Head of Customer Operations - Wealth

Search and Select Recruitment AgencyVia agency

Full TimePermanentNot specifiedFinance

Posted 15 March 2026Closes 18 March 2026

Apply for this role ⇄ Compare with another role

👤 For candidates

🤖 Enhance with AI

›Leverage AI dashboards to monitor KPIs in real time
›Automate routine onboarding tasks with workflow tools
›Use AI-driven analytics to identify service improvement areas

📈 Disruption outlook

1 yr

5 yrs

10 yrs

% risk of significant disruption

🎓 Learn now

📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)

🏢 For employers

🔄 Alternatives

🤖 AI AgentUiPath Automation

Automate onboarding and compliance workflow tasks

💻 TechnologyPower BI

Real-time KPI dashboards for operational oversight

🌍 OutsourcingCustomerOps BPO

Outsource routine onboarding for cost efficiency

⚡ Recommendation

🔀 Hybrid approach

Leadership and compliance require human oversight; augment routine tasks with AI.

Microsoft Copilot & M365

Power Automate

Automate onboarding and compliance workflows

Power BI

Track and visualise KPIs and trends

Copilot for Teams

Summarise meetings and action points

38% Medium riskAI 65%

AI Exposure (AIOE)65%

General and Operations Managers

O*NET 11-1021.00

Top Skills

Client Relationship Management Stakeholder Management Teamwork

⭐ Growing↑ 14% Claude Index

Job Description

Our client seeks a Head of Customer Operations - Wealth to join their team. Role Profile: The Head of Customer Operations - Wealth plays a pivotal role in driving exceptional customer experience. You will lead, inspire and guide dedicated teams responsible for onboarding and servicing valued Wealth business customers. Your mission is to champion excellence in customer experience with a relentless commitment to quality, efficiency and effectiveness while maintaining operational rigour. As part of the Customer Services senior leadership team your vision and energy will help design, set and deliver service strategy, collaborating closely with members of the leadership and executive teams. For a full list of responsibilities and requirements or to apply for this great role, please visit the website at searchandselect.com, quoting the reference number: 16281

Automation Risk

Automation probability38%

AI exposure (AIOE)65%

This role combines strategic leadership, people management, and regulatory oversight, which are difficult to fully automate. However, a significant proportion of operational and reporting tasks can be augmented or partially automated with AI and workflow tools, resulting in moderate automation risk and high AI exposure.

Task analysis

Lead and inspire teams responsible for onboarding and servicing Wealth business customers.
Design and deliver customer service strategy in collaboration with senior leadership.
Champion and monitor operational quality, efficiency, and effectiveness.
Ensure regulatory compliance and operational rigour in all customer operations.
Oversee onboarding processes for new Wealth customers.
Set and monitor key performance indicators (KPIs) for customer operations.
Drive continuous improvement initiatives for customer experience.
Manage and develop personnel, including recruitment, training, and performance management.
Handle complex customer escalations and resolve high-impact service issues.

Automatable AI-assisted Human-only

Occupational Classification

✨ Bright Outlook🇬🇧 Not visa eligible

UK SOC2020: 1161 — Customer Service Managers and Supervisors

O*NET: 11-1021.00 — General and Operations Managers

AI analysis: 15 March 2026

UK Salary Benchmark

Financial service activities, except insurance and pension funding · ONS ASHE 2024 annual earnings

scale £90k

UK sector median

£58,597

UK sector mean

£86,468

£0£23k£45k£68k

👤 For Candidates

AI & future-of-work guidance

🤖 Enhance with AI

›Leverage AI dashboards to monitor KPIs in real time
›Automate routine onboarding tasks with workflow tools
›Use AI-driven analytics to identify service improvement areas

📈 Disruption outlook

1 yr

5 yrs

10 yrs

% risk of significant disruption

🎓 Learn now

📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)

🏢 For Employers

Strategic hiring options & technology alternatives

🔄 Alternatives

🤖 AI AgentUiPath Automation

Automate onboarding and compliance workflow tasks

💻 TechnologyPower BI

Real-time KPI dashboards for operational oversight

🌍 OutsourcingCustomerOps BPO

Outsource routine onboarding for cost efficiency

⚡ Recommendation

🔀 Hybrid approach

Leadership and compliance require human oversight; augment routine tasks with AI.

Microsoft Copilot & M365

Power Automate

Automate onboarding and compliance workflows

Power BI

Track and visualise KPIs and trends

Copilot for Teams

Summarise meetings and action points

Key Skills

Client Relationship ManagementExpertStakeholder ManagementAdvancedTeamworkAdvancedProject ManagementAdvancedAdministration and ManagementExpertQuality Control AnalysisAdvancedCritical ThinkingAdvancedReport WritingIntermediateRegulatory ComplianceIntermediateCustomer and Personal ServiceExpertLeadershipExpert

Knowledge Areas

Business ManagementClient Service and Relationship ManagementFinancial Services IndustryRegulatory ComplianceProject ManagementAdministration and ManagementData Analysis and ReportingTeam Leadership and Collaboration

O*NET Competency Skills

Active ListeningMonitoringReading ComprehensionSpeakingCoordinationCritical ThinkingManagement of Personnel ResourcesSocial PerceptivenessActive LearningComplex Problem SolvingJudgment and Decision MakingPersuasionTime ManagementNegotiationWriting