At a Glance
- Tasks: Lead strategy and operations, driving company growth and decision-making.
- Company: Join a fast-growing investment platform with a collaborative culture.
- Benefits: Hybrid working, competitive salary, and opportunities for personal growth.
- Other info: Dynamic role with a chance to build and lead a high-performing team.
- Why this job: Shape the future of investing while partnering directly with the CEO.
- Qualifications: 8+ years in strategy and operations, preferably in fintech or financial services.
The predicted salary is between 63000 - 77000 Β£ per year.
About InvestEngine
InvestEngine is everything the modern investor should need. Unbeatable value, market-leading automation, and built for easy, long-term investing. We've built a strong foundation, have over Β£3 billion invested, award-winning service, and a passionate team β now we're ready to scale.
About The Role
As Head of Strategy & Business Operations, you will operate at the intersection of strategy, operations and executive decision-making, combining analytical judgement with hands-on execution. You will work closely with the CEO as part of a lean leadership team, leading the Strategy & Business Operations function and a team of five.
You will translate high-level objectives into clear execution plans, operating rhythms, KPIs and measurable outcomes, acting as an integrator who drives delivery across every function in the business rather than managing a large team of your own. This is a newly created role: much of the framework you will run does not yet exist in a formal shape, and building it is a core part of the job.
What You'll Be Doing
- Operating Model & Company Rhythm
- Design and run InvestEngine's company operating model, including the goal cycle, executive meeting architecture, business reviews and decision governance.
- Own the quarterly goal cycle end to end, working with function leaders to set targets that are ambitious, measurable and owned.
- Run the executive cadence so that decisions are made once, documented and acted upon, and surface risks and slippage early.
- Strategy & Planning
- Own the annual and multi-year strategic planning process, from framing the agenda to a plan the leadership team commits to.
- Partner with the CEO and leadership team on strategic planning, prioritisation and resource allocation.
- Structure and answer the company's most significant open questions, including market sizing, prioritisation and build-versus-buy decisions.
- Bring an independent, evidence-based point of view to executive discussions, including where it differs from the prevailing one.
- Cross-Functional Delivery
- Own the portfolio of company-wide initiatives, with clear prioritisation and formal start and stop gates.
- Lead high-impact initiatives end to end, resolving delivery challenges directly rather than escalating them.
- Embed completed work with the function that will own it as business-as-usual, leaving no residual dependency on your team.
- Performance & Reporting
- Own the monthly CEO pack and quarterly Board pack, produced from a single, trusted source of truth.
- Develop the KPI framework covering commercial performance, delivery, customer outcomes, cost efficiency and operational risk.
- Build the analysis yourself, working with Data & Analytics on the underlying infrastructure.
- Team Leadership
- Lead, develop and grow a team of five, setting remits, priorities and standards, and hiring into open roles.
- Partner closely with leaders across Product, Technology, Platform Operations, Marketing, Data & Analytics, Finance, Compliance and People, securing outcomes from teams that do not report to you.
- Apply AI and automation practically to reporting, planning and internal workflow to keep the function lean as we scale.
What Weβre Looking For
- Significant experience (typically 8+ years) across strategy and operations in fintech, financial services or another high-growth, regulated environment.
- Demonstrated experience building a company operating model rather than administering one designed by someone else, and securing genuine adoption by a leadership team.
- Proven track record leading company-wide initiatives end to end, including embedding them into business-as-usual and stopping those no longer worth the investment.
- Experience managing a team of four or more strategy, operations or programme professionals, with evidence of raising performance.
- Strong commercial and analytical judgement; you build your own models and argue from the numbers.
- Proven ability to influence senior stakeholders and secure outcomes without formal authority.
- Comfortable in fast-paced environments with limited existing structure, and credible with a CEO, an executive team and a Board.
What Will Make You Stand Out
- Experience in FCA-regulated financial services, particularly a retail investment, wealth or savings platform.
- Consulting, VC or private equity pedigree alongside substantial in-house operating experience.
- Track record of P&L ownership or measurable commercial performance improvement.
- Experience establishing data, analytics or AI capabilities to support executive decision-making.
Why Join InvestEngine?
- Partner directly with the CEO on the strategic agenda, and play a central role in how a fast-growing UK investment platform is run.
- A genuine blank page: you design the operating model, then run it.
- Lead an established team of five, with open roles to shape and hire yourself.
- A transparent, open culture with collaboration across every function.
- Hybrid working, London-based β in-person collaboration with flexibility.
Our Hiring Process
- Introductory call with our Talent team
- Interview with a member of our leadership team
- Case discussion based on a real InvestEngine problem
- Final interview with our CEO
Head of Strategy and Business Operations in London employer: InvestEngine
InvestEngine is an exceptional employer, offering a unique opportunity to shape the strategic direction of a fast-growing UK investment platform. With a transparent and collaborative culture, employees benefit from hybrid working arrangements and the chance to lead a dedicated team while directly partnering with the CEO. The company prioritises employee growth through hands-on leadership roles and the freedom to design and implement innovative operating models.