Plan and execute distribution operations initiatives, ensuring alignment and consistency across Wealth Management.
Lead operational integration for M&A activities within distribution, translating project outcomes into actionable steps.
Review and refine existing processes to enhance efficiency and scalability across the distribution network.
Collaborate with senior management, operations teams, and key stakeholders to deliver smooth transitions and operational improvements.
Host training sessions and deliver presentations to ensure successful adoption of new processes and systems.
Extract and analyse operational data to identify trends, inform decisions, and drive continuous improvement.
Identify, lead, and deliver continuous improvement projects within distribution operations to drive efficiency, reduce risk, and enhance client and adviser experience.
Supporting broader Titan wealth team with ad hoc projects.
Adhere to all FCA regulations including consumer duty.
Requirements
5+ years’ experience in distribution operations or operational integration within financial services.
Good standard of education, including Maths and English
Proven track record in process improvement and operational efficiency
Knowledge of Agile project management methodologies (Desirable).
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