Operational Excellence Lead – Wealth Operations

<p></p> <p class="PDq2pG_selectionAnchorContainer" data-start="0" data-end="47">Operational Excellence Lead – Wealth Operations</p> <p data-start="49" data-end="126">Location: London | Practice Area: Wealth & <em class="Highlight ht6f867252-b930-4039-a8fa-113ca89042e8">Asset Management</em> | Type: Permanent</p> <p data-start="128" data-end="225"><strong data-start="128" data-end="225">Transform wealth operations through Lean thinking, Agile delivery, and AI-enabled efficiency.</strong></p> <p data-start="227" data-end="239"><strong data-start="227" data-end="239">The Role</strong></p> <p data-start="241" data-end="417">We are seeking an Operational Excellence Lead to drive optimisation and transformation across Wealth Management operations, spanning front, middle and back-office environments.</p> <p data-start="419" data-end="754">This role focuses on Lean-led operational improvement, value stream redesign and AI-enabled process transformation. You will partner with client stakeholders to identify inefficiencies, deliver measurable performance improvements and embed sustainable operating model change across onboarding, servicing and core operational processes.</p> <p data-start="756" data-end="1265">As AI continues to reshape financial services, you'll be expected to embrace AI-enabled ways of working, using approved AI and automation tools to enhance productivity, accelerate analysis, improve delivery quality and support better client outcomes, while always applying human judgement and responsible AI practices. You'll also help clients identify opportunities to embed AI-enabled capabilities into future operating models where appropriate, balancing innovation with effective governance and oversight.</p> <p data-start="1267" data-end="1285"><strong data-start="1267" data-end="1285">What You’ll Do</strong></p> <ul data-start="1287" data-end="2179"> <li data-section-id="payjjo" data-start="1287" data-end="1507">Lead wealth operations optimisation initiatives across onboarding, servicing and core operational processes, using approved AI-enabled tools where appropriate to accelerate delivery and improve operational performance.</li> <li data-section-id="5j0cxz" data-start="1508" data-end="1711">Apply Lean Six Sigma methodologies and value stream mapping to identify cost, efficiency and quality improvement opportunities, leveraging AI-supported analysis to generate deeper operational insights.</li> <li data-section-id="7trnig" data-start="1712" data-end="1854">Design and deliver Agile-led operational transformation programmes that embed sustainable change and responsible AI-enabled ways of working.</li> <li data-section-id="h2xhz6" data-start="1855" data-end="2015">Identify, assess and implement AI-enabled automation and process redesign opportunities that improve productivity, service quality and operational resilience.</li> <li data-section-id="1h93w8y" data-start="2016" data-end="2179">Track and evidence measurable efficiency gains, cost optimisation and service improvements using data-driven insights and AI-enabled reporting where appropriate.</li> </ul> <p data-start="2181" data-end="2207"><strong data-start="2181" data-end="2207">What We’re Looking For</strong></p> <ul data-start="2209" data-end="2798"> <li data-section-id="sx1rxv" data-start="2209" data-end="2318">Strong experience within Wealth Management operations across front, middle and/or back office environments.</li> <li data-section-id="1y2yu4h" data-start="2319" data-end="2393">Demonstrable delivery of Lean-led operational transformation programmes.</li> <li data-section-id="1tc66fi" data-start="2394" data-end="2471">Experience in value stream mapping, cost optimisation and proc