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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership and management capabilities in overseeing Back Office operations, with a focus on client engagement, process improvement, and compliance within the financial services sector. Proficient in managing technical support teams and ensuring high-quality service delivery while adapting to evolving business needs.
Highest-signal resume keywords
Technical LeadershipClient Relationship ManagementIncident ManagementProcess ImprovementFinancial Services Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Operational Support ProcessesService Delivery Best PracticesData AnalysisDefect ManagementChange ManagementIncident ManagementService Level ManagementReportingBack Office SystemsSoftware Development Lifecycles
Soft Skills
LeadershipCoachingCommunicationOrganizational SkillsCustomer Focus
Tools & Technologies
Microsoft OfficeAtlassian JiraEXimius Back Office Platform
Industry Keywords
Financial ServicesInvestment ManagementWealth ManagementSecurities OperationsRegulatory Requirements
Tech Stack
Tools & technologiesITSM
About the role
Key responsibilities & impact- Lead and manage day-to-day operations of the UK Back Office Support function
- Plan and allocate resources to meet business priorities, service commitments, and client expectations
- Participate in leadership meetings and contribute to operational planning, strategy, and continuous improvement
- Build and maintain client and stakeholder relationships through service reviews and engagement
- Identify and implement process, service, and efficiency improvements
- Oversee support activities across the eXimius Back Office product suite
- Own defect management, ensuring incidents are prioritised, tracked, and resolved
- Coordinate software releases, upgrades, and change management activities
- Understand client business objectives, regulatory requirements, and operational challenges
- Manage third-party vendors and financial data providers
- Ensure compliance with service levels, internal policies, regulatory requirements, and best-practice support processes
- Lead, mentor, and develop the support team
Requirements
What you’ll need- Minimum 5 years’ experience in a technical leadership or management role, with responsibility for support, operations, or service delivery teams
- Proven experience managing business-critical applications within complex operational environments
- Strong leadership, people management, coaching, and resource planning skills, with a track record of building high-performing teams
- Excellent written and verbal communication skills, with the ability to engage effectively with clients, senior stakeholders, and technical teams
- Strong customer focus and commitment to high-quality service and continuous improvement
- Ability to prioritise workloads, manage competing demands, and perform effectively under pressure
- Highly organised, proactive, and detail-oriented, with a hands-on approach when required
- Adaptable and quick to learn new technologies, products, and business processes
- Professional, dependable, and results-driven, with accountability and ownership
- Knowledge of financial services, investment management, or securities operations would be advantageous
- Experience with software vendors, third-party providers, and outsourced service partners is desirable
- Familiarity with incident management, problem management, change management, and service management best practices would be beneficial
- Advanced proficiency in Microsoft Office applications, particularly Excel, including formulas, data analysis, reporting, and macros
- Experience using Atlassian Jira for incident management, defect tracking, change control, and workflow management
- Understanding of IT service management, operational support processes, and service delivery best practices
- Familiarity with ISO-accredited processes and quality standards, with experience in controlled and auditable environments
- Experience producing operational metrics, service reports, and management information
- Awareness of software development, release management, and application support lifecycles
- Working knowledge of Back Office systems, particularly in investment management, wealth management, or securities operations
- Experience within Wealth Management, Private Banking, Investment Management, or Stockbroking environments
- Understanding of financial services technology, including trading, settlement, custody, corporate actions, and portfolio accounting systems
- Familiarity with client-facing support models and service level management
- Knowledge of regulatory and operational requirements within the UK financial services sector
- Experience supporting or managing the eXimius Back Office platform or similar investment management solutions would be highly beneficial
Benefits
Comp & perks- Permanent employment
- First interviews mainly held virtually
- Equal opportunities employer
- Pre-employment screening for successful candidates