Operational Excellence Manager

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

Essential Skills & Experience

Desirable Experience

Additional information

Qualifications

• 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.
• Additional information
• Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
• Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
• Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
• The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

Preferred Qualifications

• Terms - 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) - A range of benefits which includes private medical insurance, Group life insurance, and 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- And lots of flexible benefits to choose from!