Senior Operations Leader – Mutual Funds / Investment Operations
Fund Operations | Wealth Operations | Custody | Asset Servicing | Platform Operations
Manchester, England | Hybrid – 4 days onsite
Overview
We are partnering with BNY Pershing to hire a senior operations leader within the Mutual Funds / Investment Operations function. This is an excellent opportunity for an experienced financial services operations professional who has led teams within fund operations, wealth operations, custody, platform operations, asset servicing, settlements, reconciliations, or investment administration and is ready to take on a broader leadership role.
You do not need to come from a purely mutual funds background, but you should bring strong operational leadership, a control mindset, and experience working in a regulated, high-volume financial services environment.
The Opportunity
You will play a key role in leading and improving operational delivery across a mutual funds operations function, supporting activity such as:
- Fund manager account openings
- Fund trading activity, including STP and manual processes
- Fund settlements
- Share class conversions
- Operational controls and risk management
- Client and stakeholder escalations
- Process improvement, automation, and operational efficiency
This role would suit someone who enjoys being close to the operation while also contributing to wider strategy, governance, people leadership, and transformation.
Key Responsibilities
- Lead, coach, and develop operational teams and people managers
- Build a culture of accountability, ownership, and strong service delivery
- Support performance management, training, succession planning, and team development
- Help teams operate effectively in a high-volume, deadline-driven environment
Operational Delivery
- Oversee day-to-day delivery across fund / investment operations processes
- Ensure work is completed accurately, efficiently, and in line with agreed SLAs
- Act as an escalation point for complex operational, client, and risk issues
- Support strong delivery across trading, settlements, onboarding, due diligence, and exception management activity
Risk, Controls & Governance
- Maintain and improve operational controls, procedures, and governance routines
- Monitor KPIs, KRIs, service levels, and operational performance
- Support audit, regulatory, business continuity, and records management requirements
- Promote a strong risk‑aware culture across the team
Stakeholder & Client Management
- Work closely with internal teams across Operations, Risk, Compliance, Technology, Product, and Client Service
- Support client and stakeholder queries, escalations, and service improvements
- Build strong relationships with fund managers, custodians, transfer agents, and internal partners where relevant
- Identify opportunities to improve processes, reduce manual activity, and increase scalability
- Support automation, workflow improvement, and operational transformation initiatives
- Use MI, data, and reporting to drive better decision‑making and performance management
What We’re Looking For
We are open to candidates from a range of relevant operational backgrounds, including:
- Mutual Funds Operations
- Transfer Agency
- Custody Operations
- Wealth Operations
- Platform Operations
- Investment Operations
- Settlements
- Reconciliations
- Corporate Actions
- Securities Operations
- Pensions / SIPP / ISA platform operations with transferable experience
- Strong experience in financial services operations
- People leadership experience, ideally including team managers or operational teams
- Experience managing operational delivery, service levels, controls, and escalations
- Exposure to reconciliations, settlements, trade processing, onboarding, client servicing, or investment administration
- Strong stakeholder management and communication skills
- Good understanding of operational risk, governance, and control frameworks
- Ability to drive process improvement and operational efficiency
- Strong Excel / MI / reporting capability
- Mutual funds, fund administration, or transfer agency experience
- Custody, asset servicing, or wealth platform operations experience
- Fund trading, fund settlements, or share class conversion exposure
- Experience dealing with fund managers, custodians, transfer agents, or outsourced providers
- Experience leading migrations, offshoring, automation, or operating model change
- Exposure to systems such as Bloomberg, SimCorp, FNZ, Pershing, Aladdin, or similar platforms
Why Apply?
This is a strong opportunity for someone who wants to step into a broader leadership role within a global financial services organisation.
You will join a function with real opportunity to improve processes, develop people, strengthen controls, and support ongoing operational transformation.
This role may suit an established senior operations manager or a strong VP / operations manager ready for the next step.
How to Apply
Apply directly via LinkedIn.
Open to a confidential discussion – feel free to reach out.
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