenrothes
- Weekend availability
- Continuous improvement
- Training & development
- Communication skills
- Sick pay
Operations delivery lead - Pension
SECCL —Edinburgh
- £50,000 - £70,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Leadership
- Employee discount
Senior Co-ordinator
Mears Group —Livingston
- Up to £35,000 a year
- Microsoft Word
- Computer literacy
- Leadership
- Employee discount
- Referral programme

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Wealth Operations Manager

The Progeny Group Limited -
Edinburgh

Quick apply

Job details

Permanent | Full-time
1 day ago

Qualifications

Resource allocation planning
Operations management
Stakeholder collaboration
Stakeholder liaison
Internal department liaison
Performance management
Change management
Continuous improvement
Continuous improvement cycles oversight
Team management
Risk management
Change leadership
Scalability
Computer skills
Professional development mentoring
Multidisciplinary collaboration
Training & development
Leadership

Full job description

About the Role

The Wealth Operations Manager (internally known as Team Operations Manager) is responsible for the day-to-day leadership, supervision and coordination of a regional team of Client Executives and Paraplanners, ensuring consistent service delivery, effective performance and alignment with regional priorities. Reporting to the Regional Operations Manager, the role supports the achievement of regional objectives through effective management of team capacity, performance, service standards and operational activity.

The role also plays a key part in advancing Progeny's strategic priorities, including delivering consistently evidenced client outcomes, fostering a high-performing and development-focused culture, driving standardisation and simplification, accelerating digitisation and automation, strengthening brand identity, and supporting best-in-class M&A integration.

Key Responsibilities

Team Leadership & Regional Alignment

Lead, supervise and support a regional team of Client Executives and Paraplanners, ensuring clear expectations, accountability and high standards of performance.
Build a high-performing, development-focused team culture through coaching, feedback and capability building alongside Technical Heads.
Translate regional priorities and operational goals into clear team actions.
Provide effective day-to-day people management, supporting engagement, development and performance improvement.

Performance & Service Delivery

Oversee day-to-day team performance, ensuring high-quality service delivery and positive client outcomes.
Monitor team KPIs, productivity and client outcomes, using MI and data to evidence performance and identify improvement opportunities.
Reinforce processes, service standards and behaviours that support a consistent and high-quality client experience.
Promote practices that strengthen Progeny’s brand identity and client reputation.

Resource & Workflow Management

Manage workflow, capacity and task allocation to ensure work is prioritised and delivered effectively.
Balance workloads across Client Executives and Paraplanners in response to changing business needs.
Identify capacity or workload risks early and work with the Regional Operations Manager to resolve them.
Support scalable growth, including the effective integration of new teams or acquisitions through structured workload planning.

Continuous Improvement & Efficiency

Drive standardisation and simplification of processes to improve consistency and reduce operational complexity.
Champion digitisation and automation, encouraging adoption of systems and tools to improve efficiency and control.
Identify opportunities to remove manual activity, streamline processes and enhance scalability.
Promote consistent ways of working that support sustainable growth and operational excellence.

Risk, Regulation & Governance

Ensure the team operates in line with regulatory requirements, internal controls and governance expectations.
Monitor operational risks, errors and compliance concerns, taking prompt corrective or escalation action.
Support operational practices that align with Progeny’s risk appetite and growth, including M&A activity.

Communication & Engagement

Lead clear, consistent and timely communication across the team.
Act as a key link between the Regional Operations Manager and the team, ensuring alignment and effective feedback loops.
Promote engagement through regular communication, structured supervision and constructive feedback.

Collaboration & Strategic Contribution

Work collaboratively with Regional Operations Managers, Regional Directors and Advisory teams to deliver aligned outcomes.
Build strong relationships with Operations, Advisory, Technology, Risk and Compliance functions.
Contribute to M&A integration activity, supporting onboarding of new teams and embedding consistent processes, culture and standards.
Act as an ambassador for the Progeny brand, values and ways of working.
Encourage knowledge sharing and best practice across the region.

What Success Looks Like

Client outcomes are consistently high-quality and clearly evidenced through data and MI.
The team is high-performing, engaged and development-focused.
Service delivery is consistent, efficient and aligned to agreed standards.
Processes are standardised, simplified and applied consistently across the team.
Digital tools and automation are embedded, improving productivity and reducing manual effort.
Workflow, capacity and resourcing are managed effectively, with risks identified early.
The team supports successful integration of acquisitions, maintaining performance and consistency.
A clear and consistent client experience reflects the Progeny brand identity.
Communication between leadership and the team is clear, effective and timely.

Skills & Capabilities

Strong people management and team leadership capability.
Ability to manage workflow, priorities and service delivery in a fast-paced operational environment.
Data-driven approach to performance management and continuous improvement.
Ability to coach, support and develop individuals and teams.
Experience leading change, transformation or integration activity (including M&A).
Strong focus on simplification, standardisation and operational scalability.
Experience with digital tools, workflow systems or automation solutions.
Confident communicator with the ability to influence and build relationships.

Behaviour

Role models Progeny’s values and leadership behaviours.
Supportive, collaborative and solutions-focused.
Accountable for team performance and delivery standards.
Resilient and adaptable in a regulated, fast-changing environment.

Knowledge

Strong understanding of operational service delivery and team supervision.
Knowledge of regulatory, risk and governance requirements in a client service environment.
Understanding of workload planning, capacity management and service standards.
Awareness of how digital tools, process discipline and consistency drive performance and client outcomes.

Quick apply

Refine Your Search

wealth operations manager jobs in gorgie, edh

Wealth Operations Manager

International Private Bank - Operations Projects Manager - Vice President

Senior Manager, Migration Workstream Lead/Project Manager – Investment Management & Wealth, Operations Industry & Domain Solutions, Technology & Transformation

Client Services Associate (Graduate)

Senior Specialist - Middle Office Client Services

Customer Service Brokerage Support

Kitchen Administrator - Edinburgh International Conference Centre

Product Development and Implementation Senior Associate

Assistant Manager

Senior Manager - Financial Advice (Wealth Management & Retail Investments)

Client Service Subject Matter Expert

Client Services Associate

Senior Manager, Solution Architect, Wealth Technology - Investment Management & Wealth Operations and Domain Solutions, Technology & Transformation

Senior Project Manager - Team Lead

Senior Production Manager

Director, Global Sterility Assurance

Reward Consultant

Production Manager

Operations delivery lead - Pension

Senior Co-ordinator

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