Assistant Manager – Operations (Private Office & Investment Management)

Operations | Isio Wealth | Leeds

As an Assistant Manager within Operations for Isio Private Office and Investment Management, you will play a key role in delivering high-quality, client-focused operational support while helping scale a growing wealth and investment proposition. Working closely with Portfolio Management, Distribution, and wider teams, you will support the expansion of our Model Portfolio Service (MPS), Managed Accounts, and Funds business.

Key Responsibilities – What you’ll do

Client & Business Servicing

• Provide operational support across Private Office and Investment Management, enabling our client delivery teams.

• Support client onboarding, account set‑up, and ongoing account maintenance.

• Ensure operational instructions are completed accurately and within agreed timelines and SLAs

• Maintain high service standards through clear ownership and proactive communication.

Portfolio Management

• Work closely with the Portfolio Management team to support MPS, managed account and fund implementation and ongoing delivery, including:

  • Supporting implementation of portfolio changes and rebalance activity

  • Ensure processes, controls, and documentation are robust and scalable as the MPS grows.

  • Work closely with the Distribution team to sell and expand Isio’s MPS offering across multiple platforms and build relationships with Independent Financial Advisors to win business.

Funds, Platform & Custody Support

• Provide operational support to the Funds business and associated client servicing.

• Act as a key operational contact and interface for our outsourced partners.

• Help manage platform/custodian service interaction, including:

  • Query resolution and escalation management

  • Tracking outstanding items and ensuring closure

  • Identifying recurring issues and driving improvements

Project Delivery & Transitions

• Project manage portfolio implementations and client or asset transitions.

• Apply strong project management discipline including implementation planning (timelines), tracking, and stakeholder communication.

• Document processes, decisions, and outcomes to support governance and audit requirements.

Operational Controls & Continuous Improvement

• Ensure operational tasks are delivered with a strong focus on:

  • Accuracy and completeness

  • Governance, auditability, and recordkeeping

  • Risk identification and escalation where appropriate

• Contribute to building scalable operations by:

  • Identifying bottlenecks and proposing solutions

  • Creating/checking templates, checklists, and standard operating procedures

Stakeholder Management & Strategic Support

• Work with senior colleagues to support business goals by:

  • Providing operational insight and data to enable decision‑making and drive growth

  • Helping turn strategic aims into operational delivery

  • Building credibility and trust across the Private Office and Investment Management business.

Regulatory, Risk & Governance

• Support best execution processes and associated operational controls.

• Maintain accurate records to support audit trails and regulatory reviews.

• Contribute information to governance committees and internal oversight forums as required.

What we're looking for:

Essential Skills & Experience

• Highly organised with the ability to manage multiple priorities effectively.

• Strong project management skills and structured approach to delivery.

• Able to adapt and perform in a fast‑paced environment.

• Strong attention to detail with a focus on control, accuracy, and governance.

• Proficient in the use of all Microsoft 365 applications.

Desirable Skills, Qualifications & Experience

• Good working knowledge of the platforms and experience working with custodians

• Exposure to portfolio implementation or transition activity for Private Office, Wealth, or Institutional clients.

• Investment Management Certificate desirable

Why Join Isio

Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability.

We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team.  We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters.

Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits.

About Isio

A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services.

Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking.

Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone.

At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.

We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates.

If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us hrrecruitment@ISIO.com