Titan wealth holdings limited

Regional Manager Client Services

Bristol Full Time
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally.  It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.

We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.

We’re looking for an experienced Regional Client Services Manager to provide strategic and operational leadership across our Client Services function within a defined region.

This is a senior leadership role focused on people leadership, process excellence and regional performance rather than hands-on administration. You’ll oversee 4 Client Service Managers (CSMs), with span of control of 40 individuals by ensuring consistent adoption of standard operating procedures, and drive high-quality, and compliant client service outcomes across multiple offices.

Reporting to the Client Operations Director, you will be responsible for the overall performance, development and effectiveness of client services teams within your region. This includes leadership of managers, workforce planning, operational oversight and continuous improvement.

The role is regionally based, with travel required across regional offices and occasional national travel in line with business needs.