Drive operational excellence across Titan Wealth by improving processes, workflows, controls, documentation, CRM configurations, and operational systems. Lead stakeholder workshops, identify root causes and automation opportunities, standardize practices across regional teams, support integrations and transformation initiatives, and ensure new processes and training are embedded effectively within day-to-day operations.
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.
We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.
Drive Operational Excellence Across a Growing Wealth Management Business
Titan Wealth is seeking an experienced and proactive Operational Excellence Manager to join our Central Operations team.
This is a highly visible role that sits at the heart of the organisation, partnering with teams across the business to deliver process improvements, operational consistency, and scalable solutions that support our continued growth. You'll work closely with senior stakeholders, regional teams, Data, Technology, and Operations functions to identify opportunities for improvement, optimise workflows, and ensure operational processes are fit for purpose.
If you are passionate about continuous improvement, process design, operational efficiency, and stakeholder engagement within a regulated environment, we'd love to hear from you.
This is a hybrid working role open to all of our Titan office locations across the UK.
The OpportunityAs an Operational Excellence Manager, you'll play a key role in shaping how Titan Wealth operates. Acting as a subject matter expert for operational processes and systems, you'll drive initiatives that improve efficiency, enhance controls, and support business-wide adoption of best practice.
You will be responsible for ensuring operational processes are practical, scalable, well-documented, and aligned to the business's strategic objectives.
Responsibilities
- Act as the subject matter expert for iO and ensure operational processes and procedures are practical, scalable, and aligned with agreed standards.
- Manage and maintain CRM configurations, workflows, and operational settings, working closely with Technology and Data teams.
- Identify opportunities to improve operational processes, enhance efficiencies, and introduce automation solutions.
- Develop, maintain, and enhance process documentation, SOPs, training materials, and operational controls.
- Lead workshops with stakeholders across the business to gather requirements, analyse processes, and drive change initiatives.
- Present findings, recommendations, and improvement opportunities to senior management.
- Work collaboratively with Data teams to ensure CRM and document management processes operate effectively and consistently.
- Partner with regional teams to identify process inconsistencies and support the adoption of standardised operating practices.
- Support integrations, acquisitions, onboarding activity, and wider business transformation initiatives.
- Ensure processes, controls, systems, and training programmes are successfully implemented and embedded within day-to-day operations
About you
- Proven experience in operational excellence, business process improvement, continuous improvement, or change management roles.
- Strong process mapping, analysis, and documentation skills.
- Experience identifying root causes, analysing operational issues, and implementing practical solutions.
- Ability to lead workshops and facilitate discussions with stakeholders at all levels.
- Strong experience working with CRM systems, document management systems, operational workflows, and management information.
- Excellent stakeholder management and influencing skills.
- Ability to work across multiple teams and functions to drive results.
- Strong organisational and project management skills.
- Experience operating within a regulated environment.
- 3 years of continual service at Titan. Desirable Experience
- Experience within financial services, wealth management, employee benefits, or a regulated professional services environment.
- Exposure to operational transformation, integration projects, or large-scale process change programmes.
- Understanding of workflow automation and operational technology solutions.
Essential Skills & Experience
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.
Terms
- Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave + public holidays
- Buy and sell holidays up to 5 days
- Office Christmas close (3-days)
- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- 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.
Titan Wealth Holdings London, England Office
101 Wigmore Street, London, United Kingdom, W1U 1QU
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