Customer Operations Director, Business Banking and Wealth Cardiff, London or Remote (UK) We're on a mission to make money work for everyone. We're waving goodbye to the complicated and confusing ways of traditional banking. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We're not about selling products - we want to solve problems and change lives through Monzo ️ As Customer Operations Director you will lead the design, delivery, and scale of our customer operations function as we grow our footprint in business banking and digital wealth products, including pensions, savings, and investments. This role is key to ensuring we deliver frictionless, compliant, and high-impact service experiences for both individual and business customers, while continuously improving efficiency and supporting innovation. As a strategic leader, you will oversee our customer operations and change and continuous improvement teams with a focus on building a best-in-class function that supports growth, regulatory excellence, and customer trust. Leading Business Banking and Wealth Operations, proactively set out and deliver a clear strategy to achieve the next stage of our growth ambition. Owning and delivering world-class customer service through multi-channel management to deliver against all key goals and performance indicators with a strong focus on quality and customer experience. Creating a culture of continuous improvement, increasing productivity and efficiency through great people leadership, coaching and developing the skills of your team. Leading by example. You'll be a customer advocate in all you do and build a culture that your team is proud to be a part of, by owning and influencing engagement across the whole operation Enabling the safe and efficient delivery of change into the operation to allow us to scale and grow at pace Identifying potential operational risks and develop strategies to mitigate them along with ensuring compliance with relevant regulations and industry standards Developing and managing strategic partnerships across Monzo, and with new and existing third parties. You will build strong and effective stakeholder relationships throughout Engaging confidently with senior leadership including C-suite and VPs Engaging externally with industry experts and peers in external industry forums; responding to regulatory & industry requests for information Maturing our processes and controls within your areas of responsibility to take Monzo's control environment to the next level of maturity (and scalability). You have proven experience in customer operations leadership roles within a UK bank or financial services company (including FinTech) You have demonstrated success scaling customer operations in a high growth, regulated environment through automation, outsourcing and/or offshoring. You are comfortable leading large multi-site operations and have a track record of developing high performing teams, leading through change and delivering outstanding results. You have previous experience of business banking operations and experience with wealth management products, including pensions (SIPPs), ISAs, general investment accounts, and fund platforms would be an asset. You have a customer-obsessed mindset with a focus on user experience, regulatory integrity, and performance metrics. You can influence senior stakeholders and have a track record of solving complex problems and driving operational improvements that have real tangible impact. You're resilient and comfortable working in a fast paced environment where the day to day job is constantly evolving and changing. You're hands-on and great at delivery & execution with a strong bias for action, experimentation, and continuous improvement. You care deeply about building inclusive teams, developing talent, and creating a culture where people thrive. You are fluent in MacOS, Slack, and GSuite tools and the ability to adapt to learn new systems and processes What's in it for you This role can be based in our London office, Cardiff Office or UK remote (with ad hoc meetings in London and Cardiff) We offer flexible working hours and trust you to work enough hours to do your job well, and at times that suit you and your team. £1,000 learning budget each year to use on books, training courses and conferences. We will set you up to work from home; all employees are given Macbooks and for fully remote workers we will provide extra support for your work-from-home setup. The application journey has 4 key steps Stakeholder/Leadership Interview Values/Role Specific Interview Final interview Not ticking every box? That's totally okay! Studies show that women and people of colour might hesitate to apply unless they meet every single requirement. At Monzo, we're dedicated to creating a diverse and welcoming team. If you're passionate about this role and keen to learn and grow with us, we encourage you to apply- even if you don't have everything that's listed just yet. Drop us your application, we'd love to hear from you! Please note you should submit your own application without help from other sources e.g Others/ChatGPT any applications whereby external support has been provided will be disqualified. Our average process takes around 2-3 weeks but we will always work around your availability. You will have the chance to speak to our recruitment team at various points during your process but if you do have any specific questions ahead of this please contact us via The closing date for applications is Monday 14th July 4pm. Equal opportunities for everyone Diversity and inclusion are a priority for us and we're making sure we have lots of support for all of our people to grow at Monzo. At Monzo, we're embracing diversity by fostering an inclusive environment for all people to do the best work of their lives with us. This is integral to our mission of making money work for everyone. You can read more in our blog , 2024 Diversity and Inclusion Report and 2024 Gender Pay Gap Report. We're an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. If you have a preferred name, please use it to apply. We don't need full or birth names at application stage Apply for this job indicates a required field First Name Last Name Email Phone Resume/CV Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf Do you have leadership experience within Banking and/or Wealth? Select Select A US Person is defined as someone who: was born in the United States (US) has at least 1 parent who was born in the US is a naturalised citizen of the US is a green card holder is a US tax resident Keeping your data safe is really important to us. Select Please confirm your UK Right to Work status. Select We legally have to verify your Right to Work in the UK before you can start working for us. We're asking for this information now so we know later what type of right to work check we need to do. Your answer to this question won't affect the outcome of your application, unless you'd need visa sponsorship but are applying to a role we can't sponsor. If you'd like to, please share your preferred pronouns (eg. they/them/theirs, she/her/hers). If you'd like to, please spell out your name how it's pronounced so we know how to say it. Identity survey Our goal at Monzo is to make money work for everyone. To do that, working at Monzo must work for everyone. We want to create an equitable, engaged and innovative workplace which gives people from all backgrounds the support they need to thrive and grow. Making Monzo work for everyone starts right at the beginning of every Monzonaut's journey: when they apply to work here. This demographic survey will help us better understand the people who apply to work at Monzo. It'll help us see how different groups progress through our hiring process, and where we need to make improvements to be more inclusive. If you choose to fill it out, all of the information you give us is: Voluntary . And we've included a "prefer not to say" option for every question. It'd be helpful if you still fill out the survey even if you choose "prefer not to say" for every question, as it's useful for us to understand & record this. We won't know if you choose to fill this survey in or not. Anonymous to Monzo . We can't tie your responses to you and they won't make a difference to the outcome of your application. We'll only use grouped responses for equal opportunities monitoring in our hiring process. By filling out this survey, you agree that we can use your responses for the purposes we've mentioned above. You are not letting us know if we need to make any adjustments to the hiring process because of disability or neurodiversity - to do this please email us. How would you describe your gender identity? Select . click apply for full job details
Jul 05, 2025
Full time
Customer Operations Director, Business Banking and Wealth Cardiff, London or Remote (UK) We're on a mission to make money work for everyone. We're waving goodbye to the complicated and confusing ways of traditional banking. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We're not about selling products - we want to solve problems and change lives through Monzo ️ As Customer Operations Director you will lead the design, delivery, and scale of our customer operations function as we grow our footprint in business banking and digital wealth products, including pensions, savings, and investments. This role is key to ensuring we deliver frictionless, compliant, and high-impact service experiences for both individual and business customers, while continuously improving efficiency and supporting innovation. As a strategic leader, you will oversee our customer operations and change and continuous improvement teams with a focus on building a best-in-class function that supports growth, regulatory excellence, and customer trust. Leading Business Banking and Wealth Operations, proactively set out and deliver a clear strategy to achieve the next stage of our growth ambition. Owning and delivering world-class customer service through multi-channel management to deliver against all key goals and performance indicators with a strong focus on quality and customer experience. Creating a culture of continuous improvement, increasing productivity and efficiency through great people leadership, coaching and developing the skills of your team. Leading by example. You'll be a customer advocate in all you do and build a culture that your team is proud to be a part of, by owning and influencing engagement across the whole operation Enabling the safe and efficient delivery of change into the operation to allow us to scale and grow at pace Identifying potential operational risks and develop strategies to mitigate them along with ensuring compliance with relevant regulations and industry standards Developing and managing strategic partnerships across Monzo, and with new and existing third parties. You will build strong and effective stakeholder relationships throughout Engaging confidently with senior leadership including C-suite and VPs Engaging externally with industry experts and peers in external industry forums; responding to regulatory & industry requests for information Maturing our processes and controls within your areas of responsibility to take Monzo's control environment to the next level of maturity (and scalability). You have proven experience in customer operations leadership roles within a UK bank or financial services company (including FinTech) You have demonstrated success scaling customer operations in a high growth, regulated environment through automation, outsourcing and/or offshoring. You are comfortable leading large multi-site operations and have a track record of developing high performing teams, leading through change and delivering outstanding results. You have previous experience of business banking operations and experience with wealth management products, including pensions (SIPPs), ISAs, general investment accounts, and fund platforms would be an asset. You have a customer-obsessed mindset with a focus on user experience, regulatory integrity, and performance metrics. You can influence senior stakeholders and have a track record of solving complex problems and driving operational improvements that have real tangible impact. You're resilient and comfortable working in a fast paced environment where the day to day job is constantly evolving and changing. You're hands-on and great at delivery & execution with a strong bias for action, experimentation, and continuous improvement. You care deeply about building inclusive teams, developing talent, and creating a culture where people thrive. You are fluent in MacOS, Slack, and GSuite tools and the ability to adapt to learn new systems and processes What's in it for you This role can be based in our London office, Cardiff Office or UK remote (with ad hoc meetings in London and Cardiff) We offer flexible working hours and trust you to work enough hours to do your job well, and at times that suit you and your team. £1,000 learning budget each year to use on books, training courses and conferences. We will set you up to work from home; all employees are given Macbooks and for fully remote workers we will provide extra support for your work-from-home setup. The application journey has 4 key steps Stakeholder/Leadership Interview Values/Role Specific Interview Final interview Not ticking every box? That's totally okay! Studies show that women and people of colour might hesitate to apply unless they meet every single requirement. At Monzo, we're dedicated to creating a diverse and welcoming team. If you're passionate about this role and keen to learn and grow with us, we encourage you to apply- even if you don't have everything that's listed just yet. Drop us your application, we'd love to hear from you! Please note you should submit your own application without help from other sources e.g Others/ChatGPT any applications whereby external support has been provided will be disqualified. Our average process takes around 2-3 weeks but we will always work around your availability. You will have the chance to speak to our recruitment team at various points during your process but if you do have any specific questions ahead of this please contact us via The closing date for applications is Monday 14th July 4pm. Equal opportunities for everyone Diversity and inclusion are a priority for us and we're making sure we have lots of support for all of our people to grow at Monzo. At Monzo, we're embracing diversity by fostering an inclusive environment for all people to do the best work of their lives with us. This is integral to our mission of making money work for everyone. You can read more in our blog , 2024 Diversity and Inclusion Report and 2024 Gender Pay Gap Report. We're an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. If you have a preferred name, please use it to apply. We don't need full or birth names at application stage Apply for this job indicates a required field First Name Last Name Email Phone Resume/CV Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf Do you have leadership experience within Banking and/or Wealth? Select Select A US Person is defined as someone who: was born in the United States (US) has at least 1 parent who was born in the US is a naturalised citizen of the US is a green card holder is a US tax resident Keeping your data safe is really important to us. Select Please confirm your UK Right to Work status. Select We legally have to verify your Right to Work in the UK before you can start working for us. We're asking for this information now so we know later what type of right to work check we need to do. Your answer to this question won't affect the outcome of your application, unless you'd need visa sponsorship but are applying to a role we can't sponsor. If you'd like to, please share your preferred pronouns (eg. they/them/theirs, she/her/hers). If you'd like to, please spell out your name how it's pronounced so we know how to say it. Identity survey Our goal at Monzo is to make money work for everyone. To do that, working at Monzo must work for everyone. We want to create an equitable, engaged and innovative workplace which gives people from all backgrounds the support they need to thrive and grow. Making Monzo work for everyone starts right at the beginning of every Monzonaut's journey: when they apply to work here. This demographic survey will help us better understand the people who apply to work at Monzo. It'll help us see how different groups progress through our hiring process, and where we need to make improvements to be more inclusive. If you choose to fill it out, all of the information you give us is: Voluntary . And we've included a "prefer not to say" option for every question. It'd be helpful if you still fill out the survey even if you choose "prefer not to say" for every question, as it's useful for us to understand & record this. We won't know if you choose to fill this survey in or not. Anonymous to Monzo . We can't tie your responses to you and they won't make a difference to the outcome of your application. We'll only use grouped responses for equal opportunities monitoring in our hiring process. By filling out this survey, you agree that we can use your responses for the purposes we've mentioned above. You are not letting us know if we need to make any adjustments to the hiring process because of disability or neurodiversity - to do this please email us. How would you describe your gender identity? Select . click apply for full job details
LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients' needs. Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit Our ambitious growth strategy is underpinned by our commitment to enhance the client experience and deliver market leading personalised Wealth Management. We are embracing digital technology to help us achieve this ambition. Our Technology team, co-located with our business in the heart of the City of London, is central to achieving this ambition. We are investing in a modern technology stack, adopting a product-based approach to development, and delivering solutions through an agile framework. Our Technology team is responsible for: Software Development Infrastructure DevOps and Automation Service Delivery Project Management Brief Role Objective: As a member of the Data Development team, you will be responsible for developing ways to consolidate, analyse, and present our data to support the operations and future growth of our business. In this role you will be involved in a wide variety of high-profile business facing initiatives from developing data extracts and PowerBI reports to optimising the data warehouse to deliver data more quickly to the business each day. You will work with the Lead Data Engineer and other members of the Data Engineering team to deliver our new strategic enterprise data platform based on Snowflake and DBT, while also maintaining our legacy data platform. Key Responsibilities: Data warehouse design and implementation working towards the creation of a single source of truth. Development of data ingestion/transformation pipelines using Fivetran, DBT and Gitlab. Creation of management information dashboards. Work with business analysts and end-users to plan and implement feature enhancements and changes to existing systems, processes and data warehouses. Working with internal staff and third parties (suppliers and partners) to plan and develop new databases, extracts and reports. Assist with the migration from legacy data platforms, software systems and reports to modem technologies. Create, test and maintain code in line with industry best practice and internal programming guidelines. Provide support of the systems developed to other IT teams and also to business users as required. Manage work using the JIRA project tracking software, ensuring all work completed is reflected in the tool. Able to work effectively and self-sufficiently in a fast-changing working environment. Adhere to all Information Security Policies. Completing other duties as directed. The nature of the role requires some work outside of normal business hours including weekends, evenings and public holidays. Your profile Key Skills and Competency Requirements: At least 2 years' experience designing and implementing a full-scale data warehouse solution using Snowflake Expertise and excellent proficiency with Snowflake internals and integration of Snowflake with other technologies for data processing and reporting. Data Modelling using the Kimball Methodology. Experience in developing CI/CD pipelines using Gitlab or similar. Comprehensive knowledge of data engineering, data modelling and ETL best practice Experience of working within a global team. Experience of working with multiple stakeholders as part of an Agile team. Experience in developing production-ready data ingestion and processing pipelines using Python. Experience of ingesting data into a data platform using Fivetran. Experience of developing BI dashboards using Power BI. Knowledge of security concepts relevant to Azure. Experience of workflow management tools such as Apache Airflow. Interested in the role? Complete the online application. We look forward to getting to know you. Discover more about LGT Wealth Management A message from our CEO Ben Snee, Chief Executive Officer welcomes you to LGT Wealth Management. Hear more about our commitment to sustainability and what makes LGT a great place to work. Our company Company news
Jul 05, 2025
Full time
LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients' needs. Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit Our ambitious growth strategy is underpinned by our commitment to enhance the client experience and deliver market leading personalised Wealth Management. We are embracing digital technology to help us achieve this ambition. Our Technology team, co-located with our business in the heart of the City of London, is central to achieving this ambition. We are investing in a modern technology stack, adopting a product-based approach to development, and delivering solutions through an agile framework. Our Technology team is responsible for: Software Development Infrastructure DevOps and Automation Service Delivery Project Management Brief Role Objective: As a member of the Data Development team, you will be responsible for developing ways to consolidate, analyse, and present our data to support the operations and future growth of our business. In this role you will be involved in a wide variety of high-profile business facing initiatives from developing data extracts and PowerBI reports to optimising the data warehouse to deliver data more quickly to the business each day. You will work with the Lead Data Engineer and other members of the Data Engineering team to deliver our new strategic enterprise data platform based on Snowflake and DBT, while also maintaining our legacy data platform. Key Responsibilities: Data warehouse design and implementation working towards the creation of a single source of truth. Development of data ingestion/transformation pipelines using Fivetran, DBT and Gitlab. Creation of management information dashboards. Work with business analysts and end-users to plan and implement feature enhancements and changes to existing systems, processes and data warehouses. Working with internal staff and third parties (suppliers and partners) to plan and develop new databases, extracts and reports. Assist with the migration from legacy data platforms, software systems and reports to modem technologies. Create, test and maintain code in line with industry best practice and internal programming guidelines. Provide support of the systems developed to other IT teams and also to business users as required. Manage work using the JIRA project tracking software, ensuring all work completed is reflected in the tool. Able to work effectively and self-sufficiently in a fast-changing working environment. Adhere to all Information Security Policies. Completing other duties as directed. The nature of the role requires some work outside of normal business hours including weekends, evenings and public holidays. Your profile Key Skills and Competency Requirements: At least 2 years' experience designing and implementing a full-scale data warehouse solution using Snowflake Expertise and excellent proficiency with Snowflake internals and integration of Snowflake with other technologies for data processing and reporting. Data Modelling using the Kimball Methodology. Experience in developing CI/CD pipelines using Gitlab or similar. Comprehensive knowledge of data engineering, data modelling and ETL best practice Experience of working within a global team. Experience of working with multiple stakeholders as part of an Agile team. Experience in developing production-ready data ingestion and processing pipelines using Python. Experience of ingesting data into a data platform using Fivetran. Experience of developing BI dashboards using Power BI. Knowledge of security concepts relevant to Azure. Experience of workflow management tools such as Apache Airflow. Interested in the role? Complete the online application. We look forward to getting to know you. Discover more about LGT Wealth Management A message from our CEO Ben Snee, Chief Executive Officer welcomes you to LGT Wealth Management. Hear more about our commitment to sustainability and what makes LGT a great place to work. Our company Company news
Goldman Sachs Asset & Wealth Management - Sales Support Analyst (Benelux) - London About the role The BeNeLuxThird Party Wealth (TPW) Sales Team is responsible for new business development and managing existing third-party distribution client relationships with, for example, private banks, wealth managers, financial advisors and multi-managers. Goldman Sachs is seeking to hire a Sales Support Analyst to join our BeNeLuxTPW team.A successful candidate should effectively collaborate with senior sales on commercial activities covering the full spectrum of products and client segments, supporting pre-sales and post-sales process and client activities dedicated to the BeNeLux client base. This sales support position is a fast-paced challenging role for self-motivated and driven sales professionals. Responsibilities Assist external sales team with preparation and follow up on client & prospect meetings and respond to client queries on products and services Partner with external sales team to respond to day to day client queries on products and services and help to create and strengthen sales activity. Demonstrate a strong team working attitude and be proactive in learning and promoting new ideas within the team. Partner with product specialists on a wide range of Goldman Sachs Asset Management products, spanning from traditional Public Markets to Private Assets, and with support functions (Marketing, Compliance, Operations, etc) to execute the business strategy and serve clients' needs Support the Country Head with presentations focusing on market intelligence, business development, financial analysis and planning Collaborate with internal functions and product teams to serve our clients' needs Skills and Experience Fluent Dutch speaker is essential (written and oral fluency) with French an advantage University degree or equivalent Advanced MS Office skills (Word, Excel, PowerPoint) Strong organisational, project management skills & attention to detail Excellent interpersonal skills, team player Excellent communication, presentation & analytical skills Good understanding of investment funds and financial markets Motivated self-starter with strong work ethic Some work experience in a global asset management or strategic consulting firm with exposure to the asset management industry is preferable but not essential
Jul 05, 2025
Full time
Goldman Sachs Asset & Wealth Management - Sales Support Analyst (Benelux) - London About the role The BeNeLuxThird Party Wealth (TPW) Sales Team is responsible for new business development and managing existing third-party distribution client relationships with, for example, private banks, wealth managers, financial advisors and multi-managers. Goldman Sachs is seeking to hire a Sales Support Analyst to join our BeNeLuxTPW team.A successful candidate should effectively collaborate with senior sales on commercial activities covering the full spectrum of products and client segments, supporting pre-sales and post-sales process and client activities dedicated to the BeNeLux client base. This sales support position is a fast-paced challenging role for self-motivated and driven sales professionals. Responsibilities Assist external sales team with preparation and follow up on client & prospect meetings and respond to client queries on products and services Partner with external sales team to respond to day to day client queries on products and services and help to create and strengthen sales activity. Demonstrate a strong team working attitude and be proactive in learning and promoting new ideas within the team. Partner with product specialists on a wide range of Goldman Sachs Asset Management products, spanning from traditional Public Markets to Private Assets, and with support functions (Marketing, Compliance, Operations, etc) to execute the business strategy and serve clients' needs Support the Country Head with presentations focusing on market intelligence, business development, financial analysis and planning Collaborate with internal functions and product teams to serve our clients' needs Skills and Experience Fluent Dutch speaker is essential (written and oral fluency) with French an advantage University degree or equivalent Advanced MS Office skills (Word, Excel, PowerPoint) Strong organisational, project management skills & attention to detail Excellent interpersonal skills, team player Excellent communication, presentation & analytical skills Good understanding of investment funds and financial markets Motivated self-starter with strong work ethic Some work experience in a global asset management or strategic consulting firm with exposure to the asset management industry is preferable but not essential
Bondsmith is a fast growing digital cash savings platform focused on helping customers make the most of their money by offering access to a wide range of savings products. We work with financial institutions like wealth managers, fintechs, banks, and advisors, providing them with tools to get better returns on cash, engage more effectively with clients, and simplify their operations. Our goal is to help savers get the most out of their cash. At Bondsmith, our core values are rapid and continuous improvement, delivering good customer outcomes, and taking end to end ownership. Our team is made up of experienced professionals who are passionate about delivering excellent service and finding new ways to solve challenges in financial services. Joining us means working in a fast-paced environment where you will be making an impact on the financial lives of thousands of savers. We're regulated by the Financial Conduct Authority in the UK. As a Senior Security Engineer, you will play a key role in protecting our systems, networks, and data while ensuring compliance with industry leading security standards such as ISO 27001. Your contributions will be essential in maintaining customer trust and safeguarding critical information assets. This role sits within thePlatform Engineering Teamand requires a strong technical background, hands-on experience with security tools, and a collaborative mindset to work effectively across teams. The role will involveplatform engineering activities, contributing to the design, implementation, and optimisation of scalable infrastructure. If you're motivated by solving complex problems in a dynamic, fast-paced environment, this position is for you. What you will do: Develop and implement proactive security strategies, policies, and procedures to protect our systems, networks, and data assets. Lead regular security assessments, including vulnerability scans and penetration tests, identifying risks and driving remediation efforts. Monitor infrastructure for security incidents or unauthorised activity, responding swiftly to mitigate potential threats. Investigate security breaches and incidents, and develop robust incident response plans to ensure timely and effective resolution. Collaborate with cross-functional teams to design, implement, and manage security controls and configurations across a range of platforms and systems. Oversee compliance efforts for key regulatory frameworks such as ISO 27001, ensuring adherence to all relevant standards. Stay informed on industry trends, emerging threats, and new technologies to anticipate risks and continuously strengthen our security posture. Deliver security awareness training and develop educational materials to foster a culture of security across the organisation. Support the evaluation and implementation of security tools, solutions, and vendors to enhance and maintain our security infrastructure. Contribute to the development and upkeep of disaster recovery and business continuity plans, ensuring operational resilience. Who you are: A degree in Computer Science, Information Security, or a related field; a Master's degree is a strong advantage. Proven experience as a Security Engineer or in a similar role, with deep understanding of the threat landscape, ideally in fintech environments. Hands-on expertise with security technologies, including firewalls, intrusion detection/prevention systems (IDS/IPS), SIEM, antivirus solutions, encryption mechanisms, and vulnerability assessment tools. Hands-on experience in security tools (e.g., SAST, DAST, OWASP ZAP). Relevant security certifications, such as Security+, IAT II/III level, or equivalent. Strong capability in risk assessment, vulnerability management, and data informed decision-making. Solid understanding of incident response procedures, including containment, eradication, and recovery from cybersecurity events. Advanced proficiency in AWS, with experience in multi-region and hybrid cloud architectures Strong grasp of networking protocols, including TCP/IP, and core network security principles. Proficiency in scripting and programming (i.e., Python) to support automation and integrate with security tooling. Excellent analytical and problem solving skills, with the ability to leverage data and metrics to guide decisions and measure outcomes. Clear and effective communication skills, capable of conveying complex security concepts to both technical and non-technical audiences. A proactive, self-motivated approach, with a history of taking initiative, owning projects, and delivering tangible results. Ideally You Would Be Confident, and able to take initiative in a delivery-focused environment Able to learn quickly in a dynamic fast-paced industry Enjoy working as part of a high-performance team Hard-working, innovative and taking pride in their work Passionate about creating innovative solutions for customers What makes Bondsmith unique Early-stage startup: You will join an early-stage startup with less than 50 members. This means you'll have an opportunity to make a real impact and shape the future of Bondsmith. Customer demand: Unlike other startups who are still finding their way and pivoting on products, we have strong demand from our enterprise clients for our products, we just need to keep building them. Next fintech growth story: We are doubling in headcount year on year and hiring across a range of positions Company Benefits Competitive salary Hybrid working (average of 3 days a week expected in office) Share scheme participation All the right equipment to make sure you're working at your best Fun and social office in Shoreditch Deliveroo for working late in the office Apply for this job indicates a required field First Name Last Name Preferred First Name Email Phone Resume/CV Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf
Jul 04, 2025
Full time
Bondsmith is a fast growing digital cash savings platform focused on helping customers make the most of their money by offering access to a wide range of savings products. We work with financial institutions like wealth managers, fintechs, banks, and advisors, providing them with tools to get better returns on cash, engage more effectively with clients, and simplify their operations. Our goal is to help savers get the most out of their cash. At Bondsmith, our core values are rapid and continuous improvement, delivering good customer outcomes, and taking end to end ownership. Our team is made up of experienced professionals who are passionate about delivering excellent service and finding new ways to solve challenges in financial services. Joining us means working in a fast-paced environment where you will be making an impact on the financial lives of thousands of savers. We're regulated by the Financial Conduct Authority in the UK. As a Senior Security Engineer, you will play a key role in protecting our systems, networks, and data while ensuring compliance with industry leading security standards such as ISO 27001. Your contributions will be essential in maintaining customer trust and safeguarding critical information assets. This role sits within thePlatform Engineering Teamand requires a strong technical background, hands-on experience with security tools, and a collaborative mindset to work effectively across teams. The role will involveplatform engineering activities, contributing to the design, implementation, and optimisation of scalable infrastructure. If you're motivated by solving complex problems in a dynamic, fast-paced environment, this position is for you. What you will do: Develop and implement proactive security strategies, policies, and procedures to protect our systems, networks, and data assets. Lead regular security assessments, including vulnerability scans and penetration tests, identifying risks and driving remediation efforts. Monitor infrastructure for security incidents or unauthorised activity, responding swiftly to mitigate potential threats. Investigate security breaches and incidents, and develop robust incident response plans to ensure timely and effective resolution. Collaborate with cross-functional teams to design, implement, and manage security controls and configurations across a range of platforms and systems. Oversee compliance efforts for key regulatory frameworks such as ISO 27001, ensuring adherence to all relevant standards. Stay informed on industry trends, emerging threats, and new technologies to anticipate risks and continuously strengthen our security posture. Deliver security awareness training and develop educational materials to foster a culture of security across the organisation. Support the evaluation and implementation of security tools, solutions, and vendors to enhance and maintain our security infrastructure. Contribute to the development and upkeep of disaster recovery and business continuity plans, ensuring operational resilience. Who you are: A degree in Computer Science, Information Security, or a related field; a Master's degree is a strong advantage. Proven experience as a Security Engineer or in a similar role, with deep understanding of the threat landscape, ideally in fintech environments. Hands-on expertise with security technologies, including firewalls, intrusion detection/prevention systems (IDS/IPS), SIEM, antivirus solutions, encryption mechanisms, and vulnerability assessment tools. Hands-on experience in security tools (e.g., SAST, DAST, OWASP ZAP). Relevant security certifications, such as Security+, IAT II/III level, or equivalent. Strong capability in risk assessment, vulnerability management, and data informed decision-making. Solid understanding of incident response procedures, including containment, eradication, and recovery from cybersecurity events. Advanced proficiency in AWS, with experience in multi-region and hybrid cloud architectures Strong grasp of networking protocols, including TCP/IP, and core network security principles. Proficiency in scripting and programming (i.e., Python) to support automation and integrate with security tooling. Excellent analytical and problem solving skills, with the ability to leverage data and metrics to guide decisions and measure outcomes. Clear and effective communication skills, capable of conveying complex security concepts to both technical and non-technical audiences. A proactive, self-motivated approach, with a history of taking initiative, owning projects, and delivering tangible results. Ideally You Would Be Confident, and able to take initiative in a delivery-focused environment Able to learn quickly in a dynamic fast-paced industry Enjoy working as part of a high-performance team Hard-working, innovative and taking pride in their work Passionate about creating innovative solutions for customers What makes Bondsmith unique Early-stage startup: You will join an early-stage startup with less than 50 members. This means you'll have an opportunity to make a real impact and shape the future of Bondsmith. Customer demand: Unlike other startups who are still finding their way and pivoting on products, we have strong demand from our enterprise clients for our products, we just need to keep building them. Next fintech growth story: We are doubling in headcount year on year and hiring across a range of positions Company Benefits Competitive salary Hybrid working (average of 3 days a week expected in office) Share scheme participation All the right equipment to make sure you're working at your best Fun and social office in Shoreditch Deliveroo for working late in the office Apply for this job indicates a required field First Name Last Name Preferred First Name Email Phone Resume/CV Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf
Paraplanning Manager Team: Technical Operations Reporting to: Head of Technical Operations ?AFH Wealth Management is proud to be one?of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people click apply for full job details
Jul 04, 2025
Full time
Paraplanning Manager Team: Technical Operations Reporting to: Head of Technical Operations ?AFH Wealth Management is proud to be one?of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people click apply for full job details
About Faculty At Faculty, we transform organisational performance through safe, impactful and human-centric AI. With a decade of experience, we provide over 300 global customers with software, bespoke AI consultancy , and Fellows from our award winning Fellowship programme . Our expert team brings together leaders from across government, academia and global tech giants to solve the biggest challenges in applied AI. Should you join us, you'll have the chance to work with, and learn from, some of the brilliant minds who are bringing Frontier AI to the frontlines of the world. About This Role We are seeking a dynamic and driven individual to lead our work with clients in the asset management, wealth management, private equity, and capital market sector. In this role, you will be responsible for driving revenue growth and enhancing our impact with investors and investment managers. This position involves developing sector strategies, enhancing our client proposition, and fostering strong relationships with C-suite stakeholders. You will report to the Business Unit Director- Financial Services and play a key role in the Financial Services team within the Applied AI division. Role Specific Responsibilities: Revenue Growth: Achieve or exceed revenue targets by acquiring and effectively serving institutional investor and investment banking clients, including wealth managers, asset managers, hedge funds, and private equity firms. Sector Strategy: Develop and implement a strategy for growing our business with institutional investors, aligning with the wider strategy for the Financial Services Business Unit and Faculty Client Proposition Development: Enhance our value proposition to investors by creating an efficient and insightful approach to due diligence and related activities used to inform investing in public and private markets related to AI Account Planning: Design and execute a strategic approach to engaging the investment industry, expanding beyond technical due diligences to delivering AI software solutions within investment firms and the companies they invest in Delivery Enablement: Ensure the successful delivery of high-quality outcomes for clients in the investment industry by providing effective oversight on projects and programs, through a structured, repeatable approach to their delivery Client Management: Foster strong relationships with C-suite stakeholders, acting as a trusted advisor Thought Leadership: Build our profile in the investment management industry by delivering original and creative insights about AI through high-profile speaking engagements and publications Skills and Experience Required: Industry Experience: Intimate understanding of the institutional landscape and strong personal connections with the investment industry gained through prior roles in asset management, investment banks, PE firms, or similar Skilled at Valuation: Capable of applying appropriate techniques to quantify financial value from AI software and data sources, ideally underpinned by relevant qualifications such as the CFA Rapid Researcher and Learner: Adept at swiftly identifying and absorbing information on new technologies sufficiently to discuss them effectively with executives and convey their relevance to capital market and private capital firms Commercial Nous: Proven ability to achieve commercial targets, evidenced by sales within/to financial services firms Delivery Excellence: Track record of delivering complex projects within tight deadlines, preferably including technical due diligences for PE firms or other institutional investors and/or AI transformation Compelling Communicator: Skilled at crafting clear, confident, concise, and impactful presentations to executives in the financial services industry Collaborative Leader: Builds authentic relationships with colleagues, building trust and inspiring followership, capable of leading delivery teams effectively AI Enthusiasm: Possesses a broad and nuanced view of the key opportunities and challenges facing both the buy and sell side, with good intuition and palpable excitement as to where AI can be used to address them What we can offer you: The Faculty team is diverse and distinctive, and we all come from different personal, professional and organisational backgrounds. We all have one thing in common: we are driven by a deep intellectual curiosity that powers us forward each day. Faculty is the professional challenge of a lifetime. You'll be surrounded by an impressive group of brilliant minds working to achieve our collective goals. Our consultants, product developers, business development specialists, operations professionals and more all bring something unique to Faculty, and you'll learn something new from everyone you meet.
Jul 04, 2025
Full time
About Faculty At Faculty, we transform organisational performance through safe, impactful and human-centric AI. With a decade of experience, we provide over 300 global customers with software, bespoke AI consultancy , and Fellows from our award winning Fellowship programme . Our expert team brings together leaders from across government, academia and global tech giants to solve the biggest challenges in applied AI. Should you join us, you'll have the chance to work with, and learn from, some of the brilliant minds who are bringing Frontier AI to the frontlines of the world. About This Role We are seeking a dynamic and driven individual to lead our work with clients in the asset management, wealth management, private equity, and capital market sector. In this role, you will be responsible for driving revenue growth and enhancing our impact with investors and investment managers. This position involves developing sector strategies, enhancing our client proposition, and fostering strong relationships with C-suite stakeholders. You will report to the Business Unit Director- Financial Services and play a key role in the Financial Services team within the Applied AI division. Role Specific Responsibilities: Revenue Growth: Achieve or exceed revenue targets by acquiring and effectively serving institutional investor and investment banking clients, including wealth managers, asset managers, hedge funds, and private equity firms. Sector Strategy: Develop and implement a strategy for growing our business with institutional investors, aligning with the wider strategy for the Financial Services Business Unit and Faculty Client Proposition Development: Enhance our value proposition to investors by creating an efficient and insightful approach to due diligence and related activities used to inform investing in public and private markets related to AI Account Planning: Design and execute a strategic approach to engaging the investment industry, expanding beyond technical due diligences to delivering AI software solutions within investment firms and the companies they invest in Delivery Enablement: Ensure the successful delivery of high-quality outcomes for clients in the investment industry by providing effective oversight on projects and programs, through a structured, repeatable approach to their delivery Client Management: Foster strong relationships with C-suite stakeholders, acting as a trusted advisor Thought Leadership: Build our profile in the investment management industry by delivering original and creative insights about AI through high-profile speaking engagements and publications Skills and Experience Required: Industry Experience: Intimate understanding of the institutional landscape and strong personal connections with the investment industry gained through prior roles in asset management, investment banks, PE firms, or similar Skilled at Valuation: Capable of applying appropriate techniques to quantify financial value from AI software and data sources, ideally underpinned by relevant qualifications such as the CFA Rapid Researcher and Learner: Adept at swiftly identifying and absorbing information on new technologies sufficiently to discuss them effectively with executives and convey their relevance to capital market and private capital firms Commercial Nous: Proven ability to achieve commercial targets, evidenced by sales within/to financial services firms Delivery Excellence: Track record of delivering complex projects within tight deadlines, preferably including technical due diligences for PE firms or other institutional investors and/or AI transformation Compelling Communicator: Skilled at crafting clear, confident, concise, and impactful presentations to executives in the financial services industry Collaborative Leader: Builds authentic relationships with colleagues, building trust and inspiring followership, capable of leading delivery teams effectively AI Enthusiasm: Possesses a broad and nuanced view of the key opportunities and challenges facing both the buy and sell side, with good intuition and palpable excitement as to where AI can be used to address them What we can offer you: The Faculty team is diverse and distinctive, and we all come from different personal, professional and organisational backgrounds. We all have one thing in common: we are driven by a deep intellectual curiosity that powers us forward each day. Faculty is the professional challenge of a lifetime. You'll be surrounded by an impressive group of brilliant minds working to achieve our collective goals. Our consultants, product developers, business development specialists, operations professionals and more all bring something unique to Faculty, and you'll learn something new from everyone you meet.
Arbuthnot Latham has been associated with banking since 1833. We combine private and commercial banking, wealth planning and investment management. We believe in traditional relationship and service-led banking powered by modern technology. Job Purpose The Enterprise Architect will be responsible for designing and implementing the strategic technology vision for the Bank. This role requires a strong combination of technical expertise, leadership skills, and the ability to align technology solutions with business goals. The ideal candidate will have a proven track record of architecting and delivering complex, scalable, and secure IT solutions. As the Enterprise Architect, you will play a vital role in shaping and implementing our bank's technology strategy to align with business objectives, foster innovation, and drive digital transformation. You will work closely with various stakeholders, including IT leaders, business executives, and technology teams, to design and optimise our enterprise-wide IT architecture. Your expertise will be instrumental in ensuring that our technology solutions align with our business goals and support our long-term growth and innovation. Where applicable, to place the interests of customers at the centre of all activities, act in a way that is consistent with achieving good outcomes for consumers; and to comply with the FCA and PRA's Conduct Rules. Key Responsibilities: Enterprise Architecture Development: Design, develop, and maintain the enterprise architecture blueprint, ensuring alignment with business objectives, IT strategy, and overall organisational goals. Technology Roadmap: Collaborate with business and IT leaders to create and implement a technology roadmap that supports digital transformation initiatives, innovation, and business expansion. Ensure that the business solution aligns with the vision, mission, objectives, strategy and the business and user need and can identify and recognise a viable solution or control. Technical Leadership: Provide technical leadership and guidance to development teams, ensuring that solutions adhere to the enterprise architecture standards and best practices. Mentor and guide a team of IT professionals to foster a culture of innovation and excellence. Stakeholder Collaboration: Work closely with business stakeholders to understand their needs and challenges and translate them into effective IT solutions. Foster collaboration and communication between different departments to ensure seamless integration of systems and processes. Governance and Compliance: Establish and enforce architecture governance processes. Ensure that solutions comply with regulatory requirements, industry standards, and internal policies. Strategic Planning: Develop and maintain the organisation's enterprise architecture strategy and roadmap. Collaborate with senior management to align technology initiatives with business goals. Evaluate emerging technologies and industry trends to ensure bank remains at the cutting edge of technology. Risk Management: Identify and mitigate architectural and security risks in technology solutions. Develop and enforce policies and standards to maintain the security and integrity of the IT environment. Solution Design: Lead the design of scalable, reliable, and secure IT solutions. Ensure that technology solutions are aligned with the organisation's architectural standards and principles. Collaborate with project teams to provide architecture guidance and ensure successful project delivery. Key Interfaces: Business Transformation and Systems Development Director Technical teams Director, Transformation Enablement Heads of IT Platforms Head of IT Infrastructure and Operations Person Specification Knowledge/Experience/Skills: Strong knowledge of enterprise architecture frameworks (e.g., TOGAF, Zachman) and architectural design principles. Excellent leadership and communication skills, ability to interface with executive leadership teams and communicate value. Ability to work in a fast-paced, evolving environment and utilise an iterative method and flexible approach to enable rapid delivery. Ability to think strategically and drive innovation. Strong stakeholder management in a regulated environment. Ability to lead technology transformations, application decommissioning and migration, as well as enterprise framework development. Technical Skills: Prior experience in an Enterprise Architecture position and demonstrable working knowledge of technology strategy, principles and best practices, as well as infrastructure, security architecture and design governance. Experience with Cloud-native services & applications (Preferably MS Azure). Familiarity with cybersecurity best practices and principles. Proficiency in cloud computing, containerization, and microservices architecture. In-depth knowledge of enterprise IT technologies, applications, and systems. Strong understanding of software design principles and best practices. Qualifications: Proven experience in enterprise architecture within banking and financial services. Togaf Integrating Risk and Security Certification (desirable) About Us Arbuthnot Latham is committed to equal-opportunities for all staff and candidates. We embrace inclusion & diversity and understand why they are critical for the success of our business and people. Competitive salary, pension & holiday allowance BUPA Health cover 4x Life Assurance Discretionary bonus Market leading maternity/paternity and menopause policies Data Privacy and Reasonable Adjustments We take keeping your data security seriously. For more detail on how we may keep your data please refer to our Privacy Notice. Reasonable Adjustments: Please let us know of any adjustments or arrangements that you may need to help you apply to this role or that will help you during the recruitment process.
Jul 04, 2025
Full time
Arbuthnot Latham has been associated with banking since 1833. We combine private and commercial banking, wealth planning and investment management. We believe in traditional relationship and service-led banking powered by modern technology. Job Purpose The Enterprise Architect will be responsible for designing and implementing the strategic technology vision for the Bank. This role requires a strong combination of technical expertise, leadership skills, and the ability to align technology solutions with business goals. The ideal candidate will have a proven track record of architecting and delivering complex, scalable, and secure IT solutions. As the Enterprise Architect, you will play a vital role in shaping and implementing our bank's technology strategy to align with business objectives, foster innovation, and drive digital transformation. You will work closely with various stakeholders, including IT leaders, business executives, and technology teams, to design and optimise our enterprise-wide IT architecture. Your expertise will be instrumental in ensuring that our technology solutions align with our business goals and support our long-term growth and innovation. Where applicable, to place the interests of customers at the centre of all activities, act in a way that is consistent with achieving good outcomes for consumers; and to comply with the FCA and PRA's Conduct Rules. Key Responsibilities: Enterprise Architecture Development: Design, develop, and maintain the enterprise architecture blueprint, ensuring alignment with business objectives, IT strategy, and overall organisational goals. Technology Roadmap: Collaborate with business and IT leaders to create and implement a technology roadmap that supports digital transformation initiatives, innovation, and business expansion. Ensure that the business solution aligns with the vision, mission, objectives, strategy and the business and user need and can identify and recognise a viable solution or control. Technical Leadership: Provide technical leadership and guidance to development teams, ensuring that solutions adhere to the enterprise architecture standards and best practices. Mentor and guide a team of IT professionals to foster a culture of innovation and excellence. Stakeholder Collaboration: Work closely with business stakeholders to understand their needs and challenges and translate them into effective IT solutions. Foster collaboration and communication between different departments to ensure seamless integration of systems and processes. Governance and Compliance: Establish and enforce architecture governance processes. Ensure that solutions comply with regulatory requirements, industry standards, and internal policies. Strategic Planning: Develop and maintain the organisation's enterprise architecture strategy and roadmap. Collaborate with senior management to align technology initiatives with business goals. Evaluate emerging technologies and industry trends to ensure bank remains at the cutting edge of technology. Risk Management: Identify and mitigate architectural and security risks in technology solutions. Develop and enforce policies and standards to maintain the security and integrity of the IT environment. Solution Design: Lead the design of scalable, reliable, and secure IT solutions. Ensure that technology solutions are aligned with the organisation's architectural standards and principles. Collaborate with project teams to provide architecture guidance and ensure successful project delivery. Key Interfaces: Business Transformation and Systems Development Director Technical teams Director, Transformation Enablement Heads of IT Platforms Head of IT Infrastructure and Operations Person Specification Knowledge/Experience/Skills: Strong knowledge of enterprise architecture frameworks (e.g., TOGAF, Zachman) and architectural design principles. Excellent leadership and communication skills, ability to interface with executive leadership teams and communicate value. Ability to work in a fast-paced, evolving environment and utilise an iterative method and flexible approach to enable rapid delivery. Ability to think strategically and drive innovation. Strong stakeholder management in a regulated environment. Ability to lead technology transformations, application decommissioning and migration, as well as enterprise framework development. Technical Skills: Prior experience in an Enterprise Architecture position and demonstrable working knowledge of technology strategy, principles and best practices, as well as infrastructure, security architecture and design governance. Experience with Cloud-native services & applications (Preferably MS Azure). Familiarity with cybersecurity best practices and principles. Proficiency in cloud computing, containerization, and microservices architecture. In-depth knowledge of enterprise IT technologies, applications, and systems. Strong understanding of software design principles and best practices. Qualifications: Proven experience in enterprise architecture within banking and financial services. Togaf Integrating Risk and Security Certification (desirable) About Us Arbuthnot Latham is committed to equal-opportunities for all staff and candidates. We embrace inclusion & diversity and understand why they are critical for the success of our business and people. Competitive salary, pension & holiday allowance BUPA Health cover 4x Life Assurance Discretionary bonus Market leading maternity/paternity and menopause policies Data Privacy and Reasonable Adjustments We take keeping your data security seriously. For more detail on how we may keep your data please refer to our Privacy Notice. Reasonable Adjustments: Please let us know of any adjustments or arrangements that you may need to help you apply to this role or that will help you during the recruitment process.
Who we are looking for We are looking for an Auditor, Officer to join our Corporate Audit Division. In this role you will be responsible for working on audit projects mostly covering State Street's UK, Ireland and International business with a particular lens on one of the key areas of Investment Management, Compliance or Global Markets. To be successful in this role, you need to have a keen interest in understanding risk and control and be able to use your technical knowledge to navigate complex business, operational and technology challenges. Also, you will have to demonstrate knowledge of one or more of these areas and a demonstrate background in audit or risk related work. In Corporate Audit Division, we are responsible for providing independent, objective assurance and advisory services designed to add value and improve the overall control environment of State Street Corporation and its subsidiaries. Our auditors interact and communicate regularly with executive management and have tremendous insight into all parts of the company's daily operations. Our team acts as: Independent advisors - advising management on risks related to strategic initiatives, organization, process and systemic changes. Subject matter specialists and controls experts - sharing knowledge and experience in key risk areas. Efficiency specialists - identifying inefficiencies in risk management and control design. Problem-solving partners - looking ahead to help management envision future risks and opportunities. Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As an Auditor, Officer you will: Assist in the performance of audits, specifically focusing on fieldwork and testing the internal control environment of State Street Corporation. Demonstrate proficiency in evaluating and testing internal controls, assess risks and in applying audit skills. Complete audit work papers and memoranda by documenting audit tests and findings in an automated workpaper program. Communicate audit progress and findings by preparing reports and providing information in meetings. Develop and write-up audit findings and make recommendations for review by the Senior Auditor and Audit Manager. Will ensure adherence to company policies, Corporate Audit procedures, The Institute of Internal Audit Standards and industry regulations. Seek to stay abreast of industry developments including but not limited to changes in industry regulations. As skills develop, be given increasing responsibilities to make independent decisions within the limited scope of the audit assignment. Complete audit projects from start to finish, adhering to internal methodology and IIA requirements at all times What we value These skills will help you succeed in this role: Team skills - demonstrated ability to work with people at different levels. Effective communication skills (both written and verbal) and interpersonal skills as well as interest in developing as a leader within Corporate Audit Ability to meet key deliverables within stated timeframes. Strong relationship management and stakeholder facing skills. Strong analytical and project management skills, ability to prioritize and multi-task in a fast-paced environment. Demonstrable knowledge of financial services industry with understanding of State Street's regional business activities. Proven ability to research, interpret and apply regulatory requirements covering the International locations. Education & Preferred Qualifications A bachelor's degree in a relevant field such as Accounting, Finance, Alternative Risk functions and/or Business Administration is preferred but not essential. CISA, ACA, CIA or other applicable industry recognized certification preferred. The successful candidate will have minimum 3 years direct experience in executing assessment of business process and technology/ITGC risks and controls, testing design and effectives of mitigating controls is preferable, including within public accounting or financial services internal audit. Additional requirements Some travel to other State Street locations may be required. Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we do not necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we are making our mark on the financial services industry. For more than two centuries, we have been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other rewards. You will have access to flexible Work Programs to help you match your needs. And our wealth development programs, and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at
Jul 04, 2025
Full time
Who we are looking for We are looking for an Auditor, Officer to join our Corporate Audit Division. In this role you will be responsible for working on audit projects mostly covering State Street's UK, Ireland and International business with a particular lens on one of the key areas of Investment Management, Compliance or Global Markets. To be successful in this role, you need to have a keen interest in understanding risk and control and be able to use your technical knowledge to navigate complex business, operational and technology challenges. Also, you will have to demonstrate knowledge of one or more of these areas and a demonstrate background in audit or risk related work. In Corporate Audit Division, we are responsible for providing independent, objective assurance and advisory services designed to add value and improve the overall control environment of State Street Corporation and its subsidiaries. Our auditors interact and communicate regularly with executive management and have tremendous insight into all parts of the company's daily operations. Our team acts as: Independent advisors - advising management on risks related to strategic initiatives, organization, process and systemic changes. Subject matter specialists and controls experts - sharing knowledge and experience in key risk areas. Efficiency specialists - identifying inefficiencies in risk management and control design. Problem-solving partners - looking ahead to help management envision future risks and opportunities. Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As an Auditor, Officer you will: Assist in the performance of audits, specifically focusing on fieldwork and testing the internal control environment of State Street Corporation. Demonstrate proficiency in evaluating and testing internal controls, assess risks and in applying audit skills. Complete audit work papers and memoranda by documenting audit tests and findings in an automated workpaper program. Communicate audit progress and findings by preparing reports and providing information in meetings. Develop and write-up audit findings and make recommendations for review by the Senior Auditor and Audit Manager. Will ensure adherence to company policies, Corporate Audit procedures, The Institute of Internal Audit Standards and industry regulations. Seek to stay abreast of industry developments including but not limited to changes in industry regulations. As skills develop, be given increasing responsibilities to make independent decisions within the limited scope of the audit assignment. Complete audit projects from start to finish, adhering to internal methodology and IIA requirements at all times What we value These skills will help you succeed in this role: Team skills - demonstrated ability to work with people at different levels. Effective communication skills (both written and verbal) and interpersonal skills as well as interest in developing as a leader within Corporate Audit Ability to meet key deliverables within stated timeframes. Strong relationship management and stakeholder facing skills. Strong analytical and project management skills, ability to prioritize and multi-task in a fast-paced environment. Demonstrable knowledge of financial services industry with understanding of State Street's regional business activities. Proven ability to research, interpret and apply regulatory requirements covering the International locations. Education & Preferred Qualifications A bachelor's degree in a relevant field such as Accounting, Finance, Alternative Risk functions and/or Business Administration is preferred but not essential. CISA, ACA, CIA or other applicable industry recognized certification preferred. The successful candidate will have minimum 3 years direct experience in executing assessment of business process and technology/ITGC risks and controls, testing design and effectives of mitigating controls is preferable, including within public accounting or financial services internal audit. Additional requirements Some travel to other State Street locations may be required. Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we do not necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we are making our mark on the financial services industry. For more than two centuries, we have been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other rewards. You will have access to flexible Work Programs to help you match your needs. And our wealth development programs, and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at
Director, Regulatory Reporting PGIM Public and Private Fixed Income (2 days per week job share) Join to apply for the Director, Regulatory Reporting PGIM Public and Private Fixed Income (2 days per week job share) role at PGIM Director, Regulatory Reporting PGIM Public and Private Fixed Income (2 days per week job share) 20 hours ago Be among the first 25 applicants Join to apply for the Director, Regulatory Reporting PGIM Public and Private Fixed Income (2 days per week job share) role at PGIM As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do This role will be a Job Share with responsibility for managing the London Regulatory Reporting Team 2 days per week (Monday and Friday). The team supports all aspects of EMIR (ESMA & UK), MiFiD, ASIC & FMIA regulatory reporting. What you can expect Responsible for managing staff and oversight of the team Support staff in solving problems and incorporating new processes to mitigate risks Maintain a well-controlled support environment Staff development, coaching, and mentoring Anticipate issues that may cause errors or adversely affect the ability to meet deadlines, and take action to prevent the risk of occurrences Motivate staff and increase morale through effective management practices Collaborate and respond to complex requests from internal stakeholders Enforce process consistency and standards necessary for a well-controlled environment Oversee preparation of all performance appraisals for direct reports Being the primary escalation point of contact for regulatory reporting related matters Anticipating issues that may adversely affect the team's ability to perform their role Proactively seeking ways to improve current processes by leveraging the tools available to identify inefficiencies. Client engagement: Attend client calls/meetings, respond to queries Understanding & appreciation of daily tasks in the event coverage is needed Oversee all daily production work Collaborate with Compliance, Legal, and Op Risk where further guidance/advice is needed Develop relationship with our key stakeholders at Blackrock What you will bring Degree level is preferred but not essential Proven leadership experience in regulatory reporting Extensive knowledge of EMIR (ESMA/UK) regulations Good understanding of MIFID II Transaction T+1 regulatory reporting and Post Trade reporting Strong leadership skills Strong analytical, interpersonal, management and project management skills Excellent written and oral communication skills Good product knowledge across all Fixed Income Products (Bonds, Futures, Options, Derivatives) (Equities is not required). Experience with using Unavista / DTCC is desired but not essential Able to multi-task and absorb information across a broad spectrum of products. Ability to work independently and deliver results Solid understanding & appreciation of business risk & operational controls Ability to organize, prioritize tasks and work in a deadline-oriented environment Self-motivated Keeping abreast of industry/regulatory developments and market trends that can impact the business model and/or offer opportunities to improve our internal processes What will set you apart? Knowledge of Blackrock's Aladdin system would be advantageous Ideal candidate would come from an operations, regulatory or change management background Excellent attention to detail, accuracy and completeness Strong critical thinking and logic skills Excellent written and verbal communication skills on all levels Embraces and encourages change and development Maintains high level of productivity and self-direction Enjoys being a part of a team but is able to work independently Proactive in solution solving Knowledge of STFR would also be advantageous PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. What We Offer You Private Medical Insurance: PGIM offers private medical insurance and pays the full premium on behalf of all employees. Annual Leave of 25 to 28 days, based on years of service, at full pay. Retirement Savings Plan: Employees receive a company contribution of 10% basic annual salary and a maximum employer-matching contribution of 5% of basic annual salary. Life Assurance & Income Protection: Life Assurance for 8 times your basic annual salary, up to a max benefit of £1.8million. 60% of your basic annual salary for a limited payment terms of 5 years, at the end of which a capital sum of 2x your basic annual salary is payable. To find out more about our Total Reward package, visit About PGIM Public And Private Fixed Income PGIM Public and Private Fixed Income is a global asset manager offering active solutions across all fixed income markets. Our business climate is a safe inclusive environment, centered around mutual respect, intellectual honesty, transparency, and teamwork. Our leaders are focused on talent & culture; dedicated to fostering growth & development at all levels to develop the industry leaders of tomorrow. For more information, please visit PGIM Public and Private Fixed Income About PGIM - Global Asset Management PGIM is the global asset management business of Prudential Financial, Inc. (NYSE: PRU), a leading global investment manager with nearly US$1.39 trillion in assets under management as of March 31st 2025. With offices in 18 countries, PGIM's businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate and alternatives. With a history dating back 148 years, and experience through more than 30 market cycles, PGIM takes a long-term view, not only in our investment philosophy, but also in how we develop our talent. We want to see our employees excel from their first day with the firm and throughout their tenure with PGIM. We will inspire you, support you, and help you reach your greatest personal and professional aspirations. If PGIM sounds like the place for you, join us. For more information about PGIM, visit Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services, some of which may not be available in your area. We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law. Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Business Development and Sales Referrals increase your chances of interviewing at PGIM by 2x Get notified about new Director Reporting jobs in London, England, United Kingdom. Executive Director, Reporting & Insights Addlestone, England, United Kingdom 1 week ago Client Services Director - Medical Communications London, England, United Kingdom 4 days ago London, England, United Kingdom 2 weeks ago City Of London, England, United Kingdom £150,000.00 - £175,000.00 3 weeks ago Senior Director, Marketing Operations and Analytics London, England, United Kingdom 1 week ago City Of London, England, United Kingdom £700.00 - £900.00 . click apply for full job details
Jul 04, 2025
Full time
Director, Regulatory Reporting PGIM Public and Private Fixed Income (2 days per week job share) Join to apply for the Director, Regulatory Reporting PGIM Public and Private Fixed Income (2 days per week job share) role at PGIM Director, Regulatory Reporting PGIM Public and Private Fixed Income (2 days per week job share) 20 hours ago Be among the first 25 applicants Join to apply for the Director, Regulatory Reporting PGIM Public and Private Fixed Income (2 days per week job share) role at PGIM As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do This role will be a Job Share with responsibility for managing the London Regulatory Reporting Team 2 days per week (Monday and Friday). The team supports all aspects of EMIR (ESMA & UK), MiFiD, ASIC & FMIA regulatory reporting. What you can expect Responsible for managing staff and oversight of the team Support staff in solving problems and incorporating new processes to mitigate risks Maintain a well-controlled support environment Staff development, coaching, and mentoring Anticipate issues that may cause errors or adversely affect the ability to meet deadlines, and take action to prevent the risk of occurrences Motivate staff and increase morale through effective management practices Collaborate and respond to complex requests from internal stakeholders Enforce process consistency and standards necessary for a well-controlled environment Oversee preparation of all performance appraisals for direct reports Being the primary escalation point of contact for regulatory reporting related matters Anticipating issues that may adversely affect the team's ability to perform their role Proactively seeking ways to improve current processes by leveraging the tools available to identify inefficiencies. Client engagement: Attend client calls/meetings, respond to queries Understanding & appreciation of daily tasks in the event coverage is needed Oversee all daily production work Collaborate with Compliance, Legal, and Op Risk where further guidance/advice is needed Develop relationship with our key stakeholders at Blackrock What you will bring Degree level is preferred but not essential Proven leadership experience in regulatory reporting Extensive knowledge of EMIR (ESMA/UK) regulations Good understanding of MIFID II Transaction T+1 regulatory reporting and Post Trade reporting Strong leadership skills Strong analytical, interpersonal, management and project management skills Excellent written and oral communication skills Good product knowledge across all Fixed Income Products (Bonds, Futures, Options, Derivatives) (Equities is not required). Experience with using Unavista / DTCC is desired but not essential Able to multi-task and absorb information across a broad spectrum of products. Ability to work independently and deliver results Solid understanding & appreciation of business risk & operational controls Ability to organize, prioritize tasks and work in a deadline-oriented environment Self-motivated Keeping abreast of industry/regulatory developments and market trends that can impact the business model and/or offer opportunities to improve our internal processes What will set you apart? Knowledge of Blackrock's Aladdin system would be advantageous Ideal candidate would come from an operations, regulatory or change management background Excellent attention to detail, accuracy and completeness Strong critical thinking and logic skills Excellent written and verbal communication skills on all levels Embraces and encourages change and development Maintains high level of productivity and self-direction Enjoys being a part of a team but is able to work independently Proactive in solution solving Knowledge of STFR would also be advantageous PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. What We Offer You Private Medical Insurance: PGIM offers private medical insurance and pays the full premium on behalf of all employees. Annual Leave of 25 to 28 days, based on years of service, at full pay. Retirement Savings Plan: Employees receive a company contribution of 10% basic annual salary and a maximum employer-matching contribution of 5% of basic annual salary. Life Assurance & Income Protection: Life Assurance for 8 times your basic annual salary, up to a max benefit of £1.8million. 60% of your basic annual salary for a limited payment terms of 5 years, at the end of which a capital sum of 2x your basic annual salary is payable. To find out more about our Total Reward package, visit About PGIM Public And Private Fixed Income PGIM Public and Private Fixed Income is a global asset manager offering active solutions across all fixed income markets. Our business climate is a safe inclusive environment, centered around mutual respect, intellectual honesty, transparency, and teamwork. Our leaders are focused on talent & culture; dedicated to fostering growth & development at all levels to develop the industry leaders of tomorrow. For more information, please visit PGIM Public and Private Fixed Income About PGIM - Global Asset Management PGIM is the global asset management business of Prudential Financial, Inc. (NYSE: PRU), a leading global investment manager with nearly US$1.39 trillion in assets under management as of March 31st 2025. With offices in 18 countries, PGIM's businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate and alternatives. With a history dating back 148 years, and experience through more than 30 market cycles, PGIM takes a long-term view, not only in our investment philosophy, but also in how we develop our talent. We want to see our employees excel from their first day with the firm and throughout their tenure with PGIM. We will inspire you, support you, and help you reach your greatest personal and professional aspirations. If PGIM sounds like the place for you, join us. For more information about PGIM, visit Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services, some of which may not be available in your area. We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law. Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Business Development and Sales Referrals increase your chances of interviewing at PGIM by 2x Get notified about new Director Reporting jobs in London, England, United Kingdom. Executive Director, Reporting & Insights Addlestone, England, United Kingdom 1 week ago Client Services Director - Medical Communications London, England, United Kingdom 4 days ago London, England, United Kingdom 2 weeks ago City Of London, England, United Kingdom £150,000.00 - £175,000.00 3 weeks ago Senior Director, Marketing Operations and Analytics London, England, United Kingdom 1 week ago City Of London, England, United Kingdom £700.00 - £900.00 . click apply for full job details
Press Tab to Move to Skip to Content Link Goodbody is a leading financial services firm, committed to serving and growing client relationships for 150 years. We are a full service, investment-led business offering wealth management, asset management, investment banking and private equity services. Our staff of over 400 work in offices across Dublin, London, Cork and Galway. We're proud to offer prospective employees a professional, collegial work environment that encourages diversity of thought and background. Our reputation in the Irish market for putting customers first is as consistent as the company's long-standing commitment to giving back to the communities that we work in. About the Account Opening Executive role We are seeking a detail-oriented and client-focused professional to join our dynamic Client Support Services team as an Account Opening Executive, playing a key role in delivering exceptional onboarding experiences within a fast-paced and evolving operations environment. Client Support Services, sitting in the Operations department at Goodbody, brings together our traditional Middle Office with Account Opening, Account Maintenance, and Pension Administration functions. It's a vibrant and forward-thinking area that fosters continuous improvement, strategic foresight, and professional development-offering individuals the opportunity to grow and thrive in a supportive and rewarding environment. Account Opening Executive Accountabilities include: • Carrying out the end-to-end client on-boarding process and ensuring service delivery excellence to our clients and Wealth Management • Issuing account opening documentation to our clients/prospective clients, in a timely and professional manner, as requested by the Wealth Management Department • Providing advice and regulatory guidance to Wealth Management and our clients on all aspects of account opening for all client types (individuals, companies, trusts, pensions, charities etc.) • Reviewing completed client account opening documentation, and identifying any issues that need to be resolved to meet regulatory standards and internal requirements • Assessing new accounts to ensure Customer Due Diligence (CDD), AML, Client Suitability and Client Vulnerability criteria are met and addressed • Attend client meetings with Portfolio Managers, where necessary, to assist with account opening documentation • Interact with internal stakeholders, including Wealth Management, Compliance, Internal Audit, Risk, and Wealth Management Operations, as well as our clients in relation to all aspects of account opening/client on-boarding • Updating account opening documentation and procedures as required due to changes to regulation/internal processes. • Building and maintaining strong relationships with all colleagues, relevant vendors /customers, and stakeholders • Recognising and recording Service Level Agreement Breaches against Outsourced Provider as and when they occur - adhere to Breach recognition and escalation procedures • Representing the Client Support Services on internal/external forums with the ability to obtain a favourable resolution for all concerned • Being responsive and receptive to internal and external change initiatives • Escalating of all relevant matters to Team Leader whilst retaining responsibility for resolution. Qualifications and Experience • Previous experience of working on client AML & CDD matters would be helpful in the role • Candidates should be proficient in Microsoft Office • Full training will be provided on systems in use in the department where required • A strong commitment to developing and sustaining a superior level of customer service • At least 2 years Financial Services experience would be an advantage. • Experience of different stockbroking functions would be an advantage • Certificate in Stockbroking (or willingness to obtain same) • Professional Certificate/Diploma in Compliance is desirable but not essential • Educated to primary degree level is preferable but not essential Ideal Characteristics • Proven track record of problem identification and resolution at an inter-departmental and third-party level • Confident communicator with excellent written, oral and interpersonal skills • Good workload management, with the flexibility to switch between tasks as necessary and manage workflows and responsibilities assigned • Strong interpersonal and team working abilities • Very high levels of accuracy and attention to detail are mandatory • Ability to work in a team environment or on own initiative with limited supervision • A willingness to undertake industry qualifications and attain same within an agreed timeframe Goodbody is focused on helping our employees thrive, and we do this by bringing to life our Employee Value Proposition (EVP) 'Together we prosper'. Our firm's purpose is to create long-term prosperity, and we cannot execute on our purpose without the right talent at Goodbody. To make sure we attract and retain industry-leading, passionate and inspiring talent, we've built a vibrant culture based on inclusion, opportunities to grow and a commitment to 'do the right thing', one of our core values. We live this by offering: • Regular employee events through our universal inclusion programme fostering a sense of belonging and celebrating differences. And an 'always on' approach to social, financial, mental and physical wellbeing. • A benefits package that includes a generous pension scheme, educational sponsorship and health insurance, along with a hybrid working model to promote better work/life balance • Opportunities to give back through sustainability initiatives, volunteering and on-site and online meetings with our charity partners Goodbody is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of our workforce. Reasonable accommodations are offered at every stage of our recruitment process. Should you have a reasonable accommodation request please include a note in your application or email us directly at Please read the Goodbody Recruitment Privacy Notice. By submitting your personal data to us, you acknowledge that you have read and understood this Privacy Notice and agree to the use of your personal data in line with this. We will only use the information that we collect about you lawfully in accordance with the Data Protection Acts, 1988 and 2003 and the EU General Data Protection Regulation (GDPR). Appointment to this role is subject to the candidate's eligibility to work in Ireland. Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to Goodbody by recruitment agencies will not be accepted for this role. Goodbody operates a direct sourcing model and where agency assistance is required, the HR team will engage directly with our recruitment partners. Goodbody Stockbrokers UC, trading as Goodbody, is regulated by the Central Bank of Ireland. In the UK, Goodbody is also subject to regulation by the Financial Conduct Authority. Goodbody is a member of Euronext Dublin and the London Stock Exchange. Goodbody is a member of the group of companies headed by AIB Group plc. Goodbody Stockbrokers UC, trading as Goodbody, is regulated by the Central Bank of Ireland and Goodbody Stockbrokers UC is authorised and regulated in the United Kingdom by the Financial Conduct Authority. Goodbody is a member of Euronext Dublin and the London Stock Exchange. Goodbody is a member of the group of companies headed by AIB Group plc.
Jul 04, 2025
Full time
Press Tab to Move to Skip to Content Link Goodbody is a leading financial services firm, committed to serving and growing client relationships for 150 years. We are a full service, investment-led business offering wealth management, asset management, investment banking and private equity services. Our staff of over 400 work in offices across Dublin, London, Cork and Galway. We're proud to offer prospective employees a professional, collegial work environment that encourages diversity of thought and background. Our reputation in the Irish market for putting customers first is as consistent as the company's long-standing commitment to giving back to the communities that we work in. About the Account Opening Executive role We are seeking a detail-oriented and client-focused professional to join our dynamic Client Support Services team as an Account Opening Executive, playing a key role in delivering exceptional onboarding experiences within a fast-paced and evolving operations environment. Client Support Services, sitting in the Operations department at Goodbody, brings together our traditional Middle Office with Account Opening, Account Maintenance, and Pension Administration functions. It's a vibrant and forward-thinking area that fosters continuous improvement, strategic foresight, and professional development-offering individuals the opportunity to grow and thrive in a supportive and rewarding environment. Account Opening Executive Accountabilities include: • Carrying out the end-to-end client on-boarding process and ensuring service delivery excellence to our clients and Wealth Management • Issuing account opening documentation to our clients/prospective clients, in a timely and professional manner, as requested by the Wealth Management Department • Providing advice and regulatory guidance to Wealth Management and our clients on all aspects of account opening for all client types (individuals, companies, trusts, pensions, charities etc.) • Reviewing completed client account opening documentation, and identifying any issues that need to be resolved to meet regulatory standards and internal requirements • Assessing new accounts to ensure Customer Due Diligence (CDD), AML, Client Suitability and Client Vulnerability criteria are met and addressed • Attend client meetings with Portfolio Managers, where necessary, to assist with account opening documentation • Interact with internal stakeholders, including Wealth Management, Compliance, Internal Audit, Risk, and Wealth Management Operations, as well as our clients in relation to all aspects of account opening/client on-boarding • Updating account opening documentation and procedures as required due to changes to regulation/internal processes. • Building and maintaining strong relationships with all colleagues, relevant vendors /customers, and stakeholders • Recognising and recording Service Level Agreement Breaches against Outsourced Provider as and when they occur - adhere to Breach recognition and escalation procedures • Representing the Client Support Services on internal/external forums with the ability to obtain a favourable resolution for all concerned • Being responsive and receptive to internal and external change initiatives • Escalating of all relevant matters to Team Leader whilst retaining responsibility for resolution. Qualifications and Experience • Previous experience of working on client AML & CDD matters would be helpful in the role • Candidates should be proficient in Microsoft Office • Full training will be provided on systems in use in the department where required • A strong commitment to developing and sustaining a superior level of customer service • At least 2 years Financial Services experience would be an advantage. • Experience of different stockbroking functions would be an advantage • Certificate in Stockbroking (or willingness to obtain same) • Professional Certificate/Diploma in Compliance is desirable but not essential • Educated to primary degree level is preferable but not essential Ideal Characteristics • Proven track record of problem identification and resolution at an inter-departmental and third-party level • Confident communicator with excellent written, oral and interpersonal skills • Good workload management, with the flexibility to switch between tasks as necessary and manage workflows and responsibilities assigned • Strong interpersonal and team working abilities • Very high levels of accuracy and attention to detail are mandatory • Ability to work in a team environment or on own initiative with limited supervision • A willingness to undertake industry qualifications and attain same within an agreed timeframe Goodbody is focused on helping our employees thrive, and we do this by bringing to life our Employee Value Proposition (EVP) 'Together we prosper'. Our firm's purpose is to create long-term prosperity, and we cannot execute on our purpose without the right talent at Goodbody. To make sure we attract and retain industry-leading, passionate and inspiring talent, we've built a vibrant culture based on inclusion, opportunities to grow and a commitment to 'do the right thing', one of our core values. We live this by offering: • Regular employee events through our universal inclusion programme fostering a sense of belonging and celebrating differences. And an 'always on' approach to social, financial, mental and physical wellbeing. • A benefits package that includes a generous pension scheme, educational sponsorship and health insurance, along with a hybrid working model to promote better work/life balance • Opportunities to give back through sustainability initiatives, volunteering and on-site and online meetings with our charity partners Goodbody is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of our workforce. Reasonable accommodations are offered at every stage of our recruitment process. Should you have a reasonable accommodation request please include a note in your application or email us directly at Please read the Goodbody Recruitment Privacy Notice. By submitting your personal data to us, you acknowledge that you have read and understood this Privacy Notice and agree to the use of your personal data in line with this. We will only use the information that we collect about you lawfully in accordance with the Data Protection Acts, 1988 and 2003 and the EU General Data Protection Regulation (GDPR). Appointment to this role is subject to the candidate's eligibility to work in Ireland. Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to Goodbody by recruitment agencies will not be accepted for this role. Goodbody operates a direct sourcing model and where agency assistance is required, the HR team will engage directly with our recruitment partners. Goodbody Stockbrokers UC, trading as Goodbody, is regulated by the Central Bank of Ireland. In the UK, Goodbody is also subject to regulation by the Financial Conduct Authority. Goodbody is a member of Euronext Dublin and the London Stock Exchange. Goodbody is a member of the group of companies headed by AIB Group plc. Goodbody Stockbrokers UC, trading as Goodbody, is regulated by the Central Bank of Ireland and Goodbody Stockbrokers UC is authorised and regulated in the United Kingdom by the Financial Conduct Authority. Goodbody is a member of Euronext Dublin and the London Stock Exchange. Goodbody is a member of the group of companies headed by AIB Group plc.
JOB AND PERSON DESCRIPTION Job Title : Senior Administrative Officer (T emporary 6 months) Division : Office of the Deputy Secretary-General Grade: J Reports To: Adviser and Head of Office to the Deputy Secretary-General General Information The Commonwealth Secretariat is the principal intergovernmental body of the Commonwealth, responsible for advancing and achieving the shared goals of the association's 56 member governments in promoting democracy, development and respect for diversity. The Secretariat is headed by the Secretary-General who, as the Chief Executive of the organisation, is responsible and accountable for overall leadership, management and delivery. The Deputy Secretary-General assists the Secretary-General in managing the operations of the Secretariat in all areas, and acts for the Secretary-General at the Secretariat and in other cases as decided by the Secretary-General. Job S ummary T his role is critical in ensuring the smooth operation and support across the portfolio of the Deputy Secreta ry-General. The post-holder will provide administrative oversight, review of policy and operational documents, and quality assurance across key activities. They will act as a liaison between DSGO and a range of internal teams, ensuring efficiency, compliance, and responsiveness. The post-holder also assists other d ivisional staff members as required. Duties Travel and Mission Planning Support Review travel documentation prior to approval including, Mission Planning Tools, Out-of-Policy Requests, and Acquittals in accordance with Secretariat policies. Ensure quality control and consistency in submissions prior to DSG approval. Coordinate with designated officers managing Divisional portfolios to streamline travel-related processes. Accreditation Committee Coordination Support the DSG ' s oversight role in the Accreditation Committee, ensuring all outputs (letters, documents, reports) are compliant, timely, and ready for DSG review and sign-off. Coordinate closely with the Partnerships team, providing additional review and feedback where necessary. Review and Triage of Strategic Requests Assess and prioritize incoming requests from the Divisions within the Deputy Secretary-General's portfolio. Conduct preliminary reviews and prepare briefing notes, ensuring alignment with DSGO priorities before escalation to the DSG. Engagement Preparation Review speeches, talking points, and briefing material developed by teams to ensure clarity, coherence, and strategic alignment prior to briefing the DSG . Provide feedback and recommendations to improve messaging and impact. Transformation Initiatives Support the implementation of organizational transformation projects and reforms led by the DSGO. Conduct background research, draft reports, coordinate meetings, and track progress on change initiatives. Administrative and Governance Support Assist in organizing and documenting governance and internal coordination meetings chaired by the DSG. Contribute to the maintenance of accurate records, schedules, and briefings relevant to DSG responsibilities. General Operational Duties Contribute to broader DSGO and Secretariat administrative tasks, supporting D ivisional projects and cross-office collaboration as needed. Uphold confidentiality and professionalism in all communications and documentation handling. Person Specification Education: Degree in business administration , social science or equivalent. Experience: At least five years of demonstrated administrative experience Experience in undertaking research and presentations Desirable: Experience of working in an international intergovernmental organisation. Experience of working in a public service. Essential Ability and Skills: Critical decision making skills Ability to organise, anticipate, plan and prioritise work load Excellent written and oral communication skills Excellent relationship-building skills Emotional intelligence Ability to work under pressure and tight deadlines Ability to proficiently use MS Office Suite - Outlook, Word , Excel and PowerPoint Delivering at pace Presentation skills A high level of discretion and tact in handling sensitive and confidential matters An ability to use own initiative An ability to work effectively as part of a team Demonstrated commitment to working effectively and sensitively in a multicultural environment. Competencies: Respect for Diversity Works effectively with people from all backgrounds. Treats all people with dignity and respect. Treats men and women equally. Shows respect and understanding of diverse points of view and demonstrates understanding in daily work and decision making. Examine own biases and behaviours to avoid stereotypical responses and does not discriminate against any individual or group. Identifies biases in systems & processes Working with Others Regularly shares information of value with colleagues Shows commitment to delivering on key agreements made to colleagues Makes an effort to view a situation from the other party's perspective as well Demonstrates awareness and sensitivity to colleagues' pressures Utilises networks to ensure similar goals are achieved collaboratively Develops long term relationships across cultures and/or geographical boundaries Uses relationships to identify the best people to help in the completion of tasks Tactfully deals with difficult people to gain buy-in and manage their expectations Developing & Applying Expertise Takes advantage of opportunities to develop an area of expertise Takes learning from previous experience and applies them appropriately Demonstrates willingness to learn new skills and/or approaches Adapting & Innovating Recognises opportunities for improvement and proposes change with impact and effect Helps others evaluate and strengthen ideas Quickly grasps new concepts and how to apply them Demonstrates flexibility e.g. by working beyond own remit in order to achieve an objective inter alia Will effectively reorganise activities when faced with changing contexts and demands Welcomes and adapts to new ideas and/or approaches Adapts personal style to meet the needs of others Accountability Takes ownership of assigned tasks, honours deadlines. Ensures timely delivery of outputs within defined cost and quality standard parameters. Takes ownership of assigned tasks, honours deadlines Ensures timely delivery of outputs 1
Jul 03, 2025
Full time
JOB AND PERSON DESCRIPTION Job Title : Senior Administrative Officer (T emporary 6 months) Division : Office of the Deputy Secretary-General Grade: J Reports To: Adviser and Head of Office to the Deputy Secretary-General General Information The Commonwealth Secretariat is the principal intergovernmental body of the Commonwealth, responsible for advancing and achieving the shared goals of the association's 56 member governments in promoting democracy, development and respect for diversity. The Secretariat is headed by the Secretary-General who, as the Chief Executive of the organisation, is responsible and accountable for overall leadership, management and delivery. The Deputy Secretary-General assists the Secretary-General in managing the operations of the Secretariat in all areas, and acts for the Secretary-General at the Secretariat and in other cases as decided by the Secretary-General. Job S ummary T his role is critical in ensuring the smooth operation and support across the portfolio of the Deputy Secreta ry-General. The post-holder will provide administrative oversight, review of policy and operational documents, and quality assurance across key activities. They will act as a liaison between DSGO and a range of internal teams, ensuring efficiency, compliance, and responsiveness. The post-holder also assists other d ivisional staff members as required. Duties Travel and Mission Planning Support Review travel documentation prior to approval including, Mission Planning Tools, Out-of-Policy Requests, and Acquittals in accordance with Secretariat policies. Ensure quality control and consistency in submissions prior to DSG approval. Coordinate with designated officers managing Divisional portfolios to streamline travel-related processes. Accreditation Committee Coordination Support the DSG ' s oversight role in the Accreditation Committee, ensuring all outputs (letters, documents, reports) are compliant, timely, and ready for DSG review and sign-off. Coordinate closely with the Partnerships team, providing additional review and feedback where necessary. Review and Triage of Strategic Requests Assess and prioritize incoming requests from the Divisions within the Deputy Secretary-General's portfolio. Conduct preliminary reviews and prepare briefing notes, ensuring alignment with DSGO priorities before escalation to the DSG. Engagement Preparation Review speeches, talking points, and briefing material developed by teams to ensure clarity, coherence, and strategic alignment prior to briefing the DSG . Provide feedback and recommendations to improve messaging and impact. Transformation Initiatives Support the implementation of organizational transformation projects and reforms led by the DSGO. Conduct background research, draft reports, coordinate meetings, and track progress on change initiatives. Administrative and Governance Support Assist in organizing and documenting governance and internal coordination meetings chaired by the DSG. Contribute to the maintenance of accurate records, schedules, and briefings relevant to DSG responsibilities. General Operational Duties Contribute to broader DSGO and Secretariat administrative tasks, supporting D ivisional projects and cross-office collaboration as needed. Uphold confidentiality and professionalism in all communications and documentation handling. Person Specification Education: Degree in business administration , social science or equivalent. Experience: At least five years of demonstrated administrative experience Experience in undertaking research and presentations Desirable: Experience of working in an international intergovernmental organisation. Experience of working in a public service. Essential Ability and Skills: Critical decision making skills Ability to organise, anticipate, plan and prioritise work load Excellent written and oral communication skills Excellent relationship-building skills Emotional intelligence Ability to work under pressure and tight deadlines Ability to proficiently use MS Office Suite - Outlook, Word , Excel and PowerPoint Delivering at pace Presentation skills A high level of discretion and tact in handling sensitive and confidential matters An ability to use own initiative An ability to work effectively as part of a team Demonstrated commitment to working effectively and sensitively in a multicultural environment. Competencies: Respect for Diversity Works effectively with people from all backgrounds. Treats all people with dignity and respect. Treats men and women equally. Shows respect and understanding of diverse points of view and demonstrates understanding in daily work and decision making. Examine own biases and behaviours to avoid stereotypical responses and does not discriminate against any individual or group. Identifies biases in systems & processes Working with Others Regularly shares information of value with colleagues Shows commitment to delivering on key agreements made to colleagues Makes an effort to view a situation from the other party's perspective as well Demonstrates awareness and sensitivity to colleagues' pressures Utilises networks to ensure similar goals are achieved collaboratively Develops long term relationships across cultures and/or geographical boundaries Uses relationships to identify the best people to help in the completion of tasks Tactfully deals with difficult people to gain buy-in and manage their expectations Developing & Applying Expertise Takes advantage of opportunities to develop an area of expertise Takes learning from previous experience and applies them appropriately Demonstrates willingness to learn new skills and/or approaches Adapting & Innovating Recognises opportunities for improvement and proposes change with impact and effect Helps others evaluate and strengthen ideas Quickly grasps new concepts and how to apply them Demonstrates flexibility e.g. by working beyond own remit in order to achieve an objective inter alia Will effectively reorganise activities when faced with changing contexts and demands Welcomes and adapts to new ideas and/or approaches Adapts personal style to meet the needs of others Accountability Takes ownership of assigned tasks, honours deadlines. Ensures timely delivery of outputs within defined cost and quality standard parameters. Takes ownership of assigned tasks, honours deadlines Ensures timely delivery of outputs 1
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join Close Brothers Invoice Finance (CBIF) where you will manage a team of Client managers and executives within our Commercial team in the North, ensuring excellent client outcomes are delivered and minimising attrition, whilst protecting Close Brothers from risk of credit loss. While this role is based in Manchester we're also open to someone being based near our Birmingham office. Either way, we offer a hybrid working structure, but an individual based from Birmingham would still be required to travel to Manchester regularly. Our ideal team member will have excellent interpersonal skills and the ability to build effective, lasting relationships with clients and internal stake-holders (including operations, local / group credit and audit functions). You'll also display strong leadership skills and possess strong financial and credit acumen. RESPONSIBILITIES Manage a team of relationship managers to deliver strong risk management and a high touch service model. Lead the team aligned to our Strategic Priorities - Protect (maintain the key strengths of our business model), Grow (maximise opportunities) and Sustain (secure the long-term future of our business, customers and the world we operate in). Support a strong Culture combining expertise, service and relationships with teamwork, integrity and prudence. This includes supporting continual development of team members, and a collaborative environment where employees can share ideas. Responsibility for collaboration between teams and sharing of ideas and best practice. Ensure our control environment is consistent across the team and subject to continued review and enhancement. Assist with implementation of commercial strategy and initiatives aligned with delivering strong and safe growth, and CBIF budgets and associated client stock, loan book, margin and overhead objectives. Maintain and enhance client relationships / networks ensuring we have sufficient coverage taking into account new business opportunities, geography and expertise. Responsibility for Commercial client facilities operating within CBIF, CBL credit policy. Help ensure an effective post Credit Committee / Switch On process Work in Collaboration with Head of Client Services - Operations. Ongoing management of collateral performance and reporting within the team. Ensure risk reducing actions are prioritised and completed, and risk issues are promptly escalated. Establish and maintain effective relationships with clients and internal stakeholders. Source new business referrals from existing clients . Ensure team KPIs in respect of annual reviews and client visits are completed per targeted requirements. Additional income generation as per annual budget. Help ensure an effective post Credit Committee / Switch On process Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Strong financial analysis skills and experience of managing a deteriorating credit profile in an ABL finance environment. Excellent communication skills and an ability to negotiate satisfactory solutions between client and bank which are considered "best outcomes" by all parties. The ability to understand book debts as core collateral for an ABL facility, be aware of common issues / signs of deterioration and appropriate responses to mitigate the risks identified. Successfully organised a team and personal workload and prioritise tasks to ensure internal deadlines are met, and client relationships are maintained to achieve zero qualifying attrition. The ability to mentor and share best practise with direct reports effectively to drive consistency and improvement across the team in a way which enhances team morale. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE: A successful track record managing people in an ABL or Bank / lending environment Underwriting skills, both new and existing business. ABFA/UK Finance or Banking/credit or accountancy qualifications We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Cycle to work scheme Gym discounts Purchase additional holiday
Jul 03, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join Close Brothers Invoice Finance (CBIF) where you will manage a team of Client managers and executives within our Commercial team in the North, ensuring excellent client outcomes are delivered and minimising attrition, whilst protecting Close Brothers from risk of credit loss. While this role is based in Manchester we're also open to someone being based near our Birmingham office. Either way, we offer a hybrid working structure, but an individual based from Birmingham would still be required to travel to Manchester regularly. Our ideal team member will have excellent interpersonal skills and the ability to build effective, lasting relationships with clients and internal stake-holders (including operations, local / group credit and audit functions). You'll also display strong leadership skills and possess strong financial and credit acumen. RESPONSIBILITIES Manage a team of relationship managers to deliver strong risk management and a high touch service model. Lead the team aligned to our Strategic Priorities - Protect (maintain the key strengths of our business model), Grow (maximise opportunities) and Sustain (secure the long-term future of our business, customers and the world we operate in). Support a strong Culture combining expertise, service and relationships with teamwork, integrity and prudence. This includes supporting continual development of team members, and a collaborative environment where employees can share ideas. Responsibility for collaboration between teams and sharing of ideas and best practice. Ensure our control environment is consistent across the team and subject to continued review and enhancement. Assist with implementation of commercial strategy and initiatives aligned with delivering strong and safe growth, and CBIF budgets and associated client stock, loan book, margin and overhead objectives. Maintain and enhance client relationships / networks ensuring we have sufficient coverage taking into account new business opportunities, geography and expertise. Responsibility for Commercial client facilities operating within CBIF, CBL credit policy. Help ensure an effective post Credit Committee / Switch On process Work in Collaboration with Head of Client Services - Operations. Ongoing management of collateral performance and reporting within the team. Ensure risk reducing actions are prioritised and completed, and risk issues are promptly escalated. Establish and maintain effective relationships with clients and internal stakeholders. Source new business referrals from existing clients . Ensure team KPIs in respect of annual reviews and client visits are completed per targeted requirements. Additional income generation as per annual budget. Help ensure an effective post Credit Committee / Switch On process Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE: Strong financial analysis skills and experience of managing a deteriorating credit profile in an ABL finance environment. Excellent communication skills and an ability to negotiate satisfactory solutions between client and bank which are considered "best outcomes" by all parties. The ability to understand book debts as core collateral for an ABL facility, be aware of common issues / signs of deterioration and appropriate responses to mitigate the risks identified. Successfully organised a team and personal workload and prioritise tasks to ensure internal deadlines are met, and client relationships are maintained to achieve zero qualifying attrition. The ability to mentor and share best practise with direct reports effectively to drive consistency and improvement across the team in a way which enhances team morale. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE: A successful track record managing people in an ABL or Bank / lending environment Underwriting skills, both new and existing business. ABFA/UK Finance or Banking/credit or accountancy qualifications We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Cycle to work scheme Gym discounts Purchase additional holiday
About the Role: Grade Level (for internal use): 12 Director, Customer Data Intelligence The Team: The Customer Data Intelligence Director is a pivotal role within S&P Global, reporting directly to the Head of Enterprise Marketing Strategy and Demand Generation. This position serves as the central authority on customer intelligence, focusing on behavior, persona, and engagement. By partnering across the Chief Client Office, divisional, and technology teams, the role is responsible for building a unified view of customer and account engagement across all S&P Global divisions and touchpoints. The emphasis is on behavioral engagement data to provide a comprehensive view of the customer journey. Responsibilities and Impact: Lead the development of a unified customer intelligence framework, integrating data from various divisions and platforms into a single customer view. Create actionable insights by analyzing customer behaviors, preferences, and engagement patterns across digital, event, content, and sales channels. Define and refine Ideal Customer Profiles (ICPs) for enterprise and segment-specific use cases. Partner with digital experience, campaign, and ABM teams to deliver high-impact personalization strategies informed by intelligence outputs. Lead the implementation of digital listening posts to track key customer signals across the journey. Collaborate with data and analytics teams to evolve data models, taxonomies, and analytical capabilities that support segmentation and predictive scoring. Act as the voice of the customer across strategic marketing initiatives, bringing behavioral insights into content, channel, and journey planning. Ensure data governance, compliance, and ethical standards are embedded into all intelligence practices. Serve as a key partner to marketing operations and MarTech teams to align data architecture and reporting tools with business goals. What We're Looking For: Basic Required Qualifications: Bachelor's degree in Data Science, Marketing, Business, or a related field required; advanced degree (e.g., MS in Analytics) preferred. 10+ years of experience in marketing roles, including customer insights, data strategy, marketing analytics, or customer intelligence roles. Proven experience leading cross-functional initiatives to synthesize and activate customer data at scale. Deep expertise in segmentation, behavior modeling, customer journey mapping, and insight storytelling. Hands-on experience with CDPs, analytics platforms, CRM, and business intelligence tools. Strong stakeholder engagement skills, with the ability to translate data into strategic recommendations. Strong understanding of data privacy, governance, and ethical use of customer data. Additional Preferred Qualifications: Strong collaboration experience with data enablement, architecture, and governance teams to ensure data readiness for customer intelligence initiatives. Experience partnering with revenue impact modeling teams to align customer engagement insights with predictive revenue outcomes. Experience in B2B enterprise environments, especially across complex customer ecosystems. Familiarity with tools such as Adobe Real-Time CDP, Adobe Analytics, Salesforce, and Power BI. Exposure to account-based marketing, experience design, and omnichannel engagement strategies. What's In It For You? Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you cantake care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected andengaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert: If you receive an email from a domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here . - Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - 103 - Middle Management (EEO Job Group) (inactive), 10 - Officials or Managers (EEO-2 Job Categories-United States of America), MRKTNG103.2 - Middle Management Tier II (EEO Job Group) Job ID: 316309 Posted On: 2025-06-29 Location: London, United Kingdom
Jul 03, 2025
Full time
About the Role: Grade Level (for internal use): 12 Director, Customer Data Intelligence The Team: The Customer Data Intelligence Director is a pivotal role within S&P Global, reporting directly to the Head of Enterprise Marketing Strategy and Demand Generation. This position serves as the central authority on customer intelligence, focusing on behavior, persona, and engagement. By partnering across the Chief Client Office, divisional, and technology teams, the role is responsible for building a unified view of customer and account engagement across all S&P Global divisions and touchpoints. The emphasis is on behavioral engagement data to provide a comprehensive view of the customer journey. Responsibilities and Impact: Lead the development of a unified customer intelligence framework, integrating data from various divisions and platforms into a single customer view. Create actionable insights by analyzing customer behaviors, preferences, and engagement patterns across digital, event, content, and sales channels. Define and refine Ideal Customer Profiles (ICPs) for enterprise and segment-specific use cases. Partner with digital experience, campaign, and ABM teams to deliver high-impact personalization strategies informed by intelligence outputs. Lead the implementation of digital listening posts to track key customer signals across the journey. Collaborate with data and analytics teams to evolve data models, taxonomies, and analytical capabilities that support segmentation and predictive scoring. Act as the voice of the customer across strategic marketing initiatives, bringing behavioral insights into content, channel, and journey planning. Ensure data governance, compliance, and ethical standards are embedded into all intelligence practices. Serve as a key partner to marketing operations and MarTech teams to align data architecture and reporting tools with business goals. What We're Looking For: Basic Required Qualifications: Bachelor's degree in Data Science, Marketing, Business, or a related field required; advanced degree (e.g., MS in Analytics) preferred. 10+ years of experience in marketing roles, including customer insights, data strategy, marketing analytics, or customer intelligence roles. Proven experience leading cross-functional initiatives to synthesize and activate customer data at scale. Deep expertise in segmentation, behavior modeling, customer journey mapping, and insight storytelling. Hands-on experience with CDPs, analytics platforms, CRM, and business intelligence tools. Strong stakeholder engagement skills, with the ability to translate data into strategic recommendations. Strong understanding of data privacy, governance, and ethical use of customer data. Additional Preferred Qualifications: Strong collaboration experience with data enablement, architecture, and governance teams to ensure data readiness for customer intelligence initiatives. Experience partnering with revenue impact modeling teams to align customer engagement insights with predictive revenue outcomes. Experience in B2B enterprise environments, especially across complex customer ecosystems. Familiarity with tools such as Adobe Real-Time CDP, Adobe Analytics, Salesforce, and Power BI. Exposure to account-based marketing, experience design, and omnichannel engagement strategies. What's In It For You? Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you cantake care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected andengaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert: If you receive an email from a domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here . - Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - 103 - Middle Management (EEO Job Group) (inactive), 10 - Officials or Managers (EEO-2 Job Categories-United States of America), MRKTNG103.2 - Middle Management Tier II (EEO Job Group) Job ID: 316309 Posted On: 2025-06-29 Location: London, United Kingdom
Global Custody: Cash, Payments, and Liquidity - Head of Product Development, MD The Product organization is recruiting for an experienced individual to be cash payments and liquidity Product Development lead The individual will partner with the Product team, Head of Product development, Global Delivery (operations) and Technology to execute on the overall cash product development initiatives and agenda focused on driving the change and execution agenda to build the core Banking and Payments Capability and services , including the platform infrastructure, product features and enabling migration across State Street legal entities from legacy. This is in alignment with Custody product strategic objective to strengthen State Street's position in the industry. State Street's product organization is leading an exciting period of transformation for the business and requires experienced individuals to take the business forward. The role will Initiate, design and develop the strategic platforms and support the strategy to decommission legacy platforms including the migration to strategic platform to support client growth, enhance client experience , cash products and operating model. This role includes driving and overseeing execution of approved product change/development initiatives, building out of the strategic platform , driving change internally and seamless migration of clients, This requires ability to think strategically about the product capabilities required, take decision ; partner with liquidity product partners and have a strong understanding of banking and payments to drive the solution design. Oversee the collection of input from subject matter experts, operations teams, product managers, client service teams and/or our clients for the purpose of developing complete service and development of efficient operating models. Function The person would have the depth and expertise to drive change within Cash, Payments and Liquidity arena, This individual will be key in supporting the overall head of product development. The person would focus delivering on the strategy, and work closely with business and IT to develop the platform and product capabilities. Responsibilities The lead will have responsibility for the following: Execute on the strategy and development agenda to : Build the strategic banking and payment platforms Consolidatie payment initiation platforms Build out cash and liquidity products to support the business Evaluate digital cash capabilities Deliver a clear product roadmap in-collaboration with Product Development head , includes prioritization and budget planning annually , with IT and Operations Lead solution to support tranche migrations across all global locations (17 branches) as aprt of the business and client migration strategy Lead the development and analysis of product-related change, including commercially-viable and client focused business cases, with prioritization and approval of product, operational and regulatory change. Manage and support the team to drive the change agenda and ensure change remains aligned to existing regulation and/or internal policies. Lead the capability model - design and efficiency of the operating model, standards and technical stack/architecture, with an objective to simplify where possible working with the Product Management, Technology and Global Delivery. Skills Ability to apply knowledge of system behavior and business processes as well as industry knowledge and best practices to design the product and platforms Ability to clearly articulate impact of any changes to various stakeholders , including preparing presentations; ability to train and develop these skills in more junior team members or direct reports Ability to oversee, review and edit documentation to ensure completeness and clarity prior to submitting for use in developing solutions as required Have a good understanding of Agile with respective to role as product owners , guidance on stories and epics, establish a backlog and groom that backlog to guide the team as required Work well within a virtual team that includes members from across State Streets global operations, product and IT development teams, contractors, software vendors and other industry participants to design, develop, test and implement solutions that support current and future business requirements Subject matter knowledge Strong analytical and presentation skills Prior experience of successfully delivering change in a complex environment whilst managing competing environments, and delivering projects using Agile and Waterfall techniques Proven change agent with track record of delivery Track record of engagement with complex clients, solutioning operating models and developing feature function capability for State Street platform Strong stakeholder management skills with an ability to navigate organization Experience Product and operational background or experience with payments and deposit banking services is desirable and delivering change programmes Experience with implementing or operating global payment and banking networks and understanding messaging standards and mechanisms in cash payments . Agile experience as a Product Owner or Principle Product Owner is desired 10+ years' experience in Securities Services Worked in Product organizations in prior roles Operated at a global level Prior experience working in Operations and/or technology Outcomes expected from the roles In depth understanding of payments and deposit banking products; seamless client migrations and decommissioning of legacy branches Proactive input and idea generation for product development roadmap and annual budgets Maintain up to date understanding of local regulatory impacts Responsible for issue and risk escalation Project /initiative ownership, with appropriate reporting (with PMO) of prioritised and approved change Appropriate governance and key decision making on outcomes Split of role: Product Design & Development : 50% Business Analysis: 20% Market / Client interaction/ management: 30% About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at
Jul 03, 2025
Full time
Global Custody: Cash, Payments, and Liquidity - Head of Product Development, MD The Product organization is recruiting for an experienced individual to be cash payments and liquidity Product Development lead The individual will partner with the Product team, Head of Product development, Global Delivery (operations) and Technology to execute on the overall cash product development initiatives and agenda focused on driving the change and execution agenda to build the core Banking and Payments Capability and services , including the platform infrastructure, product features and enabling migration across State Street legal entities from legacy. This is in alignment with Custody product strategic objective to strengthen State Street's position in the industry. State Street's product organization is leading an exciting period of transformation for the business and requires experienced individuals to take the business forward. The role will Initiate, design and develop the strategic platforms and support the strategy to decommission legacy platforms including the migration to strategic platform to support client growth, enhance client experience , cash products and operating model. This role includes driving and overseeing execution of approved product change/development initiatives, building out of the strategic platform , driving change internally and seamless migration of clients, This requires ability to think strategically about the product capabilities required, take decision ; partner with liquidity product partners and have a strong understanding of banking and payments to drive the solution design. Oversee the collection of input from subject matter experts, operations teams, product managers, client service teams and/or our clients for the purpose of developing complete service and development of efficient operating models. Function The person would have the depth and expertise to drive change within Cash, Payments and Liquidity arena, This individual will be key in supporting the overall head of product development. The person would focus delivering on the strategy, and work closely with business and IT to develop the platform and product capabilities. Responsibilities The lead will have responsibility for the following: Execute on the strategy and development agenda to : Build the strategic banking and payment platforms Consolidatie payment initiation platforms Build out cash and liquidity products to support the business Evaluate digital cash capabilities Deliver a clear product roadmap in-collaboration with Product Development head , includes prioritization and budget planning annually , with IT and Operations Lead solution to support tranche migrations across all global locations (17 branches) as aprt of the business and client migration strategy Lead the development and analysis of product-related change, including commercially-viable and client focused business cases, with prioritization and approval of product, operational and regulatory change. Manage and support the team to drive the change agenda and ensure change remains aligned to existing regulation and/or internal policies. Lead the capability model - design and efficiency of the operating model, standards and technical stack/architecture, with an objective to simplify where possible working with the Product Management, Technology and Global Delivery. Skills Ability to apply knowledge of system behavior and business processes as well as industry knowledge and best practices to design the product and platforms Ability to clearly articulate impact of any changes to various stakeholders , including preparing presentations; ability to train and develop these skills in more junior team members or direct reports Ability to oversee, review and edit documentation to ensure completeness and clarity prior to submitting for use in developing solutions as required Have a good understanding of Agile with respective to role as product owners , guidance on stories and epics, establish a backlog and groom that backlog to guide the team as required Work well within a virtual team that includes members from across State Streets global operations, product and IT development teams, contractors, software vendors and other industry participants to design, develop, test and implement solutions that support current and future business requirements Subject matter knowledge Strong analytical and presentation skills Prior experience of successfully delivering change in a complex environment whilst managing competing environments, and delivering projects using Agile and Waterfall techniques Proven change agent with track record of delivery Track record of engagement with complex clients, solutioning operating models and developing feature function capability for State Street platform Strong stakeholder management skills with an ability to navigate organization Experience Product and operational background or experience with payments and deposit banking services is desirable and delivering change programmes Experience with implementing or operating global payment and banking networks and understanding messaging standards and mechanisms in cash payments . Agile experience as a Product Owner or Principle Product Owner is desired 10+ years' experience in Securities Services Worked in Product organizations in prior roles Operated at a global level Prior experience working in Operations and/or technology Outcomes expected from the roles In depth understanding of payments and deposit banking products; seamless client migrations and decommissioning of legacy branches Proactive input and idea generation for product development roadmap and annual budgets Maintain up to date understanding of local regulatory impacts Responsible for issue and risk escalation Project /initiative ownership, with appropriate reporting (with PMO) of prioritised and approved change Appropriate governance and key decision making on outcomes Split of role: Product Design & Development : 50% Business Analysis: 20% Market / Client interaction/ management: 30% About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at
Senior Product Manager - Commerce We envisage the successful candidate being based in London, UK with hybrid working available. Like the sound of combining your knowledge of e-commerce products with your interest in media? Want to play a key role in the build and launch of a platform that grants Reuters' clients access to a wealth of media content and archive material, licenced globally? If so, this might be the role for you. Reuters is looking for a Senior Product Manager - Commerce to support its content marketplace, Reuters Connect. Creativity meets commerce in this innovative team, and we provide premium content from top global contributors and media partners to seamlessly license Reuters (and its content partners') media content. Reuters Connect gives our clients the ability to access all of Reuters content on a single platform - from the latest breaking news to footage in our archive dating back to 1896 - with additional content from over 100 of our global partners. We offer a wealth of text, live and non-live video, pictures, graphics and audio to both some of the world's largest media organisations as well as niche and local outlets. As we continue to evolve and develop our offering, we need a Senior Product Manager to grow Reuters Connect's commerce platform and drive the transformation of our commerce strategy, enhancing the user journey from registration to transaction and completion.You'll work closely with both engineering and design units as well as our commercial teams to develop and optimise the user experience and growth of the platform, keeping the needs of our varied customer base at the heart of everything we do. About the Role As Senior Product Manager - Commerce at Reuters,you will: Define and own Reuters Connect's product road-map, with a specific focus on enhancing conversion rates and revenue across all touchpoints, ensuring alignment with Reuters' overall business objectives. Work closely with cross-functional teams to identify, prioritize, and execute strategies that improve customer outcomes and drive significant business impact for Reuters. Perform comprehensive market research and user analysis to identify pain points and opportunities for improvement, integrating findings into product development.You'll design modular, scalable, and efficient conversion flows that enhance user experience and optimize revenue potential. Utilize experimentation and A/B testing to optimize offer and experience effectiveness across various customer cohorts. Collaborate with Sales and Commercial Policy teams to maximize revenue through strategic product decisions. Lead the execution of product initiatives by collaborating closely with engineering, analytics, and design partners, ensuring accountability for the performance and measurement of product experiences. Clearly communicate product plans and commitments to diverse internal and external stakeholders - including executive leadership - ensuring transparency and alignment.Establish and track key performance indicators (KPIs) to measure success and guide decision-making. Incorporate customer feedback and analysis into product requirements to ensure products meet customer needs and achieve business objectives. About You You're a fit for the role of Senior Product Manager - Commerce at Reuters if you have: Demonstrable product management experience, with a focus on commerce strategies and user journeys. A proven track record in optimizing commerce processes for increased sales and improved user experience. Strong analytical skills and ability to leverage data to drive decision-making. Excellent communication and leadership skills, with the ability to inspire and motivate cross-functional teams. Experience in user experience (UX) design and understanding of customer journey mapping. Familiarity with agile methodologies and experience in iterative product development. Please Note: Completed applications must be submitted by Sunday 20th July 2025. Early applications are encouraged. What's in it For You? Hybrid Work Model: We've adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected. Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance. Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow's challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future. Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing. Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together. Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives. Making a Real-World Impact:We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world. About Us Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news. We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments. At a time when objectivity, accuracy, fairness, and transparency are under attack, we consider it our duty to pursue them. Sound exciting? Join us and help shape the industries that move society forward. As a global business, we rely on the unique backgrounds, perspectives, and experiences of all employees to deliver on our business goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace. We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. More information on requesting an accommodation here . Learn more on how to protect yourself from fraudulent job postings here . More information about Thomson Reuters can be found on
Jul 03, 2025
Full time
Senior Product Manager - Commerce We envisage the successful candidate being based in London, UK with hybrid working available. Like the sound of combining your knowledge of e-commerce products with your interest in media? Want to play a key role in the build and launch of a platform that grants Reuters' clients access to a wealth of media content and archive material, licenced globally? If so, this might be the role for you. Reuters is looking for a Senior Product Manager - Commerce to support its content marketplace, Reuters Connect. Creativity meets commerce in this innovative team, and we provide premium content from top global contributors and media partners to seamlessly license Reuters (and its content partners') media content. Reuters Connect gives our clients the ability to access all of Reuters content on a single platform - from the latest breaking news to footage in our archive dating back to 1896 - with additional content from over 100 of our global partners. We offer a wealth of text, live and non-live video, pictures, graphics and audio to both some of the world's largest media organisations as well as niche and local outlets. As we continue to evolve and develop our offering, we need a Senior Product Manager to grow Reuters Connect's commerce platform and drive the transformation of our commerce strategy, enhancing the user journey from registration to transaction and completion.You'll work closely with both engineering and design units as well as our commercial teams to develop and optimise the user experience and growth of the platform, keeping the needs of our varied customer base at the heart of everything we do. About the Role As Senior Product Manager - Commerce at Reuters,you will: Define and own Reuters Connect's product road-map, with a specific focus on enhancing conversion rates and revenue across all touchpoints, ensuring alignment with Reuters' overall business objectives. Work closely with cross-functional teams to identify, prioritize, and execute strategies that improve customer outcomes and drive significant business impact for Reuters. Perform comprehensive market research and user analysis to identify pain points and opportunities for improvement, integrating findings into product development.You'll design modular, scalable, and efficient conversion flows that enhance user experience and optimize revenue potential. Utilize experimentation and A/B testing to optimize offer and experience effectiveness across various customer cohorts. Collaborate with Sales and Commercial Policy teams to maximize revenue through strategic product decisions. Lead the execution of product initiatives by collaborating closely with engineering, analytics, and design partners, ensuring accountability for the performance and measurement of product experiences. Clearly communicate product plans and commitments to diverse internal and external stakeholders - including executive leadership - ensuring transparency and alignment.Establish and track key performance indicators (KPIs) to measure success and guide decision-making. Incorporate customer feedback and analysis into product requirements to ensure products meet customer needs and achieve business objectives. About You You're a fit for the role of Senior Product Manager - Commerce at Reuters if you have: Demonstrable product management experience, with a focus on commerce strategies and user journeys. A proven track record in optimizing commerce processes for increased sales and improved user experience. Strong analytical skills and ability to leverage data to drive decision-making. Excellent communication and leadership skills, with the ability to inspire and motivate cross-functional teams. Experience in user experience (UX) design and understanding of customer journey mapping. Familiarity with agile methodologies and experience in iterative product development. Please Note: Completed applications must be submitted by Sunday 20th July 2025. Early applications are encouraged. What's in it For You? Hybrid Work Model: We've adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected. Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance. Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow's challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future. Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing. Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together. Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives. Making a Real-World Impact:We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world. About Us Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news. We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments. At a time when objectivity, accuracy, fairness, and transparency are under attack, we consider it our duty to pursue them. Sound exciting? Join us and help shape the industries that move society forward. As a global business, we rely on the unique backgrounds, perspectives, and experiences of all employees to deliver on our business goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace. We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. More information on requesting an accommodation here . Learn more on how to protect yourself from fraudulent job postings here . More information about Thomson Reuters can be found on
Vice President, Investor Servicing page is loaded Vice President, Investor Servicing Apply locations London, England time type Full time posted on Posted 16 Days Ago job requisition id R Location London - One Canada Square, Level 26 Business - Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage. Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique solutions to market with the individual investor in mind. Brookfield Culture Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses. Job Description Job Description The Vice President will be responsible for executing client service initiatives for BOWS International with a dedicated focus on the EMEA region. The role will primarily support the EMEA Sales Team and Clients to deliver a world-class investor experience. The Vice President will collaborate with counterparts across the globe including APAC and North America. The Vice President must become a specialist in both the firm's organizational structure as well as its products and strategies. The role will be responsible for interacting with external parties including private wealth clients and service providers and coordinating and collaborating with internal Brookfield and Oaktree fund teams and departments, interacting with all levels of the organization. The successful candidate must be resourceful, organized, proactive, detail-oriented, have a strong ability to problem-solve, multi-task, and be a team player. The role will be report to the Managing Director and Head of BOWS Investor Relations. Key Responsibilities Own the execution of key client service initiatives in EMEA Region Work closely with sales professionals in the region to provide day-to-day support in managing existing client relationships and building new relationships with prospective clients, including but not limited to, due diligence, onboarding processes, client engagement activities, ongoing servicing support and stakeholder management Collaborate and communicate effectively with other functional teams within BOWS, including Marketing, Legal, Product, and Operations Collaborate and communicate effectively with various functions within the sponsor organizations (Brookfield and Oaktree) and fund teams including, Product Specialists, Finance, Operations, Tax, and Legal Qualifications & Requirements 10+ years of experience with a focus in one or more of the following areas: client service, investor servicing, investor relations Experience working with private funds and/or semi-liquid funds and/or public securities CPA, CA, CFA, CAIA, or progress towards one of these designations is considered an asset In-depth knowledge of real estate, infrastructure, private equity, or credit is preferred Team player who demonstrates a commitment to shared success above any personal accomplishment or recognition Highly motivated, proactive self-starter with the ability to work both independently as well as collaboratively in a fast paced, global environment Excellent organizational skills and ability to handle pressure effectively to successfully manage multiple high-priority initiatives simultaneously while maintaining the highest standards of work product and adhering to stringent deadlines Experience working with third party service providers including administrators, custodians, auditors, and transfer agents is an asset Detail-oriented Exceptional work ethic and intellectual curiosity Positive, can-do attitude, exhibiting humility, professionalism and patience Analytic and strategic thinker with the ability to assess complex situations, make effective recommendations and oversee projects through completion Strong verbal and written communication skills with a clear ability to effectively coordinate with a wide variety of professionals at all levels and departments within and outside of the organization Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment. We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted. Who We Are Brookfield Asset Management is a leading global alternative asset manager with over US$1 trillion of assets under management across real estate, infrastructure, renewable power and transition, private equity and credit. Brookfield owns and operates long-life assets and businesses, many of which form the backbone of the global economy. Utilizing its global reach, access to large-scale capital and operational expertise, Brookfield offers a range of alternative investment products to investors around the world-including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. Brookfield Asset Management Ltd. (BAM) is a public company listed on the New York (NYSE: BAM) and Toronto (TSX: BAM) stock exchanges. Brookfield Corporation is a public company listed on the New York (NYSE: BN) and Toronto (TSX: BN) stock exchanges.
Jul 03, 2025
Full time
Vice President, Investor Servicing page is loaded Vice President, Investor Servicing Apply locations London, England time type Full time posted on Posted 16 Days Ago job requisition id R Location London - One Canada Square, Level 26 Business - Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage. Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique solutions to market with the individual investor in mind. Brookfield Culture Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses. Job Description Job Description The Vice President will be responsible for executing client service initiatives for BOWS International with a dedicated focus on the EMEA region. The role will primarily support the EMEA Sales Team and Clients to deliver a world-class investor experience. The Vice President will collaborate with counterparts across the globe including APAC and North America. The Vice President must become a specialist in both the firm's organizational structure as well as its products and strategies. The role will be responsible for interacting with external parties including private wealth clients and service providers and coordinating and collaborating with internal Brookfield and Oaktree fund teams and departments, interacting with all levels of the organization. The successful candidate must be resourceful, organized, proactive, detail-oriented, have a strong ability to problem-solve, multi-task, and be a team player. The role will be report to the Managing Director and Head of BOWS Investor Relations. Key Responsibilities Own the execution of key client service initiatives in EMEA Region Work closely with sales professionals in the region to provide day-to-day support in managing existing client relationships and building new relationships with prospective clients, including but not limited to, due diligence, onboarding processes, client engagement activities, ongoing servicing support and stakeholder management Collaborate and communicate effectively with other functional teams within BOWS, including Marketing, Legal, Product, and Operations Collaborate and communicate effectively with various functions within the sponsor organizations (Brookfield and Oaktree) and fund teams including, Product Specialists, Finance, Operations, Tax, and Legal Qualifications & Requirements 10+ years of experience with a focus in one or more of the following areas: client service, investor servicing, investor relations Experience working with private funds and/or semi-liquid funds and/or public securities CPA, CA, CFA, CAIA, or progress towards one of these designations is considered an asset In-depth knowledge of real estate, infrastructure, private equity, or credit is preferred Team player who demonstrates a commitment to shared success above any personal accomplishment or recognition Highly motivated, proactive self-starter with the ability to work both independently as well as collaboratively in a fast paced, global environment Excellent organizational skills and ability to handle pressure effectively to successfully manage multiple high-priority initiatives simultaneously while maintaining the highest standards of work product and adhering to stringent deadlines Experience working with third party service providers including administrators, custodians, auditors, and transfer agents is an asset Detail-oriented Exceptional work ethic and intellectual curiosity Positive, can-do attitude, exhibiting humility, professionalism and patience Analytic and strategic thinker with the ability to assess complex situations, make effective recommendations and oversee projects through completion Strong verbal and written communication skills with a clear ability to effectively coordinate with a wide variety of professionals at all levels and departments within and outside of the organization Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment. We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted. Who We Are Brookfield Asset Management is a leading global alternative asset manager with over US$1 trillion of assets under management across real estate, infrastructure, renewable power and transition, private equity and credit. Brookfield owns and operates long-life assets and businesses, many of which form the backbone of the global economy. Utilizing its global reach, access to large-scale capital and operational expertise, Brookfield offers a range of alternative investment products to investors around the world-including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. Brookfield Asset Management Ltd. (BAM) is a public company listed on the New York (NYSE: BAM) and Toronto (TSX: BAM) stock exchanges. Brookfield Corporation is a public company listed on the New York (NYSE: BN) and Toronto (TSX: BN) stock exchanges.
Customer Operations Director, Business Banking and Wealth Cardiff, London or Remote (UK) We're on a mission to make money work for everyone. We're waving goodbye to the complicated and confusing ways of traditional banking. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We're not about selling products - we want to solve problems and change lives through Monzo ️ As Customer Operations Director you will lead the design, delivery, and scale of our customer operations function as we grow our footprint in business banking and digital wealth products, including pensions, savings, and investments. This role is key to ensuring we deliver frictionless, compliant, and high-impact service experiences for both individual and business customers, while continuously improving efficiency and supporting innovation. As a strategic leader, you will oversee our customer operations and change and continuous improvement teams with a focus on building a best-in-class function that supports growth, regulatory excellence, and customer trust. Leading Business Banking and Wealth Operations, proactively set out and deliver a clear strategy to achieve the next stage of our growth ambition. Owning and delivering world-class customer service through multi-channel management to deliver against all key goals and performance indicators with a strong focus on quality and customer experience. Creating a culture of continuous improvement, increasing productivity and efficiency through great people leadership, coaching and developing the skills of your team. Leading by example. You'll be a customer advocate in all you do and build a culture that your team is proud to be a part of, by owning and influencing engagement across the whole operation Enabling the safe and efficient delivery of change into the operation to allow us to scale and grow at pace Identifying potential operational risks and develop strategies to mitigate them along with ensuring compliance with relevant regulations and industry standards Developing and managing strategic partnerships across Monzo, and with new and existing third parties. You will build strong and effective stakeholder relationships throughout Engaging confidently with senior leadership including C-suite and VPs Engaging externally with industry experts and peers in external industry forums; responding to regulatory & industry requests for information Maturing our processes and controls within your areas of responsibility to take Monzo's control environment to the next level of maturity (and scalability). You have proven experience in customer operations leadership roles within a UK bank or financial services company (including FinTech) You have demonstrated success scaling customer operations in a high growth, regulated environment through automation, outsourcing and/or offshoring. You are comfortable leading large multi-site operations and have a track record of developing high performing teams, leading through change and delivering outstanding results. You have previous experience of business banking operations and experience with wealth management products, including pensions (SIPPs), ISAs, general investment accounts, and fund platforms would be an asset. You have a customer-obsessed mindset with a focus on user experience, regulatory integrity, and performance metrics. You can influence senior stakeholders and have a track record of solving complex problems and driving operational improvements that have real tangible impact. You're resilient and comfortable working in a fast paced environment where the day to day job is constantly evolving and changing. You're hands-on and great at delivery & execution with a strong bias for action, experimentation, and continuous improvement. You care deeply about building inclusive teams, developing talent, and creating a culture where people thrive. You are fluent in MacOS, Slack, and GSuite tools and the ability to adapt to learn new systems and processes What's in it for you This role can be based in our London office, Cardiff Office or UK remote (with ad hoc meetings in London and Cardiff) We offer flexible working hours and trust you to work enough hours to do your job well, and at times that suit you and your team. £1,000 learning budget each year to use on books, training courses and conferences. We will set you up to work from home; all employees are given Macbooks and for fully remote workers we will provide extra support for your work-from-home setup. The application journey has 4 key steps Stakeholder/Leadership Interview Values/Role Specific Interview Final interview Not ticking every box? That's totally okay! Studies show that women and people of colour might hesitate to apply unless they meet every single requirement. At Monzo, we're dedicated to creating a diverse and welcoming team. If you're passionate about this role and keen to learn and grow with us, we encourage you to apply- even if you don't have everything that's listed just yet. Drop us your application, we'd love to hear from you! Please note you should submit your own application without help from other sources e.g Others/ChatGPT any applications whereby external support has been provided will be disqualified. Our average process takes around 2-3 weeks but we will always work around your availability. You will have the chance to speak to our recruitment team at various points during your process but if you do have any specific questions ahead of this please contact us via The closing date for applications is Monday 14th July 4pm. Equal opportunities for everyone Diversity and inclusion are a priority for us and we're making sure we have lots of support for all of our people to grow at Monzo. At Monzo, we're embracing diversity by fostering an inclusive environment for all people to do the best work of their lives with us. This is integral to our mission of making money work for everyone. You can read more in our blog , 2024 Diversity and Inclusion Report and 2024 Gender Pay Gap Report. We're an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. If you have a preferred name, please use it to apply. We don't need full or birth names at application stage Apply for this job indicates a required field First Name Last Name Email Phone Resume/CV Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf Do you have leadership experience within Banking and/or Wealth? Select Select A US Person is defined as someone who: was born in the United States (US) has at least 1 parent who was born in the US is a naturalised citizen of the US is a green card holder is a US tax resident Keeping your data safe is really important to us. Select Please confirm your UK Right to Work status. Select We legally have to verify your Right to Work in the UK before you can start working for us. We're asking for this information now so we know later what type of right to work check we need to do. Your answer to this question won't affect the outcome of your application, unless you'd need visa sponsorship but are applying to a role we can't sponsor. If you'd like to, please share your preferred pronouns (eg. they/them/theirs, she/her/hers). If you'd like to, please spell out your name how it's pronounced so we know how to say it. Identity survey Our goal at Monzo is to make money work for everyone. To do that, working at Monzo must work for everyone. We want to create an equitable, engaged and innovative workplace which gives people from all backgrounds the support they need to thrive and grow. Making Monzo work for everyone starts right at the beginning of every Monzonaut's journey: when they apply to work here. This demographic survey will help us better understand the people who apply to work at Monzo. It'll help us see how different groups progress through our hiring process, and where we need to make improvements to be more inclusive. If you choose to fill it out, all of the information you give us is: Voluntary . And we've included a "prefer not to say" option for every question. It'd be helpful if you still fill out the survey even if you choose "prefer not to say" for every question, as it's useful for us to understand & record this. We won't know if you choose to fill this survey in or not. Anonymous to Monzo . We can't tie your responses to you and they won't make a difference to the outcome of your application. We'll only use grouped responses for equal opportunities monitoring in our hiring process. By filling out this survey, you agree that we can use your responses for the purposes we've mentioned above. You are not letting us know if we need to make any adjustments to the hiring process because of disability or neurodiversity - to do this please email us. How would you describe your gender identity? Select . click apply for full job details
Jul 03, 2025
Full time
Customer Operations Director, Business Banking and Wealth Cardiff, London or Remote (UK) We're on a mission to make money work for everyone. We're waving goodbye to the complicated and confusing ways of traditional banking. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We're not about selling products - we want to solve problems and change lives through Monzo ️ As Customer Operations Director you will lead the design, delivery, and scale of our customer operations function as we grow our footprint in business banking and digital wealth products, including pensions, savings, and investments. This role is key to ensuring we deliver frictionless, compliant, and high-impact service experiences for both individual and business customers, while continuously improving efficiency and supporting innovation. As a strategic leader, you will oversee our customer operations and change and continuous improvement teams with a focus on building a best-in-class function that supports growth, regulatory excellence, and customer trust. Leading Business Banking and Wealth Operations, proactively set out and deliver a clear strategy to achieve the next stage of our growth ambition. Owning and delivering world-class customer service through multi-channel management to deliver against all key goals and performance indicators with a strong focus on quality and customer experience. Creating a culture of continuous improvement, increasing productivity and efficiency through great people leadership, coaching and developing the skills of your team. Leading by example. You'll be a customer advocate in all you do and build a culture that your team is proud to be a part of, by owning and influencing engagement across the whole operation Enabling the safe and efficient delivery of change into the operation to allow us to scale and grow at pace Identifying potential operational risks and develop strategies to mitigate them along with ensuring compliance with relevant regulations and industry standards Developing and managing strategic partnerships across Monzo, and with new and existing third parties. You will build strong and effective stakeholder relationships throughout Engaging confidently with senior leadership including C-suite and VPs Engaging externally with industry experts and peers in external industry forums; responding to regulatory & industry requests for information Maturing our processes and controls within your areas of responsibility to take Monzo's control environment to the next level of maturity (and scalability). You have proven experience in customer operations leadership roles within a UK bank or financial services company (including FinTech) You have demonstrated success scaling customer operations in a high growth, regulated environment through automation, outsourcing and/or offshoring. You are comfortable leading large multi-site operations and have a track record of developing high performing teams, leading through change and delivering outstanding results. You have previous experience of business banking operations and experience with wealth management products, including pensions (SIPPs), ISAs, general investment accounts, and fund platforms would be an asset. You have a customer-obsessed mindset with a focus on user experience, regulatory integrity, and performance metrics. You can influence senior stakeholders and have a track record of solving complex problems and driving operational improvements that have real tangible impact. You're resilient and comfortable working in a fast paced environment where the day to day job is constantly evolving and changing. You're hands-on and great at delivery & execution with a strong bias for action, experimentation, and continuous improvement. You care deeply about building inclusive teams, developing talent, and creating a culture where people thrive. You are fluent in MacOS, Slack, and GSuite tools and the ability to adapt to learn new systems and processes What's in it for you This role can be based in our London office, Cardiff Office or UK remote (with ad hoc meetings in London and Cardiff) We offer flexible working hours and trust you to work enough hours to do your job well, and at times that suit you and your team. £1,000 learning budget each year to use on books, training courses and conferences. We will set you up to work from home; all employees are given Macbooks and for fully remote workers we will provide extra support for your work-from-home setup. The application journey has 4 key steps Stakeholder/Leadership Interview Values/Role Specific Interview Final interview Not ticking every box? That's totally okay! Studies show that women and people of colour might hesitate to apply unless they meet every single requirement. At Monzo, we're dedicated to creating a diverse and welcoming team. If you're passionate about this role and keen to learn and grow with us, we encourage you to apply- even if you don't have everything that's listed just yet. Drop us your application, we'd love to hear from you! Please note you should submit your own application without help from other sources e.g Others/ChatGPT any applications whereby external support has been provided will be disqualified. Our average process takes around 2-3 weeks but we will always work around your availability. You will have the chance to speak to our recruitment team at various points during your process but if you do have any specific questions ahead of this please contact us via The closing date for applications is Monday 14th July 4pm. Equal opportunities for everyone Diversity and inclusion are a priority for us and we're making sure we have lots of support for all of our people to grow at Monzo. At Monzo, we're embracing diversity by fostering an inclusive environment for all people to do the best work of their lives with us. This is integral to our mission of making money work for everyone. You can read more in our blog , 2024 Diversity and Inclusion Report and 2024 Gender Pay Gap Report. We're an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. If you have a preferred name, please use it to apply. We don't need full or birth names at application stage Apply for this job indicates a required field First Name Last Name Email Phone Resume/CV Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf Do you have leadership experience within Banking and/or Wealth? Select Select A US Person is defined as someone who: was born in the United States (US) has at least 1 parent who was born in the US is a naturalised citizen of the US is a green card holder is a US tax resident Keeping your data safe is really important to us. Select Please confirm your UK Right to Work status. Select We legally have to verify your Right to Work in the UK before you can start working for us. We're asking for this information now so we know later what type of right to work check we need to do. Your answer to this question won't affect the outcome of your application, unless you'd need visa sponsorship but are applying to a role we can't sponsor. If you'd like to, please share your preferred pronouns (eg. they/them/theirs, she/her/hers). If you'd like to, please spell out your name how it's pronounced so we know how to say it. Identity survey Our goal at Monzo is to make money work for everyone. To do that, working at Monzo must work for everyone. We want to create an equitable, engaged and innovative workplace which gives people from all backgrounds the support they need to thrive and grow. Making Monzo work for everyone starts right at the beginning of every Monzonaut's journey: when they apply to work here. This demographic survey will help us better understand the people who apply to work at Monzo. It'll help us see how different groups progress through our hiring process, and where we need to make improvements to be more inclusive. If you choose to fill it out, all of the information you give us is: Voluntary . And we've included a "prefer not to say" option for every question. It'd be helpful if you still fill out the survey even if you choose "prefer not to say" for every question, as it's useful for us to understand & record this. We won't know if you choose to fill this survey in or not. Anonymous to Monzo . We can't tie your responses to you and they won't make a difference to the outcome of your application. We'll only use grouped responses for equal opportunities monitoring in our hiring process. By filling out this survey, you agree that we can use your responses for the purposes we've mentioned above. You are not letting us know if we need to make any adjustments to the hiring process because of disability or neurodiversity - to do this please email us. How would you describe your gender identity? Select . click apply for full job details
Join a Leading Timber and Building Supplies Merchant! Our client stands as one of the foremost independent timber and building supplies merchants in the UK, boasting branches sprawled across the vibrant South East. As a testament to our continuous growth, we are thrilled to announce an opportunity for a dynamic individual to step into the role of Branch Sales Manager , driving excellence and growth within one of our top-performing branches. Position Overview: In this pivotal role, you will collaborate closely with the Branch Manager, playing a key role in the day-to-day operations while spearheading sales and margin expansion initiatives. Your responsibilities will encompass branch management, team leadership, and fostering lucrative relationships with both new and existing clientele. Principal Duties and Responsibilities: Lead and inspire our internal sales team to achieve their utmost potential. Assume operational control of the branch in the absence of the Branch Manager, ensuring seamless continuity of service. Serve as a frontline ambassador, adeptly handling customer inquiries both in-person and over the phone. Drive sales conversions through proactive engagement and personalized solutions. Craft compelling quotations tailored to meet customer needs and preferences. Harness the power of our CRM system to nurture leads and capitalize on growth opportunities. Provide invaluable technical expertise, support, and exceptional after-sales care. Identify avenues for increasing customer spend and fortifying trade relationships. Manage administrative tasks with finesse, including staff scheduling and data entry. Salary and Benefits: Competitive salary up to 60,000 per annum, commensurate with experience. Performance-based bonus structure. Generous pension scheme. Additional lucrative benefits package. Candidate Profile: Our ideal candidate thrives in a dynamic, entrepreneurial environment and is poised to embrace the challenge of rapid growth. You bring a wealth of experience in the builders merchants sector and possess an innate understanding of the diverse needs of both trade and retail customers. You are a force to be reckoned with in sales management, fueled by an insatiable hunger for success and a relentless drive to excel. Your leadership style is marked by warmth and inclusivity, underpinned by a profound product knowledge and a knack for cultivating enduring customer connections. In addition, you are technologically savvy, swiftly mastering new systems and processes with ease, ensuring seamless integration into our operational framework. How to Apply: Embark on this exhilarating journey with us by applying today for an immediate opportunity to join our team. Don't miss out on the chance to make your mark in a thriving industry!
Jul 03, 2025
Full time
Join a Leading Timber and Building Supplies Merchant! Our client stands as one of the foremost independent timber and building supplies merchants in the UK, boasting branches sprawled across the vibrant South East. As a testament to our continuous growth, we are thrilled to announce an opportunity for a dynamic individual to step into the role of Branch Sales Manager , driving excellence and growth within one of our top-performing branches. Position Overview: In this pivotal role, you will collaborate closely with the Branch Manager, playing a key role in the day-to-day operations while spearheading sales and margin expansion initiatives. Your responsibilities will encompass branch management, team leadership, and fostering lucrative relationships with both new and existing clientele. Principal Duties and Responsibilities: Lead and inspire our internal sales team to achieve their utmost potential. Assume operational control of the branch in the absence of the Branch Manager, ensuring seamless continuity of service. Serve as a frontline ambassador, adeptly handling customer inquiries both in-person and over the phone. Drive sales conversions through proactive engagement and personalized solutions. Craft compelling quotations tailored to meet customer needs and preferences. Harness the power of our CRM system to nurture leads and capitalize on growth opportunities. Provide invaluable technical expertise, support, and exceptional after-sales care. Identify avenues for increasing customer spend and fortifying trade relationships. Manage administrative tasks with finesse, including staff scheduling and data entry. Salary and Benefits: Competitive salary up to 60,000 per annum, commensurate with experience. Performance-based bonus structure. Generous pension scheme. Additional lucrative benefits package. Candidate Profile: Our ideal candidate thrives in a dynamic, entrepreneurial environment and is poised to embrace the challenge of rapid growth. You bring a wealth of experience in the builders merchants sector and possess an innate understanding of the diverse needs of both trade and retail customers. You are a force to be reckoned with in sales management, fueled by an insatiable hunger for success and a relentless drive to excel. Your leadership style is marked by warmth and inclusivity, underpinned by a profound product knowledge and a knack for cultivating enduring customer connections. In addition, you are technologically savvy, swiftly mastering new systems and processes with ease, ensuring seamless integration into our operational framework. How to Apply: Embark on this exhilarating journey with us by applying today for an immediate opportunity to join our team. Don't miss out on the chance to make your mark in a thriving industry!
Job Description As a Software Engineer III at JPMorgan Chase within the Asset Movement Engine Platform, your role will be that of a seasoned agile engineer and technologist, providing development and support across our global organization. You will work closely with the Product Owner to guide the technical direction of the platform, while also actively participating as a team member. The Asset Movement Engine (AME) Platform, which supports the Investment Bank and Custody businesses, facilitates the daily movement of billions of dollars of cash and securities between JPMorgan and its counterparts and clients. As an innovator, you will contribute to the creation of technology solutions that enhance efficiency, support business growth, and deliver value. Our global team of agile technologists thrives in a fast-paced environment that emphasizes continuous learning and a data-centric approach to developing innovative technology solutions. Given that our platform processes millions of transactions daily, your focus will be on developing scalable, fault-tolerant, and highly resilient solutions for a leading global financial services provider. As a member of our team you will dive head-first into creating innovative solutions that advance our business and your career. You'll join an inspiring and curious team of technologists dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. You'll be tasked with keeping the team and other key stakeholders up to speed on the progress of what's being developed. You'll come in with an understanding of the importance of end-to-end software development via Agile frameworks. Best of all, you'll be working with and sharing ideas, information and innovation with our global team of technologists all over the world. Job Responsibilities: Develop and provide best-in-class solutions across multiple software engineering disciplines. Utilize Agile methodology and adhere to coding standards, procedures, and techniques. Contribute to technical code documentation. Actively contribute to software and architecture design addressing business needs within mature technology environments. Design, develop, code, test, debug, and document to meet business requirements and security standards. Create, review, and design functional specifications prepared by other team members. Collaborate with the team and propose solutions for any identified problems. Handle deployment operations for all environments. Adhere to code quality standards across the firm, line of business (LOB), and organization. Provide application support for all environments as part of a DevOps culture. Collaborate with the production management team to safely deploy applications to the production environment. Required qualifications, capabilities, and skills : Formal training or certification on leadership and code review concepts and proficient applied experience Extensive core Java (version 11 or higher) development experience with Spring-boot or similar frameworks Experience in developing cloud-native applications with demonstrated implementation of Restful Microservices, containers, resilient and scalable platforms Hands-on experience with Docker, Kubernetes (GKP/EKS) or related container platform Strong understanding and experience of release engineering and continuous delivery process using JET Pattern builds Experience in Oracle database technologies - SQL Experience in building high throughput messaging platforms using Kafka/AMPS technology Prior experience with distributed cache such as Gemfire, REDIS, gridgain Prior experience with java code instrumentation, implementing monitoring & capturing application metrics Expertise in application, data, and infrastructure architecture disciplines Good understanding of data structures, algorithms & multi-threaded programming Preferred qualifications, capabilities, and skills ,: Experience working on high throughput mission critical high performance trading platforms Ability to understand architecture and design across distributed systems Experience with Cloud native software deployment ideally AWS About Us J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. About The Team J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Jul 02, 2025
Full time
Job Description As a Software Engineer III at JPMorgan Chase within the Asset Movement Engine Platform, your role will be that of a seasoned agile engineer and technologist, providing development and support across our global organization. You will work closely with the Product Owner to guide the technical direction of the platform, while also actively participating as a team member. The Asset Movement Engine (AME) Platform, which supports the Investment Bank and Custody businesses, facilitates the daily movement of billions of dollars of cash and securities between JPMorgan and its counterparts and clients. As an innovator, you will contribute to the creation of technology solutions that enhance efficiency, support business growth, and deliver value. Our global team of agile technologists thrives in a fast-paced environment that emphasizes continuous learning and a data-centric approach to developing innovative technology solutions. Given that our platform processes millions of transactions daily, your focus will be on developing scalable, fault-tolerant, and highly resilient solutions for a leading global financial services provider. As a member of our team you will dive head-first into creating innovative solutions that advance our business and your career. You'll join an inspiring and curious team of technologists dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. You'll be tasked with keeping the team and other key stakeholders up to speed on the progress of what's being developed. You'll come in with an understanding of the importance of end-to-end software development via Agile frameworks. Best of all, you'll be working with and sharing ideas, information and innovation with our global team of technologists all over the world. Job Responsibilities: Develop and provide best-in-class solutions across multiple software engineering disciplines. Utilize Agile methodology and adhere to coding standards, procedures, and techniques. Contribute to technical code documentation. Actively contribute to software and architecture design addressing business needs within mature technology environments. Design, develop, code, test, debug, and document to meet business requirements and security standards. Create, review, and design functional specifications prepared by other team members. Collaborate with the team and propose solutions for any identified problems. Handle deployment operations for all environments. Adhere to code quality standards across the firm, line of business (LOB), and organization. Provide application support for all environments as part of a DevOps culture. Collaborate with the production management team to safely deploy applications to the production environment. Required qualifications, capabilities, and skills : Formal training or certification on leadership and code review concepts and proficient applied experience Extensive core Java (version 11 or higher) development experience with Spring-boot or similar frameworks Experience in developing cloud-native applications with demonstrated implementation of Restful Microservices, containers, resilient and scalable platforms Hands-on experience with Docker, Kubernetes (GKP/EKS) or related container platform Strong understanding and experience of release engineering and continuous delivery process using JET Pattern builds Experience in Oracle database technologies - SQL Experience in building high throughput messaging platforms using Kafka/AMPS technology Prior experience with distributed cache such as Gemfire, REDIS, gridgain Prior experience with java code instrumentation, implementing monitoring & capturing application metrics Expertise in application, data, and infrastructure architecture disciplines Good understanding of data structures, algorithms & multi-threaded programming Preferred qualifications, capabilities, and skills ,: Experience working on high throughput mission critical high performance trading platforms Ability to understand architecture and design across distributed systems Experience with Cloud native software deployment ideally AWS About Us J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. About The Team J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
About the Role: Grade Level (for internal use): 15 Head of Technology Business Management Location: London, New York The Enterprise Solutions business within S&P Global Market intelligence provides buy-side, sell-side, and corporate clients with industry-leading software, data and services. The business portfolio offers a broad range of product offerings covering enterprise data management, investment management, loans platforms, regulatory and compliance solutions, and private markets solutions. The Team: The Enterprise Solutions Technology function is accountable for delivering technology solutions for the ES products, in partnership with the product, commercial and wider divisional functions. The Enterprise Solutions Technology function comprises of the Business Segment / Product aligned delivery functions, Architecture & Design, Technology & Infrastructure Services, Engineering Enablement Services & Industrialization, Data Science & Data Engineering and Project Management Office. This role: The role will be to lead the Technology Project Management Office & Business Management team. The team is team accountable for the project management and effective execution of the deliverables and business management functions including reporting, metrics, insights, Quarterly Business Reviews etc. This group will work in close collaboration with the delivery leads of the business segments, ES Business Management overall ES Head of Business Performance, the Heads of Business Management and Business Insights, as well as various internal stakeholders to drive continuous improvements across processes and procedures. What's in it for you: The selected candidate will have a unique opportunity to: Shape the business processes across a billion-dollar portfolio. Work closely with senior management within ES as well as partners across the broader Market Intelligence division and SPGI organization to analyze results and identify opportunities to further derive and drive operational improvements. Work with a global team of over 2000 colleagues in technology. Responsibilities: Support the Head of Technology and the ES Technology function to deliver their business agenda and be the single point of accountability for Program Management and Business Operations. Provide insights & drive strategic alignment on multiple aspects of ES Technology organization including - organizational design, DE&I, location strategy, workforce planning, colleague engagement and communications and other related strategic objectives. Acts as a senior technical expert within Business Performance and possesses a reputation for thought leadership and introducing new methods to enhance operational performance in the organization related to business processes, technology changes, and data management. Is a strategic influencer. Identifies strategic opportunities to improve operational effectiveness through close observation of day-to-day activities. Taking subsequent action to review and update standard operating procedures (SOP) to meet organizational goals of streamlining and optimizing operational processes, working closely with internal stakeholders within ES as well as partners across the MI Division and SPGI Corporate Directs and supports user training on operational changes, including changes to systems and processes Leads Divisional and Corporate level initiatives and activities on behalf of ES Organizes and orchestrates business reviews at the ES level and external to ES Addressing issues impacting revenue and margin performance across ES including resolution of sales and channel processing issues Analyses and resolves complex, non-routine analytical or business problems in a timely and insightful manner Work in close collaboration with the ES Business Performance team and the wider MI Technology Business Operations teams, Finance providing robust financial management and transparency & metrics. Accountable for curating and managing the agenda for the Quarterly / Monthly business reviews and other ES Technology related events. Work in close collaboration with the recruitment and talent acquisition partners, driving the execution of our hiring plans. Experience/Skills: The successful candidate will need the following experiences and capabilities: Strong analytical skills and the ability to link activities to clear business outcomes Strong communication skills, both oral and written, and the ability to communicate at all levels of the organization Budgeting and financial tracking experience Experience with establishing processes and controls to ensure smooth operations Proven capability in influencing senior level decisions makers across all functions Experience presenting and working with senior level executives Demonstrated project management experience Flexible Working: We pride ourselves on our agility and diversity, and we welcome requests to work flexibly. For most roles, flexible hours and/or an element of remote working are usually possible. Please talk to us at interview about the type of arrangement that is best for you. We will always try to be adaptable wherever we can. Return to Work: Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative (link to career site page when available), we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace. Grade/Level: GL14 About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. For more information, visit . What's In It For You? Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence , pinpointing risks and opening possibilities. We Accelerate Progress. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Diversity, Equity, and Inclusion at S&P Global: At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation - Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It doesn't stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all click apply for full job details
Jun 30, 2025
Full time
About the Role: Grade Level (for internal use): 15 Head of Technology Business Management Location: London, New York The Enterprise Solutions business within S&P Global Market intelligence provides buy-side, sell-side, and corporate clients with industry-leading software, data and services. The business portfolio offers a broad range of product offerings covering enterprise data management, investment management, loans platforms, regulatory and compliance solutions, and private markets solutions. The Team: The Enterprise Solutions Technology function is accountable for delivering technology solutions for the ES products, in partnership with the product, commercial and wider divisional functions. The Enterprise Solutions Technology function comprises of the Business Segment / Product aligned delivery functions, Architecture & Design, Technology & Infrastructure Services, Engineering Enablement Services & Industrialization, Data Science & Data Engineering and Project Management Office. This role: The role will be to lead the Technology Project Management Office & Business Management team. The team is team accountable for the project management and effective execution of the deliverables and business management functions including reporting, metrics, insights, Quarterly Business Reviews etc. This group will work in close collaboration with the delivery leads of the business segments, ES Business Management overall ES Head of Business Performance, the Heads of Business Management and Business Insights, as well as various internal stakeholders to drive continuous improvements across processes and procedures. What's in it for you: The selected candidate will have a unique opportunity to: Shape the business processes across a billion-dollar portfolio. Work closely with senior management within ES as well as partners across the broader Market Intelligence division and SPGI organization to analyze results and identify opportunities to further derive and drive operational improvements. Work with a global team of over 2000 colleagues in technology. Responsibilities: Support the Head of Technology and the ES Technology function to deliver their business agenda and be the single point of accountability for Program Management and Business Operations. Provide insights & drive strategic alignment on multiple aspects of ES Technology organization including - organizational design, DE&I, location strategy, workforce planning, colleague engagement and communications and other related strategic objectives. Acts as a senior technical expert within Business Performance and possesses a reputation for thought leadership and introducing new methods to enhance operational performance in the organization related to business processes, technology changes, and data management. Is a strategic influencer. Identifies strategic opportunities to improve operational effectiveness through close observation of day-to-day activities. Taking subsequent action to review and update standard operating procedures (SOP) to meet organizational goals of streamlining and optimizing operational processes, working closely with internal stakeholders within ES as well as partners across the MI Division and SPGI Corporate Directs and supports user training on operational changes, including changes to systems and processes Leads Divisional and Corporate level initiatives and activities on behalf of ES Organizes and orchestrates business reviews at the ES level and external to ES Addressing issues impacting revenue and margin performance across ES including resolution of sales and channel processing issues Analyses and resolves complex, non-routine analytical or business problems in a timely and insightful manner Work in close collaboration with the ES Business Performance team and the wider MI Technology Business Operations teams, Finance providing robust financial management and transparency & metrics. Accountable for curating and managing the agenda for the Quarterly / Monthly business reviews and other ES Technology related events. Work in close collaboration with the recruitment and talent acquisition partners, driving the execution of our hiring plans. Experience/Skills: The successful candidate will need the following experiences and capabilities: Strong analytical skills and the ability to link activities to clear business outcomes Strong communication skills, both oral and written, and the ability to communicate at all levels of the organization Budgeting and financial tracking experience Experience with establishing processes and controls to ensure smooth operations Proven capability in influencing senior level decisions makers across all functions Experience presenting and working with senior level executives Demonstrated project management experience Flexible Working: We pride ourselves on our agility and diversity, and we welcome requests to work flexibly. For most roles, flexible hours and/or an element of remote working are usually possible. Please talk to us at interview about the type of arrangement that is best for you. We will always try to be adaptable wherever we can. Return to Work: Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative (link to career site page when available), we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace. Grade/Level: GL14 About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. For more information, visit . What's In It For You? Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence , pinpointing risks and opening possibilities. We Accelerate Progress. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Diversity, Equity, and Inclusion at S&P Global: At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation - Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It doesn't stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all click apply for full job details