Operational Excellence Manager

Drive Operational Excellence Across a Growing Wealth Management Business

Titan Wealth is seeking an experienced and proactive Operational Excellence Manager to join our Central Operations team.

This is a highly visible role that sits at the heart of the organisation, partnering with teams across the business to deliver process improvements, operational consistency, and scalable solutions that support our continued growth. You'll work closely with senior stakeholders, regional teams, Data, Technology, and Operations functions to identify opportunities for improvement, optimise workflows, and ensure operational processes are fit for purpose.

If you are passionate about continuous improvement, process design, operational efficiency, and stakeholder engagement within a regulated environment, we'd love to hear from you.

This is a hybrid working role open to all of our Titan office locations across the UK.

The Opportunity

As an Operational Excellence Manager, you'll play a key role in shaping how Titan Wealth operates. Acting as a subject matter expert for operational processes and systems, you'll drive initiatives that improve efficiency, enhance controls, and support business-wide adoption of best practice.

You will be responsible for ensuring operational processes are practical, scalable, well-documented, and aligned to the business's strategic objectives.

Responsibilities

• Act as the subject matter expert for iO and ensure operational processes and procedures are practical, scalable, and aligned with agreed standards.
• Manage and maintain CRM configurations, workflows, and operational settings, working closely with Technology and Data teams.
• Identify opportunities to improve operational processes, enhance efficiencies, and introduce automation solutions.
• Develop, maintain, and enhance process documentation, SOPs, training materials, and operational controls.
• Lead workshops with stakeholders across the business to gather requirements, analyse processes, and drive change initiatives.
• Present findings, recommendations, and improvement opportunities to senior management.
• Work collaboratively with Data teams to ensure CRM and document management processes operate effectively and consistently.
• Partner with regional teams to identify process inconsistencies and support the adoption of standardised operating practices.
• Support integrations, acquisitions, onboarding activity, and wider business transformation initiatives.
• Ensure processes, controls, systems, and training programmes are successfully implemented and embedded within day-to-day operations

About you

Essential Skills & Experience

• Proven experience in operational excellence, business process improvement, continuous improvement, or change management roles.
• Strong process mapping, analysis, and documentation skills.
• Experience identifying root causes, analysing operational issues, and implementing practical solutions.
• Ability to lead workshops and facilitate discussions with stakeholders at all levels.
• Strong experience working with CRM systems, document management systems, operational workflows, and management information.
• Excellent stakeholder management and influencing skills.
• Ability to work across multiple teams and functions to drive results.
• Strong organisational and project management skills.
• Experience operating within a regulated environment.
• 3 years of continual service at Titan.

Desirable Experience

• Experience within financial services, wealth management, employee benefits, or a regulated professional services environment.
• Exposure to operational transformation, integration projects, or large-scale process change programmes.
• Understanding of workflow automation and operational technology solutions.