Senior Wealth Product Operations Specialist

Senior Wealth Product Operations Specialist

London

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!

You'll help refine our operations by optimising key processes to help us safely scale our products and features to millions of customers. You will be able to leverage our established and award-winning customer service operations whilst also working closely with the Product, Engineering, Partnerships and Risk & Compliance teams to deliver a delightful experience for our users.

You will report to the Wealth Operations Lead, as well as the cross-functional team developing savings, investment and pension products at Monzo.

Responsibilities

• Developing and implementing operational improvements to enhance our growth and scalability.
• Working closely with third parties that Monzo integrates with to administer wealth products.
• Monitoring key performance and risk indicators to improve customer experience and operational performance.
• Overseeing day-to-day operations and escalations, regularly reviewing processes to incorporate best practices.
• Ensuring compliance with Monzo policies and regulatory requirements.
• Collaborating with Product, Engineering and Customer Service teams to ship our roadmap.

We'd love to hear from you if you have

• Proven track record in designing operations within regulated financial services.
• Previous experience of securities & investment operations, which might include: dealing, custody operations, transfers, or product administration.
• Familiarity with applicable FCA and HMRC rules, including Pensions, CASS and ISA Regulations.
• Experience launching and scaling consumer products and working with third-party providers.
• A strong ability to drive tangible outcomes, thrive in ambiguity with structured problem-solving, and challenge the status quo.
• An analytical mindset in developing scalable operational strategies, identifying key metrics to evaluate success, and highly detail-oriented.
• Collaborative communicator, able to work effectively across functions, levels, and cultures, with clear and persuasive communication skills.
• Fast learner who is humble, curious, and enthusiastic about building and scaling new initiatives to reach millions.

What's in it for you

This role is hybrid working from our London office.

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:

• 30 min call with a Recruiter.
• 30 min initial call with the Hiring Manager.
• 2 hours of technical/behavioural interviews.

This process should take around 2-3 weeks - your schedule is really important to us, so we promise to be as flexible as possible!

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.

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.

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