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Moneyfarm
Moneyfarm
51 – 200 Zaposleni
B2CFinanceFintech
Moneyfarm je fintech podjetje in družba za finančne storitve, osredotočena na to, da bi bilo osebno investiranje dostopnejše. Njena platforma podpira načrtovanje naložb, razporejanje sredstev, upravljanje premoženja in osebne finance, pri čemer poudarja ETF-je in varčevanje. Moneyfarm oblikuje prilagojene portfelje glede na posameznikove finančne cilje ter skrbi za več kot 80.000 vlagateljev in upravlja več kot 2,2 milijarde GBP sredstev. Ekipa podjetja deluje na stičišču tehnologije, investiranja in finančnih storitev za potrošnike.
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Delovna mesta v podjetju

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.

GBZdruženo kraljestvoHibridnoPolni delovni časSrednja ravenSeniorZahtevani Jezik: angleščinaOperacije

Opis

  • 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.

Zahteve

  • 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.

Ugodnosti

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

Sorodna delovna mesta

Terumo Medical Corporation

Region Manager, Terumo Interventional Systems Sales

Terumo Medical Corporation
1001 – 5000 Zaposleni
Sponzor vizuma H1BProizvodnjaSvetovanjeZdravstveno varstvo
USZdružene države AmerikeNJNew Jersey
120.000 $ – 165.000 $ / leto
Na lokacijiPolni delovni časSrednja ravenSeniorZahtevani Jezik: angleščinaVodja

Lead medical device sales across a North Central New Jersey region, managing field teams and hospital relationships. Drive regional revenue, sales performance, and compliant promotion of Terumo Interventional Systems products.

Odpri