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We are partnering on a retained basis with a private equity-backed financial services group that has experienced significant growth through a combination of strong organic performance and a highly active acquisition strategy. With continued investment and an ambitious growth plan, the business is now seeking to appoint a Chief Operating Officer to help scale the platform, strengthen governance and support the integration of multiple acquired businesses. This is a pivotal, growth-phase appointment and is being conducted as a confidential, exclusive search given the seniority and market sensitivity of the role.
Job Responsibility:
Designing and implementing operating structures, governance frameworks and reporting cadence to support continued acquisitive growth
Leading the integration of acquired businesses, including operational alignment, cultural integration and adviser engagement
Strengthening systems, processes and organisational structure to enable scalability
Supporting both organic and acquisitive growth initiatives across the business
Acting as a key interface between the executive team, Board and private equity investors
Taking ownership of operational delivery across a complex, multi-site environment
Requirements:
Experience in a senior operational leadership role (COO, Operations Director, Divisional COO or equivalent) within a scaling organisation
A strong track record of post-acquisition integration, including both operational and cultural alignment
Experience building or evolving operating models, governance frameworks and organisational structure
Exposure to private equity environments, including working with investors, boards and governance processes
The ability to balance growth, control and regulatory requirements in a dynamic environment
Nice to have:
Direct experience in wealth management or financial advice
Ability to operate as both a strategic partner and hands-on delivery leader
Strong stakeholder engagement skills, with experience influencing senior leaders and client-facing teams
Experience working in environments where pace, change and competing priorities are constant
A pragmatic, people-led approach to driving integration and change