Senior Manager, Mutual Funds
Location: Manchester
We are partnering with a leading financial services organisation to recruit a Manager, Mutual Funds to join a high-performing operations team in Manchester.
This is an excellent opportunity for an experienced operations leader with a strong background in financial services, team management, and process improvement. The successful candidate will oversee a team responsible for a range of fund-related activities while driving operational excellence, enhancing controls, and delivering exceptional service to internal and external stakeholders.
The Role as Manager, Mutual Funds, you will be responsible for the day-to-day management of an operational team supporting fund-related activities. This is a hands-on leadership role requiring a combination of people management, operational oversight, stakeholder engagement, and continuous improvement.
Key responsibilities include:
- Managing and developing a team responsible for fund-related operational activities.
- Overseeing processes such as fund manager account openings, AML due diligence, share class conversions, fund trading, settlements, and associated controls.
- Ensuring all operational tasks are completed accurately and within agreed service levels.
- Identifying, implementing, and driving process improvements to enhance efficiency and reduce risk.
- Producing and analysing management information (MI), KPIs, and KRIs to monitor performance and support decision-making.
- Managing escalations and ensuring timely resolution of client and operational issues.
- Supporting regulatory compliance through robust controls and governance frameworks.
- Coordinating testing activities and supporting system enhancements and software releases.
- Leading resource planning and ensuring projects are delivered within agreed timelines.
- Maintaining adherence to records management and business continuity requirements.
- Building strong relationships with internal stakeholders and delivering a high standard of client service.
- Championing a culture of continuous improvement and operational excellence.
About You:
We are looking for an experienced operations professional with proven leadership capability and a passion for improving processes and driving team performance.
Key requirements:
- Significant experience managing and developing operational teams within financial services.
- Strong people management skills, including experience handling employee relations matters.
- Extensive operational experience within investment operations, fund administration, transfer agency, custody, wealth management operations, or a similar environment.
- Highly process-driven with a continuous improvement mindset.
- Advanced Microsoft Excel skills, with the ability to manipulate data, produce MI, analyse trends, and support decision-making.
- Strong analytical and problem-solving skills.
- Experience managing operational controls, KPIs, KRIs, and governance processes.
- Excellent stakeholder management and communication skills.
Desirable experience:
- Mutual funds, transfer agency, or fund operations experience.
- Exposure to automation, robotics, workflow optimisation, or operational efficiency initiatives.
- Experience supporting operational change and transformation projects.
What’s on Offer
- Opportunity to lead a critical operational function within a respected financial services organisation.
- A role with genuine scope to influence processes, controls, and team performance.
- Exposure to business-critical projects and operational transformation initiatives.
- Collaborative and supportive working environment with strong career development opportunities.
If you are an experienced operations leader with strong Excel skills, a process-improvement mindset, and a track record of building high-performing teams, we’d love to hear from you.
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