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- Tasks: Lead and optimise investment operations teams to drive growth and enhance customer service.
- Company: Join a dynamic fintech company focused on innovation and inclusivity.
- Benefits: Stock options, private health insurance, flexible remote work, and generous holiday allowance.
- Other info: Enjoy team trips, sabbaticals, and a supportive work environment.
- Why this job: Make a real impact in the fintech space while enjoying a fun and inclusive culture.
- Qualifications: Experience in fintech, retail investment management, and managing operational teams.
The predicted salary is between 80000 - 100000 £ per year.
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.
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 investments 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.
Benefits
- We're all in this together! 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.
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
Contact Detail:
Plum Recruiting Team
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 folks in the fintech space, especially those who work at companies similar to Plum. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Show off your skills! If you've got experience with AI tools or process optimisation, make sure to highlight that in conversations. Share specific examples of how you've driven commercial outcomes in previous roles.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out directly through our website and express your interest in the Head of Investment Operations role. A little initiative goes a long way!
✨Tip Number 4
Prepare for the interview by understanding Plum's investment products and operational challenges. Bring ideas to the table on how you can enhance customer service outcomes and drive product adoption. Show us you’re ready to lead!
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 align with the Head of Investment Operations role. Highlight your fintech experience and any leadership roles you've had in operational teams to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investment operations and how you can drive commercial outcomes for Plum. Be genuine and let your personality come through.
Showcase Your Achievements: When detailing your past roles, focus on specific achievements that demonstrate your ability to optimise processes and enhance customer service. Numbers and results speak volumes, so don’t hold back!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Plum
✨Know Your Stuff
Make sure you brush up on your knowledge of fintech and UK retail investment management. Familiarise yourself with the latest trends and technologies in the industry, especially around automation and operational efficiencies. This will show that you're not just a leader but also someone who understands the landscape.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully managed operational teams in the past. Think about times when you maximised staff engagement or solved customer problems. Be ready to discuss your approach to building teams that optimise processes and drive commercial outcomes.
✨Be Ready to Talk Tech
Since the role involves working with AI tools and enhancing automation, be prepared to discuss your experience with these technologies. Share specific instances where you've implemented tech solutions to improve operations or customer service outcomes. This will highlight your ability to lead transformation.
✨Align with Their Vision
Understand Plum's goals and how they align with your own. Be ready to discuss how you can contribute to their growth, particularly in areas like tax wrapper management and product adoption. Showing that you’re on the same page will demonstrate your commitment to their mission.