Operations Team Lead
3 weeks ago
We are seeking an experienced Financial Services Manager to join our team at Upvest GmbH. In this role, you will be responsible for establishing our UK operational model, training of the operational staff and overseeing the day-to-day operations of our UK entity. This includes reviewing and enhancing our current operational framework to ensure it is fully adapted and ready for the UK market.
Key Responsibilities:
- Oversee Upvest's operational processes in the UK market, ensuring efficiency, compliance, and alignment with local regulations and business objectives.
- Prepare and train our Operations teams to effectively handle UK market-specific requirements and practices.
- Drafting and implementing processes and controls for Individual Savings Accounts (ISA's) and Self Invested Personal Pension (SIPP's).
- Work with the CASS Officer and Product team to champion process improvements and automation projects.
- Provide support for customer queries, audit processes, and ensure smooth communication with banking partners.
Requirements:
- Bachelor's degree in Business Administration, Finance, Economics, or a related field.
- At least 5 years of relevant experience, with a focus on Financial Services Middle- and Backoffice Operations in the UK market.
- Working knowledge of the FCA's regulations.
- Strong investigative and analytical skills; ability to identify errors.
- Exceptional ability to communicate and foster positive business relationships with both internal and external stakeholders.
- Ability to work under pressure and meet deadlines.
Why Choose Us?
- We're working on solving a hard problem: fixing the European securities financial infrastructure that empowers more people to be able to invest.
- We take hiring seriously with a strong focus on keeping a high bar when interviewing.
- While we're not quite fully-remote, we are committed to being a flexible employer.
Estimated Salary: £60,000 - £80,000 per annum.
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