Our client, a leading investment management group, is seeking an Operations Manager to join their Retail Sales Team. This pivotal role reports into the Sales Operations Director and is responsible for the production, delivery, and quality of both internal and external client reporting, while also ensuring regulatory compliance and effective stakeholder management.

This is an excellent opportunity for a driven and detail-oriented professional with a strong background in investment reporting, client service, or portfolio management, who is looking to broaden their impact within a dynamic and collaborative sales environment.

Key Responsibilities:

• Oversee the timely and accurate production of client and internal reports.
• Ensure reporting output meets regulatory and compliance standards.
• Maintain and enhance stakeholder relationships across the business.
• Lead and support projects aimed at improving data quality within the CRM and digital platforms.
• Contribute to the ongoing development and training of internal systems.
• Work closely with Sales Support, Strategic Partnerships, and Customer & Digital teams to deliver comprehensive data and reporting solutions.
• Support continual improvements in systems, data accuracy, and reporting processes.

Skills & Experience Required:

• Minimum of 3 years’ experience in investment reporting, client services, or portfolio management.
• Familiarity with client relationship management systems such as Salesforce or Microsoft Dynamics.
• Strong understanding of reporting systems, data governance, and process optimisation.
• Excellent communication and stakeholder management skills.
• Degree in Finance, Accounting, or a related field is preferred.
• Prior experience in a management or leadership role is advantageous but not essential.

What We’re Looking For:

• A proactive, solutions-focused mindset.
• Strong analytical and organisational skills.
• Comfortable operating across multiple teams and managing competing priorities.
• A passion for operational excellence and continuous improvement.