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Operational Excellence Manager
Titan Wealth Holdings. Act as the subject matter expert for iO and ensure operational processes and procedures are practical, scalable, and aligned with agreed standards .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in operational excellence and business process improvement, with strong skills in process mapping, analysis, and documentation. Proven ability to lead workshops, manage stakeholders, and implement effective operational solutions in regulated environments.
Highest-signal resume keywords
Operational ExcellenceBusiness Process ImprovementCRM Systems ManagementProcess Mapping and AnalysisStakeholder Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Process MappingBusiness Process ImprovementChange ManagementOperational WorkflowsRoot Cause AnalysisWorkflow AutomationOperational ControlsSOP DevelopmentTraining Material DevelopmentProject Management
Soft Skills
Stakeholder ManagementInfluencing SkillsOrganizational SkillsFacilitation SkillsCollaboration
Tools & Technologies
CRM SystemsDocument Management SystemsOperational Technology Solutions
Industry Keywords
Financial ServicesWealth ManagementEmployee BenefitsRegulated EnvironmentOperational Transformation
About the role
Key responsibilities & impact- 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 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
Requirements
What you’ll need- 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 within financial services, wealth management, employee benefits, or a regulated professional services environment
- Desirable: exposure to operational transformation, integration projects, or large-scale process change programmes
- Desirable: understanding of workflow automation and operational technology solutions
Benefits
Comp & perks- Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave + public holidays
- Buy and sell holidays up to 5 days
- Office Christmas close (3-days)
- Private medical insurance
- Group life insurance
- Income protection insurance
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- Flexible benefits to choose from