Phoenix Group

1 day ago

Head of Private Markets Operations, RS&AM

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Shape and lead the operating model and support framework for Private Markets and Counterparty Onboarding within Capital Markets. Provide strategic leadership across multiple specialist teams, ensuring robust governance, scalable processes, and end-to-end coverage from pre-trade onboarding to trade support, lifecycle management, regulatory reporting, vendor oversight, and operational controls. Drive transformation through automation, process optimisation, and technology adoption while strengthening controls and improving client outcomes.

Location: London, Edinburgh

Workplace: Hybrid

Employment Type: Full time · Permanent

Job Function: Administration & Executive Assistance

Seniority: Sr. Director level

Key Responsibilities

•Define and deliver the strategy, operating model, and operational readiness framework for Private Markets and Strategic Onboarding.
•Lead, develop, and inspire specialist teams to foster accountability, collaboration, continuous improvement, and inclusion.
•Oversee middle office operations across private market asset classes, ensuring effective controls, accurate data management, and lifecycle event management.
•Own end-to-end onboarding of counterparties, funds, platforms, and investment structures, ensuring compliance with KYC, CDD, AML, and regulatory requirements.
•Maintain governance, risk, and control frameworks, including audit activity, issue remediation, operational risk management, and transformation initiatives to improve efficiency and scalability.

Pay and Benefits

Salary: GBP 90,900 annually

Perks:Private MedicalPaid LeavePensionLife AssuranceIncome ProtectionVolunteering

Key Requirements

•Significant leadership experience in Asset Management Middle Office, Investment Operations or Private Markets Operations, with a collaborative style and a track record of developing teams.
•Extensive experience supporting private market investment products and trade lifecycle activities, including pre-investment and trading support.
•Strong understanding of private credit, private equity, infrastructure, real estate and alternative asset classes.
•Deep operational risk, governance, and controls expertise within investment management, including audit activity and issue remediation.
•Demonstrated ability to lead counterparty onboarding and operational due diligence (KYC, CDD, AML) and design/evolve operating models.

Skills:LeadershipStakeholder managementCollaborationAccountabilityContinuous improvement

Company Brief

Phoenix Group

A UK long-term savings and retirement business operating brands including Standard Life, SunLife, Phoenix Life and ReAssure, managing pensions, annuities and wealth solutions with c.12 million customers and large assets under administration.

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1782

Glassdoor: 3.8

Website LinkedIn Glassdoor

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Phoenix Group

1 day ago

Head of Private Markets Operations, RS&AM

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Location: London, Edinburgh

Workplace: Hybrid

Employment Type: Full time · Permanent

Job Function: Administration & Executive Assistance

Seniority: Sr. Director level

Key Responsibilities

•Define and deliver the strategy, operating model, and operational readiness framework for Private Markets and Strategic Onboarding.
•Lead, develop, and inspire specialist teams to foster accountability, collaboration, continuous improvement, and inclusion.
•Oversee middle office operations across private market asset classes, ensuring effective controls, accurate data management, and lifecycle event management.
•Own end-to-end onboarding of counterparties, funds, platforms, and investment structures, ensuring compliance with KYC, CDD, AML, and regulatory requirements.
•Maintain governance, risk, and control frameworks, including audit activity, issue remediation, operational risk management, and transformation initiatives to improve efficiency and scalability.

Pay and Benefits

Salary: GBP 90,900 annually

Perks:Private MedicalPaid LeavePensionLife AssuranceIncome ProtectionVolunteering

Key Requirements

•Significant leadership experience in Asset Management Middle Office, Investment Operations or Private Markets Operations, with a collaborative style and a track record of developing teams.
•Extensive experience supporting private market investment products and trade lifecycle activities, including pre-investment and trading support.
•Strong understanding of private credit, private equity, infrastructure, real estate and alternative asset classes.
•Deep operational risk, governance, and controls expertise within investment management, including audit activity and issue remediation.
•Demonstrated ability to lead counterparty onboarding and operational due diligence (KYC, CDD, AML) and design/evolve operating models.

Skills:LeadershipStakeholder managementCollaborationAccountabilityContinuous improvement

Company Brief

Phoenix Group

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1782

Glassdoor: 3.8

Website LinkedIn Glassdoor