Senior Wealth Product Operations Specialist
Job Description
- Develop and implement operational improvements for growth and scalability.
- Work closely with third parties integrated with Monzo for wealth products.
- Ad hoc project manage new initiatives, such as supplier integrations.
- Monitor key performance and risk indicators to improve customer experience.
- Oversee day-to-day operations and escalations, reviewing processes for best practices.
- Ensure compliance with Monzo policies and regulatory requirements.
- Collaborate with Product, Engineering, and Customer Service teams to ship the roadmap.
- Proven track record in designing and managing operations within regulated financial services.
- Experience in securities and investment operations, including dealing, custody, transfers, or product administration.
- Familiarity with applicable FCA and HMRC rules, such as CASS and ISA Regulations.
- Experience in launching and scaling consumer products, including working with third-party providers.
- Strong ability to drive tangible outcomes, thrive in ambiguity, and challenge the status quo.
- Analytical and detail-oriented approach to developing scalable operational strategies.
- Collaborative and persuasive communication skills across different teams and levels.
- Humble, curious, and enthusiastic mindset, with a knack for learning quickly.
- Salary dependent on experience
- Share options
- Flexible working hours
- £1,000 learning budget each year
⭐Our Wealth Product Operations team
Our Wealth Product Operations team oversees the day-to-day operations for Monzo's Savings, Investment, and Pensions products. We focus on optimising processes to help us scale safely, working closely with our Product, Engineering, and Risk & Compliance teams to deliver a great experience for millions of users.
We’re looking for a Senior Wealth Product Operations Specialist for a 12 month FTC to cover caregiver leave. You'll be part of a small, cross-functional team responsible for driving operational improvements, managing third-party integrations, monitoring performance metrics, and ensuring compliance with all policies and regulations.This role reports into the Wealth Operations Lead.
🔑 You’ll play a key role by...
- Develop and implement operational improvements to enhance our growth and scalability
- Working closely with third parties that Monzo integrates with to administer wealth products
- Ad hoc project manage the implementation of new initiatives, such as supplier integrations, where appropriate
- Monitor key performance and risk indicators to improve customer experience and operational performance
- Overseeing day-to-day operations and escalations, regularly reviewing process 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…
- A proven track record in designing and managing operations within regulated financial services
- Previous experience in securities and investment operations, including dealing, custody, transfers, or product administration
- Familiarity with applicable FCA and HMRC rules, such as CASS and ISA Regulations
- Experience in launching and scaling consumer products, including working with third-party providers
- A strong ability to drive tangible outcomes, thrive in ambiguity, and challenge the status quo with structured problem-solving
- An analytical and detail-oriented approach to developing scalable operational strategies and identifying key metrics for success
- Collaborative and persuasive communication skills, enabling you to work effectively across different teams and levels
- A humble, curious, and enthusiastic mindset, along with a knack for learning quickly and scaling new initiatives
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!
🙌 What’s in it for you
💰salary dependent on experience ➕ share options.
📍This role is based in our London office
ℹ️ Please note this will be a 12 month fixed-term-contract
⏰ 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.
➕ Plus lots more! Read our full list of benefits.
🌈 The application journey has 4 key steps
- 30 min recruiter call
- 30 min initial call with the Hiring Manager
- Take home task
- 2 hours of technical and 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!
We have some guidelines on using Artificial Intelligence (AI) to ace an application and interview at Monzo. You can read them here.
You’ll hear from us throughout the application process, but if you’ve got any questions, please reach out to business-hiring@monzo.com. You can also use this email address to let us know if there’s anything we can do to make the process easier for you because of disability, neurodiversity or anything else.
We’ll only close this role once we have enough applications for the next stage. Please submit your application as soon as possible to make sure you don’t miss out.
If you're successful in applying for this role, we'll work with you to find a start date. In some cases, there might be a delay in when you can be released from your current role so that we can make sure things continue to run smoothly. We’ll be sure to communicate this with you and keep you updated.
