Director of Operations – Wealth

Job Description

We are seeking an experienced and strategic Director of Operations to lead the operational function of our wealth platform and complex wealth clients. This role is central to scaling operational infrastructure, enhancing client experience, and driving transformation across onboarding, custody, settlements, reporting, and regulatory compliance. You will oversee daily operations, lead cross‑functional initiatives, and act as a senior stakeholder in shaping the Wealth platform’s growth and resilience.

• Flexibility :
  Hybrid Work Model & a Business Casual Dress Code, including jeans
• Your Future :
  Professional Development Reimbursement
• Work / Life Balance :
  Flexible Personal / Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing :
  Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Diversity & Inclusion :
  Committed to Welcoming, Celebrating and Thriving on Diversity
• Training :
  Hands‑On, Team‑Customized, including SS&C University
• Extra Perks :
  Discounts on fitness clubs, travel and more!

• Define and execute the operational strategy aligned with business growth and client needs
• Lead transformation initiatives to digitise and streamline operational workflows
• Act as a senior advisor to executive leadership on operational matters and client servicing models

• Ensure seamless onboarding, account setup, and ongoing servicing
• Manage bespoke client structures including multi‑jurisdictional accounts, trusts, and alternative assets

• Partner with product and technology teams to enhance platform capabilities and scalability
• Ensure operational readiness for new product launches / new clients

• Maintain robust control frameworks to mitigate operational, regulatory, and reputational risks.
• Ensure compliance with FCA, MiFID II, FATCA, and other relevant regulations.
• Lead operational audits, regulatory reviews, and internal assessments.

• Build and lead a high‑performing operations team
• Foster a culture of accountability, service excellence, and continuous improvement
• Manage resource planning, succession, and talent development

• Serve as a senior point of contact for internal stakeholders, clients, custodians, and vendors
• Provide clear and timely communication on operational performance, risks, and initiatives
• Represent operations in governance forums and strategic planning sessions

• Comply with the regulatory regime and all relevant FCA regulations to ensure compliance and fair outcomes for clients and investors
• Maintain a client and customer centric approach with "doing things right" and "Treating Customers Fairly" at the heart of all you do
• Be open and transparent with clients, employees, industry bodies and regulators
• Keep knowledge up to date on relevant industry changes and developments
• Observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of duties

Behave to a high personal standard in line with SS&C’s Code of Conduct and Ethics and also the FCA conduct rules :

• You must act with integrity
• You must act with due care , skill and diligence
• You must be open and cooperative with the FCA, the PRA and other regulators
• You must pay due regard to the interests of customers and treat them fairly
• You must observe proper standards of market conduct

• Extensive knowledge and understanding of industry products, characteristics and application of wealth solutions.
• Strong analytical skills and ability to interpret data, document findings and suggest solutions.
• Subject matter expert in operational processes. Track record of evaluating organisational needs and pioneering the development of technical solutions. Works collaboratively as part of team and ability to utilise strengths of others to accomplish objectives.
• Ability to define procedures and standards and document accordingly.
• Change management experience with system design and integration.
• Strong communication skills, written and verbal, at all levels.
• Flexibility and adaptability combined with a positive “can do” attitude.