Alloy helps solve the identity risk problem for companies that offer financial products by enabling them to outpace fraud and confidently serve more people around the world. Over 600 of the world's largest financial institutions and fintechs turn to Alloy to take control of fraud, credit, and compliance risk, and grow with the clearest picture of their customers. Check out our investors and read more about us here . About the team We're looking for a diligent and detail-oriented Office & GTM Operations Manager to serve as the operational heartbeat of our UK team. This is a dynamic, high-impact role that sits at the intersection of office management, business operations, people experience, and cross-functional support. Alloy operates in a hybrid-work environment. We look to foster collaboration and community by having our local employees onsite twice a week, and remote employees onsite once a quarter. What you'll be doing Reporting into the Director of EMEA, you'll play a key part in shaping the employee experience, streamlining internal processes, and helping ensure cross-functional initiatives-from onboarding to strategic GTM partnerships-move forward smoothly. If you're a force multiplier who thrives in a fast-paced, collaborative environment and loves making things work better for people, this role is for you. Office & Operations Management Act as the go-to person for the London office: manage office logistics, seating, supplies, vendor contracts, and equipment. Own meeting room bookings, expense tracking, and on-site visit logistics for the UK and visiting US teams. Lead office moves and space planning initiatives as needed. People Experience & Internal Programs Partner closely with the People team to lead seamless onboarding experiences for new joiners (orientation, equipment setup, visa/sponsorship coordination). Help design and execute employee development initiatives, such as group training or internal learning programs. Own local culture initiatives and team rituals to promote connection, fun, and values-alignment. Conduct check-ins with the UK team and provide feedback on the workplace experience. Operational Responsibilities Serve as an operational lead for strategic initiatives in the region (e.g., post-sales process rollout, strategic alliances). Design new processes or improve existing ones to drive efficiency and clarity across teams. Maintain clear documentation and communication to align remote/hybrid team members. Ensure cross-functional efforts (product, marketing, GTM) don't fall through the cracks. Cross-Functional & GTM Support Support Marketing by identifying UK-based opportunities, coordinating local events, and ensuring alignment with campaign goals. Assist Solution Partners and Product teams with local touchpoints, updates, and follow-ups. Track usage of data sources by UK clients to help guide partner integrations and product initiatives. Develop and nurture local consultancy relationships to expand our referral and partner network. Who we're looking for 4+ years of experience in a role spanning office management, people programs, or business operations -startup or scale-up experience is a big plus. Exceptional project management skills and the ability to juggle multiple responsibilities with ease. Comfortable working independently and cross-functionally with People, GTM, and Product teams. Strong communicator who excels in a hybrid or remote environment. A proactive, resourceful problem-solver who's excited to own and evolve processes. Culturally thoughtful, with a passion for building great employee experiences. Enthusiasm to collaborate in our hybrid environment and attend the office in person on Tuesdays & Thursdays. Nice to Have Experience supporting marketing, partnerships, or product teams. Exposure to SaaS, B2B, or financial technology environments. Familiarity with tools like Notion, Airtable, Google Workspace, and Slack. We're a lean team, so your impact will be felt immediately, and opportunities will grow as the company scales up. If this all sounds like a good fit for you, why not join us? Alloy is committed to fair and equitable compensation practices. Pay may vary depending on job-related knowledge, in-demand skills, relevant experience, and/or geography. In addition to a competitive base salary, this position is also eligible for equity awards in the form of stock options (ISOs) as well as a competitive total benefits package. Your recruiter will be happy to walk you through the details and what compensation could look like for you specifically! Benefits and Perks Unlimited holiday and flexible work policy Pension with employee contribution Up to 100% compensation for 16 weeks of parental leave Home office stipend for new employees Equity plan Training programs to help foster growth (Alloy Foundations, Alloy Lead, Etc.) How to apply Apply right here! You've found the application! Alloy is proud to be an equal-opportunity workplace and employer. We're committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or veteran status. We are committed to an inclusive interview experience and provide reasonable accommodations to applicants with visible and invisible disabilities. We encourage applicants to share needed accommodations with their recruiter. All Alloy jobs are listed on our careers page. Any communication during the recruitment process, including interview requests or job offers, will come directly from a recruiting team member with an email address. We do not use outside applications or automated text messaging in our recruiting process. We will not ask for any sensitive financial or identification information during the recruiting process. If you're ever unsure, please contact us directly via our website before sharing personal information.
Jun 27, 2025
Full time
Alloy helps solve the identity risk problem for companies that offer financial products by enabling them to outpace fraud and confidently serve more people around the world. Over 600 of the world's largest financial institutions and fintechs turn to Alloy to take control of fraud, credit, and compliance risk, and grow with the clearest picture of their customers. Check out our investors and read more about us here . About the team We're looking for a diligent and detail-oriented Office & GTM Operations Manager to serve as the operational heartbeat of our UK team. This is a dynamic, high-impact role that sits at the intersection of office management, business operations, people experience, and cross-functional support. Alloy operates in a hybrid-work environment. We look to foster collaboration and community by having our local employees onsite twice a week, and remote employees onsite once a quarter. What you'll be doing Reporting into the Director of EMEA, you'll play a key part in shaping the employee experience, streamlining internal processes, and helping ensure cross-functional initiatives-from onboarding to strategic GTM partnerships-move forward smoothly. If you're a force multiplier who thrives in a fast-paced, collaborative environment and loves making things work better for people, this role is for you. Office & Operations Management Act as the go-to person for the London office: manage office logistics, seating, supplies, vendor contracts, and equipment. Own meeting room bookings, expense tracking, and on-site visit logistics for the UK and visiting US teams. Lead office moves and space planning initiatives as needed. People Experience & Internal Programs Partner closely with the People team to lead seamless onboarding experiences for new joiners (orientation, equipment setup, visa/sponsorship coordination). Help design and execute employee development initiatives, such as group training or internal learning programs. Own local culture initiatives and team rituals to promote connection, fun, and values-alignment. Conduct check-ins with the UK team and provide feedback on the workplace experience. Operational Responsibilities Serve as an operational lead for strategic initiatives in the region (e.g., post-sales process rollout, strategic alliances). Design new processes or improve existing ones to drive efficiency and clarity across teams. Maintain clear documentation and communication to align remote/hybrid team members. Ensure cross-functional efforts (product, marketing, GTM) don't fall through the cracks. Cross-Functional & GTM Support Support Marketing by identifying UK-based opportunities, coordinating local events, and ensuring alignment with campaign goals. Assist Solution Partners and Product teams with local touchpoints, updates, and follow-ups. Track usage of data sources by UK clients to help guide partner integrations and product initiatives. Develop and nurture local consultancy relationships to expand our referral and partner network. Who we're looking for 4+ years of experience in a role spanning office management, people programs, or business operations -startup or scale-up experience is a big plus. Exceptional project management skills and the ability to juggle multiple responsibilities with ease. Comfortable working independently and cross-functionally with People, GTM, and Product teams. Strong communicator who excels in a hybrid or remote environment. A proactive, resourceful problem-solver who's excited to own and evolve processes. Culturally thoughtful, with a passion for building great employee experiences. Enthusiasm to collaborate in our hybrid environment and attend the office in person on Tuesdays & Thursdays. Nice to Have Experience supporting marketing, partnerships, or product teams. Exposure to SaaS, B2B, or financial technology environments. Familiarity with tools like Notion, Airtable, Google Workspace, and Slack. We're a lean team, so your impact will be felt immediately, and opportunities will grow as the company scales up. If this all sounds like a good fit for you, why not join us? Alloy is committed to fair and equitable compensation practices. Pay may vary depending on job-related knowledge, in-demand skills, relevant experience, and/or geography. In addition to a competitive base salary, this position is also eligible for equity awards in the form of stock options (ISOs) as well as a competitive total benefits package. Your recruiter will be happy to walk you through the details and what compensation could look like for you specifically! Benefits and Perks Unlimited holiday and flexible work policy Pension with employee contribution Up to 100% compensation for 16 weeks of parental leave Home office stipend for new employees Equity plan Training programs to help foster growth (Alloy Foundations, Alloy Lead, Etc.) How to apply Apply right here! You've found the application! Alloy is proud to be an equal-opportunity workplace and employer. We're committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or veteran status. We are committed to an inclusive interview experience and provide reasonable accommodations to applicants with visible and invisible disabilities. We encourage applicants to share needed accommodations with their recruiter. All Alloy jobs are listed on our careers page. Any communication during the recruitment process, including interview requests or job offers, will come directly from a recruiting team member with an email address. We do not use outside applications or automated text messaging in our recruiting process. We will not ask for any sensitive financial or identification information during the recruiting process. If you're ever unsure, please contact us directly via our website before sharing personal information.
Sonata One is a rapidly scaling, regulated fund services and technology (fintech) business. We're The Private Funds Clearinghouse, connecting more than 53,000 investors with 6,500 funds and 180 fund managers around the globe. Our vision is to change the paradigm of private markets investing through harmonising the end-to-end investment process within one platform. Investors benefitfrom a seamless, one & done experience across the fund lifecycle (from fund selection and subscription through to settlement and reporting) underpinned by a globally compliant KYC passport and 24/7 support. Fund managers can raise capital faster at a lower cost from a wider pool of pre-approved investors. Founded in 2015, Sonata One has a presence in eight locations worldwide including the US, UKand Luxembourg, Guernsey, South Africa and Mauritius. We operate as in line with our values: We challenge the norm, we change the way we think and work, by connecting systems and people, while committing to our vision and each other. We are now looking to recruit an experienced Director of People and Culture to join our global team. Position Overview: As our Director of People and Culture, you'll be a key member of the leadership team, owning the strategy and execution of all people-related initiatives. You will be responsible for aligning business objectives with employees and management in designated business units. You drive the development of scalable HR systems, strengthen our culture, and ensure we attract, retain, and grow world-class talent. This is both a strategic and hands-on role - ideal for someone who thrives in dynamic environments, enjoys building from the ground up, and is passionate about empowering people and performance. Responsibilities: People Strategy & Leadership Enhance and execute a people strategy aligned with business goals and our scaling roadmap Act as a strategic advisor to the executive team on organizational design, talent, and culture Lead and build the People team as the company grows Support Sonata One's culture by suggesting and organising events and other initiatives. Performance & Development Design and implement performance review frameworks, career progression paths, and L&D initiatives Champion a culture of feedback, accountability, and continuous growth Provide accurate, timely and comprehensive reporting to the management team and third parties. Manages and resolves complex employee relations issues. Conducts effective, thorough, and objective investigations. Provides day-to-day performance management guidance to line management (e.g., coaching, counselling, career development, disciplinary actions). Works closely with management and employees to improve work relationships, build morale, and increase productivity and retention. Identifies training needs for business units and individual executive coaching needs Culture & Employee Experience Own the employee lifecycle - onboarding, engagement, wellbeing, DEI, and offboarding Preserve and evolve our culture as we grow, with a focus on values-driven leadership Operations & Compliance Implement and enhance scalable HR controls and improve processes for efficiency Maintains in-depth knowledge of legal requirements related to day-to-day management of employees, reducing legal risks, and ensuring regulatory compliance, partnering with the legal department as needed/required. Provides HR policy guidance and interpretation. Own compensation philosophy, benchmarking, and total rewards programs Qualifications: Human Resource Qualification - CIPD Diploma - ICS OR Degree in Human Resource Management Minimum of 8 years of experience resolving complex employee relations issues Proven experience designing and scaling people programs in a scale-up environment Strong knowledge of employment law and HR best practices (multinational experience a plus) Exceptional communicator and relationship-builder at all levels Data-informed, systems-oriented, and unafraid to get hands-on Committed to fostering inclusive, high-performing, and values-driven workplaces Being part of Sonata One provides a collaborative and inclusive work culture that values innovationand diversity. We believe in the power of our unique mission and we all work together towards that one single goal. We also believe in being real. We're not a big corporate. Everyone has an important role to fulfil, and your contribution will be an integral part of our success story. Benefits: Competitive compensation package Comprehensive health, dental, and vision benefits. Hybrid work opportunity Opportunities for professional growth and career advancement in a high impact role.
Jun 26, 2025
Full time
Sonata One is a rapidly scaling, regulated fund services and technology (fintech) business. We're The Private Funds Clearinghouse, connecting more than 53,000 investors with 6,500 funds and 180 fund managers around the globe. Our vision is to change the paradigm of private markets investing through harmonising the end-to-end investment process within one platform. Investors benefitfrom a seamless, one & done experience across the fund lifecycle (from fund selection and subscription through to settlement and reporting) underpinned by a globally compliant KYC passport and 24/7 support. Fund managers can raise capital faster at a lower cost from a wider pool of pre-approved investors. Founded in 2015, Sonata One has a presence in eight locations worldwide including the US, UKand Luxembourg, Guernsey, South Africa and Mauritius. We operate as in line with our values: We challenge the norm, we change the way we think and work, by connecting systems and people, while committing to our vision and each other. We are now looking to recruit an experienced Director of People and Culture to join our global team. Position Overview: As our Director of People and Culture, you'll be a key member of the leadership team, owning the strategy and execution of all people-related initiatives. You will be responsible for aligning business objectives with employees and management in designated business units. You drive the development of scalable HR systems, strengthen our culture, and ensure we attract, retain, and grow world-class talent. This is both a strategic and hands-on role - ideal for someone who thrives in dynamic environments, enjoys building from the ground up, and is passionate about empowering people and performance. Responsibilities: People Strategy & Leadership Enhance and execute a people strategy aligned with business goals and our scaling roadmap Act as a strategic advisor to the executive team on organizational design, talent, and culture Lead and build the People team as the company grows Support Sonata One's culture by suggesting and organising events and other initiatives. Performance & Development Design and implement performance review frameworks, career progression paths, and L&D initiatives Champion a culture of feedback, accountability, and continuous growth Provide accurate, timely and comprehensive reporting to the management team and third parties. Manages and resolves complex employee relations issues. Conducts effective, thorough, and objective investigations. Provides day-to-day performance management guidance to line management (e.g., coaching, counselling, career development, disciplinary actions). Works closely with management and employees to improve work relationships, build morale, and increase productivity and retention. Identifies training needs for business units and individual executive coaching needs Culture & Employee Experience Own the employee lifecycle - onboarding, engagement, wellbeing, DEI, and offboarding Preserve and evolve our culture as we grow, with a focus on values-driven leadership Operations & Compliance Implement and enhance scalable HR controls and improve processes for efficiency Maintains in-depth knowledge of legal requirements related to day-to-day management of employees, reducing legal risks, and ensuring regulatory compliance, partnering with the legal department as needed/required. Provides HR policy guidance and interpretation. Own compensation philosophy, benchmarking, and total rewards programs Qualifications: Human Resource Qualification - CIPD Diploma - ICS OR Degree in Human Resource Management Minimum of 8 years of experience resolving complex employee relations issues Proven experience designing and scaling people programs in a scale-up environment Strong knowledge of employment law and HR best practices (multinational experience a plus) Exceptional communicator and relationship-builder at all levels Data-informed, systems-oriented, and unafraid to get hands-on Committed to fostering inclusive, high-performing, and values-driven workplaces Being part of Sonata One provides a collaborative and inclusive work culture that values innovationand diversity. We believe in the power of our unique mission and we all work together towards that one single goal. We also believe in being real. We're not a big corporate. Everyone has an important role to fulfil, and your contribution will be an integral part of our success story. Benefits: Competitive compensation package Comprehensive health, dental, and vision benefits. Hybrid work opportunity Opportunities for professional growth and career advancement in a high impact role.
Bristol, Edinburgh, Glasgow, London, Manchester Business Line Date published 24-Mar-2025 18667 Connect to your Industry Drive impactful change in Financial Services. Shape the future of leading organisations. At Deloitte, we believe that placing people at the heart of transformation is critical to helping organisations achieve their ambitions sustainably. Our Human Capital Financial Services practice is a global leader in workforce and organisational transformation, partnering with clients to accelerate agile ways of working, deliver truly seamless experiences, and build their transformation muscle to navigate the future of work. We are passionate about supporting Financial Services clients with their largest, most complex, and challenging transformation programmes. Our team architects human-centred solutions that activate transformation and deliver business outcomes at pace, particularly critical in a sector grappling with evolving customer expectations, emerging technologies, and increasing regulatory pressures. What sets us apart: Deep industry expertise: We understand the unique challenges and opportunities facing Financial Services and the sectors within it, from evolving customer expectations to emerging sectors like Fintech and Insurtech. Human-centred approach: We design solutions that put people at the heart of transformation, driving sustainable change and unlocking workforce potential. Data-driven insights: We don't rely on intuition and leverage data and analytics end-to-end to inform our recommendations and ensure solutions are aligned with business objectives. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity The Future Organisation team collaborates with clients to design organisations and workforces that are fit for the future. We build adaptable, connected, modern businesses supported by data-driven insight and workforce analysis and understanding. Lead complex, large-scale Technology & Transformation projects for top Financial Services institutions. Help clients adapt to the changing landscape of digital banking, new risk models, and innovative distribution channels. As an Associate Director, you will: Lead complex, large-scale transformation projects for leading Financial Services organisations, focusing on organisational design, transformation and the workforce changes required. Solve complex business challenges by providing data-driven recommendations and leveraging industry best practices. Manage and mentor multi-disciplinary teams to deliver exceptional client service. Drive business development by identifying and pursuing new opportunities, building strong client relationships, and contributing to the growth of our practice. Contribute to thought leadership, driving innovation in Human Capital, Financial Services. Shape the future of our team through thought leadership, innovation, and role modelling Deloitte's shared values. As an Associate Director in the team, you will work closely with Directors and Partners to play a key role in making a difference by influencing and shaping the strategic development of the team. You will also leverage your commercial experience to build and develop significant new business opportunities for the Firm, focusing on developing senior client relationships within Human Capital. In doing so, you will build a level of eminence in the marketplace that provides a platform to support the Firm's growth ambitions over the long term. You will build high-performing teams around you to support these growth plans. To be successful in this role, you will be a subject matter expert leading multiple, high-profile projects and bids while developing innovative thought leadership. You will have the opportunity to learn from the best in the business and help recruit top talent. Connect to your skills and professional experience Overall, your experience should include contributing to large-scale organisation transformation programmes, ideally using traditional and/or agile methodologies (such as digital/AI, product, value stream). You will be able to demonstrate skills like: Significant experience in Financial Services consulting, with a strong understanding of industry trends, challenges, and regulations. This can be specific but not limited to a key Sector. Demonstrated ability to analyse and translate strategic objectives into actionable implications for an organisation's operating model and capability requirements within a Financial Services context. Strong commercial acumen with strong experience of the consulting sales cycle including opportunity assessment, compelling proposal development and storytelling, and effective negotiation strategies. Proven track record of leading and delivering large-scale organisation design and transformation projects and the ability to manage senior stakeholders effectively and manage complex and diverse client scenarios, focusing on high quality outcomes Expertise in enterprise transformations, operating model design, organisation design, and workforce planning. Proven experience designing work, roles, and organisations for functions within Financial Services - This could include experience with Digital Transformation initiatives, Mergers and Acquisitions, or new operating models in areas such as Banking, Asset Management, or Insurance Demonstrate a strong understanding and experience of applying emerging technology context to organisation transformation such as the growing capability of AI and GenAI Acute awareness of risk management and managing risks associated with people, processes, systems, change, and commercials. Strong analytical, problem-solving, and communication skills. Passion for innovation and driving change in a dynamic environment. Innovative mindset and keen interest in the newest thinking around transformation, the future of work, and technology disruptors. Ability to explore options in a structured way, deploying techniques such as design thinking, systems thinking, and service design Connect to your business - Technology and Transformation Distinctive thinking, deep expertise, innovation and collaborative working. That's what connects us. That's what makes us Deloitte. If you want to help solve some of the biggest tech and transformational challenges around, join us. Together, we'll make an impact that matters. Human Capital People are what powers enterprise. That's why we need to focus on the human experience in an ever-changing, digital world. We help clients utilise technology to support their workforce, organisation, and HR Transformations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "I thoroughly enjoy the opportunities and the people I engage with: they enrich my day immensely. Every week throws up new challenges, new risks to assess, new plans to develop." "The great culture, flexibility, and range of experiences that Deloitte offers is what sets this firm apart. In Human Capital, Deloitte is far ahead of any of our immediate competitors." - Sophia, Technology & Transformation Our hybrid working policy You'll be based in one of our UK offices with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing . click apply for full job details
Jun 25, 2025
Full time
Bristol, Edinburgh, Glasgow, London, Manchester Business Line Date published 24-Mar-2025 18667 Connect to your Industry Drive impactful change in Financial Services. Shape the future of leading organisations. At Deloitte, we believe that placing people at the heart of transformation is critical to helping organisations achieve their ambitions sustainably. Our Human Capital Financial Services practice is a global leader in workforce and organisational transformation, partnering with clients to accelerate agile ways of working, deliver truly seamless experiences, and build their transformation muscle to navigate the future of work. We are passionate about supporting Financial Services clients with their largest, most complex, and challenging transformation programmes. Our team architects human-centred solutions that activate transformation and deliver business outcomes at pace, particularly critical in a sector grappling with evolving customer expectations, emerging technologies, and increasing regulatory pressures. What sets us apart: Deep industry expertise: We understand the unique challenges and opportunities facing Financial Services and the sectors within it, from evolving customer expectations to emerging sectors like Fintech and Insurtech. Human-centred approach: We design solutions that put people at the heart of transformation, driving sustainable change and unlocking workforce potential. Data-driven insights: We don't rely on intuition and leverage data and analytics end-to-end to inform our recommendations and ensure solutions are aligned with business objectives. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity The Future Organisation team collaborates with clients to design organisations and workforces that are fit for the future. We build adaptable, connected, modern businesses supported by data-driven insight and workforce analysis and understanding. Lead complex, large-scale Technology & Transformation projects for top Financial Services institutions. Help clients adapt to the changing landscape of digital banking, new risk models, and innovative distribution channels. As an Associate Director, you will: Lead complex, large-scale transformation projects for leading Financial Services organisations, focusing on organisational design, transformation and the workforce changes required. Solve complex business challenges by providing data-driven recommendations and leveraging industry best practices. Manage and mentor multi-disciplinary teams to deliver exceptional client service. Drive business development by identifying and pursuing new opportunities, building strong client relationships, and contributing to the growth of our practice. Contribute to thought leadership, driving innovation in Human Capital, Financial Services. Shape the future of our team through thought leadership, innovation, and role modelling Deloitte's shared values. As an Associate Director in the team, you will work closely with Directors and Partners to play a key role in making a difference by influencing and shaping the strategic development of the team. You will also leverage your commercial experience to build and develop significant new business opportunities for the Firm, focusing on developing senior client relationships within Human Capital. In doing so, you will build a level of eminence in the marketplace that provides a platform to support the Firm's growth ambitions over the long term. You will build high-performing teams around you to support these growth plans. To be successful in this role, you will be a subject matter expert leading multiple, high-profile projects and bids while developing innovative thought leadership. You will have the opportunity to learn from the best in the business and help recruit top talent. Connect to your skills and professional experience Overall, your experience should include contributing to large-scale organisation transformation programmes, ideally using traditional and/or agile methodologies (such as digital/AI, product, value stream). You will be able to demonstrate skills like: Significant experience in Financial Services consulting, with a strong understanding of industry trends, challenges, and regulations. This can be specific but not limited to a key Sector. Demonstrated ability to analyse and translate strategic objectives into actionable implications for an organisation's operating model and capability requirements within a Financial Services context. Strong commercial acumen with strong experience of the consulting sales cycle including opportunity assessment, compelling proposal development and storytelling, and effective negotiation strategies. Proven track record of leading and delivering large-scale organisation design and transformation projects and the ability to manage senior stakeholders effectively and manage complex and diverse client scenarios, focusing on high quality outcomes Expertise in enterprise transformations, operating model design, organisation design, and workforce planning. Proven experience designing work, roles, and organisations for functions within Financial Services - This could include experience with Digital Transformation initiatives, Mergers and Acquisitions, or new operating models in areas such as Banking, Asset Management, or Insurance Demonstrate a strong understanding and experience of applying emerging technology context to organisation transformation such as the growing capability of AI and GenAI Acute awareness of risk management and managing risks associated with people, processes, systems, change, and commercials. Strong analytical, problem-solving, and communication skills. Passion for innovation and driving change in a dynamic environment. Innovative mindset and keen interest in the newest thinking around transformation, the future of work, and technology disruptors. Ability to explore options in a structured way, deploying techniques such as design thinking, systems thinking, and service design Connect to your business - Technology and Transformation Distinctive thinking, deep expertise, innovation and collaborative working. That's what connects us. That's what makes us Deloitte. If you want to help solve some of the biggest tech and transformational challenges around, join us. Together, we'll make an impact that matters. Human Capital People are what powers enterprise. That's why we need to focus on the human experience in an ever-changing, digital world. We help clients utilise technology to support their workforce, organisation, and HR Transformations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "I thoroughly enjoy the opportunities and the people I engage with: they enrich my day immensely. Every week throws up new challenges, new risks to assess, new plans to develop." "The great culture, flexibility, and range of experiences that Deloitte offers is what sets this firm apart. In Human Capital, Deloitte is far ahead of any of our immediate competitors." - Sophia, Technology & Transformation Our hybrid working policy You'll be based in one of our UK offices with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing . click apply for full job details
Bristol, Edinburgh, Glasgow, London, Manchester Business Line Date published 24-Mar-2025 18667 Connect to your Industry Drive impactful change in Financial Services. Shape the future of leading organisations. At Deloitte, we believe that placing people at the heart of transformation is critical to helping organisations achieve their ambitions sustainably. Our Human Capital Financial Services practice is a global leader in workforce and organisational transformation, partnering with clients to accelerate agile ways of working, deliver truly seamless experiences, and build their transformation muscle to navigate the future of work. We are passionate about supporting Financial Services clients with their largest, most complex, and challenging transformation programmes. Our team architects human-centred solutions that activate transformation and deliver business outcomes at pace, particularly critical in a sector grappling with evolving customer expectations, emerging technologies, and increasing regulatory pressures. What sets us apart: Deep industry expertise: We understand the unique challenges and opportunities facing Financial Services and the sectors within it, from evolving customer expectations to emerging sectors like Fintech and Insurtech. Human-centred approach: We design solutions that put people at the heart of transformation, driving sustainable change and unlocking workforce potential. Data-driven insights: We don't rely on intuition and leverage data and analytics end-to-end to inform our recommendations and ensure solutions are aligned with business objectives. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity The Future Organisation team collaborates with clients to design organisations and workforces that are fit for the future. We build adaptable, connected, modern businesses supported by data-driven insight and workforce analysis and understanding. Lead complex, large-scale Technology & Transformation projects for top Financial Services institutions. Help clients adapt to the changing landscape of digital banking, new risk models, and innovative distribution channels. As an Associate Director, you will: Lead complex, large-scale transformation projects for leading Financial Services organisations, focusing on organisational design, transformation and the workforce changes required. Solve complex business challenges by providing data-driven recommendations and leveraging industry best practices. Manage and mentor multi-disciplinary teams to deliver exceptional client service. Drive business development by identifying and pursuing new opportunities, building strong client relationships, and contributing to the growth of our practice. Contribute to thought leadership, driving innovation in Human Capital, Financial Services. Shape the future of our team through thought leadership, innovation, and role modelling Deloitte's shared values. As an Associate Director in the team, you will work closely with Directors and Partners to play a key role in making a difference by influencing and shaping the strategic development of the team. You will also leverage your commercial experience to build and develop significant new business opportunities for the Firm, focusing on developing senior client relationships within Human Capital. In doing so, you will build a level of eminence in the marketplace that provides a platform to support the Firm's growth ambitions over the long term. You will build high-performing teams around you to support these growth plans. To be successful in this role, you will be a subject matter expert leading multiple, high-profile projects and bids while developing innovative thought leadership. You will have the opportunity to learn from the best in the business and help recruit top talent. Connect to your skills and professional experience Overall, your experience should include contributing to large-scale organisation transformation programmes, ideally using traditional and/or agile methodologies (such as digital/AI, product, value stream). You will be able to demonstrate skills like: Significant experience in Financial Services consulting, with a strong understanding of industry trends, challenges, and regulations. This can be specific but not limited to a key Sector. Demonstrated ability to analyse and translate strategic objectives into actionable implications for an organisation's operating model and capability requirements within a Financial Services context. Strong commercial acumen with strong experience of the consulting sales cycle including opportunity assessment, compelling proposal development and storytelling, and effective negotiation strategies. Proven track record of leading and delivering large-scale organisation design and transformation projects and the ability to manage senior stakeholders effectively and manage complex and diverse client scenarios, focusing on high quality outcomes Expertise in enterprise transformations, operating model design, organisation design, and workforce planning. Proven experience designing work, roles, and organisations for functions within Financial Services - This could include experience with Digital Transformation initiatives, Mergers and Acquisitions, or new operating models in areas such as Banking, Asset Management, or Insurance Demonstrate a strong understanding and experience of applying emerging technology context to organisation transformation such as the growing capability of AI and GenAI Acute awareness of risk management and managing risks associated with people, processes, systems, change, and commercials. Strong analytical, problem-solving, and communication skills. Passion for innovation and driving change in a dynamic environment. Innovative mindset and keen interest in the newest thinking around transformation, the future of work, and technology disruptors. Ability to explore options in a structured way, deploying techniques such as design thinking, systems thinking, and service design Connect to your business - Technology and Transformation Distinctive thinking, deep expertise, innovation and collaborative working. That's what connects us. That's what makes us Deloitte. If you want to help solve some of the biggest tech and transformational challenges around, join us. Together, we'll make an impact that matters. Human Capital People are what powers enterprise. That's why we need to focus on the human experience in an ever-changing, digital world. We help clients utilise technology to support their workforce, organisation, and HR Transformations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "I thoroughly enjoy the opportunities and the people I engage with: they enrich my day immensely. Every week throws up new challenges, new risks to assess, new plans to develop." "The great culture, flexibility, and range of experiences that Deloitte offers is what sets this firm apart. In Human Capital, Deloitte is far ahead of any of our immediate competitors." - Sophia, Technology & Transformation Our hybrid working policy You'll be based in one of our UK offices with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing . click apply for full job details
Jun 23, 2025
Full time
Bristol, Edinburgh, Glasgow, London, Manchester Business Line Date published 24-Mar-2025 18667 Connect to your Industry Drive impactful change in Financial Services. Shape the future of leading organisations. At Deloitte, we believe that placing people at the heart of transformation is critical to helping organisations achieve their ambitions sustainably. Our Human Capital Financial Services practice is a global leader in workforce and organisational transformation, partnering with clients to accelerate agile ways of working, deliver truly seamless experiences, and build their transformation muscle to navigate the future of work. We are passionate about supporting Financial Services clients with their largest, most complex, and challenging transformation programmes. Our team architects human-centred solutions that activate transformation and deliver business outcomes at pace, particularly critical in a sector grappling with evolving customer expectations, emerging technologies, and increasing regulatory pressures. What sets us apart: Deep industry expertise: We understand the unique challenges and opportunities facing Financial Services and the sectors within it, from evolving customer expectations to emerging sectors like Fintech and Insurtech. Human-centred approach: We design solutions that put people at the heart of transformation, driving sustainable change and unlocking workforce potential. Data-driven insights: We don't rely on intuition and leverage data and analytics end-to-end to inform our recommendations and ensure solutions are aligned with business objectives. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity The Future Organisation team collaborates with clients to design organisations and workforces that are fit for the future. We build adaptable, connected, modern businesses supported by data-driven insight and workforce analysis and understanding. Lead complex, large-scale Technology & Transformation projects for top Financial Services institutions. Help clients adapt to the changing landscape of digital banking, new risk models, and innovative distribution channels. As an Associate Director, you will: Lead complex, large-scale transformation projects for leading Financial Services organisations, focusing on organisational design, transformation and the workforce changes required. Solve complex business challenges by providing data-driven recommendations and leveraging industry best practices. Manage and mentor multi-disciplinary teams to deliver exceptional client service. Drive business development by identifying and pursuing new opportunities, building strong client relationships, and contributing to the growth of our practice. Contribute to thought leadership, driving innovation in Human Capital, Financial Services. Shape the future of our team through thought leadership, innovation, and role modelling Deloitte's shared values. As an Associate Director in the team, you will work closely with Directors and Partners to play a key role in making a difference by influencing and shaping the strategic development of the team. You will also leverage your commercial experience to build and develop significant new business opportunities for the Firm, focusing on developing senior client relationships within Human Capital. In doing so, you will build a level of eminence in the marketplace that provides a platform to support the Firm's growth ambitions over the long term. You will build high-performing teams around you to support these growth plans. To be successful in this role, you will be a subject matter expert leading multiple, high-profile projects and bids while developing innovative thought leadership. You will have the opportunity to learn from the best in the business and help recruit top talent. Connect to your skills and professional experience Overall, your experience should include contributing to large-scale organisation transformation programmes, ideally using traditional and/or agile methodologies (such as digital/AI, product, value stream). You will be able to demonstrate skills like: Significant experience in Financial Services consulting, with a strong understanding of industry trends, challenges, and regulations. This can be specific but not limited to a key Sector. Demonstrated ability to analyse and translate strategic objectives into actionable implications for an organisation's operating model and capability requirements within a Financial Services context. Strong commercial acumen with strong experience of the consulting sales cycle including opportunity assessment, compelling proposal development and storytelling, and effective negotiation strategies. Proven track record of leading and delivering large-scale organisation design and transformation projects and the ability to manage senior stakeholders effectively and manage complex and diverse client scenarios, focusing on high quality outcomes Expertise in enterprise transformations, operating model design, organisation design, and workforce planning. Proven experience designing work, roles, and organisations for functions within Financial Services - This could include experience with Digital Transformation initiatives, Mergers and Acquisitions, or new operating models in areas such as Banking, Asset Management, or Insurance Demonstrate a strong understanding and experience of applying emerging technology context to organisation transformation such as the growing capability of AI and GenAI Acute awareness of risk management and managing risks associated with people, processes, systems, change, and commercials. Strong analytical, problem-solving, and communication skills. Passion for innovation and driving change in a dynamic environment. Innovative mindset and keen interest in the newest thinking around transformation, the future of work, and technology disruptors. Ability to explore options in a structured way, deploying techniques such as design thinking, systems thinking, and service design Connect to your business - Technology and Transformation Distinctive thinking, deep expertise, innovation and collaborative working. That's what connects us. That's what makes us Deloitte. If you want to help solve some of the biggest tech and transformational challenges around, join us. Together, we'll make an impact that matters. Human Capital People are what powers enterprise. That's why we need to focus on the human experience in an ever-changing, digital world. We help clients utilise technology to support their workforce, organisation, and HR Transformations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "I thoroughly enjoy the opportunities and the people I engage with: they enrich my day immensely. Every week throws up new challenges, new risks to assess, new plans to develop." "The great culture, flexibility, and range of experiences that Deloitte offers is what sets this firm apart. In Human Capital, Deloitte is far ahead of any of our immediate competitors." - Sophia, Technology & Transformation Our hybrid working policy You'll be based in one of our UK offices with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing . click apply for full job details
Bristol, Edinburgh, Glasgow, London, Manchester Business Line Date published 24-Mar-2025 18667 Connect to your Industry Drive impactful change in Financial Services. Shape the future of leading organisations. At Deloitte, we believe that placing people at the heart of transformation is critical to helping organisations achieve their ambitions sustainably. Our Human Capital Financial Services practice is a global leader in workforce and organisational transformation, partnering with clients to accelerate agile ways of working, deliver truly seamless experiences, and build their transformation muscle to navigate the future of work. We are passionate about supporting Financial Services clients with their largest, most complex, and challenging transformation programmes. Our team architects human-centred solutions that activate transformation and deliver business outcomes at pace, particularly critical in a sector grappling with evolving customer expectations, emerging technologies, and increasing regulatory pressures. What sets us apart: Deep industry expertise: We understand the unique challenges and opportunities facing Financial Services and the sectors within it, from evolving customer expectations to emerging sectors like Fintech and Insurtech. Human-centred approach: We design solutions that put people at the heart of transformation, driving sustainable change and unlocking workforce potential. Data-driven insights: We don't rely on intuition and leverage data and analytics end-to-end to inform our recommendations and ensure solutions are aligned with business objectives. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity The Future Organisation team collaborates with clients to design organisations and workforces that are fit for the future. We build adaptable, connected, modern businesses supported by data-driven insight and workforce analysis and understanding. Lead complex, large-scale Technology & Transformation projects for top Financial Services institutions. Help clients adapt to the changing landscape of digital banking, new risk models, and innovative distribution channels. As an Associate Director, you will: Lead complex, large-scale transformation projects for leading Financial Services organisations, focusing on organisational design, transformation and the workforce changes required. Solve complex business challenges by providing data-driven recommendations and leveraging industry best practices. Manage and mentor multi-disciplinary teams to deliver exceptional client service. Drive business development by identifying and pursuing new opportunities, building strong client relationships, and contributing to the growth of our practice. Contribute to thought leadership, driving innovation in Human Capital, Financial Services. Shape the future of our team through thought leadership, innovation, and role modelling Deloitte's shared values. As an Associate Director in the team, you will work closely with Directors and Partners to play a key role in making a difference by influencing and shaping the strategic development of the team. You will also leverage your commercial experience to build and develop significant new business opportunities for the Firm, focusing on developing senior client relationships within Human Capital. In doing so, you will build a level of eminence in the marketplace that provides a platform to support the Firm's growth ambitions over the long term. You will build high-performing teams around you to support these growth plans. To be successful in this role, you will be a subject matter expert leading multiple, high-profile projects and bids while developing innovative thought leadership. You will have the opportunity to learn from the best in the business and help recruit top talent. Connect to your skills and professional experience Overall, your experience should include contributing to large-scale organisation transformation programmes, ideally using traditional and/or agile methodologies (such as digital/AI, product, value stream). You will be able to demonstrate skills like: Significant experience in Financial Services consulting, with a strong understanding of industry trends, challenges, and regulations. This can be specific but not limited to a key Sector. Demonstrated ability to analyse and translate strategic objectives into actionable implications for an organisation's operating model and capability requirements within a Financial Services context. Strong commercial acumen with strong experience of the consulting sales cycle including opportunity assessment, compelling proposal development and storytelling, and effective negotiation strategies. Proven track record of leading and delivering large-scale organisation design and transformation projects and the ability to manage senior stakeholders effectively and manage complex and diverse client scenarios, focusing on high quality outcomes Expertise in enterprise transformations, operating model design, organisation design, and workforce planning. Proven experience designing work, roles, and organisations for functions within Financial Services - This could include experience with Digital Transformation initiatives, Mergers and Acquisitions, or new operating models in areas such as Banking, Asset Management, or Insurance Demonstrate a strong understanding and experience of applying emerging technology context to organisation transformation such as the growing capability of AI and GenAI Acute awareness of risk management and managing risks associated with people, processes, systems, change, and commercials. Strong analytical, problem-solving, and communication skills. Passion for innovation and driving change in a dynamic environment. Innovative mindset and keen interest in the newest thinking around transformation, the future of work, and technology disruptors. Ability to explore options in a structured way, deploying techniques such as design thinking, systems thinking, and service design Connect to your business - Technology and Transformation Distinctive thinking, deep expertise, innovation and collaborative working. That's what connects us. That's what makes us Deloitte. If you want to help solve some of the biggest tech and transformational challenges around, join us. Together, we'll make an impact that matters. Human Capital People are what powers enterprise. That's why we need to focus on the human experience in an ever-changing, digital world. We help clients utilise technology to support their workforce, organisation, and HR Transformations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "I thoroughly enjoy the opportunities and the people I engage with: they enrich my day immensely. Every week throws up new challenges, new risks to assess, new plans to develop." "The great culture, flexibility, and range of experiences that Deloitte offers is what sets this firm apart. In Human Capital, Deloitte is far ahead of any of our immediate competitors." - Sophia, Technology & Transformation Our hybrid working policy You'll be based in one of our UK offices with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing . click apply for full job details
Jun 20, 2025
Full time
Bristol, Edinburgh, Glasgow, London, Manchester Business Line Date published 24-Mar-2025 18667 Connect to your Industry Drive impactful change in Financial Services. Shape the future of leading organisations. At Deloitte, we believe that placing people at the heart of transformation is critical to helping organisations achieve their ambitions sustainably. Our Human Capital Financial Services practice is a global leader in workforce and organisational transformation, partnering with clients to accelerate agile ways of working, deliver truly seamless experiences, and build their transformation muscle to navigate the future of work. We are passionate about supporting Financial Services clients with their largest, most complex, and challenging transformation programmes. Our team architects human-centred solutions that activate transformation and deliver business outcomes at pace, particularly critical in a sector grappling with evolving customer expectations, emerging technologies, and increasing regulatory pressures. What sets us apart: Deep industry expertise: We understand the unique challenges and opportunities facing Financial Services and the sectors within it, from evolving customer expectations to emerging sectors like Fintech and Insurtech. Human-centred approach: We design solutions that put people at the heart of transformation, driving sustainable change and unlocking workforce potential. Data-driven insights: We don't rely on intuition and leverage data and analytics end-to-end to inform our recommendations and ensure solutions are aligned with business objectives. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity The Future Organisation team collaborates with clients to design organisations and workforces that are fit for the future. We build adaptable, connected, modern businesses supported by data-driven insight and workforce analysis and understanding. Lead complex, large-scale Technology & Transformation projects for top Financial Services institutions. Help clients adapt to the changing landscape of digital banking, new risk models, and innovative distribution channels. As an Associate Director, you will: Lead complex, large-scale transformation projects for leading Financial Services organisations, focusing on organisational design, transformation and the workforce changes required. Solve complex business challenges by providing data-driven recommendations and leveraging industry best practices. Manage and mentor multi-disciplinary teams to deliver exceptional client service. Drive business development by identifying and pursuing new opportunities, building strong client relationships, and contributing to the growth of our practice. Contribute to thought leadership, driving innovation in Human Capital, Financial Services. Shape the future of our team through thought leadership, innovation, and role modelling Deloitte's shared values. As an Associate Director in the team, you will work closely with Directors and Partners to play a key role in making a difference by influencing and shaping the strategic development of the team. You will also leverage your commercial experience to build and develop significant new business opportunities for the Firm, focusing on developing senior client relationships within Human Capital. In doing so, you will build a level of eminence in the marketplace that provides a platform to support the Firm's growth ambitions over the long term. You will build high-performing teams around you to support these growth plans. To be successful in this role, you will be a subject matter expert leading multiple, high-profile projects and bids while developing innovative thought leadership. You will have the opportunity to learn from the best in the business and help recruit top talent. Connect to your skills and professional experience Overall, your experience should include contributing to large-scale organisation transformation programmes, ideally using traditional and/or agile methodologies (such as digital/AI, product, value stream). You will be able to demonstrate skills like: Significant experience in Financial Services consulting, with a strong understanding of industry trends, challenges, and regulations. This can be specific but not limited to a key Sector. Demonstrated ability to analyse and translate strategic objectives into actionable implications for an organisation's operating model and capability requirements within a Financial Services context. Strong commercial acumen with strong experience of the consulting sales cycle including opportunity assessment, compelling proposal development and storytelling, and effective negotiation strategies. Proven track record of leading and delivering large-scale organisation design and transformation projects and the ability to manage senior stakeholders effectively and manage complex and diverse client scenarios, focusing on high quality outcomes Expertise in enterprise transformations, operating model design, organisation design, and workforce planning. Proven experience designing work, roles, and organisations for functions within Financial Services - This could include experience with Digital Transformation initiatives, Mergers and Acquisitions, or new operating models in areas such as Banking, Asset Management, or Insurance Demonstrate a strong understanding and experience of applying emerging technology context to organisation transformation such as the growing capability of AI and GenAI Acute awareness of risk management and managing risks associated with people, processes, systems, change, and commercials. Strong analytical, problem-solving, and communication skills. Passion for innovation and driving change in a dynamic environment. Innovative mindset and keen interest in the newest thinking around transformation, the future of work, and technology disruptors. Ability to explore options in a structured way, deploying techniques such as design thinking, systems thinking, and service design Connect to your business - Technology and Transformation Distinctive thinking, deep expertise, innovation and collaborative working. That's what connects us. That's what makes us Deloitte. If you want to help solve some of the biggest tech and transformational challenges around, join us. Together, we'll make an impact that matters. Human Capital People are what powers enterprise. That's why we need to focus on the human experience in an ever-changing, digital world. We help clients utilise technology to support their workforce, organisation, and HR Transformations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "I thoroughly enjoy the opportunities and the people I engage with: they enrich my day immensely. Every week throws up new challenges, new risks to assess, new plans to develop." "The great culture, flexibility, and range of experiences that Deloitte offers is what sets this firm apart. In Human Capital, Deloitte is far ahead of any of our immediate competitors." - Sophia, Technology & Transformation Our hybrid working policy You'll be based in one of our UK offices with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing . click apply for full job details
Bristol, Edinburgh, Glasgow, London, Manchester Business Line Date published 24-Mar-2025 18667 Connect to your Industry Drive impactful change in Financial Services. Shape the future of leading organisations. At Deloitte, we believe that placing people at the heart of transformation is critical to helping organisations achieve their ambitions sustainably. Our Human Capital Financial Services practice is a global leader in workforce and organisational transformation, partnering with clients to accelerate agile ways of working, deliver truly seamless experiences, and build their transformation muscle to navigate the future of work. We are passionate about supporting Financial Services clients with their largest, most complex, and challenging transformation programmes. Our team architects human-centred solutions that activate transformation and deliver business outcomes at pace, particularly critical in a sector grappling with evolving customer expectations, emerging technologies, and increasing regulatory pressures. What sets us apart: Deep industry expertise: We understand the unique challenges and opportunities facing Financial Services and the sectors within it, from evolving customer expectations to emerging sectors like Fintech and Insurtech. Human-centred approach: We design solutions that put people at the heart of transformation, driving sustainable change and unlocking workforce potential. Data-driven insights: We don't rely on intuition and leverage data and analytics end-to-end to inform our recommendations and ensure solutions are aligned with business objectives. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity The Future Organisation team collaborates with clients to design organisations and workforces that are fit for the future. We build adaptable, connected, modern businesses supported by data-driven insight and workforce analysis and understanding. Lead complex, large-scale Technology & Transformation projects for top Financial Services institutions. Help clients adapt to the changing landscape of digital banking, new risk models, and innovative distribution channels. As an Associate Director, you will: Lead complex, large-scale transformation projects for leading Financial Services organisations, focusing on organisational design, transformation and the workforce changes required. Solve complex business challenges by providing data-driven recommendations and leveraging industry best practices. Manage and mentor multi-disciplinary teams to deliver exceptional client service. Drive business development by identifying and pursuing new opportunities, building strong client relationships, and contributing to the growth of our practice. Contribute to thought leadership, driving innovation in Human Capital, Financial Services. Shape the future of our team through thought leadership, innovation, and role modelling Deloitte's shared values. As an Associate Director in the team, you will work closely with Directors and Partners to play a key role in making a difference by influencing and shaping the strategic development of the team. You will also leverage your commercial experience to build and develop significant new business opportunities for the Firm, focusing on developing senior client relationships within Human Capital. In doing so, you will build a level of eminence in the marketplace that provides a platform to support the Firm's growth ambitions over the long term. You will build high-performing teams around you to support these growth plans. To be successful in this role, you will be a subject matter expert leading multiple, high-profile projects and bids while developing innovative thought leadership. You will have the opportunity to learn from the best in the business and help recruit top talent. Connect to your skills and professional experience Overall, your experience should include contributing to large-scale organisation transformation programmes, ideally using traditional and/or agile methodologies (such as digital/AI, product, value stream). You will be able to demonstrate skills like: Significant experience in Financial Services consulting, with a strong understanding of industry trends, challenges, and regulations. This can be specific but not limited to a key Sector. Demonstrated ability to analyse and translate strategic objectives into actionable implications for an organisation's operating model and capability requirements within a Financial Services context. Strong commercial acumen with strong experience of the consulting sales cycle including opportunity assessment, compelling proposal development and storytelling, and effective negotiation strategies. Proven track record of leading and delivering large-scale organisation design and transformation projects and the ability to manage senior stakeholders effectively and manage complex and diverse client scenarios, focusing on high quality outcomes Expertise in enterprise transformations, operating model design, organisation design, and workforce planning. Proven experience designing work, roles, and organisations for functions within Financial Services - This could include experience with Digital Transformation initiatives, Mergers and Acquisitions, or new operating models in areas such as Banking, Asset Management, or Insurance Demonstrate a strong understanding and experience of applying emerging technology context to organisation transformation such as the growing capability of AI and GenAI Acute awareness of risk management and managing risks associated with people, processes, systems, change, and commercials. Strong analytical, problem-solving, and communication skills. Passion for innovation and driving change in a dynamic environment. Innovative mindset and keen interest in the newest thinking around transformation, the future of work, and technology disruptors. Ability to explore options in a structured way, deploying techniques such as design thinking, systems thinking, and service design Connect to your business - Technology and Transformation Distinctive thinking, deep expertise, innovation and collaborative working. That's what connects us. That's what makes us Deloitte. If you want to help solve some of the biggest tech and transformational challenges around, join us. Together, we'll make an impact that matters. Human Capital People are what powers enterprise. That's why we need to focus on the human experience in an ever-changing, digital world. We help clients utilise technology to support their workforce, organisation, and HR Transformations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "I thoroughly enjoy the opportunities and the people I engage with: they enrich my day immensely. Every week throws up new challenges, new risks to assess, new plans to develop." "The great culture, flexibility, and range of experiences that Deloitte offers is what sets this firm apart. In Human Capital, Deloitte is far ahead of any of our immediate competitors." - Sophia, Technology & Transformation Our hybrid working policy You'll be based in one of our UK offices with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing . click apply for full job details
Jun 20, 2025
Full time
Bristol, Edinburgh, Glasgow, London, Manchester Business Line Date published 24-Mar-2025 18667 Connect to your Industry Drive impactful change in Financial Services. Shape the future of leading organisations. At Deloitte, we believe that placing people at the heart of transformation is critical to helping organisations achieve their ambitions sustainably. Our Human Capital Financial Services practice is a global leader in workforce and organisational transformation, partnering with clients to accelerate agile ways of working, deliver truly seamless experiences, and build their transformation muscle to navigate the future of work. We are passionate about supporting Financial Services clients with their largest, most complex, and challenging transformation programmes. Our team architects human-centred solutions that activate transformation and deliver business outcomes at pace, particularly critical in a sector grappling with evolving customer expectations, emerging technologies, and increasing regulatory pressures. What sets us apart: Deep industry expertise: We understand the unique challenges and opportunities facing Financial Services and the sectors within it, from evolving customer expectations to emerging sectors like Fintech and Insurtech. Human-centred approach: We design solutions that put people at the heart of transformation, driving sustainable change and unlocking workforce potential. Data-driven insights: We don't rely on intuition and leverage data and analytics end-to-end to inform our recommendations and ensure solutions are aligned with business objectives. Connect to your career at Deloitte Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more. What brings us all together at Deloitte?It'show we approach the thousands of decisions we make everyday. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, whereverwe arein the world, welead the way,serve with integrity, take care of each other ,fosterinclusion, andcollaborate for measurable impact. These five shared values lead every decision wemake and action we take, guiding us to deliver impact how and where it mattersmost . Connect to your opportunity The Future Organisation team collaborates with clients to design organisations and workforces that are fit for the future. We build adaptable, connected, modern businesses supported by data-driven insight and workforce analysis and understanding. Lead complex, large-scale Technology & Transformation projects for top Financial Services institutions. Help clients adapt to the changing landscape of digital banking, new risk models, and innovative distribution channels. As an Associate Director, you will: Lead complex, large-scale transformation projects for leading Financial Services organisations, focusing on organisational design, transformation and the workforce changes required. Solve complex business challenges by providing data-driven recommendations and leveraging industry best practices. Manage and mentor multi-disciplinary teams to deliver exceptional client service. Drive business development by identifying and pursuing new opportunities, building strong client relationships, and contributing to the growth of our practice. Contribute to thought leadership, driving innovation in Human Capital, Financial Services. Shape the future of our team through thought leadership, innovation, and role modelling Deloitte's shared values. As an Associate Director in the team, you will work closely with Directors and Partners to play a key role in making a difference by influencing and shaping the strategic development of the team. You will also leverage your commercial experience to build and develop significant new business opportunities for the Firm, focusing on developing senior client relationships within Human Capital. In doing so, you will build a level of eminence in the marketplace that provides a platform to support the Firm's growth ambitions over the long term. You will build high-performing teams around you to support these growth plans. To be successful in this role, you will be a subject matter expert leading multiple, high-profile projects and bids while developing innovative thought leadership. You will have the opportunity to learn from the best in the business and help recruit top talent. Connect to your skills and professional experience Overall, your experience should include contributing to large-scale organisation transformation programmes, ideally using traditional and/or agile methodologies (such as digital/AI, product, value stream). You will be able to demonstrate skills like: Significant experience in Financial Services consulting, with a strong understanding of industry trends, challenges, and regulations. This can be specific but not limited to a key Sector. Demonstrated ability to analyse and translate strategic objectives into actionable implications for an organisation's operating model and capability requirements within a Financial Services context. Strong commercial acumen with strong experience of the consulting sales cycle including opportunity assessment, compelling proposal development and storytelling, and effective negotiation strategies. Proven track record of leading and delivering large-scale organisation design and transformation projects and the ability to manage senior stakeholders effectively and manage complex and diverse client scenarios, focusing on high quality outcomes Expertise in enterprise transformations, operating model design, organisation design, and workforce planning. Proven experience designing work, roles, and organisations for functions within Financial Services - This could include experience with Digital Transformation initiatives, Mergers and Acquisitions, or new operating models in areas such as Banking, Asset Management, or Insurance Demonstrate a strong understanding and experience of applying emerging technology context to organisation transformation such as the growing capability of AI and GenAI Acute awareness of risk management and managing risks associated with people, processes, systems, change, and commercials. Strong analytical, problem-solving, and communication skills. Passion for innovation and driving change in a dynamic environment. Innovative mindset and keen interest in the newest thinking around transformation, the future of work, and technology disruptors. Ability to explore options in a structured way, deploying techniques such as design thinking, systems thinking, and service design Connect to your business - Technology and Transformation Distinctive thinking, deep expertise, innovation and collaborative working. That's what connects us. That's what makes us Deloitte. If you want to help solve some of the biggest tech and transformational challenges around, join us. Together, we'll make an impact that matters. Human Capital People are what powers enterprise. That's why we need to focus on the human experience in an ever-changing, digital world. We help clients utilise technology to support their workforce, organisation, and HR Transformations. Personal independence Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request. Connect with your colleagues "I thoroughly enjoy the opportunities and the people I engage with: they enrich my day immensely. Every week throws up new challenges, new risks to assess, new plans to develop." "The great culture, flexibility, and range of experiences that Deloitte offers is what sets this firm apart. In Human Capital, Deloitte is far ahead of any of our immediate competitors." - Sophia, Technology & Transformation Our hybrid working policy You'll be based in one of our UK offices with hybrid working. At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing . click apply for full job details
Associate Director - Investments Salary: £80,000 - £89,000 + excellent benefits, including 27 days holiday, 2:1 pension (up to 12% employer contribution), plus many more Location: Hybrid/London - with travel to the office 1-2 days per week Did you know that there are at least 20m people in the UK in vulnerable financial circumstances, who are poorly served or unfairly excluded from mainstream financial services? That's nearly a third of all adults in the UK. We are Fair4All Finance. We are a not-for-profit organisation working with Financial Services providers to improve the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable and appropriate financial products and services. With additional dormant assets funding now secured, we're expanding our work - and we're looking for two Associate Directors - Investment to help us deliver it. The roles These are brilliant opportunities to play a key part in transforming financial inclusion across the UK. As one of our Associate Directors specialising in Investments, you'll be a senior member of our Investment team, responsible for originating, executing and managing a growing portfolio of social investments. You'll work with a range of mission-driven commercial lenders and community finance providers, helping to build sustainable, scalable solutions for underserved communities. We're hiring two roles at the same level with shared responsibilities across a number of exciting areas relating to our newly awarded Guarantee fund. We're looking for talented investment professionals who share our mission and bring strong commercial acumen, structured thinking, and the ability to manage end-to-end investment processes. This is a unique opportunity to contribute to a mission-driven organisation, ensuring resources are strategically aligned with our goals to drive meaningful social impact Key Responsibilities Lead origination, due diligence, structuring and execution of social investments into mission-aligned commercial lenders and community finance organisations Manage a portfolio of investments, including monitoring financial and social impact performance, reforecasting, and supporting investee governance Build and maintain strong relationships with mainstream banks, credit funds and aligned investors to crowd in commercial capital Play a leading role in shaping either our Guarantee Fund or our investment support for pilots and new products Contribute to strategic initiatives across the organisation, and support and mentor junior colleagues Represent Fair4All Finance at events, with stakeholders and in working groups Essential experience & qualifications: Significant investment experience - this could be from social investment, banking, private equity or another relevant sector Strong financial modelling, commercial analysis and deal execution skills Excellent communication and stakeholder engagement experience, especially with senior leaders Evidence of building collaborative partnerships and leading teams or projects A commitment to our mission and an understanding of the impact of financial exclusion Desirable experience Experience investing in social fintechs, consumer credit or early-stage ventures Experience working with community finance providers (e.g. credit unions, CDFIs) Commercial fundraising or regulated fund management experience Familiarity with policy and systems-change initiatives, especially around financial inclusion Person Profile You're will be a confident, thoughtful investment professional with a passion for purpose. You're equally comfortable pitching to senior stakeholders and getting into the details of legal documents. You thrive in collaborative environments, bring a sense of ownership to your work, and want to use your skills to make a lasting difference. Who are Fair4All Finance? We are a not-for-profit organisation working with Financial Services providers to improve the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable and appropriate financial products and services. Founded in 2019, we are funded from the Dormant Assets Scheme. The scheme is led by the financial industry and backed by the UK government. This makes it possible for money in dormant bank and building society accounts to be used to help good causes. Our vision is of a society where the long-term financial wellbeing of all people is supported by a fair and accessible financial sector. Fair4All Finance is a Disability Confident Committed scheme member. Fair4All Finance is a Disability Confident Committed member. We're committed to an inclusive workplace and will offer an initial interview to disabled applicants who meet the essential criteria for the role. You'll be able to indicate this in your application. Our Benefits include: Financial Security: Pension (2:1 up to 12% employer contribution), group life assurance, critical illness, and income protection, family leave Wellbeing: 27 days holiday plus bank holidays, agile working, health cash plan, health & wellbeing resource hub (including an Employee Assistance Programme) Personal & Professional Development: Individual discretionary Training budget Book Club - mission aligned, up to 4 per year Fair4All Finance is dedicated to fostering a diverse and inclusive workplace that reflects the communities we serve. We value different perspectives, experiences, and expertise, encouraging everyone to grow and contribute fully. We welcome applications from all backgrounds, including age, gender identity, disability, marital status, race, sexual orientation, pregnancy, and socioeconomic status. We ensure fair and equitable treatment for all team members and applicants and actively recruit from a diverse candidate pool. We are open to making reasonable adjustments to support candidates and promote flexible working for a healthy work-life balance. To apply, submit your application via Applied by 5pm on Monday 7th July. Please note that your application will be reviewed through a blind, unbiased process, so be sure to provide clear, specific examples in your responses. Your CV will only be reviewed at a later stage in the process. Due to the nature of our work, and depending on the role, successful applicants may be required to undergo pre-employment checks, which include employment reference, financial and criminal record checks. All checks will be role appropriate and your recruiter will confirm which checks are required. We manage our checks via TrustID.
Jun 15, 2025
Full time
Associate Director - Investments Salary: £80,000 - £89,000 + excellent benefits, including 27 days holiday, 2:1 pension (up to 12% employer contribution), plus many more Location: Hybrid/London - with travel to the office 1-2 days per week Did you know that there are at least 20m people in the UK in vulnerable financial circumstances, who are poorly served or unfairly excluded from mainstream financial services? That's nearly a third of all adults in the UK. We are Fair4All Finance. We are a not-for-profit organisation working with Financial Services providers to improve the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable and appropriate financial products and services. With additional dormant assets funding now secured, we're expanding our work - and we're looking for two Associate Directors - Investment to help us deliver it. The roles These are brilliant opportunities to play a key part in transforming financial inclusion across the UK. As one of our Associate Directors specialising in Investments, you'll be a senior member of our Investment team, responsible for originating, executing and managing a growing portfolio of social investments. You'll work with a range of mission-driven commercial lenders and community finance providers, helping to build sustainable, scalable solutions for underserved communities. We're hiring two roles at the same level with shared responsibilities across a number of exciting areas relating to our newly awarded Guarantee fund. We're looking for talented investment professionals who share our mission and bring strong commercial acumen, structured thinking, and the ability to manage end-to-end investment processes. This is a unique opportunity to contribute to a mission-driven organisation, ensuring resources are strategically aligned with our goals to drive meaningful social impact Key Responsibilities Lead origination, due diligence, structuring and execution of social investments into mission-aligned commercial lenders and community finance organisations Manage a portfolio of investments, including monitoring financial and social impact performance, reforecasting, and supporting investee governance Build and maintain strong relationships with mainstream banks, credit funds and aligned investors to crowd in commercial capital Play a leading role in shaping either our Guarantee Fund or our investment support for pilots and new products Contribute to strategic initiatives across the organisation, and support and mentor junior colleagues Represent Fair4All Finance at events, with stakeholders and in working groups Essential experience & qualifications: Significant investment experience - this could be from social investment, banking, private equity or another relevant sector Strong financial modelling, commercial analysis and deal execution skills Excellent communication and stakeholder engagement experience, especially with senior leaders Evidence of building collaborative partnerships and leading teams or projects A commitment to our mission and an understanding of the impact of financial exclusion Desirable experience Experience investing in social fintechs, consumer credit or early-stage ventures Experience working with community finance providers (e.g. credit unions, CDFIs) Commercial fundraising or regulated fund management experience Familiarity with policy and systems-change initiatives, especially around financial inclusion Person Profile You're will be a confident, thoughtful investment professional with a passion for purpose. You're equally comfortable pitching to senior stakeholders and getting into the details of legal documents. You thrive in collaborative environments, bring a sense of ownership to your work, and want to use your skills to make a lasting difference. Who are Fair4All Finance? We are a not-for-profit organisation working with Financial Services providers to improve the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable and appropriate financial products and services. Founded in 2019, we are funded from the Dormant Assets Scheme. The scheme is led by the financial industry and backed by the UK government. This makes it possible for money in dormant bank and building society accounts to be used to help good causes. Our vision is of a society where the long-term financial wellbeing of all people is supported by a fair and accessible financial sector. Fair4All Finance is a Disability Confident Committed scheme member. Fair4All Finance is a Disability Confident Committed member. We're committed to an inclusive workplace and will offer an initial interview to disabled applicants who meet the essential criteria for the role. You'll be able to indicate this in your application. Our Benefits include: Financial Security: Pension (2:1 up to 12% employer contribution), group life assurance, critical illness, and income protection, family leave Wellbeing: 27 days holiday plus bank holidays, agile working, health cash plan, health & wellbeing resource hub (including an Employee Assistance Programme) Personal & Professional Development: Individual discretionary Training budget Book Club - mission aligned, up to 4 per year Fair4All Finance is dedicated to fostering a diverse and inclusive workplace that reflects the communities we serve. We value different perspectives, experiences, and expertise, encouraging everyone to grow and contribute fully. We welcome applications from all backgrounds, including age, gender identity, disability, marital status, race, sexual orientation, pregnancy, and socioeconomic status. We ensure fair and equitable treatment for all team members and applicants and actively recruit from a diverse candidate pool. We are open to making reasonable adjustments to support candidates and promote flexible working for a healthy work-life balance. To apply, submit your application via Applied by 5pm on Monday 7th July. Please note that your application will be reviewed through a blind, unbiased process, so be sure to provide clear, specific examples in your responses. Your CV will only be reviewed at a later stage in the process. Due to the nature of our work, and depending on the role, successful applicants may be required to undergo pre-employment checks, which include employment reference, financial and criminal record checks. All checks will be role appropriate and your recruiter will confirm which checks are required. We manage our checks via TrustID.
Associate Director Investments Salary: £80,000 - £89,000 + excellent benefits, including 27 days holiday, 2:1 pension (up to 12% employer contribution), plus many more Location: Hybrid/London with travel to the office 1-2 days per week Did you know that there are at least 20m people in the UK in vulnerable financial circumstances, who are poorly served or unfairly excluded from mainstream financial services That s nearly a third of all adults in the UK. We are Fair4All Finance. We are a not-for-profit organisation working with Financial Services providers to improve the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable and appropriate financial products and services. With additional dormant assets funding now secured, we're expanding our work and we re looking for two Associate Directors Investment to help us deliver it. The roles These are brilliant opportunities to play a key part in transforming financial inclusion across the UK. As one of our Associate Directors specialising in Investments, you'll be a senior member of our Investment team, responsible for originating, executing and managing a growing portfolio of social investments. You'll work with a range of mission-driven commercial lenders and community finance providers, helping to build sustainable, scalable solutions for underserved communities. We re hiring two roles at the same level with shared responsibilities across a number of exciting areas relating to our newly awarded Guarantee fund. We re looking for talented investment professionals who share our mission and bring strong commercial acumen, structured thinking, and the ability to manage end-to-end investment processes. This is a unique opportunity to contribute to a mission-driven organisation, ensuring resources are strategically aligned with our goals to drive meaningful social impact Key Responsibilities Lead origination, due diligence, structuring and execution of social investments into mission-aligned commercial lenders and community finance organisations Manage a portfolio of investments, including monitoring financial and social impact performance, reforecasting, and supporting investee governance Build and maintain strong relationships with mainstream banks, credit funds and aligned investors to crowd in commercial capital Play a leading role in shaping either our Guarantee Fund or our investment support for pilots and new products Contribute to strategic initiatives across the organisation, and support and mentor junior colleagues Represent Fair4All Finance at events, with stakeholders and in working groups Essential experience & qualifications: Significant investment experience this could be from social investment, banking, private equity or another relevant sector Strong financial modelling, commercial analysis and deal execution skills Excellent communication and stakeholder engagement experience, especially with senior leaders Evidence of building collaborative partnerships and leading teams or projects A commitment to our mission and an understanding of the impact of financial exclusion Desirable experience Experience investing in social fintechs, consumer credit or early-stage ventures Experience working with community finance providers (e.g. credit unions, CDFIs) Commercial fundraising or regulated fund management experience Familiarity with policy and systems-change initiatives, especially around financial inclusion Person Profile You re will be a confident, thoughtful investment professional with a passion for purpose. You re equally comfortable pitching to senior stakeholders and getting into the details of legal documents. You thrive in collaborative environments, bring a sense of ownership to your work, and want to use your skills to make a lasting difference. Who are Fair4All Finance We are a not-for-profit organisation working with Financial Services providers to improve the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable and appropriate financial products and services. Founded in 2019, we are funded from the Dormant Assets Scheme. The scheme is led by the financial industry and backed by the UK government. This makes it possible for money in dormant bank and building society accounts to be used to help good causes. Our vision is of a society where the long-term financial wellbeing of all people is supported by a fair and accessible financial sector. Fair4All Finance is a Disability Confident Committed scheme member. Fair4All Finance is a Disability Confident Committed member. We re committed to an inclusive workplace and will offer an initial interview to disabled applicants who meet the essential criteria for the role. You ll be able to indicate this in your application. Our Benefits include: Financial Security: Pension (2:1 up to 12% employer contribution), group life assurance, critical illness, and income protection, family leave Wellbeing: 27 days holiday plus bank holidays, agile working, health cash plan, health & wellbeing resource hub (including an Employee Assistance Programme) Personal & Professional Development: Individual discretionary Training budget Book Club mission aligned, up to 4 per year Fair4All Finance is dedicated to fostering a diverse and inclusive workplace that reflects the communities we serve. We value different perspectives, experiences, and expertise, encouraging everyone to grow and contribute fully. We welcome applications from all backgrounds, including age, gender identity, disability, marital status, race, sexual orientation, pregnancy, and socioeconomic status. We ensure fair and equitable treatment for all team members and applicants and actively recruit from a diverse candidate pool. We are open to making reasonable adjustments to support candidates and promote flexible working for a healthy work-life balance. To apply, submit your application via Applied by 5pm on Monday 7th July. Please note that your application will be reviewed through a blind, unbiased process, so be sure to provide clear, specific examples in your responses. Your CV will only be reviewed at a later stage in the process. Due to the nature of our work, and depending on the role, successful applicants may be required to undergo pre-employment checks, which include employment reference, financial and criminal record checks. All checks will be role appropriate and your recruiter will confirm which checks are required. We manage our checks via TrustID.
Jun 12, 2025
Full time
Associate Director Investments Salary: £80,000 - £89,000 + excellent benefits, including 27 days holiday, 2:1 pension (up to 12% employer contribution), plus many more Location: Hybrid/London with travel to the office 1-2 days per week Did you know that there are at least 20m people in the UK in vulnerable financial circumstances, who are poorly served or unfairly excluded from mainstream financial services That s nearly a third of all adults in the UK. We are Fair4All Finance. We are a not-for-profit organisation working with Financial Services providers to improve the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable and appropriate financial products and services. With additional dormant assets funding now secured, we're expanding our work and we re looking for two Associate Directors Investment to help us deliver it. The roles These are brilliant opportunities to play a key part in transforming financial inclusion across the UK. As one of our Associate Directors specialising in Investments, you'll be a senior member of our Investment team, responsible for originating, executing and managing a growing portfolio of social investments. You'll work with a range of mission-driven commercial lenders and community finance providers, helping to build sustainable, scalable solutions for underserved communities. We re hiring two roles at the same level with shared responsibilities across a number of exciting areas relating to our newly awarded Guarantee fund. We re looking for talented investment professionals who share our mission and bring strong commercial acumen, structured thinking, and the ability to manage end-to-end investment processes. This is a unique opportunity to contribute to a mission-driven organisation, ensuring resources are strategically aligned with our goals to drive meaningful social impact Key Responsibilities Lead origination, due diligence, structuring and execution of social investments into mission-aligned commercial lenders and community finance organisations Manage a portfolio of investments, including monitoring financial and social impact performance, reforecasting, and supporting investee governance Build and maintain strong relationships with mainstream banks, credit funds and aligned investors to crowd in commercial capital Play a leading role in shaping either our Guarantee Fund or our investment support for pilots and new products Contribute to strategic initiatives across the organisation, and support and mentor junior colleagues Represent Fair4All Finance at events, with stakeholders and in working groups Essential experience & qualifications: Significant investment experience this could be from social investment, banking, private equity or another relevant sector Strong financial modelling, commercial analysis and deal execution skills Excellent communication and stakeholder engagement experience, especially with senior leaders Evidence of building collaborative partnerships and leading teams or projects A commitment to our mission and an understanding of the impact of financial exclusion Desirable experience Experience investing in social fintechs, consumer credit or early-stage ventures Experience working with community finance providers (e.g. credit unions, CDFIs) Commercial fundraising or regulated fund management experience Familiarity with policy and systems-change initiatives, especially around financial inclusion Person Profile You re will be a confident, thoughtful investment professional with a passion for purpose. You re equally comfortable pitching to senior stakeholders and getting into the details of legal documents. You thrive in collaborative environments, bring a sense of ownership to your work, and want to use your skills to make a lasting difference. Who are Fair4All Finance We are a not-for-profit organisation working with Financial Services providers to improve the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable and appropriate financial products and services. Founded in 2019, we are funded from the Dormant Assets Scheme. The scheme is led by the financial industry and backed by the UK government. This makes it possible for money in dormant bank and building society accounts to be used to help good causes. Our vision is of a society where the long-term financial wellbeing of all people is supported by a fair and accessible financial sector. Fair4All Finance is a Disability Confident Committed scheme member. Fair4All Finance is a Disability Confident Committed member. We re committed to an inclusive workplace and will offer an initial interview to disabled applicants who meet the essential criteria for the role. You ll be able to indicate this in your application. Our Benefits include: Financial Security: Pension (2:1 up to 12% employer contribution), group life assurance, critical illness, and income protection, family leave Wellbeing: 27 days holiday plus bank holidays, agile working, health cash plan, health & wellbeing resource hub (including an Employee Assistance Programme) Personal & Professional Development: Individual discretionary Training budget Book Club mission aligned, up to 4 per year Fair4All Finance is dedicated to fostering a diverse and inclusive workplace that reflects the communities we serve. We value different perspectives, experiences, and expertise, encouraging everyone to grow and contribute fully. We welcome applications from all backgrounds, including age, gender identity, disability, marital status, race, sexual orientation, pregnancy, and socioeconomic status. We ensure fair and equitable treatment for all team members and applicants and actively recruit from a diverse candidate pool. We are open to making reasonable adjustments to support candidates and promote flexible working for a healthy work-life balance. To apply, submit your application via Applied by 5pm on Monday 7th July. Please note that your application will be reviewed through a blind, unbiased process, so be sure to provide clear, specific examples in your responses. Your CV will only be reviewed at a later stage in the process. Due to the nature of our work, and depending on the role, successful applicants may be required to undergo pre-employment checks, which include employment reference, financial and criminal record checks. All checks will be role appropriate and your recruiter will confirm which checks are required. We manage our checks via TrustID.
Head of Payment Sales Hospitality Software page is loaded Head of Payment Sales Hospitality Software Apply remote type Hybrid locations London - UK Warsaw - Poland Vienna - Austria Dortmund - Germany Madrid Office - Spain time type Full time posted on Posted 2 Days Ago job requisition id JR09904 About Us Planet is transforming the hospitality technology landscape by delivering something no one else can: a fully integrated platform that combines Property Management Systems (PMS), embedded payments, and a vast network of third-party integrations - all from a single provider, purpose-built for hospitality. With over 13,000 hotel customers worldwide, we empower hotels to elevate every step of the guest journey - from booking to check-out - by eliminating friction and unlocking operational efficiency. Whether on-premise or in the cloud, our solutions simplify complexity, reduce costs, and enhance the guest experience. Backed by leading private equity investors, Advent International and Eurazeo, Planet is investing heavily in technology, service and support - and building the most complete and connected hospitality platform on the market. Our mission is to enable connected commerce where payments and operations work seamlessly together, helping hotels deliver unforgettable guest experiences. Role Overview: We are seeking an experienced, strategic, and commercially driven Head of Payment S ales to lead our efforts in cross-selling integrated payment solutions into our Property Management System (PMS) platform. This is a key leadership role within our commercial organization, focused on driving significant revenue growth across European markets by integrating payment capabilities into our hospitality software offering. The successful candidate will bring a deep understanding of the hospitality and fintech/payments landscape, a strong track record of leading high-performing sales teams (especially in remote environments), and the ability to develop and execute cross-sell strategies that deliver measurable results. What you will do: Commercial Strategy & Execution: Define and execute the cross-sell strategy for payments into our PMS offering. Develop go-to-market plans, pricing models, and revenue targets for payment solutions. Collaborate with product and marketing teams to align sales efforts with product development and positioning. Sales Leadership: Lead and expand a remote, high-performing team of sales professionals focused on payment solutions. Set and monitor sales KPIs and drive accountability across the team. Coach and mentor team members to grow their commercial and negotiation capabilities. Client Engagement: Build strong relationships with key enterprise customers, partners, and stakeholders in the hospitality sector. Act as a senior commercial point of contact for strategic deals involving payment integrations . Negotiate complex commercial agreements and close high-value deals. Market Development: Identify market opportunities and gaps across European territories. Stay abreast of competitive and regulatory changes in payments and hospitality tech. Represent the company at industry events and conferences as a thought leader. Collaboration & Influence: Work cross-functionally with the wider Planet payment business, product, customer success, operations, and marketing teams. Influence product roadmaps and ensure alignment with customer needs and sales objectives . Promote a culture of collaboration, transparency, and high performance. Who you are: 8+ years in commercial roles with a strong focus on B2B SaaS, hospitality tech, or payments/fintech . Proven track record of cross-selling or selling integrated solutions . Demonstrated experience leading and scaling remote commercial teams . Deep knowledge of the European hospitality market and payments ecosystem. Strong strategic thinking, analytical ability, and negotiation skills. Highly collaborative and comfortable working in a fast-paced, evolving environment. Ability to travel across Europe as needed. Desirable: Experience integrating or selling payment gateways, PSPs, or embedded finance solutions. Background in PMS or related hospitality platforms. Ideally located near to one of our key hubs Warsaw, London or Western Germany Fluent in one or more European languages (in addition to English). Why Planet : Planet is an equal opportunity employer where diversity is valued, and all employment is decided based on qualifications, merit, and business need. Come and grow your career in the most exciting, fast paced technology market, with a business that delivers feel-good connected commerce.We would love to hear from you - Apply now. At Planet, we embrace a hybrid work model, with three days a week in the office. Reasonable accommodations may be made in order to allow for an individual to perform the essential functions of this role successfully. Similar Jobs (2) Head of Key Accounts, Hospitality PMS remote type Hybrid locations 5 Locations time type Full time posted on Posted 2 Days Ago Sales Director, Mid-Market Groups and Brands PMS remote type Hybrid locations 6 Locations time type Full time posted on Posted 2 Days Ago Planet provides integrated software, payment and technology solutions for its customers in the Hospitality and Retail sectors and worldwide via a network of global Financial Services Partners. Founded over 35 years ago, we have evolved our services, delivering an innovative digital commerce platform that puts customer experience first. With headquarters in London and around 3,000 expert employees located across six continents we serve customers in over 120 markets.
Jun 08, 2025
Full time
Head of Payment Sales Hospitality Software page is loaded Head of Payment Sales Hospitality Software Apply remote type Hybrid locations London - UK Warsaw - Poland Vienna - Austria Dortmund - Germany Madrid Office - Spain time type Full time posted on Posted 2 Days Ago job requisition id JR09904 About Us Planet is transforming the hospitality technology landscape by delivering something no one else can: a fully integrated platform that combines Property Management Systems (PMS), embedded payments, and a vast network of third-party integrations - all from a single provider, purpose-built for hospitality. With over 13,000 hotel customers worldwide, we empower hotels to elevate every step of the guest journey - from booking to check-out - by eliminating friction and unlocking operational efficiency. Whether on-premise or in the cloud, our solutions simplify complexity, reduce costs, and enhance the guest experience. Backed by leading private equity investors, Advent International and Eurazeo, Planet is investing heavily in technology, service and support - and building the most complete and connected hospitality platform on the market. Our mission is to enable connected commerce where payments and operations work seamlessly together, helping hotels deliver unforgettable guest experiences. Role Overview: We are seeking an experienced, strategic, and commercially driven Head of Payment S ales to lead our efforts in cross-selling integrated payment solutions into our Property Management System (PMS) platform. This is a key leadership role within our commercial organization, focused on driving significant revenue growth across European markets by integrating payment capabilities into our hospitality software offering. The successful candidate will bring a deep understanding of the hospitality and fintech/payments landscape, a strong track record of leading high-performing sales teams (especially in remote environments), and the ability to develop and execute cross-sell strategies that deliver measurable results. What you will do: Commercial Strategy & Execution: Define and execute the cross-sell strategy for payments into our PMS offering. Develop go-to-market plans, pricing models, and revenue targets for payment solutions. Collaborate with product and marketing teams to align sales efforts with product development and positioning. Sales Leadership: Lead and expand a remote, high-performing team of sales professionals focused on payment solutions. Set and monitor sales KPIs and drive accountability across the team. Coach and mentor team members to grow their commercial and negotiation capabilities. Client Engagement: Build strong relationships with key enterprise customers, partners, and stakeholders in the hospitality sector. Act as a senior commercial point of contact for strategic deals involving payment integrations . Negotiate complex commercial agreements and close high-value deals. Market Development: Identify market opportunities and gaps across European territories. Stay abreast of competitive and regulatory changes in payments and hospitality tech. Represent the company at industry events and conferences as a thought leader. Collaboration & Influence: Work cross-functionally with the wider Planet payment business, product, customer success, operations, and marketing teams. Influence product roadmaps and ensure alignment with customer needs and sales objectives . Promote a culture of collaboration, transparency, and high performance. Who you are: 8+ years in commercial roles with a strong focus on B2B SaaS, hospitality tech, or payments/fintech . Proven track record of cross-selling or selling integrated solutions . Demonstrated experience leading and scaling remote commercial teams . Deep knowledge of the European hospitality market and payments ecosystem. Strong strategic thinking, analytical ability, and negotiation skills. Highly collaborative and comfortable working in a fast-paced, evolving environment. Ability to travel across Europe as needed. Desirable: Experience integrating or selling payment gateways, PSPs, or embedded finance solutions. Background in PMS or related hospitality platforms. Ideally located near to one of our key hubs Warsaw, London or Western Germany Fluent in one or more European languages (in addition to English). Why Planet : Planet is an equal opportunity employer where diversity is valued, and all employment is decided based on qualifications, merit, and business need. Come and grow your career in the most exciting, fast paced technology market, with a business that delivers feel-good connected commerce.We would love to hear from you - Apply now. At Planet, we embrace a hybrid work model, with three days a week in the office. Reasonable accommodations may be made in order to allow for an individual to perform the essential functions of this role successfully. Similar Jobs (2) Head of Key Accounts, Hospitality PMS remote type Hybrid locations 5 Locations time type Full time posted on Posted 2 Days Ago Sales Director, Mid-Market Groups and Brands PMS remote type Hybrid locations 6 Locations time type Full time posted on Posted 2 Days Ago Planet provides integrated software, payment and technology solutions for its customers in the Hospitality and Retail sectors and worldwide via a network of global Financial Services Partners. Founded over 35 years ago, we have evolved our services, delivering an innovative digital commerce platform that puts customer experience first. With headquarters in London and around 3,000 expert employees located across six continents we serve customers in over 120 markets.
LendInvest is the UK's leading FinTech platform for property finance. Over the past 17 years, we have grown from just our two founders to a team of over 200 working to make property finance simple for everyone. A workplace culture built around trying new things, getting things done, and having fun while we do it has helped us lend more than £7.5 billion of mortgages, put thousands of new or improved homes into the UK housing market, and successfully launch on the London Stock Exchange. We have big plans to continue growing the business, our products, our technology, and our people. About the Role We're on the lookout for a highly analytical, detail-driven professional Treasury Markets Portfolio Analyst to join our dynamic team and make an impact in a fast-paced financial environment. This role is perfect for an ambitious graduate with a strong quantitative background who's eager to apply their skills in the world of financial services. We're looking for someone with 2-3 years of experience and a solid understanding of loan or mortgage products, ideally gained within a bank, credit provider, rating agency, lending platform, or financial institution. About your work Portfolio Analysis & Funding Optimisation - Analyse property loan portfolios to maximise funding efficiency by strategically allocating assets across multiple funding sources. Investor Relations & Reporting - Cultivate and strengthen relationships with institutional investors while streamlining processes to ensure seamless reporting. Operational & Account Management - Take ownership of the day-to-day management of institutional investor accounts, acting as the primary contact for operational queries. Strategic Treasury Support - Work closely with the Director of Treasury Markets on capital allocation strategies, scenario modelling, and lending margin analysis. Presentation & Communication - Develop pitch decks and presentations for both internal and external stakeholders. Risk & ALCO Reporting - Assist in the preparation of key treasury risk and Asset-Liability Committee (ALCO) reports. About you Technically adept, with strong Excel skills (working knowledge of logical functions, statistical analysis; VBA/Macro experience a plus). Data-driven, comfortable working with large datasets and transforming them into meaningful analysis. Confident communicator, particularly when interacting with investors. Meticulous and structured thinker, with excellent writing skills and an exceptional eye for detail. Educational background - University graduate with a degree in Mathematics, Economics, Finance, Investment, or another quantitative discipline. Proactive & adaptable, capable of thriving in a fast-paced environment and aligning with broader company objectives. Strategic mindset, able to balance personal KPIs with a team-first approach and a strong commitment to risk excellence. Financial acumen, with demonstrable experience in financial analysis. Desirable Experience Experience working in a specialist lender, a Financial Institutions Group within a bank, or a corporate finance team advising lenders. Why Join Us? We believe in rewarding hard work and fostering a supportive environment. Here's a glimpse of what we offer: Competitive salary + company bonus scheme Hybrid working policy (3 days in the office / 2 days from home) 25 days holiday (increasing with the length of service) Private healthcare Enhanced parental leave Matched pension contributions up to 4% Critical illness cover Employee Assistance Programme & Mental Health support Life assurance Regular performance reviews to promote a culture of growth and development Leadership training for managers Give as you earn scheme for charitable donations Support for attending conferences and professional learning & development Discounts via Perkbox Cycle to work scheme Season ticket loan Electric car loan scheme Monthly socials & annual offsite Diversity, Inclusion & Belonging at LendInvest At LI we believe in bringing your whole selves to work, we are committed to a culture of belonging where individuals can form a genuine community. We are proud to be an equal opportunities employer and are committed to building a team that represents a variety of backgrounds, perspectives and skills.
Feb 20, 2025
Full time
LendInvest is the UK's leading FinTech platform for property finance. Over the past 17 years, we have grown from just our two founders to a team of over 200 working to make property finance simple for everyone. A workplace culture built around trying new things, getting things done, and having fun while we do it has helped us lend more than £7.5 billion of mortgages, put thousands of new or improved homes into the UK housing market, and successfully launch on the London Stock Exchange. We have big plans to continue growing the business, our products, our technology, and our people. About the Role We're on the lookout for a highly analytical, detail-driven professional Treasury Markets Portfolio Analyst to join our dynamic team and make an impact in a fast-paced financial environment. This role is perfect for an ambitious graduate with a strong quantitative background who's eager to apply their skills in the world of financial services. We're looking for someone with 2-3 years of experience and a solid understanding of loan or mortgage products, ideally gained within a bank, credit provider, rating agency, lending platform, or financial institution. About your work Portfolio Analysis & Funding Optimisation - Analyse property loan portfolios to maximise funding efficiency by strategically allocating assets across multiple funding sources. Investor Relations & Reporting - Cultivate and strengthen relationships with institutional investors while streamlining processes to ensure seamless reporting. Operational & Account Management - Take ownership of the day-to-day management of institutional investor accounts, acting as the primary contact for operational queries. Strategic Treasury Support - Work closely with the Director of Treasury Markets on capital allocation strategies, scenario modelling, and lending margin analysis. Presentation & Communication - Develop pitch decks and presentations for both internal and external stakeholders. Risk & ALCO Reporting - Assist in the preparation of key treasury risk and Asset-Liability Committee (ALCO) reports. About you Technically adept, with strong Excel skills (working knowledge of logical functions, statistical analysis; VBA/Macro experience a plus). Data-driven, comfortable working with large datasets and transforming them into meaningful analysis. Confident communicator, particularly when interacting with investors. Meticulous and structured thinker, with excellent writing skills and an exceptional eye for detail. Educational background - University graduate with a degree in Mathematics, Economics, Finance, Investment, or another quantitative discipline. Proactive & adaptable, capable of thriving in a fast-paced environment and aligning with broader company objectives. Strategic mindset, able to balance personal KPIs with a team-first approach and a strong commitment to risk excellence. Financial acumen, with demonstrable experience in financial analysis. Desirable Experience Experience working in a specialist lender, a Financial Institutions Group within a bank, or a corporate finance team advising lenders. Why Join Us? We believe in rewarding hard work and fostering a supportive environment. Here's a glimpse of what we offer: Competitive salary + company bonus scheme Hybrid working policy (3 days in the office / 2 days from home) 25 days holiday (increasing with the length of service) Private healthcare Enhanced parental leave Matched pension contributions up to 4% Critical illness cover Employee Assistance Programme & Mental Health support Life assurance Regular performance reviews to promote a culture of growth and development Leadership training for managers Give as you earn scheme for charitable donations Support for attending conferences and professional learning & development Discounts via Perkbox Cycle to work scheme Season ticket loan Electric car loan scheme Monthly socials & annual offsite Diversity, Inclusion & Belonging at LendInvest At LI we believe in bringing your whole selves to work, we are committed to a culture of belonging where individuals can form a genuine community. We are proud to be an equal opportunities employer and are committed to building a team that represents a variety of backgrounds, perspectives and skills.
Working in our Relationship Management team, you will play a pivotal role in the heart of our business, focused on our top tier customers operating in the world's largest insurance markets. Collaborating across our teams to ensure that we deliver on our customers global strategies to enable their growth and efficiency. Acting as their advocate in our business and developing strong relationships built on trust and expertise. RESPONSIBILITIES Relationship Management of US Insurance customers (Global as well depending on relationship/need)- owning Exec level relationship to develop strategic partnerships with our insurance portfolio. Adopt a value-based approach: demonstrate the value of our capabilities to influence decision-makers, internal and external, through informed and constructive conversations such as; product developments, service levels, managing client expectations, strategic planning and growth targets. Collaborate closely with colleagues across the organisation to ensure all customer requirements/needs can be satisfied in an efficient and timely manner. Leveraging industry expertise and client feedback improve our insurance proposition. Understand US market nuances and competitive landscape; work closely with Client Service, Operations and Product Teams to create more value for our existing client base. Maintain an accurate database of customer information through effective CRM management (). Create and develop client presentations and sales pitch materials to support customer conversations. Depending on existing US client migration to US entity and new US deal flow, build and develop team where required to support US expansion, however, leveraging UK coverage and shared service capabilities. Oversee a team of relationship managers, offering strategic direction, mentorship, and performance feedback to drive the growth of client portfolios, ensuring the achievement of business targets. MINIMUM REQUIREMENTS A proven track record in Corporate Relationship Management with a minimum of 3-5 years' experience as an RD (or equivalent). Excellent relationship management skills with a proven track record in growing an existing business portfolio as well as achieving and exceeding revenue targets through consultative sales methods. Strategic mindset to adopt effective client strategies and account planning. Excellent interpersonal, verbal and written communication skills. Proven ability to manage multiple tasks, projects and deadlines simultaneously. Proficient computer skills, especially Microsoft Office applications and Salesforce for effective client management. Ideally with experience in the Insurance industry and/or global banking and payments infrastructures, but not essential. Ability to work effectively in a team environment. Passion for fintech/scale-ups with a mentality to get your hands dirty! BENEFITS 25 days Holiday per year (increasing by 1 day per years' service, up to 30 days) + Bank Holidays. Hybrid working arrangements - minimum 2 days in the office, Tuesday - Thursday. Contributory pension scheme. Enhanced Parental leave. Cycle to Work Scheme. Private Medical Insurance with AXA. Unlimited access to therapy sessions through our partner, Oliva. Discounted Gym membership through Gympass. Financial Coaching with Octopus Wealth. 2 days of volunteering leave per year. Sabbatical after 5 years' service. Life Assurance - MetLife (UK employees only). Ongoing Learning and Development to support you reach your career goals. We are Vitesse - the payment provider of choice for the insurance and treasury industry. Formed in 2014 by a team of proven FinTech entrepreneurs, we are an FCA regulated payments business that is driven to be the payment partner of choice for the insurance market, by providing global payment services and treasury optimisation. With now over 160 employees across Europe and our London headquarters, $26m series B funding in 2022 in the bag and approaching £8bn in processed transactions, we are only just getting started. We are collaborative, customer centric and work with integrity, whilst partnering with some of the biggest insurance leaders including Lloyd's of London and Many Pets. We take huge pride in our company culture, ensuring that everyone has a part to play, an opportunity to be heard, be involved, and the ability to make a real difference. Vitesse at our best - our values The Vitesse values are a true reflection of what it takes to thrive in our business, so it's important to us that any employee who joins our business is aligned with these 3 attributes: Confident Humility : We don't do ego and we know that unless we all win, none of us win. Driven to Succeed : We see the opportunity ahead of us and we won't stop until we fulfil the potential we know we have. Tenacious Responsibility : We take ownership for our actions and decisions, and face into the challenges that come our way. We are an Equal Opportunity Employer We are committed to creating an inclusive environment that enables everyone to perform at their best, where we recognise the rights of all individuals to mutual respect.
Feb 20, 2025
Full time
Working in our Relationship Management team, you will play a pivotal role in the heart of our business, focused on our top tier customers operating in the world's largest insurance markets. Collaborating across our teams to ensure that we deliver on our customers global strategies to enable their growth and efficiency. Acting as their advocate in our business and developing strong relationships built on trust and expertise. RESPONSIBILITIES Relationship Management of US Insurance customers (Global as well depending on relationship/need)- owning Exec level relationship to develop strategic partnerships with our insurance portfolio. Adopt a value-based approach: demonstrate the value of our capabilities to influence decision-makers, internal and external, through informed and constructive conversations such as; product developments, service levels, managing client expectations, strategic planning and growth targets. Collaborate closely with colleagues across the organisation to ensure all customer requirements/needs can be satisfied in an efficient and timely manner. Leveraging industry expertise and client feedback improve our insurance proposition. Understand US market nuances and competitive landscape; work closely with Client Service, Operations and Product Teams to create more value for our existing client base. Maintain an accurate database of customer information through effective CRM management (). Create and develop client presentations and sales pitch materials to support customer conversations. Depending on existing US client migration to US entity and new US deal flow, build and develop team where required to support US expansion, however, leveraging UK coverage and shared service capabilities. Oversee a team of relationship managers, offering strategic direction, mentorship, and performance feedback to drive the growth of client portfolios, ensuring the achievement of business targets. MINIMUM REQUIREMENTS A proven track record in Corporate Relationship Management with a minimum of 3-5 years' experience as an RD (or equivalent). Excellent relationship management skills with a proven track record in growing an existing business portfolio as well as achieving and exceeding revenue targets through consultative sales methods. Strategic mindset to adopt effective client strategies and account planning. Excellent interpersonal, verbal and written communication skills. Proven ability to manage multiple tasks, projects and deadlines simultaneously. Proficient computer skills, especially Microsoft Office applications and Salesforce for effective client management. Ideally with experience in the Insurance industry and/or global banking and payments infrastructures, but not essential. Ability to work effectively in a team environment. Passion for fintech/scale-ups with a mentality to get your hands dirty! BENEFITS 25 days Holiday per year (increasing by 1 day per years' service, up to 30 days) + Bank Holidays. Hybrid working arrangements - minimum 2 days in the office, Tuesday - Thursday. Contributory pension scheme. Enhanced Parental leave. Cycle to Work Scheme. Private Medical Insurance with AXA. Unlimited access to therapy sessions through our partner, Oliva. Discounted Gym membership through Gympass. Financial Coaching with Octopus Wealth. 2 days of volunteering leave per year. Sabbatical after 5 years' service. Life Assurance - MetLife (UK employees only). Ongoing Learning and Development to support you reach your career goals. We are Vitesse - the payment provider of choice for the insurance and treasury industry. Formed in 2014 by a team of proven FinTech entrepreneurs, we are an FCA regulated payments business that is driven to be the payment partner of choice for the insurance market, by providing global payment services and treasury optimisation. With now over 160 employees across Europe and our London headquarters, $26m series B funding in 2022 in the bag and approaching £8bn in processed transactions, we are only just getting started. We are collaborative, customer centric and work with integrity, whilst partnering with some of the biggest insurance leaders including Lloyd's of London and Many Pets. We take huge pride in our company culture, ensuring that everyone has a part to play, an opportunity to be heard, be involved, and the ability to make a real difference. Vitesse at our best - our values The Vitesse values are a true reflection of what it takes to thrive in our business, so it's important to us that any employee who joins our business is aligned with these 3 attributes: Confident Humility : We don't do ego and we know that unless we all win, none of us win. Driven to Succeed : We see the opportunity ahead of us and we won't stop until we fulfil the potential we know we have. Tenacious Responsibility : We take ownership for our actions and decisions, and face into the challenges that come our way. We are an Equal Opportunity Employer We are committed to creating an inclusive environment that enables everyone to perform at their best, where we recognise the rights of all individuals to mutual respect.
Moniepoint Group is the fastest growing fintech in Africa, as just ranked by Financial Times in 2024, and we've just closed our $110 million Series C, with an incredible group of investors, including Google's Africa Investment Fund! Our mission is to drive financial inclusion and help millions of small businesses and individuals in Africa achieve financial happiness and success, and we're now hiring for our multi-currency account / cross border payments product which is being launched from 0-1, so as our Head of Product, Cards, you'll have the chance to be a part of something that is financially very well backed, and the chance to join one of the most promising tech rocket ships in the UK. After building a profitable business solving problems in Nigeria, we want to help everyone around the world seamlessly trade with African businesses and individuals, so now is an exciting time to join us, to be a part of launching our UK headquartered, international FX focused business, which is a new start up within our established scale up with 2,000+ team members. About the role Location : London (hybrid, 2-3 days a week at the office). We are located at a new, incredible office space in downtown London, near Southwark station. As the Head of Product, Cards, for Moniepoint GB (our global FX focused subsidiary) you will have an opportunity to shape and deliver a compelling best-in-class Card experience leveraging technology and design. You will be responsible for setting the vision, identifying opportunities and key inputs, setting goals, defining the member experiences and delivering features. As a product leader, we will look to you to set big, ambitious goals, be gritty, and hold yourself and your cross-functional teams accountable to deliver results. You will also be responsible to hire, coach, scale and manage a team of product managers to fulfill Moniepoint GB's mission. Job responsibilities : Product Vision : Define the product vision and roadmap for the Moniepoint GB Card domain, aligning with overall business objectives and financial goals. Leadership and Team Management : Hire, coach and scale a team of product managers with senior/principal level talent. Lead cross-functional teams (engineering & product) in the development and implementation of new card products and features. Product strategy : Maintain the product roadmap. Evaluate and recommend integration opportunities with existing financial systems and third-party platforms. Actualization : Collaborate closely with the full cross-functional team (product, design, engineering, risk & compliance, etc.) for your line of business to help execute on the strategic vision. Develop and implement robust security and compliance protocols for the domain. Play the critical role of driving the business while bridging the technical and business worlds to drive profitable business growth while managing risk. Qualifications: 8+ years experience in product management preferably in the financial/payment industry. Ideally with some experience building products in the UK. Experienced as a Senior PM or Lead PM at a top-tier consumer fintech. Prior experience building a card product, ideally with hands-on experience working with the Visa card scheme. Track record of leading multiple PMs and cross-functional teams towards incredible outcomes. Strong technical acumen; an engineering background is a big plus. Functional product expertise with mature understanding of payment systems, product life cycle strategies, design and execution. Experience managing a PnL in a product leadership, founder or similar capacity. Experience building a B2B FinTech business from its infancy to become a mature, market-leading, exponential growth business. What we can offer you Culture : We put our people first and prioritize the well-being of every team member. We've built a company where all opinions carry weight and where all voices are heard. We value and respect each other and always look out for one another. Above all, we are human. Learning : We have a learning and development-focused environment with an emphasis on knowledge sharing, training, and regular internal technical talks. Compensation : You'll receive an attractive salary, pension, health insurance, Employee Stock Options, annual bonus, plus other benefits. What to expect in the hiring process A preliminary phone call with one of our recruiters. A technical interview with the hiring manager. A panel technical interview with our C-Suite. A behavioural and technical interview with a member of the Executive team. Moniepoint is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and candidates. Apply for this job indicates a required field First Name Last Name Email Phone Resume/CV LinkedIn Profile GDPR Consent Select Please select to give us consent to process your data for recruiting purposes. Your data will be stored for 365 days before being deleted and you have the right to request its deletion at any time, as outlined in our privacy policy. Have you previously been employed by Moniepoint? Select Are you based in London, and open to working 2-3 days a week at our office, near Southwark station? Select Do you have experience building a card product in the past, in a consumer or B2B fintech, in the UK? Select Do you have experience working with the Visa card scheme/card processor? Select Do you have experience leading, directly, multiple product managers, across multiple cross-functional teams? Select If you have experience working with the Visa card scheme/card processor, please share more about a time you worked with the Visa scheme to build and launch a card product. What was your role, what did you specifically contribute, what was the outcome? Help Us Support Diversity at Moniepoint At Moniepoint, we are committed to fostering a diverse and inclusive work environment. We do not discriminate based on gender identity, orientation, or other personal characteristics. To help us track and improve our recruitment efforts and ensure we are meeting our gender inclusion goals, we kindly ask you to answer the following demographic questions. Your responses are voluntary and will not impact your application in any way. Thank you for helping us build a more inclusive team.
Feb 17, 2025
Full time
Moniepoint Group is the fastest growing fintech in Africa, as just ranked by Financial Times in 2024, and we've just closed our $110 million Series C, with an incredible group of investors, including Google's Africa Investment Fund! Our mission is to drive financial inclusion and help millions of small businesses and individuals in Africa achieve financial happiness and success, and we're now hiring for our multi-currency account / cross border payments product which is being launched from 0-1, so as our Head of Product, Cards, you'll have the chance to be a part of something that is financially very well backed, and the chance to join one of the most promising tech rocket ships in the UK. After building a profitable business solving problems in Nigeria, we want to help everyone around the world seamlessly trade with African businesses and individuals, so now is an exciting time to join us, to be a part of launching our UK headquartered, international FX focused business, which is a new start up within our established scale up with 2,000+ team members. About the role Location : London (hybrid, 2-3 days a week at the office). We are located at a new, incredible office space in downtown London, near Southwark station. As the Head of Product, Cards, for Moniepoint GB (our global FX focused subsidiary) you will have an opportunity to shape and deliver a compelling best-in-class Card experience leveraging technology and design. You will be responsible for setting the vision, identifying opportunities and key inputs, setting goals, defining the member experiences and delivering features. As a product leader, we will look to you to set big, ambitious goals, be gritty, and hold yourself and your cross-functional teams accountable to deliver results. You will also be responsible to hire, coach, scale and manage a team of product managers to fulfill Moniepoint GB's mission. Job responsibilities : Product Vision : Define the product vision and roadmap for the Moniepoint GB Card domain, aligning with overall business objectives and financial goals. Leadership and Team Management : Hire, coach and scale a team of product managers with senior/principal level talent. Lead cross-functional teams (engineering & product) in the development and implementation of new card products and features. Product strategy : Maintain the product roadmap. Evaluate and recommend integration opportunities with existing financial systems and third-party platforms. Actualization : Collaborate closely with the full cross-functional team (product, design, engineering, risk & compliance, etc.) for your line of business to help execute on the strategic vision. Develop and implement robust security and compliance protocols for the domain. Play the critical role of driving the business while bridging the technical and business worlds to drive profitable business growth while managing risk. Qualifications: 8+ years experience in product management preferably in the financial/payment industry. Ideally with some experience building products in the UK. Experienced as a Senior PM or Lead PM at a top-tier consumer fintech. Prior experience building a card product, ideally with hands-on experience working with the Visa card scheme. Track record of leading multiple PMs and cross-functional teams towards incredible outcomes. Strong technical acumen; an engineering background is a big plus. Functional product expertise with mature understanding of payment systems, product life cycle strategies, design and execution. Experience managing a PnL in a product leadership, founder or similar capacity. Experience building a B2B FinTech business from its infancy to become a mature, market-leading, exponential growth business. What we can offer you Culture : We put our people first and prioritize the well-being of every team member. We've built a company where all opinions carry weight and where all voices are heard. We value and respect each other and always look out for one another. Above all, we are human. Learning : We have a learning and development-focused environment with an emphasis on knowledge sharing, training, and regular internal technical talks. Compensation : You'll receive an attractive salary, pension, health insurance, Employee Stock Options, annual bonus, plus other benefits. What to expect in the hiring process A preliminary phone call with one of our recruiters. A technical interview with the hiring manager. A panel technical interview with our C-Suite. A behavioural and technical interview with a member of the Executive team. Moniepoint is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and candidates. Apply for this job indicates a required field First Name Last Name Email Phone Resume/CV LinkedIn Profile GDPR Consent Select Please select to give us consent to process your data for recruiting purposes. Your data will be stored for 365 days before being deleted and you have the right to request its deletion at any time, as outlined in our privacy policy. Have you previously been employed by Moniepoint? Select Are you based in London, and open to working 2-3 days a week at our office, near Southwark station? Select Do you have experience building a card product in the past, in a consumer or B2B fintech, in the UK? Select Do you have experience working with the Visa card scheme/card processor? Select Do you have experience leading, directly, multiple product managers, across multiple cross-functional teams? Select If you have experience working with the Visa card scheme/card processor, please share more about a time you worked with the Visa scheme to build and launch a card product. What was your role, what did you specifically contribute, what was the outcome? Help Us Support Diversity at Moniepoint At Moniepoint, we are committed to fostering a diverse and inclusive work environment. We do not discriminate based on gender identity, orientation, or other personal characteristics. To help us track and improve our recruitment efforts and ensure we are meeting our gender inclusion goals, we kindly ask you to answer the following demographic questions. Your responses are voluntary and will not impact your application in any way. Thank you for helping us build a more inclusive team.
Upvest, founded in 2017, enables any financial institution to offer great investment experiences to its customers. We are an investment firm regulated by the German supervision authority (BaFin) and the UK Financial Conduct Authority (FCA). The company currently employs 160+ people across Europe with its headquarters based in Berlin, Germany. Upvest is on a mission to make investing as easy as spending money. The company empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. Upvest's Investment API is easy to integrate so that fintechs and enterprises alike can save resources and fully focus on their core business. Upvest is one of the few fintechs in Europe that can provide its B2B clients with the full range of investment opportunities in the areas of principal broking business, proprietary trading, and safe custody business for traditional securities. The company was founded in 2017 by Martin Kassing and currently employs more than 180 people across Europe. The latest €100m fundraising round (Series C) was led by Hedosophia and Sapphire Venture, with continued support from existing investors including Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Motive Ventures, and Notion Capital. This position is based in central London (hybrid), with some travel expected to the Upvest HQ in Berlin. Your mission: Working with Upvest teams toward full UK launch, uniting fast growth and compliance for Upvest and our clients. Building an easily accessible investment product with regulatory excellence reaching 100m end users. Develop Upvest Securities Ltd's Compliance and AML function to the next level in close collaboration with the managing directors and the Upvest GmbH Compliance and AML team. Team's mission: Our ambitions in the UK are substantial. With the FCA licence granted in September 2024, and go-live with our first clients planned for early this year, we are looking for an individual to manage the Compliance and AML-related activities within Upvest Securities Ltd, ensuring alignment with regulatory requirements and industry best practices. This role will give you the opportunity to: Oversee the compliance strategy, implementation, policies and in-house controls to ensure adherence to FCA rules and related legislation and ensuring AML procedures and controls align with regulatory expectations. Manage Suspicious Activity Reports, provide AML guidance & training, and maintain oversight of financial crime risks, including fraud and bribery. Maintain compliant KYB/KYC processes on Clients and Vendors, and perform risk analysis at regular intervals and on an ad hoc basis. Establish compliance monitoring programmes and reporting. Ensure that conflicts of interest are prevented or that unavoidable conflicts of interest are adequately taken into account. Work in close cooperation with the Growth, Product and Operations departments to ensure compliance with internal standards and regulations, taking an active part in all new product processes. Engage with the senior management, and external parties (e.g., FCA, auditors) to maintain effective communication and compliance alignment. Create and maintain written policies and procedures to meet changing regulatory and business requirements, particularly by keeping abreast of legal and regulatory developments in the fintech space. Conduct and maintain regular training and foster a compliance focused culture. This role provides the right individual the opportunity to progress to a Senior Manager Function role i.e. Compliance Oversight Function (SMF16) and / or MLRO (SMF17) for Upvest Securities Ltd. Job requirements: 4+ years of experience in financial services firms regulated by the FCA, covering functions related to securities trading Compliance and AML. Demonstrable knowledge of UK regulations applicable to an investment firm, such as the FCA COBs rules as well as UK financial crime law such as POCA 2002 and the MLRs. Ability to thrive in a fast-paced hybrid environment and learn quickly. Passion about the future of fintech and desire to drive it from a front-row seat. If you're someone who likes to build things from the ground up, enjoys being hands-on and wants to get more insight into the fintech space, this opportunity could be the one you've been looking for. Why Upvest? We're working on solving a hard problem: fixing the European securities financial infrastructure that empowers more people to be able to invest. You have the opportunity to contribute to this change. We invest in you. From access to a personal coach, development budget and plenty of opportunities to grow in your role. We take hiring seriously with a strong focus on keeping a high bar when interviewing (equally important is that we hire decent people, who are passionate about their craft and helping us achieve our shared mission). While we're not quite fully-remote, we are committed to being a flexible employer, as we understand you don't have to be in the office to do your best work. We live a culture of empowerment, trust (that we hire the best people and get out of their way) and openness (there's a greater advantage in sharing information than keeping it to ourselves). Our values: Learn and grow. We aim high to shape our future. We give and request honest feedback knowing that we develop together. Progression over Perfection. Team first. We make it easy for others. We value our differences and are open to others' opinions. We win and celebrate together! Team over Egos. Own the outcome. Whether we win or we lose, we stand together. We are proactive and get the job done. Outcome over Process. Tell the story. We always start with the why . We share knowledge to empower others. Transparency over Complexity. Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Feb 15, 2025
Full time
Upvest, founded in 2017, enables any financial institution to offer great investment experiences to its customers. We are an investment firm regulated by the German supervision authority (BaFin) and the UK Financial Conduct Authority (FCA). The company currently employs 160+ people across Europe with its headquarters based in Berlin, Germany. Upvest is on a mission to make investing as easy as spending money. The company empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. Upvest's Investment API is easy to integrate so that fintechs and enterprises alike can save resources and fully focus on their core business. Upvest is one of the few fintechs in Europe that can provide its B2B clients with the full range of investment opportunities in the areas of principal broking business, proprietary trading, and safe custody business for traditional securities. The company was founded in 2017 by Martin Kassing and currently employs more than 180 people across Europe. The latest €100m fundraising round (Series C) was led by Hedosophia and Sapphire Venture, with continued support from existing investors including Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Motive Ventures, and Notion Capital. This position is based in central London (hybrid), with some travel expected to the Upvest HQ in Berlin. Your mission: Working with Upvest teams toward full UK launch, uniting fast growth and compliance for Upvest and our clients. Building an easily accessible investment product with regulatory excellence reaching 100m end users. Develop Upvest Securities Ltd's Compliance and AML function to the next level in close collaboration with the managing directors and the Upvest GmbH Compliance and AML team. Team's mission: Our ambitions in the UK are substantial. With the FCA licence granted in September 2024, and go-live with our first clients planned for early this year, we are looking for an individual to manage the Compliance and AML-related activities within Upvest Securities Ltd, ensuring alignment with regulatory requirements and industry best practices. This role will give you the opportunity to: Oversee the compliance strategy, implementation, policies and in-house controls to ensure adherence to FCA rules and related legislation and ensuring AML procedures and controls align with regulatory expectations. Manage Suspicious Activity Reports, provide AML guidance & training, and maintain oversight of financial crime risks, including fraud and bribery. Maintain compliant KYB/KYC processes on Clients and Vendors, and perform risk analysis at regular intervals and on an ad hoc basis. Establish compliance monitoring programmes and reporting. Ensure that conflicts of interest are prevented or that unavoidable conflicts of interest are adequately taken into account. Work in close cooperation with the Growth, Product and Operations departments to ensure compliance with internal standards and regulations, taking an active part in all new product processes. Engage with the senior management, and external parties (e.g., FCA, auditors) to maintain effective communication and compliance alignment. Create and maintain written policies and procedures to meet changing regulatory and business requirements, particularly by keeping abreast of legal and regulatory developments in the fintech space. Conduct and maintain regular training and foster a compliance focused culture. This role provides the right individual the opportunity to progress to a Senior Manager Function role i.e. Compliance Oversight Function (SMF16) and / or MLRO (SMF17) for Upvest Securities Ltd. Job requirements: 4+ years of experience in financial services firms regulated by the FCA, covering functions related to securities trading Compliance and AML. Demonstrable knowledge of UK regulations applicable to an investment firm, such as the FCA COBs rules as well as UK financial crime law such as POCA 2002 and the MLRs. Ability to thrive in a fast-paced hybrid environment and learn quickly. Passion about the future of fintech and desire to drive it from a front-row seat. If you're someone who likes to build things from the ground up, enjoys being hands-on and wants to get more insight into the fintech space, this opportunity could be the one you've been looking for. Why Upvest? We're working on solving a hard problem: fixing the European securities financial infrastructure that empowers more people to be able to invest. You have the opportunity to contribute to this change. We invest in you. From access to a personal coach, development budget and plenty of opportunities to grow in your role. We take hiring seriously with a strong focus on keeping a high bar when interviewing (equally important is that we hire decent people, who are passionate about their craft and helping us achieve our shared mission). While we're not quite fully-remote, we are committed to being a flexible employer, as we understand you don't have to be in the office to do your best work. We live a culture of empowerment, trust (that we hire the best people and get out of their way) and openness (there's a greater advantage in sharing information than keeping it to ourselves). Our values: Learn and grow. We aim high to shape our future. We give and request honest feedback knowing that we develop together. Progression over Perfection. Team first. We make it easy for others. We value our differences and are open to others' opinions. We win and celebrate together! Team over Egos. Own the outcome. Whether we win or we lose, we stand together. We are proactive and get the job done. Outcome over Process. Tell the story. We always start with the why . We share knowledge to empower others. Transparency over Complexity. Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Working in our Relationship Management team, you will play a pivotal role in the heart of our business, focused on our top tier customers operating in the world's largest insurance markets. Collaborating across our teams to ensure that we deliver on our customers' global strategies to enable their growth and efficiency. Acting as their advocate in our business and developing strong relationships built on trust and expertise. RESPONSIBILITIES Relationship Management of US Insurance customers (Global as well depending on relationship/need)- owning Exec level relationship to develop strategic partnerships with our insurance portfolio. Adopt a value-based approach: demonstrate the value of our capabilities to influence decision-makers, internal and external, through informed and constructive conversations such as; product developments, service levels, managing client expectations, strategic planning and growth targets. Collaborate closely with colleagues across the organisation to ensure all customer requirements/needs can be satisfied in an efficient and timely manner. Leveraging industry expertise and client feedback improve our insurance proposition. Understand US market nuances and competitive landscape; work closely with Client Service, Operations and Product Teams to create more value for our existing client base. Maintain an accurate database of customer information through effective CRM management (). Create and develop client presentations and sales pitch materials to support customer conversations. Depending on existing US client migration to US entity and new US deal flow, build and develop team where required to support US expansion, however, leveraging UK coverage and shared service capabilities. Oversee a team of relationship managers, offering strategic direction, mentorship, and performance feedback to drive the growth of client portfolios, ensuring the achievement of business targets. MINIMUM REQUIREMENTS A proven track record in Corporate Relationship Management with a minimum of 3-5 years' experience as an RD (or equivalent). Excellent relationship management skills with a proven track record in growing an existing business portfolio as well as achieving and exceeding revenue targets through consultative sales methods. Strategic mindset to adopt effective client strategies and account planning. Excellent interpersonal, verbal and written communication skills. Proven ability to manage multiple tasks, projects and deadlines simultaneously. Proficient computer skills, especially Microsoft Office applications and Salesforce for effective client management. Ideally with experience in the Insurance industry and/or global banking and payments infrastructures, but not essential. Ability to work effectively in a team environment. Passion for fintech/scale-ups with a mentality to get your hands dirty! BENEFITS 25 days holiday per year (increasing by 1 day per year of service, up to 30 days) + Bank Holidays. Hybrid working arrangements - minimum 2 days in the office, Tuesday - Thursday. Contributory pension scheme. Enhanced parental leave. Cycle to Work Scheme. Private Medical Insurance with AXA. Unlimited access to therapy sessions through our partner, Oliva. Discounted gym membership through Gympass. Financial coaching with Octopus Wealth. 2 days of volunteering leave per year. Sabbatical after 5 years' service. Life Assurance - MetLife (UK employees only). Ongoing learning and development to support you reaching your career goals. We are Vitesse - the payment provider of choice for the insurance and treasury industry. Formed in 2014 by a team of proven FinTech entrepreneurs, we are an FCA regulated payments business that is driven to be the payment partner of choice for the insurance market, by providing global payment services and treasury optimisation. Operating one of the largest domestic banking and payment settlement networks in the world, we give our customers direct access to more than 170 countries and territories, covering over 110 currencies. Through a single integration, insurers can use this network to pay claims in as fast as 45 seconds, delivering a better customer experience to their claimants. Our market-leading treasury optimisation service brings complete control and transparency to insurers and allows them to have their money in the right place, at the right time, to make that all-important payment - fast, and when their customers need it most. With now over 160 employees across Europe and our London headquarters, $26m series B funding in 2022 in the bag and approaching £8bn in processed transactions, we are only just getting started. We are collaborative, customer-centric and work with integrity, whilst partnering with some of the biggest insurance leaders including Lloyd's of London and Many Pets. We take huge pride in our company culture, ensuring that everyone has a part to play, an opportunity to be heard, be involved, and the ability to make a real difference. As we continue to scale up, we want like-minded humans to join us on this exciting journey. Are you ready? Vitesse at our best - our values The Vitesse values are a true reflection of what it takes to thrive in our business, so it's important to us that any employee who joins our business is aligned with these 3 attributes: Confident Humility We don't do ego and we know that unless we all win, none of us win. We admit when we're wrong, ask for help and always think about the wider business before ourselves. Driven to Succeed We see the opportunity ahead of us and we won't stop until we fulfil the potential we know we have. We hold ourselves to high standards and deliver high quality outcomes for Vitesse and our customers. Tenacious Responsibility We take ownership for our actions and decisions, and face into the challenges that come our way. We are committed to seeing things through to completion, even in the face of adversity. We are an Equal Opportunity Employer. We are committed to creating an inclusive environment that enables everyone to perform at their best, where we recognise the rights of all individuals to mutual respect and where there is an unbiased acceptance of others. Our policies and practices aim to promote an environment that is free from all forms of unfair discrimination and values the diversity of all people. At the heart of our policy, we seek to treat people fairly and with dignity and respect.
Feb 15, 2025
Full time
Working in our Relationship Management team, you will play a pivotal role in the heart of our business, focused on our top tier customers operating in the world's largest insurance markets. Collaborating across our teams to ensure that we deliver on our customers' global strategies to enable their growth and efficiency. Acting as their advocate in our business and developing strong relationships built on trust and expertise. RESPONSIBILITIES Relationship Management of US Insurance customers (Global as well depending on relationship/need)- owning Exec level relationship to develop strategic partnerships with our insurance portfolio. Adopt a value-based approach: demonstrate the value of our capabilities to influence decision-makers, internal and external, through informed and constructive conversations such as; product developments, service levels, managing client expectations, strategic planning and growth targets. Collaborate closely with colleagues across the organisation to ensure all customer requirements/needs can be satisfied in an efficient and timely manner. Leveraging industry expertise and client feedback improve our insurance proposition. Understand US market nuances and competitive landscape; work closely with Client Service, Operations and Product Teams to create more value for our existing client base. Maintain an accurate database of customer information through effective CRM management (). Create and develop client presentations and sales pitch materials to support customer conversations. Depending on existing US client migration to US entity and new US deal flow, build and develop team where required to support US expansion, however, leveraging UK coverage and shared service capabilities. Oversee a team of relationship managers, offering strategic direction, mentorship, and performance feedback to drive the growth of client portfolios, ensuring the achievement of business targets. MINIMUM REQUIREMENTS A proven track record in Corporate Relationship Management with a minimum of 3-5 years' experience as an RD (or equivalent). Excellent relationship management skills with a proven track record in growing an existing business portfolio as well as achieving and exceeding revenue targets through consultative sales methods. Strategic mindset to adopt effective client strategies and account planning. Excellent interpersonal, verbal and written communication skills. Proven ability to manage multiple tasks, projects and deadlines simultaneously. Proficient computer skills, especially Microsoft Office applications and Salesforce for effective client management. Ideally with experience in the Insurance industry and/or global banking and payments infrastructures, but not essential. Ability to work effectively in a team environment. Passion for fintech/scale-ups with a mentality to get your hands dirty! BENEFITS 25 days holiday per year (increasing by 1 day per year of service, up to 30 days) + Bank Holidays. Hybrid working arrangements - minimum 2 days in the office, Tuesday - Thursday. Contributory pension scheme. Enhanced parental leave. Cycle to Work Scheme. Private Medical Insurance with AXA. Unlimited access to therapy sessions through our partner, Oliva. Discounted gym membership through Gympass. Financial coaching with Octopus Wealth. 2 days of volunteering leave per year. Sabbatical after 5 years' service. Life Assurance - MetLife (UK employees only). Ongoing learning and development to support you reaching your career goals. We are Vitesse - the payment provider of choice for the insurance and treasury industry. Formed in 2014 by a team of proven FinTech entrepreneurs, we are an FCA regulated payments business that is driven to be the payment partner of choice for the insurance market, by providing global payment services and treasury optimisation. Operating one of the largest domestic banking and payment settlement networks in the world, we give our customers direct access to more than 170 countries and territories, covering over 110 currencies. Through a single integration, insurers can use this network to pay claims in as fast as 45 seconds, delivering a better customer experience to their claimants. Our market-leading treasury optimisation service brings complete control and transparency to insurers and allows them to have their money in the right place, at the right time, to make that all-important payment - fast, and when their customers need it most. With now over 160 employees across Europe and our London headquarters, $26m series B funding in 2022 in the bag and approaching £8bn in processed transactions, we are only just getting started. We are collaborative, customer-centric and work with integrity, whilst partnering with some of the biggest insurance leaders including Lloyd's of London and Many Pets. We take huge pride in our company culture, ensuring that everyone has a part to play, an opportunity to be heard, be involved, and the ability to make a real difference. As we continue to scale up, we want like-minded humans to join us on this exciting journey. Are you ready? Vitesse at our best - our values The Vitesse values are a true reflection of what it takes to thrive in our business, so it's important to us that any employee who joins our business is aligned with these 3 attributes: Confident Humility We don't do ego and we know that unless we all win, none of us win. We admit when we're wrong, ask for help and always think about the wider business before ourselves. Driven to Succeed We see the opportunity ahead of us and we won't stop until we fulfil the potential we know we have. We hold ourselves to high standards and deliver high quality outcomes for Vitesse and our customers. Tenacious Responsibility We take ownership for our actions and decisions, and face into the challenges that come our way. We are committed to seeing things through to completion, even in the face of adversity. We are an Equal Opportunity Employer. We are committed to creating an inclusive environment that enables everyone to perform at their best, where we recognise the rights of all individuals to mutual respect and where there is an unbiased acceptance of others. Our policies and practices aim to promote an environment that is free from all forms of unfair discrimination and values the diversity of all people. At the heart of our policy, we seek to treat people fairly and with dignity and respect.
Our Story Hello there. We're Zopa. We started our journey back in 2005, building the first ever peer-to-peer lending company. Fast forward to 2020 and we launched Zopa Bank. A bank that listens to what our customers don't like about finance and does the opposite. We're redefining what it feels like to work in finance. Our vision for a new era of banking puts people front and centre - we've built a business that empowers everyone to aim high, every day, to move finance forward. Find out more about our fantastic offerings at ! We're incredibly proud of our achievements and none of it would be possible without the amazing team here. It's not just industry awards we're winning, we've also been named in the top three UK's Most Loved Workplaces. If you embrace unconventional challenges, are unafraid to think differently and are driven to make an outsized impact, you'll thrive here at Zopa, so join us, and make it count. Want to see us in action? Follow us on The Second Line Technology Risk Team owns the framework for managing technology risk at Zopa, and is responsible for advising and challenging the business to ensure the security and resilience of our technology infrastructure, systems, and data assets. The team is responsible for risk oversight of the first line, training and assurance activity, designed to ensure that defined frameworks and standards are adhered to and that Zopa is managing its technology risk exposure within the bank's risk appetite. We are seeking an experienced second line technology risk manager to support the ongoing development of the technology risk framework and the processes that support it. This position requires a dynamic and analytical thinker who can partner with our various technology and information security teams to provide effective review, challenge, oversight, and assurance of technology risk assessments and decision-making by the business. The role is an exciting opportunity for a technology risk manager motivated by driving change and contributing to responsible growth and a truly customer-centric experience. A day in the life: You'll be working closely with the Director of Operational Risk, Head of Technology Risk and senior technology and risk leaders from across the business. Developing and implementing technology risk frameworks. Providing oversight and ensuring compliance with tech risk standards and regulations. Conducting independent testing and challenge of technology and information security controls and their effectiveness. Utilising data, analytics and AI to identify issues, trends and potential vulnerabilities. Working with 1st line risk to embed risk management standards. Improving the quality of discussion and debate around technology and information security risk - ensuring appropriate escalation, a consistently evolving approach to MI and controls and clear expectation setting. About you: Knowledge and expertise in modern, cloud-based architectures - including networking and security foundations, cloud development patterns, and data management fundamentals. Experience of working in the financial services, banking, or fintech sector. An understanding of the regulatory landscape governing financial institutions, including, cloud service providers, operational resilience, and tech outsourcing (e.g. DORA & CTP). Good working knowledge of security industry frameworks such as ISO27001, SOC2, & NIST. Familiarity with payments best practices and controls including PCI DSS. Knowledge of industry best practice in the design of key technology controls and experience in challenging their effectiveness. An understanding of third party technology risk management, including assessing the effectiveness of vendor and external partner controls. An understanding of incident management practices and experience of challenging the effectiveness of responses to technology and security-related incidents. Flexible working? Yes please! At Zopa we value flexible ways of working. We understand the benefits of face-to-face collaboration and the importance of a good work-life balance. Our teams work in a hybrid manner, from our vibrant UK offices and the comfort of their own homes, at a frequency that suits the team and the work they do. Not only that - you'll also have the option of working from abroad for up to 120 days a year! But no matter where you are, we'll make sure you've got everything you need to thrive, both in your work and home life, from day one. Subject to having the right to work in the country of choice Diversity Statement Zopa is proud to offer a workplace free from discrimination. Diversity of experience, perspectives, and backgrounds leads to better products for our customers and a unique company culture for our people. We are made up of nearly 50 nationalities, have a DE&I forum made up of Zopians wanting to make a difference and we are proud of our culture where everyone can bring their full self to work. Our approach to DE&I is reflected in our hiring process so please let us know if you require any reasonable adjustments.
Feb 12, 2025
Full time
Our Story Hello there. We're Zopa. We started our journey back in 2005, building the first ever peer-to-peer lending company. Fast forward to 2020 and we launched Zopa Bank. A bank that listens to what our customers don't like about finance and does the opposite. We're redefining what it feels like to work in finance. Our vision for a new era of banking puts people front and centre - we've built a business that empowers everyone to aim high, every day, to move finance forward. Find out more about our fantastic offerings at ! We're incredibly proud of our achievements and none of it would be possible without the amazing team here. It's not just industry awards we're winning, we've also been named in the top three UK's Most Loved Workplaces. If you embrace unconventional challenges, are unafraid to think differently and are driven to make an outsized impact, you'll thrive here at Zopa, so join us, and make it count. Want to see us in action? Follow us on The Second Line Technology Risk Team owns the framework for managing technology risk at Zopa, and is responsible for advising and challenging the business to ensure the security and resilience of our technology infrastructure, systems, and data assets. The team is responsible for risk oversight of the first line, training and assurance activity, designed to ensure that defined frameworks and standards are adhered to and that Zopa is managing its technology risk exposure within the bank's risk appetite. We are seeking an experienced second line technology risk manager to support the ongoing development of the technology risk framework and the processes that support it. This position requires a dynamic and analytical thinker who can partner with our various technology and information security teams to provide effective review, challenge, oversight, and assurance of technology risk assessments and decision-making by the business. The role is an exciting opportunity for a technology risk manager motivated by driving change and contributing to responsible growth and a truly customer-centric experience. A day in the life: You'll be working closely with the Director of Operational Risk, Head of Technology Risk and senior technology and risk leaders from across the business. Developing and implementing technology risk frameworks. Providing oversight and ensuring compliance with tech risk standards and regulations. Conducting independent testing and challenge of technology and information security controls and their effectiveness. Utilising data, analytics and AI to identify issues, trends and potential vulnerabilities. Working with 1st line risk to embed risk management standards. Improving the quality of discussion and debate around technology and information security risk - ensuring appropriate escalation, a consistently evolving approach to MI and controls and clear expectation setting. About you: Knowledge and expertise in modern, cloud-based architectures - including networking and security foundations, cloud development patterns, and data management fundamentals. Experience of working in the financial services, banking, or fintech sector. An understanding of the regulatory landscape governing financial institutions, including, cloud service providers, operational resilience, and tech outsourcing (e.g. DORA & CTP). Good working knowledge of security industry frameworks such as ISO27001, SOC2, & NIST. Familiarity with payments best practices and controls including PCI DSS. Knowledge of industry best practice in the design of key technology controls and experience in challenging their effectiveness. An understanding of third party technology risk management, including assessing the effectiveness of vendor and external partner controls. An understanding of incident management practices and experience of challenging the effectiveness of responses to technology and security-related incidents. Flexible working? Yes please! At Zopa we value flexible ways of working. We understand the benefits of face-to-face collaboration and the importance of a good work-life balance. Our teams work in a hybrid manner, from our vibrant UK offices and the comfort of their own homes, at a frequency that suits the team and the work they do. Not only that - you'll also have the option of working from abroad for up to 120 days a year! But no matter where you are, we'll make sure you've got everything you need to thrive, both in your work and home life, from day one. Subject to having the right to work in the country of choice Diversity Statement Zopa is proud to offer a workplace free from discrimination. Diversity of experience, perspectives, and backgrounds leads to better products for our customers and a unique company culture for our people. We are made up of nearly 50 nationalities, have a DE&I forum made up of Zopians wanting to make a difference and we are proud of our culture where everyone can bring their full self to work. Our approach to DE&I is reflected in our hiring process so please let us know if you require any reasonable adjustments.
This role will report into the UK CEO and be a member of the UK Executive Team. This role is responsible for helping to shape the UK Business Strategy to continue our growth journey, working closely with UK leadership and cross-functionally to drive market and competitor intelligence, lead horizon 3 strategic evaluations, and optimise strategy execution. This role will initially have one direct report to support day-to-day activities. What you will be doing: Bringing together both internal Customer insight and external Market and Competitors insight to help Executive team identify strategic opportunities for the UK business. Monitor and evaluate the competitive market landscape, movements and risks to assess SB's relative position to major industry players and innovative start-ups. Identify strategic opportunities (and/or risks) for SB considering SB's competitive landscape and moves its competitors make or plan. Ensure internal and external data insights are combined to inform business decisions and behaviours to achieve SB's vision and business objectives. Leveraging insights from close partnership with our Shared Services teams, identify which new opportunities (new products / new markets) provide the greatest opportunity for SB to significantly grow its adjacency business. Help shape our UK market strategy and own the OKR planning process to support delivery. Developing horizon 3 thinking and opportunity identification to build an innovation pipeline, including how we monetise our data as a competitive advantage. Working with Exec leadership across the Group and using injections from external sources, run innovation sessions to build a potential innovation pipeline. Specifically: working with our Data & Analytics team, Risk and Compliance and Chief Commercial Officer, fully evaluate data as a competitive advantage and capability for SB, assessing how this might form part of SB's commercial model evolution. Mentor and develop SBers to build a strong, cross-functional team capable of executing the innovation agenda. Spend 10% of time connecting with, understanding and keeping up to speed on developments across US and Shared Services to inform strategy direction to adopt a group perspective. Requirements Strategic Thinker: Demonstrated ability to think strategically, analyse complex problems, develop and implement creative solutions and drive results. Data-Driven Problem-solver: Comfortable working with data and using it to inform decision-making; highly analytical with the ability to diagnose and solve complex problems. Collaborative team player and relationship builder: Collaborator with enterprise-wide mindset and the ability to build strong relationships across the organisation and across the Insurance, InsurTech and FinTech industry. Strong influencing skills to help bring SBers on a journey with them. This role is regulated by the FCA and it will have specific responsibilities under those regulations. We'll explain these to you as part of the hiring process. If you're applying for a role in which you'll be performing Senior Management Functions under the Senior Manager and Certification Regime (SM&CR), you'll also be subject to enhanced check and referencing in accordance with the FCA's guidelines. About Simply Business We insure small businesses and enable big dreams - not just for our customers, but for our people and communities too. With over 1,000,000 active insurance policies, we protect builders, bakers, landlords and more than 1,200 other trades. We're a technology company as well as one that sells insurance. That means we build, we fail, we learn and we improve. We're a B Corp too, which recognises our strong track record of having a positive impact on people, society and the environment. Why not check out our advert on YouTube: Simply Business TV advert 2024 : 'Simply the Best' What are the benefits of working at Simply Business? We offer a great work-life balance where every team member has a manageable workload and the flexibility to work hybrid. On top of the 25 days annual leave (plus bank holidays), we offer leave that suits your needs. Plus the option to buy five more days of holiday with your flexible benefits. Our flexible parental leave allows you to approach an important time how you want - with six months full pay to the primary caregiver and four weeks full pay if you're the secondary caregiver. Our life event leave is an extra days leave every two years for those big moments in your life like moving house or your birthday. And as a thank you to our long-serving employees we offer a two week paid sabbatical after five years of service, then four weeks off after ten years of service. And our core benefits can put your mind at ease with private medical insurance through BUPA, that covers any pre-existing condition. And a health cash plan that covers your everyday medical expenses. We also make sure you're compensated fairly with a competitive salary based on your experience and the market we're in. Plus the potential to earn an annual bonus based on performance. There's access to the tools to support your personal development with programmes on our dedicated learning platform. As well as support for your mental health with access to counselling. We'll match what you put into your pension up to five per cent. And pass on a tax-free sum that's four times your basic salary with our life assurance policy, with the option to increase it to ten times through our flexible benefit scheme. Our salary sacrifice car scheme gives you the option to buy a brand new, fully insured, and maintained car for a convenient fixed monthly amount taken from your gross salary (after 6 months service). And our flexible benefits scheme gives you an allocated amount to use each year on benefits like critical illness cover, dental insurance, travel insurance, or a gym membership. Ready to join us and drive our success as a high-performing team? Apply today.
Feb 06, 2025
Full time
This role will report into the UK CEO and be a member of the UK Executive Team. This role is responsible for helping to shape the UK Business Strategy to continue our growth journey, working closely with UK leadership and cross-functionally to drive market and competitor intelligence, lead horizon 3 strategic evaluations, and optimise strategy execution. This role will initially have one direct report to support day-to-day activities. What you will be doing: Bringing together both internal Customer insight and external Market and Competitors insight to help Executive team identify strategic opportunities for the UK business. Monitor and evaluate the competitive market landscape, movements and risks to assess SB's relative position to major industry players and innovative start-ups. Identify strategic opportunities (and/or risks) for SB considering SB's competitive landscape and moves its competitors make or plan. Ensure internal and external data insights are combined to inform business decisions and behaviours to achieve SB's vision and business objectives. Leveraging insights from close partnership with our Shared Services teams, identify which new opportunities (new products / new markets) provide the greatest opportunity for SB to significantly grow its adjacency business. Help shape our UK market strategy and own the OKR planning process to support delivery. Developing horizon 3 thinking and opportunity identification to build an innovation pipeline, including how we monetise our data as a competitive advantage. Working with Exec leadership across the Group and using injections from external sources, run innovation sessions to build a potential innovation pipeline. Specifically: working with our Data & Analytics team, Risk and Compliance and Chief Commercial Officer, fully evaluate data as a competitive advantage and capability for SB, assessing how this might form part of SB's commercial model evolution. Mentor and develop SBers to build a strong, cross-functional team capable of executing the innovation agenda. Spend 10% of time connecting with, understanding and keeping up to speed on developments across US and Shared Services to inform strategy direction to adopt a group perspective. Requirements Strategic Thinker: Demonstrated ability to think strategically, analyse complex problems, develop and implement creative solutions and drive results. Data-Driven Problem-solver: Comfortable working with data and using it to inform decision-making; highly analytical with the ability to diagnose and solve complex problems. Collaborative team player and relationship builder: Collaborator with enterprise-wide mindset and the ability to build strong relationships across the organisation and across the Insurance, InsurTech and FinTech industry. Strong influencing skills to help bring SBers on a journey with them. This role is regulated by the FCA and it will have specific responsibilities under those regulations. We'll explain these to you as part of the hiring process. If you're applying for a role in which you'll be performing Senior Management Functions under the Senior Manager and Certification Regime (SM&CR), you'll also be subject to enhanced check and referencing in accordance with the FCA's guidelines. About Simply Business We insure small businesses and enable big dreams - not just for our customers, but for our people and communities too. With over 1,000,000 active insurance policies, we protect builders, bakers, landlords and more than 1,200 other trades. We're a technology company as well as one that sells insurance. That means we build, we fail, we learn and we improve. We're a B Corp too, which recognises our strong track record of having a positive impact on people, society and the environment. Why not check out our advert on YouTube: Simply Business TV advert 2024 : 'Simply the Best' What are the benefits of working at Simply Business? We offer a great work-life balance where every team member has a manageable workload and the flexibility to work hybrid. On top of the 25 days annual leave (plus bank holidays), we offer leave that suits your needs. Plus the option to buy five more days of holiday with your flexible benefits. Our flexible parental leave allows you to approach an important time how you want - with six months full pay to the primary caregiver and four weeks full pay if you're the secondary caregiver. Our life event leave is an extra days leave every two years for those big moments in your life like moving house or your birthday. And as a thank you to our long-serving employees we offer a two week paid sabbatical after five years of service, then four weeks off after ten years of service. And our core benefits can put your mind at ease with private medical insurance through BUPA, that covers any pre-existing condition. And a health cash plan that covers your everyday medical expenses. We also make sure you're compensated fairly with a competitive salary based on your experience and the market we're in. Plus the potential to earn an annual bonus based on performance. There's access to the tools to support your personal development with programmes on our dedicated learning platform. As well as support for your mental health with access to counselling. We'll match what you put into your pension up to five per cent. And pass on a tax-free sum that's four times your basic salary with our life assurance policy, with the option to increase it to ten times through our flexible benefit scheme. Our salary sacrifice car scheme gives you the option to buy a brand new, fully insured, and maintained car for a convenient fixed monthly amount taken from your gross salary (after 6 months service). And our flexible benefits scheme gives you an allocated amount to use each year on benefits like critical illness cover, dental insurance, travel insurance, or a gym membership. Ready to join us and drive our success as a high-performing team? Apply today.
We are Vitesse - the treasury and payment partner of choice for insurance. Formed in 2014 by a team of proven FinTech entrepreneurs, we are an FCA-regulated business providing global claim funds management and payment solutions. Operating one of the largest banking and payment settlement networks in the world, we give our customers direct access to 200 countries and currencies. Through a single integration, (re)insurers and brokers can seamlessly move premium, manage loss funds and pay claims. Our market-leading treasury proposition provides (re)insurers and brokers with transparency and control over their premium and claim funds, even when delegated to third-parties, allowing them to have their money in the right place, at the right time, to make that all-important payment when customers need it most. With over 230 employees across our London headquarters, Europe, and the US, $93m Series C funding secured, and exceeding £10bn in processed transactions, we are only just getting started. We are collaborative, customer centric and work with integrity, partnering with some of the biggest insurance leaders including Lloyd's of London. We take huge pride in our company culture, ensuring that everyone has a part to play, an opportunity to be heard, be involved, and the ability to make a real difference. As we continue to scale up, we want like-minded humans to join us on this exciting journey. Are you ready? The Role: The Business Development Director is responsible for supporting the establishment and growth of new client relationships and maximizing our value with Insurance clients. The role reports to the Head of Business Development and you'll work closely with the Business Development Directors to build new business pipelines and identify new leads. The scope of the role entails sourcing new leads through to revenue generation. Core responsibilities: Ownership of the full sales lifecycle from prospect through to revenue generation. Deliver against a business revenue target to achieve the growth aspirations of Vitesse with a focus on decreasing time to revenue generation. Ongoing ownership and development of the early stage of the client relationship, prior to handing over to the Relationship Management team. Working closely with Sales Operations by converting generated leads and providing input to the lead generation process to bolster the longer term sales pipeline. Gathering / understanding industry intelligence and client requirements to support the Product team in continual development of our Value Proposition. Working in partnership with our Implementation management team, develop realistic client ramp-up plans, ensuring we understand and maximize share of wallet and cross-sell opportunities to deliver mutual relationship value. Deliver against and provide input to the Insurance go to market strategy as defined by the CCO and wider business. Work in partnership with Sales Operations, providing live feedback on internal and customer facing sales processes to reduce time to go live and revenue generation. Why Join Us? We are a high-growth business with a strong, open, and positive culture. At Vitesse, we combine the fast-paced, innovative energy of a scale-up with the solid foundation of a proven product-market fit and an exciting market opportunity. As Business Development Director you'll have the chance to build something meaningful, working with a team of passionate individuals committed to driving growth. With a unique blend of hands-on leadership and strategic responsibility, this role offers the opportunity to leave a tangible impact on the company's success in both the UK and US markets. Minimum Requirements: Insurance broker or re-insurance background Must understand capital flows of premium at a global level (i.e understands Lloyd's placement, company market placement) 5+ years' experience in consultative sales positions Excellent communicator. You should be a people person with a proven track record of establishing, building and maintaining strong, high-value client relationships Passion for start-ups with a mentality to get your hands dirty. You will be expected to provide live feedback on improvements to propositions, internal processes and ways of working A team player, with the ability to relate well with co-workers, customers and partners and other stakeholders Demonstrated ability to be proactive, self-driven, and make pragmatic decisions when necessary Benefits: 25 days Holiday per year (increasing by 1 day per years' service, up to 30 days) + Bank Holidays Hybrid working arrangements - minimum 2 days in the office, Tuesday - Thursday Contributory pension scheme Enhanced Parental leave Cycle to Work Scheme Private Medical Insurance with AXA Unlimited access to therapy sessions through our partner, Oliva Discounted Gym membership through Gympass Financial Coaching with Octopus Wealth 2 days of volunteering leave per year Sabbatical after 5 years' service Life Assurance - MetLife (UK employees only) Ongoing Learning and Development to support you reach your career goals We are Vitesse - the payment provider of choice for the insurance and treasury industry. We are collaborative, customer centric and work with integrity, partnering with some of the biggest insurance leaders including Lloyd's of London and Many Pets. We take huge pride in our company culture, ensuring that everyone has a part to play, an opportunity to be heard, be involved, and the ability to make a real difference. As we continue to scale up, we want like-minded humans to join us on this exciting journey. Are you ready? Vitesse at our best - our values The Vitesse values are a true reflection of what it takes to thrive in our business, so it's important to us that any employee who joins our business is aligned with these 3 attributes: Confident Humility: We don't do ego and we know that unless we all win, none of us win. We admit when we're wrong, ask for help and always think about the wider business before ourselves. Driven to Succeed: We see the opportunity ahead of us and we won't stop until we fulfil the potential we know we have. We hold ourselves to high standards and deliver high quality outcomes for Vitesse and our customers. Tenacious Responsibility: We take ownership for our actions and decisions, and face into the challenges that come our way. We are committed to seeing things through to completion, even in the face of adversity. We are an Equal Opportunity Employer: We are committed to creating an inclusive environment that enables everyone to perform at their best, where we recognise the rights of all individuals to mutual respect and where there is an unbiased acceptance of others. Our policies and practices aim to promote an environment that is free from all forms of unfair discrimination and values the diversity of all people. At the heart of our policy, we seek to treat people fairly and with dignity and respect.
Jan 28, 2025
Full time
We are Vitesse - the treasury and payment partner of choice for insurance. Formed in 2014 by a team of proven FinTech entrepreneurs, we are an FCA-regulated business providing global claim funds management and payment solutions. Operating one of the largest banking and payment settlement networks in the world, we give our customers direct access to 200 countries and currencies. Through a single integration, (re)insurers and brokers can seamlessly move premium, manage loss funds and pay claims. Our market-leading treasury proposition provides (re)insurers and brokers with transparency and control over their premium and claim funds, even when delegated to third-parties, allowing them to have their money in the right place, at the right time, to make that all-important payment when customers need it most. With over 230 employees across our London headquarters, Europe, and the US, $93m Series C funding secured, and exceeding £10bn in processed transactions, we are only just getting started. We are collaborative, customer centric and work with integrity, partnering with some of the biggest insurance leaders including Lloyd's of London. We take huge pride in our company culture, ensuring that everyone has a part to play, an opportunity to be heard, be involved, and the ability to make a real difference. As we continue to scale up, we want like-minded humans to join us on this exciting journey. Are you ready? The Role: The Business Development Director is responsible for supporting the establishment and growth of new client relationships and maximizing our value with Insurance clients. The role reports to the Head of Business Development and you'll work closely with the Business Development Directors to build new business pipelines and identify new leads. The scope of the role entails sourcing new leads through to revenue generation. Core responsibilities: Ownership of the full sales lifecycle from prospect through to revenue generation. Deliver against a business revenue target to achieve the growth aspirations of Vitesse with a focus on decreasing time to revenue generation. Ongoing ownership and development of the early stage of the client relationship, prior to handing over to the Relationship Management team. Working closely with Sales Operations by converting generated leads and providing input to the lead generation process to bolster the longer term sales pipeline. Gathering / understanding industry intelligence and client requirements to support the Product team in continual development of our Value Proposition. Working in partnership with our Implementation management team, develop realistic client ramp-up plans, ensuring we understand and maximize share of wallet and cross-sell opportunities to deliver mutual relationship value. Deliver against and provide input to the Insurance go to market strategy as defined by the CCO and wider business. Work in partnership with Sales Operations, providing live feedback on internal and customer facing sales processes to reduce time to go live and revenue generation. Why Join Us? We are a high-growth business with a strong, open, and positive culture. At Vitesse, we combine the fast-paced, innovative energy of a scale-up with the solid foundation of a proven product-market fit and an exciting market opportunity. As Business Development Director you'll have the chance to build something meaningful, working with a team of passionate individuals committed to driving growth. With a unique blend of hands-on leadership and strategic responsibility, this role offers the opportunity to leave a tangible impact on the company's success in both the UK and US markets. Minimum Requirements: Insurance broker or re-insurance background Must understand capital flows of premium at a global level (i.e understands Lloyd's placement, company market placement) 5+ years' experience in consultative sales positions Excellent communicator. You should be a people person with a proven track record of establishing, building and maintaining strong, high-value client relationships Passion for start-ups with a mentality to get your hands dirty. You will be expected to provide live feedback on improvements to propositions, internal processes and ways of working A team player, with the ability to relate well with co-workers, customers and partners and other stakeholders Demonstrated ability to be proactive, self-driven, and make pragmatic decisions when necessary Benefits: 25 days Holiday per year (increasing by 1 day per years' service, up to 30 days) + Bank Holidays Hybrid working arrangements - minimum 2 days in the office, Tuesday - Thursday Contributory pension scheme Enhanced Parental leave Cycle to Work Scheme Private Medical Insurance with AXA Unlimited access to therapy sessions through our partner, Oliva Discounted Gym membership through Gympass Financial Coaching with Octopus Wealth 2 days of volunteering leave per year Sabbatical after 5 years' service Life Assurance - MetLife (UK employees only) Ongoing Learning and Development to support you reach your career goals We are Vitesse - the payment provider of choice for the insurance and treasury industry. We are collaborative, customer centric and work with integrity, partnering with some of the biggest insurance leaders including Lloyd's of London and Many Pets. We take huge pride in our company culture, ensuring that everyone has a part to play, an opportunity to be heard, be involved, and the ability to make a real difference. As we continue to scale up, we want like-minded humans to join us on this exciting journey. Are you ready? Vitesse at our best - our values The Vitesse values are a true reflection of what it takes to thrive in our business, so it's important to us that any employee who joins our business is aligned with these 3 attributes: Confident Humility: We don't do ego and we know that unless we all win, none of us win. We admit when we're wrong, ask for help and always think about the wider business before ourselves. Driven to Succeed: We see the opportunity ahead of us and we won't stop until we fulfil the potential we know we have. We hold ourselves to high standards and deliver high quality outcomes for Vitesse and our customers. Tenacious Responsibility: We take ownership for our actions and decisions, and face into the challenges that come our way. We are committed to seeing things through to completion, even in the face of adversity. We are an Equal Opportunity Employer: We are committed to creating an inclusive environment that enables everyone to perform at their best, where we recognise the rights of all individuals to mutual respect and where there is an unbiased acceptance of others. Our policies and practices aim to promote an environment that is free from all forms of unfair discrimination and values the diversity of all people. At the heart of our policy, we seek to treat people fairly and with dignity and respect.
This role will be a leading and driving senior compliance role to manage the 2nd line compliance activities for this established and growing global fintech payments business. Managing activities within the UK FCA and PSR frameworks. The responsibilities will include: Assist the Head of Legal and Compliance in ensuring the Firm operates in accordance with all legal and regulatory requirements related to regulatory compliance and Financial Crime (FC) Compliance Provide leadership, support and expert knowledge on aspects of regulatory compliance and FC Compliance to relevant stakeholders Help strengthen the firm's compliance environment by proposing appropriate improvements in the design and operationalisation of controls Deputise for the Head of Legal and Compliance with regards to regulatory compliance and FC matters as and when required Execution of FCMP (FC Internal Audit) and presentation to the Board; Point of Contact for all Financial Partners on strategic matters; Managing Policies, Procedures and Processes (updates, presentations to the MLRO / Board); Managing elements of the Remediation Plan execution; Training and guiding the Financial Crime teams; Any other special tasks re Compliance and Financial Crime. Experience required: Sound leadership skills and ability to advise and influence at all levels up to and including the Board of Directors; Strong and demonstrated interpersonal communication skills plus a requirement to liaise closely with the Head of Legal and Compliance, MLRO and all Department Heads; Extensive knowledge of the UK regulatory framework with good knowledge of Payment Service operations, products and processes, including: ? A strong understanding of all relevant aspects of the FCA Handbook, including Conduct Risk, Treating Customers Fairly, Complaints Handling, etc. ? Preferably with knowledge of PSR regs for EMI's ? A strong understanding of the regulatory environment such as but not limited to: EU Money Laundering Directives, anti-bribery corruption and UK regulatory environment (FCA Regulations, UK Money Laundering Regulations, UK Bribery Act and JMLSG Guidance). Excellent understanding of how to develop a Compliance assurance and testing function; Able to walk through processes and procedures and detect possible control weaknesses to target testing appropriately; Strong attention to detail and focused on results and objectives; Project management skills and the ability to multitask; Able to manage, support and develop team members; Have demonstrable professional integrity and a strong work ethic; A minimum of 3 years' experience within a UK financial services environment, gained in a regulatory compliance function / financial crime function or through provision of advisory and consulting services to clients; Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.
Dec 10, 2022
Full time
This role will be a leading and driving senior compliance role to manage the 2nd line compliance activities for this established and growing global fintech payments business. Managing activities within the UK FCA and PSR frameworks. The responsibilities will include: Assist the Head of Legal and Compliance in ensuring the Firm operates in accordance with all legal and regulatory requirements related to regulatory compliance and Financial Crime (FC) Compliance Provide leadership, support and expert knowledge on aspects of regulatory compliance and FC Compliance to relevant stakeholders Help strengthen the firm's compliance environment by proposing appropriate improvements in the design and operationalisation of controls Deputise for the Head of Legal and Compliance with regards to regulatory compliance and FC matters as and when required Execution of FCMP (FC Internal Audit) and presentation to the Board; Point of Contact for all Financial Partners on strategic matters; Managing Policies, Procedures and Processes (updates, presentations to the MLRO / Board); Managing elements of the Remediation Plan execution; Training and guiding the Financial Crime teams; Any other special tasks re Compliance and Financial Crime. Experience required: Sound leadership skills and ability to advise and influence at all levels up to and including the Board of Directors; Strong and demonstrated interpersonal communication skills plus a requirement to liaise closely with the Head of Legal and Compliance, MLRO and all Department Heads; Extensive knowledge of the UK regulatory framework with good knowledge of Payment Service operations, products and processes, including: ? A strong understanding of all relevant aspects of the FCA Handbook, including Conduct Risk, Treating Customers Fairly, Complaints Handling, etc. ? Preferably with knowledge of PSR regs for EMI's ? A strong understanding of the regulatory environment such as but not limited to: EU Money Laundering Directives, anti-bribery corruption and UK regulatory environment (FCA Regulations, UK Money Laundering Regulations, UK Bribery Act and JMLSG Guidance). Excellent understanding of how to develop a Compliance assurance and testing function; Able to walk through processes and procedures and detect possible control weaknesses to target testing appropriately; Strong attention to detail and focused on results and objectives; Project management skills and the ability to multitask; Able to manage, support and develop team members; Have demonstrable professional integrity and a strong work ethic; A minimum of 3 years' experience within a UK financial services environment, gained in a regulatory compliance function / financial crime function or through provision of advisory and consulting services to clients; Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.
