Wealth Operations Director

2 weeks ago

London, Greater London, United Kingdom Plum Fintech Full time
{"title": "Wealth Operations Manager", "description": "Empower Customer Wealth

At Plum Fintech, we're revolutionizing personal finance with AI and automation. Our mission is to make saving effortless and investing accessible to all.

We're seeking an experienced Wealth Operations Manager to lead our team in delivering exceptional customer experiences. As a key member of our Operations team, you'll oversee daily operations, ensuring efficient allocation, handling, and processing of tasks.

Key Responsibilities

  • Manage customer communication and complaints regarding wealth products, ensuring fair treatment and resolution.
  • Collaborate with Product and Tech teams to resolve issues, automate processes, and improve internal tooling.
  • Conduct effective 1:1 meetings, training, and coaching sessions to identify skill gaps and arrange necessary training.
  • Track team KPIs, create management reports, and escalate issues to ensure optimal performance.

Requirements

  • 3+ years of experience in wealth operations or a similar function, with at least 2 years in a leading capacity.
  • Excellent knowledge of ISA & pension regulations and reporting requirements.
  • Working experience of the CASS rules, particularly CASS 6 & 7.
  • Cash and stock reconciliations experience.
  • Experience working at a FinTech company in a fast-paced environment.

What We Offer

  • Stock options ownership
  • Private health insurance
  • Annual training budget
  • Flexible remote working with a minimum of 2-3 days in our London office
  • Team breakfast and lunch, fruit, snacks, and coffee
  • Free Plum Premium subscription
  • 2 weeks paid sabbatical after four years of service
  • 25 days holiday a year, excluding bank holidays
  • 45 days work from anywhere
  • Employee referral scheme up to £4000
  • 1 day paid leave for volunteering
  • Enhanced maternity pay
  • Team trip to secret destinations
", "lang_code": "en-US"}

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