de Lisle Financial Planning
The Operations Manager will help build the operational model for a modern, technology-led wealth management business in the City of London. This hands-on role involves designing processes, procedures, and workflows while exploring the integration of technology, automation, and AI. The position offers the opportunity to work directly with the founder and take ownership of the company's operational development.
We are financial advisers that specialise in financial planning for small business owners and professionals approaching retirement in Cheltenham & Cirencester, helping them organise their finances so that their money works as hard as they do.
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 de Lisle Financial Planning.
16% below the average for this role