At a Glance
- Tasks: Lead and optimise investment operations teams to drive growth and enhance customer service.
- Company: Join Plum, a leading fintech app transforming how people save and invest.
- Benefits: Enjoy stock options, private health insurance, flexible working, and generous holiday.
- Other info: Be part of a fun, inclusive culture with exciting team trips and personal development opportunities.
- Why this job: Make a real impact in a fast-paced environment while shaping the future of finance.
- Qualifications: Experience in fintech, retail investment management, and managing operational teams required.
The predicted salary is between 80000 - 100000 € per year.
We’re Plum, your smart saving and investing app on a mission to help grow money for life. Since 2016, over 2 million people in 10 European markets have set aside more than £3 billion with our clever automation and AI. As recognition for our work, we’ve received awards from the likes of Deloitte, Finder, and more.
We are seeking an experienced and strategic leader to lead our Investment Operations teams, including Brokerage Operations and Wealth Operations. You will lead the development of new operational capabilities to support our product and business growth and transform existing operations through automation and process optimisation. In addition, you will act as a business leader in partnership with our Product teams to drive the overall investment proposition and deliver commercial outcomes for the business.
Your key responsibilities:
- Lead and manage operational teams to maximise staff engagement and productivity.
- Build teams that actively optimise processes and solve customer problems.
- Work with internal teams and third parties to significantly increase the automation rate and enhance customer service outcomes, developing your own tools and/or agents and taking a market leading approach to operational transformation.
- Build the capability to resolve operational and technical incidents promptly and to support Engineering squads to identify and address root causes.
- Develop new capabilities to support Plum’s growth, including in tax wrapper management and breadth of investment offerings.
- Drive commercial outcomes for Plum’s investment products, in partnership with the Product team and the Advice teams, designing and delivering initiatives to improve product adoption, cross-sell and retention.
Who you are:
- Have experience working in fintech.
- Have experience in UK retail investment management.
- Have managed operational teams.
- Have experience driving commercial outcomes in retail financial services.
- Have a proven ability to work with AI tools and to deliver operational efficiencies.
- Happy to work independently and flexibly within a fast-moving environment.
Plum's Perks:
- Own part of the company through stock options.
- Private health insurance.
- Annual training budget.
- Plum Premium for you and 2 friends or family.
- Referral scheme: earn competitive rewards.
- Flexible approach to remote working: we encourage at least 2 days a week in one of our beautiful offices in London, Athens or Cyprus.
- Team breakfasts and team lunches.
- 25 days holiday + bank holidays.
- 45 work-from-anywhere days: giving you the flexibility to work your way.
- 2 weeks sabbatical after 4 years to take the break you deserve.
- Enhanced parental leave.
- 1 paid volunteering day annually.
- Annual team trip: to a surprise destination!
- A fun, inclusive company culture.
If you think this sounds like a bit of you then don’t hesitate to get in touch!
Thanks, Plum Team
*Plum is an Equal Opportunity Employer. Plum does not discriminate on the basis of age, race, religion, sex, gender identity, sexual orientation, non‑disqualifying physical or mental disability, national origin or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit and business need.
Head of Investment Operations employer: Plum Fintech
At Plum, we pride ourselves on being an exceptional employer, offering a vibrant and inclusive work culture that fosters innovation and collaboration. Our team enjoys a range of benefits including stock options, private health insurance, and a generous holiday allowance, alongside unique perks like annual team trips and flexible working arrangements. With a strong focus on employee growth and development, we empower our Plumsters to thrive in their careers while contributing to our mission of transforming the investment landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Investment Operations
✨Tip Number 1
Network like a pro! Reach out to people in the fintech space, especially those who work at Plum or similar companies. A friendly chat can open doors and give you insider info on what they’re really looking for.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research Plum’s products and recent developments. Show us you’re not just another candidate but someone who genuinely cares about our mission and can contribute to our growth.
✨Tip Number 3
Practice makes perfect! Get a friend to do mock interviews with you. Focus on articulating your experience in managing operational teams and driving commercial outcomes – that’s what we want to hear!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the Plum team!
We think you need these skills to ace Head of Investment Operations
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Head of Investment Operations role. Highlight your fintech experience and any leadership roles you've had in operational teams. We want to see how you can bring value to Plum!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about investment operations and how your background aligns with our mission at Plum. Be genuine and let your personality come through – we love that!
Showcase Your Achievements:When detailing your past roles, focus on specific achievements that demonstrate your ability to drive commercial outcomes and optimise processes. Numbers speak volumes, so if you’ve improved efficiency or increased revenue, let us know!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come through our own platform!
How to prepare for a job interview at Plum Fintech
✨Know Your Numbers
Before the interview, brush up on key financial metrics and trends in the fintech space. Plum is all about smart saving and investing, so being able to discuss relevant statistics or recent developments in the industry will show that you're not just a candidate, but someone who understands the market.
✨Showcase Your Leadership Style
As a Head of Investment Operations, you'll need to lead teams effectively. Prepare examples of how you've maximised staff engagement and productivity in previous roles. Think about specific challenges you faced and how your leadership made a difference—this will resonate well with the interviewers.
✨Emphasise Automation Experience
Plum is keen on enhancing automation and operational efficiencies. Be ready to discuss your experience with AI tools and any successful projects where you've implemented automation. Highlight how these initiatives improved customer service outcomes or streamlined processes.
✨Align with Plum's Mission
Familiarise yourself with Plum's mission and values. During the interview, express how your personal goals align with helping people grow their money for life. This connection can set you apart as a candidate who truly believes in what Plum stands for.
