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Operations Manager

Operations Manager

Liverpool, Merseyside
Competitive Salary (Dependent on experience)

Looking for a confident and experienced Operations Manager for an Investment team based in Liverpool. This is a fantastic opportunity for someone with a strong background in financial services operations and people management who is ready to make a real impact.

In this role, you'll manage three key teams, ensuring high-quality service, regulatory compliance, and process efficiency across the board.

What You’ll Be Doing:

  • Lead day-to-day operations across three specialist teams
  • Monitor and improve productivity, accuracy, and performance
  • Analyse workloads, resourcing needs, and management information (MI)
  • Act as point of escalation for complex operational issues and client complaints
  • Oversee regulatory reporting (e.g. ISA, MiFIR, FCA product sales data)
  • Review and improve policies, processes, and procedures
  • Collaborate with internal teams and external providers to deliver service excellence
  • Support the Head of Operations on business-critical projects and service innovation
  • Ensure all people management duties (e.g. reviews, coaching, development) are effectively delivered

What We’re Looking For:

  • Strong experience managing operations in a financial services or investment administration setting
  • Proven people management skills with the ability to develop and coach teams
  • Confident working with data, MI, and workflow analysis
  • Experience with regulatory frameworks (AML, GDPR, FCA reporting, etc.)
  • Highly organised, proactive, and solutions-focused
  • Excellent communication and relationship-building skills
  • Strong commercial awareness and decision-making ability
  • Comfortable leading change and continuous improvement initiatives

Qualifications:

🎓 CISI Investment Operations Certificate or equivalent

If you're ready to lead, improve, and shape the future of investment operations – we’d love to hear from you. Please click to apply.

Permanent
25 July 2025
Financial Planning
Investment Manager
Merseyside, Liverpool
Competitive Salary (Dependent on experience)