St. James’s Place
The Client Operations Oversight Manager oversees outsourced administration services for client accounts, ensuring high-quality, compliant service delivery across retail products like unit trusts, ISAs, pensions, and bonds. This role involves monitoring performance against SLAs and KPIs, managing incidents, and driving continuous service improvement within a regulated financial services environment. The position requires strong stakeholder engagement and analytical skills to support positive client outcomes and operational excellence.
Wealth management, financial planning and investment advice tailored to you. Helping individuals and families grow and protect their wealth.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for St. James’s Place.
St. James’s Place didn’t post a salary, so this is our estimate from similar listings.