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Moneyfarm
Moneyfarm
51 – 200 Darbinieki
B2CFinansesFintech
Moneyfarm ir finanšu tehnoloģiju un finanšu pakalpojumu uzņēmums, kura mērķis ir padarīt personīgos ieguldījumus pieejamākus. Tā platforma atbalsta ieguldījumu plānošanu, aktīvu sadali, labklājības pārvaldību un personīgo finanšu pārvaldību, īpašu uzmanību pievēršot ETF fondiem un uzkrājumiem. Moneyfarm veido pielāgotus portfeļus, ņemot vērā individuālos finanšu mērķus, un apkalpo vairāk nekā 80 000 ieguldītāju, kuru pārvaldīto aktīvu vērtība pārsniedz 2,2 miljardus sterliņu mārciņu. Uzņēmuma komanda darbojas tehnoloģiju, ieguldījumu un patērētājiem paredzētu finanšu pakalpojumu krustpunktā.
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Vakances uzņēmumā

Operations Manager, UK Operations

Lead Moneyfarm’s UK operations across regulatory controls, transfers, cash management, reporting and client service at a pan-European digital wealth manager.

GBApvienotā KaralisteHibrīdiPilna slodzeVidējais līmenisVecākais speciālistsNepieciešamā Valoda: angļuOperācijas

Apraksts

  • Lead and support the UK Core, Transfers and Support teams in their daily work.
  • Set team objectives, give feedback and build a collaborative, high-performing culture.
  • Manage the UK Core team directly.
  • Align UK operations with Group objectives.
  • Oversee KYC and AML checks.
  • Manage account openings and closures.
  • Handle ISA and pension transfers.
  • Calculate client invoices.
  • Manage client cash inflows and outflows.
  • Oversee asset transfers.
  • Manage regulatory and client reporting.
  • Create processes and improve existing ones for efficiency, quality and scale.
  • Keep operating procedures reviewed, current and documented.
  • Build working relationships across Compliance, CASS, Product, Customer Service, Italy Operations, custodians, providers, partners, regulators and auditors.
  • Promote a client-first culture across the UK market.
  • Track UK Operations performance through live dashboards, KPIs and SLAs.
  • Work with UK CRM and Customer Service to improve customer journeys.
  • Agree SLAs and maintain the published UK priority order.
  • Ensure Product and Tech prioritise operational needs.
  • Coordinate improvements with the Head of Client Operations and the Italy Operations Manager.

Prasības

  • Build, engage and influence relationships with internal and external stakeholders.
  • Prioritise work effectively.
  • Lead, motivate, coach and develop team members.
  • Bring a client-first mindset.
  • Know financial intermediary regulations, including AML, MiFID, MiFIDPRU, COM100, CASS, Consumer Duty and FATCA/CRS.
  • Understand back-office processes for SIPPs, ISAs, discretionary portfolio management and trading.
  • Apply strong analytical and problem-solving skills.
  • Adapt quickly in a fast-moving, changing environment.
  • Provide flexible support during periods of high workload.
  • Use Microsoft Excel proficiently.
  • Have at least five years’ experience in a relevant role.
  • A bachelor’s degree in Economics, Accounting or Law is preferred.

Priekšrocības

  • Flexible working arrangements.
  • A workplace culture focused on diversity and inclusion.

Saistītās vakances

Simmons Bank

Fraud Detection Specialist

Simmons Bank
1001 – 5000 Darbinieki
H1B vīzas sponsorsApdrošināšanaBanku darbībaFinanses
USAmerikas Savienotās ValstisMOMisūriKlātienēPilna slodzeVidējais līmenisVecākais speciālistsNepieciešamā Valoda: angļuFinanšu noziegumi

Monitor banking transactions and investigate fraud alerts involving deposits, checks, ACH, wire transfers, and branch activity. Support compliance, fraud trend analysis, reporting, and loss recovery at Simmons Bank.

Atvērt