Head of Partner Services - 2plan Wealth Management

at  Openwork

THE OPPORTUNITY

We are seeking an experienced Head of Partner Services to lead and manage our operational functions. This role requires an individual who can deliver exceptional service standards, drive continuous improvement, and manage a broad range of functions including Financial Promotions, Vetting, Agency Admin, Payment Services, and Facilities.

• Lead and manage teams to achieve high performance, engagement, and morale.
• Ensure compliance with industry regulations and business standards through effective policies and procedures.
• Maintain high customer service standards, addressing issues to enhance satisfaction.
• Contribute to strategic decisions and the Operations & IT functional strategy.
• Implement process improvements to enhance operational efficiency.
• Deliver against service standards, key performance indicators, and metrics.
• Optimize resource utilization across operational functions.
• Develop and deliver continuous improvement initiatives aligned with operational and strategic objectives.
• Ensure effective administration and reporting within the Operations function.
• Represent the Head of Operations & IT at meetings and governance groups as required.
• Manage the annual budget for the services.