Wealth Operations Leader: Drive High-Impact Client Service

Company: The Progeny Group Limited
Apply for the Wealth Operations Leader: Drive High-Impact Client Service
Location: City of Edinburgh
Job Description:

The Progeny Group Limited is seeking a Wealth Operations Manager (Team Operations Manager) to lead a regional team of Client Executives and Paraplanners, ensuring strong performance and service delivery. You will align regional priorities with team actions and drive continuous improvement and scalable growth.

You will coach and develop the team, manage capacity, and champion digitisation and automation to enhance efficiency and client outcomes across the region.

#J-18808-Ljbffr…

Posted: September 3rd, 2026