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The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!

Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.

The Distribution Operations Manager plays a pivotal role in driving operational excellence and supporting the distribution (sales) function within the Wealth Management division. This role ensures consistency and alignment of processes, workflows, data, and systems across the distribution network, while supporting integration activities for newly acquired businesses and ongoing operational improvements.

Working closely with the Wealth CEO and Wealth Chief Distribution Officer, senior leadership, and project teams, the Distribution Operations Manager translates strategic objectives into operational reality, enabling seamless execution of critical initiatives. This is a highly collaborative role requiring strong organisational skills and the ability to operate as a true generalist across multiple functions.

• Operational Leadership: Plan and execute distribution operations initiatives, ensuring alignment and consistency across Wealth Management.
• Integration Support: Lead operational integration for M&A activities within distribution, translating project outcomes into actionable steps.
• Process Optimisation: Review and refine existing processes to enhance efficiency and scalability across the distribution network.
• Stakeholder Engagement: Collaborate with senior management, operations teams, and key stakeholders to deliver smooth transitions and operational improvements.
• Training & Adoption: Host training sessions and deliver presentations to ensure successful adoption of new processes and systems.
• Data Analysis: Extract and analyse operational data to identify trends, inform decisions, and drive continuous improvement.
• Improvement Initiatives: Identify, lead, and deliver continuous improvement projects within distribution operations to drive efficiency, reduce risk, and enhance client and adviser experience.
• Ad hoc projects: Supporting broader Titan wealth team with ad hoc projects.
• FCA: Adhere to all FCA regulations including consumer duty.

• Project Management: Ability to plan, coordinate, and deliver operational projects on time and within scope.
• Communication: Strong verbal and written skills for engaging stakeholders and presenting updates.
• Problem-Solving: Proactive approach to identifying and resolving operational challenges.
• Collaboration: Skilled at working across functions and building strong relationships.
• Attention to Detail: Accuracy in reviewing processes and implementing changes.
• Adaptability: Comfortable navigating change and shifting priorities.
• Stakeholder Management: Ability to influence and gain buy-in from senior leaders.
• Technical Proficiency: Familiarity with Intelligent Office (IO) and other relevant systems.

• Analytical Thinking: Data-driven approach to decision-making and process improvement.

• Operational Integration Expertise: Strong experience in operational integration within financial planning and wealth management firms.
• Operational Processes: Comprehensive understanding of end-to-end operational workflows and best practices.
• Financial Services Insight: In-depth knowledge of the financial services sector, including distribution and advice models.
• Systems Proficiency: Advanced skills in Intelligent Office (IO) and solid IT capability across relevant platforms.
• Business Structures: Clear understanding of organisational structures, roles, and responsibilities within financial services.
• Technology Skills: High proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
• Continuous Improvement: Extensive knowledge and practical application of process improvement methodologies.
• Change Management: Strong understanding of change management principles and frameworks.
• Risk Management: Ability to identify, assess, and mitigate operational risks with foresight and precision.
• Regulatory Compliance: Thorough awareness of industry regulations and compliance requirements

• Essential:
• 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.
• Diploma in financial panning

• Commercial Awareness
• Innovation
• Collaboration
• Team contribution
• Professionalism

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

• Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
• Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
• Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Some of our 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!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.