Managing Director - Boutique Wealth Management; Tech-Led

The Opportunity

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Most Wealth Management firms talk about digital transformation; our client is actually living it.

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We are exclusively retained by a highly innovative, scaling boutique Wealth Management firm. They have completely re-engineered their operational model, leveraging cutting-edge AI and modern tech infrastructure-specifically Ningi and Fundment-to strip away administrative friction. Their philosophy is simple: use the best technology in the market to buy back their advisers' time, so they can spend it where it truly matters-building human relationships with clients.

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As they enter their next phase of growth, they require an exceptional Managing Director to take the helm.

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You will lead the firm's scale-up and M&A strategy. However, this business is fiercely protective of its culture. The technical brief is rigorous, but the cultural brief is non-negotiable: the founders will only hand the reins to a leader who naturally leads with genuine humility, kindness, and empathy.

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As Managing Director, you will be the driving force behind the firm's operational excellence and strategic expansion. Your key responsibilities will include:

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Strategic Growth & M&A:
Identifying, acquiring, and seamlessly integrating acquired firms into the boutique's modern operational framework.

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Operational & Compliance Leadership:
Ensuring robust, scalable processes are in place, maintaining the highest standards of FCA compliance and operational efficiency.

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Technology Champion:
Maximizing the ROI of their existing tech stack (Ningi / Fundment) and driving adoption across the team to ensure bionic, highly efficient advice delivery.

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Team Leadership & Mentoring:
Fostering a culture of high performance rooted in kindness. You will guide, mentor, and develop a team of high-performing IFAs and support staff.

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You are a commercial powerhouse who understands that deep empathy and scaling a business are not mutually exclusive. To be successful in this role, you will need:

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IFA Roots:
You must have lived and breathed the IFA journey. You understand the trenches of giving advice, which gives you instant credibility with the advisory team.

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Operational & Compliance Pedigree:
Deep, hands‑on knowledge of the regulatory landscape and how to build compliant, efficient operational workflows.

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M&A Track Record:
Proven experience in Wealth Management Mergers & Acquisitions, from initial due diligence to post‑deal cultural and tech integration.

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Tech Fluency:
You don't need to be a developer, but you must be an advocate for modern Wealth Tech. You understand how AI and integrated platforms change the economics of advice.

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The Character:
You have a low ego. You are kind‑hearted, approachable, and build people up rather than breaking them down.

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Base Salary: £100,000 - £130,000+ (Dependent on experience and track record)

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Bonus:
Highly lucrative executive bonus linked to M&A and scale-up metrics

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Wealth Creation:
Potential for Equity / Long-Term Incentive Plan (LTIP)

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Standard Executive Benefits:
Generous pension contribution, comprehensive private medical insurance, death in service, and a flexible, grown-up working environment.

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If you are a modern, tech‑forward leader looking for a purpose‑driven boutique that values human kindness as much as commercial success, we want to hear from you.