Regional Wealth Operations Leader

Posted 2 hours 33 minutes ago by The Progeny Group Limited

Permanent

Full Time

Other

Cambridgeshire, Cambridge, United Kingdom, CB1 0

Job Description

The Wealth Operations Manager at The Progeny Group Limited will lead a regional team of Client Executives and Paraplanners, ensuring consistent service, strong performance and alignment with regional priorities in a flexible UK setting.

Reporting to the Regional Operations Manager, you will optimize capacity, monitor KPIs, drive standardisation and digitisation, and support growth through effective workflow management and strong governance.