Distribution Operations Lead – Wealth Management & M&A

AnaVation LLC; Bristol; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Bristol is seeking a Distribution Operations Manager. This pivotal role involves driving operational excellence and supporting the distribution function. Candidates should have over 5 years' experience in distribution operations within financial services. Strong project management and stakeholder engagement skills are essential. The position offers competitive salary and flexible working arrangements.

Benefits

Competitive salary

Private Medical Insurance post probation

Attractive Employee Pension Scheme

25 days Annual Leave

Office Christmas close (3-days)

Life Assurance

Health cash plan

Hybrid working

Discretionary performance related bonus

Employee Assistance Programme

Lunch and snacks provided

Qualifications

• 5+ years experience in distribution operations or operational integration within financial services.
• Proven track record in process improvement and operational efficiency.
• Good standard of education, including Maths and English.

Responsibilities

• Plan and execute distribution operations initiatives across Wealth Management.
• Lead operational integration for M&A activities.
• Review and refine existing processes for efficiency.
• Collaborate with senior management and operations teams.
• Host training sessions for new processes and systems.
• Analyse operational data to inform decisions.
• Lead continuous improvement projects within distribution operations.

Skills

Project Management

Communication

Problem-Solving

Collaboration

Attention to Detail

Adaptability

Stakeholder Management

Technical Proficiency

Analytical Thinking

Education

Good standard of education, including Maths and English

5+ years’ experience in distribution operations

Tools

Intelligent Office (IO)

Microsoft Office Suite

Job description

A leading financial services firm in Bristol is seeking a Distribution Operations Manager. This pivotal role involves driving operational excellence and supporting the distribution function. Candidates should have over 5 years' experience in distribution operations within financial services. Strong project management and stakeholder engagement skills are essential. The position offers competitive salary and flexible working arrangements.