Managing Director - Boutique Wealth Management (Tech-Led)
The Opportunity?Most Wealth Management firms talk about digital transformation; our client is actually living it.?We are exclusively retained by a highly innovative, scaling boutique Wealth Management firm. They have completely re-engineered their operational model, leveraging cutting-edge AI and modern tech infrastructure-specifically Ningi and Fundment-to strip away administrative friction. Their philosophy is simple: use the best technology in the market to buy back their advisers'' time, so they can spend it where it truly matters-building human relationships with clients.?As they enter their next phase of growth, they require an exceptional Managing Director to take the helm.?You will lead the firm''s scale-up and MandA strategy. However, this business is fiercely protective of its culture. The technical brief is rigorous, but the cultural brief is non-negotiable: the founders will only hand the reins to a leader who naturally leads with genuine humility, kindness, and empathy.?The Role?As Managing Director, you will be the driving force behind the firm''s operational excellence and strategic expansion. Your key responsibilities will include:?Strategic Growth and MandA: Identifying, acquiring, and seamlessly integrating acquired firms into the boutique''s modern operational framework.?Operational and Compliance Leadership: Ensuring robust, scalable processes are in place, maintaining the highest standards of FCA compliance and operational efficiency.?Technology ..... full job details .....
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