Operations Associate - Wealth Management
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Position Overview & Specifications
Posted 5 days ago Hybrid Permanent Competitive Base. Bonus & Benefits Posted by Dev Majithia Associate Director
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A successful niche wealth manager is looking a talented person to join their collegiate investment operations team.A successful niche wealth manager is looking for a talented person to join their collegiate investment operations team.
The team you will be joining is responsible for post-trade activity. This includes trade reconciliation, corporate actions, custodian management and client reporting.
We are looking for someone who has the following:-
- Exceptional attention to detail with the ability to work in a regulated environment and follow processes.
- Proven experience in interpreting and working with financial data including good Excel skills.
- The ability to learn new concepts quickly and thoroughly.
- Team-player
This is an excellent opportunity for someone who wants to forge a career in operations within a company that has a proven track record in managing their clients' wealth.
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Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
United Kingdom Right to Work & Skilled Worker Visa Guide
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (£38,700) or occupation going rate.
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Candidate Preparation Blueprint: Internet & Web Services
Based on transatlantic hiring benchmarks for Operations Associate - Wealth Management roles across Delectus Partners's corporate sector, successful applicants typically excel across three core dimensions:
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to Internet & Web Services.
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
Total compensation expectation aligned within the benchmarked £27,000 - £50,000 bracket, including retirement vesting and health parity.
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