About the role

  • 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).
  • Diploma in financial planning (Desirable).

Benefits

  • Competitive salary
  • Private Medical Insurance post probation
  • Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
  • 25 days Annual Leave (plus buy and sell up to 5 days)
  • Office Christmas close (3-days)
  • Life Assurance
  • Health cash plan
  • Hybrid working
  • Discretionary performance related bonus
  • Employee Assistance Programme
  • Lunch and snacks provided in the Bristol office.
  • And lots of flexible benefits to choose from!

Job title

Distribution Operations Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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