{"id":2578983,"url":"https://alion.io/job/skybound-wealth-investment-operations-manager","title":"Investment Operations Manager","company":{"id":4417003,"name":"Skybound Wealth","domain":"skyboundwealth.com","url":"https://alion.io/company/skyboundwealth","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Teamtailor","truth_index":{"grade":"C","score":56,"open_postings":11,"ghost_share":0.727,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-11-02T06:13:15Z"}},"role":"Management","role_family":"Management","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Poole, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":42000,"max_usd":92000,"period":"year","method":"role_country_seniority_unknown","sample_n":882},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-04T10:40:00Z","employer_posted_date":"2026-09-04","last_verified_at":"2026-11-02T06:21:36Z","board_verified":true,"closed_at":null,"days_open":58,"trust":{"level":"ok","repost_count":0,"flags":["company_stale"],"days_open":58},"description":"About us:\nSkybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, tax, compliance and operations.\nOur advisers work with internationally mobile clients whose investment requirements can often span multiple currencies, jurisdictions, platforms and investment structures. Our investment proposition has been developed to provide advisers with a robust framework of approved asset managers, model portfolios, investment solutions and portfolio-construction methodology that can be applied consistently across the Group.\nAbout the role:\nWe are now looking for an experienced investment professional to take ownership of the day-to-day delivery, governance and development of this proposition across the business. This is a highly visible, adviser-facing role sitting at the centre of Skybound’s investment proposition.\nWe are looking for someone with strong investment knowledge who can take the proposition and framework already established at Skybound and ensure it is understood, appropriately used and effectively delivered across the business.\nYou will act as a key point of investment expertise for advisers, managers and senior leadership, explaining clearly and confidently how portfolios are constructed, why particular investment approaches are used and how different elements of the proposition can be applied to individual client circumstances.\nA significant part of the role will involve supporting advisers with client-specific investment requirements. This may include portfolio analysis, responding to technical investment queries, supporting client meetings and constructing bespoke portfolios using approved asset managers, existing investment solutions and Skybound's portfolio-construction methodology.\nAlongside the investment-facing responsibilities, you will lead the Group's investment operations function, including management of the Global Dealing Team, delivery of central investment projects, investment governance, management information and reporting.\nThe role reports directly to the Group Head of Proposition and will chair Skybound's Investment Committee.\nLocation\nOur preference is for this role to be based inPoole or London.\nThe role supports advisers and stakeholders across a global business spanning the USA, UK, Europe and Middle East, making the UK time zone particularly effective for communication across the Group.\nDubai may also be considered for an exceptional candidate with the right investment knowledge, communication skills and operational experience.\nSome international travel may be required.\nKey Responsibilities\nAdviser and Client Investment Support\nBe the central investment contact for advisers and sales managers, providing clear guidance on strategy, asset allocation, portfolio construction, risk and performance\n\nSupport adviser-led client meetings and explain Skybound’s investment proposition in a clear, commercially relevant way\n\nRespond to technical queries and requests for portfolio analysis, performance information and investment commentary\n\nReview client portfolios and construct bespoke solutions where standard models are unsuitable, using approved managers and Skybound’s methodology within the client’s risk profile, objectives and governance requirements\n\nInvestment Proposition\nOwn the day-to-day implementation and consistent use of Skybound’s investment proposition across the Group\n\nMaintain a detailed understanding of approved managers, solutions and model portfolios, and guide advisers on their appropriate use\n\nMonitor external managers and model portfolios for changes in allocation, funds, risk and approach, and communicate relevant changes across the business\n\nKeep the portfolio-construction methodology practical, documented and current, working with the Group Head of Proposition to address gaps and develop the proposition\n\nInvestment Governance\nChair the Investment Committee, coordinating papers, recording decisions and tracking agreed actions through to completion\n\nConduct formal due diligence on discretionary fund managers, asset managers and other investment partners at least twice annually\n\nCoordinate reviews of model and bespoke portfolios, maintain governance records and prepare oversight packs for Skybound Capital\n\nWork with Compliance and other control functions to meet internal and regulatory requirements\n\nAdviser Education and Communication\nLead quarterly investment workshops and deliver proposition training for new advisers\n\nProvide ongoing, practical education on markets, portfolio construction, approved solutions and proposition changes, drawing on external managers where useful\n\nSupport clear investment communications for advisers and clients\n\nGlobal Dealing and Investment Operations\nLead and develop the Global Dealing Team and maintain oversight of its service to advisers across the Group\n\nEnsure trades transmitted or executed through the business are checked in line with internal procedures, with effective controls, escalation and management information\n\nIdentify dealing risks, recurring issues and opportunities to improve investment processes\n\nCentral Investment Projects\nIdentify clients outside the approved investment proposition and work with advisers and managers to coordinate appropriate transitions\n\nIdentify significant or persistent positive or negative client cash balances and work with advisers to address them\n\nLead portfolio migrations and other central investment projects, tracking completion and escalating outstanding actions\n\nDevelop processes and management information showing adoption and effectiveness of the proposition\n\nInvestment Reporting and Management Information\nProduce weekly investment operations MI for the Group Head of Proposition and monthly investment reporting for Executive Committee\n\nPrepare monthly investment performance packs covering approved asset managers and solutions, including performance, risk and positioning\n\nMaintain reliable reporting processes and highlight matters requiring management attention or action\n\nDesired Skills & Experience:\nWe are looking for someone who combines strong investment knowledge with excellent communication, organisation and operational discipline.\nThe successful candidate will have previous experience within wealth management, investment management, discretionary fund management, investment research, portfolio analysis or a related investment function.\nYou should have:\nStrong knowledge of investment funds, asset allocation, portfolio construction and risk profiling\n\nA good understanding of model portfolio services and discretionary investment management\n\nExperience working with investment managers, discretionary fund managers or investment platforms\n\nThe ability to analyse portfolios and investment information confidently\n\nExperience constructing or supporting bespoke investment portfolios\n\nThe ability to work within an established investment framework rather than approaching every client requirement as a standalone portfolio-management exercise\n\nStrong analytical skills and attention to detail\n\nExcellent written and verbal communication skills\n\nThe confidence to hold technical investment conversations with experienced financial advisers\n\nThe ability to explain complex investment concepts clearly and rationally to both advisers and clients\n\nStrong presentation and training skills\n\nA structured and operationally minded approach to work\n\nThe ability to manage multiple projects and recurring operational responsibilities simultaneously\n\nStrong stakeholder-management skills and the ability to work effectively across an international business\n\nThe confidence to chair formal meetings and challenge constructively where appropriate\n\nPrevious experience managing or developing colleagues would be beneficial\n\nA genuine interest in financial markets, investment management and the wealth-management industry\n\nKey Benefits:\nA competitive basic salary relevant to experience and qualifications\n\n25 days’ annual leave plus applicable public holidays\n\nSupport towards relevant industry qualifications and ongoing CPD\n\nCompany pension contribution and life assurance where applicable\n\nSignificant exposure to a growing international wealth-management business\n\nDirect interaction with senior management, advisers and external investment partners\n\nOpportunities to travel across the international Group\n\nRegular company events, including Skybound's annual SOAR conference\n\nStrong opportunities for continued professional development and career progression\n\nQualifications\nAn appropriate professional investment qualification is highly desirable. Relevant qualifications include:\nInvestment Management Certificate (IMC)\n\nCFA qualification or progress through the CFA programme\n\nCISI investment qualifications\n\nOther equivalent recognised investment or wealth-management qualifications\n\nWhat Success Looks Like\nSuccess in this role will be measured by whether Skybound's investment proposition operates effectively across the business.\nThe successful candidate will ensure that:\nAdvisers understand and confidently use the investment proposition\n\nClient investment questions are dealt with accurately and efficiently\n\nBespoke investment requirements are solved within Skybound's investment framework\n\nInvestment governance remains robust and well documented\n\nInvestment Committee decisions are implemented\n\nAsset managers are appropriately monitored and challenged\n\nClients sitting outside the approved proposition are identified and addressed\n\nOperational investment issues are identified before they become larger problems\n\nThe Global Dealing Team operates effectively\n\nSenior management receives clear and useful investment MI\n\nSkybound's portfolio-construction methodology remains current, practical and consistently applied\n\nSkybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.","description_format":"text","description_chars":10119,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Annual leave","Company events","Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Wealth Management & Financial Advisors","Financial Advisory, Valuation & Restructuring"],"lifecycle":[{"event":"open","at":"2026-10-15T01:07:33Z"}],"visa":[],"liveness":{"score":11,"band":"cold","label":"Long shot","p_open":1,"p_active":0.311,"p_room":0.35,"age_days":58,"expected_fill_days":28,"reasons":["conf:4","stale_co","win:tail"],"computed_at":"2026-11-02T06:13:15Z"},"pay":null,"html_url":"https://alion.io/job/skybound-wealth-investment-operations-manager","json_url":"https://alion.io/job/skybound-wealth-investment-operations-manager.json","meta":{"generated_at":"2026-11-02T09:22:14Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":13121,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-03T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4417003},"rest":"https://alion.io/mcp/rest/get_company?id=4417003"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fskybound-wealth-investment-operations-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fskybound-wealth-investment-operations-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fskybound-wealth-investment-operations-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/skybound-wealth-investment-operations-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fskybound-wealth-investment-operations-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2578983}},{"tool":"search_jobs","arguments":{"company":"skyboundwealth.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2578983},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}