Senior Manager - Ex-Custody & Transaction Reporting
Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
What will you be doing ?
We are looking for an experienced Senior Manager - Ex- Custody & Transaction Reporting in Glasgow. In your role, you will perform oversight of the duties being undertaken by the Operations Managers associated with your relevant teams/functions. Provide assistance and support to the relevant Head Of and deputise where required. In this role you be managing 2 Managers, have client facing responsibilities and have opportunity to become a part of the leadership team with visibility of ongoing projects across the department.
As a Senior Manager - Ex - Custody & Transaction Reporting, your responsibilities will include among others
- Providing technical advice to assist in resolving complex issues or queries which arise within the team.
- Supporting the Head of Department in the implementation of group wide projects and capabilities.
- Working with the Head of Department to review business initiatives, policies and products from an operational perspective to ensure that they are fully supportable.
- Contributing to the change management programme relevant to their area and actively manages the development and delivery of changes to operational and systems infrastructure.
- Regularly completing Training Needs Analysis of team members to ensure they have the required skill and knowledge to perform their role.
- Actively seeking improvements of operational capabilities of the team with a view to achieving servicing efficiencies.
- Ensure that knowledge of direct reports is kept up to date and that industry, regulatory and internal changes are appropriately communicated.
Qualifications
To be successful in this role, you should
- Be CISI IOC level 3 qualified
- Significant Operations experience gained within financial services or an outsourced provider.
- Experience of managing a team and its individual members, including delivering effective appraisals, performance management, etc.
- Demonstrable and practical knowledge of the regulatory environment relating to investment management and in particular settlement operations.
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Average salary estimate
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As the Senior Manager - Ex-Custody & Transaction Reporting at Evelyn Partners in Glasgow, you will be stepping into a pivotal role within our dynamic team. Your days will be filled with overseeing the operations managers' duties while providing mentorship and guidance to your team. You'll be the go-to person for resolving complex queries and technical issues, making your expertise invaluable. This position offers you the chance to work closely with the Head of Department, diving into group-wide projects that enhance our operational capabilities. You'll play a key role in reviewing business initiatives to ensure they align with our operational standards. Leading a team of managers, you will engage in performance management and appraisal processes, fostering an environment where your colleagues can thrive. Your understanding of the financial services regulatory landscape will be crucial as you seek ways to improve operational efficiency and ensure your team's knowledge remains current. At Evelyn Partners, we are committed to growing our leadership team, and your contributions will have high visibility across the department. With our unique blend of financial expertise and a genuine appreciation for diversity and inclusion, we provide an environment where all individual voices are heard and valued. Join us in shaping the future of wealth management and making an impact that resonates beyond our clients' expectations. We can’t wait for you to bring your passion and experience to our innovative company.
Our purpose is to place the power of good advice into more hands
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