Operations Director - Financial Services

*Forvis Mazars cares about*At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. So you'll have a big say in the way your role and your team works 

Are you looking to make an impact in Financial Planning?  Are you looking to grow our business as if it were your own?  And are you looking for an open, engaged and collaborative team?  Then apply to the role today!

 About the role

 To ensure the efficient and resilient operation o Forvisf Mazars Private Client both day-to-day and into the future, enabling effective delivery of our value proposition to all our clients and optimising opportunities for efficiencies, automation, and digitisation.

• To lead the Operations function within Forvis Mazars Private Client – overseeing delivery of the various support functions to the business (technology, process, platform, data, quality, business support, etc.)


• To lead the change function within Forvis Mazars Private Client – overseeing the successful design and delivery of MPC change, and wider Mazars business change initiatives.


• Ownership of operational and change risks, ensuring these are appropriately assessed, mitigated, and managed.


• To manage delivery of the Target Operating Model – seeking opportunities to optimise efficiencies and digitise the business.


• To lead development and delivery of the technology roadmap for MPC.


• To contribute to Executive and MFP Board decision making – providing operational insight, challenge, and expectation setting.

To drive our culture of Doing the Right Thing and maintaining high standards of competency and quality, supporting the delivery of good outcomes to clients

What are we looking for?

• Experience of leading operational delivery within a regulated Financial Services environment.


• Proven track record of leading operational change delivering demonstrable high value client and business benefits.


• Excellent leadership, coaching and people management skills, with a passion for building high trust, high autonomy, and ultimately high performing teams.


• Highly effective communication, relationship building and influencing skills.


• High analytical thinking skills, with ability to identify and sift key data, spot trends, and create considered and compelling recommendations.


• Advanced planning, organisational and time management skills.


• Experience managing risk and quality at a senior level.


• Deep understanding of wealth management services and processes.

Strong knowledge of wealth management and financial services technologies.

About Forvis Mazars

Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.

Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward.  Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture.

We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action.  

At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential.  

Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here 

Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application.

Visit forvismazars.com/uk to learn more.