
Head of Investments Operations
- London
- Permanent
- Full-time
- Define and lead the strategic direction of the Investment Operations function, ensuring alignment with Plum’s mission and growth objectives.
- Take full ownership of building the Stocks and Shares investment proposition from the ground up—including setting up operational infrastructure, systems, processes, and team capabilities to support long-term scalability and regulatory compliance.
- Serve as the senior-most leader overseeing all aspects of trading operations, with responsibility for post-trade execution, client money handling, and operational preparedness across investment products.
- Build and manage robust, end-to-end operational workflows for complex financial products and tax wrappers (ISA/GIA/SIPP), including reconciliations, funding flows and reporting.
- Leverage deep expertise in investment products, including Stocks and Shares ISAs, to establish compliant, scalable, and efficient operational frameworks.
- Lead operational risk assessments and due diligence for new product launches, particularly those with complex or structured characteristics.
- Work closely with Product, Compliance, Legal, Engineering, and external providers to ensure processes, systems, and controls are built for scale, efficiency, and regulatory compliance.
- Drive the implementation of key infrastructure with Engineering to embed automation and operational excellence in the processes.
- Own the investment product lifecycle from an operations point of view lens from, ensuring propositions are well-supported, aligned with customer needs and scalable
- Monitor the market to identify opportunities for product and process optimisation.
- Develop and maintain strong partnerships with custodians and third-party providers, to ensure operational support and operational efficiency.
- Inspire and grow a high-performing team, fostering a culture of ownership, innovation, and continuous development.
- Strengthen internal documentation, governance, and control frameworks to ensure ongoing audit readiness and regulatory compliance.
- Experience 5+ years in a senior investment operations or trading/brokerage operations role within a regulated fintech, brokerage, or wealth management firm.
- Deep knowledge of Stocks and Shares ISAs and other investment products, with the ability to apply this expertise to build scalable, compliant operations.
- Strong understanding of post-trade processes, client money and asset handling (CASS), reconciliations, and corporate actions.
- Comfortable working in a fast-paced, dynamic environment with evolving priorities and high levels of ownership.
- Own part of the company you're helping grow through stock options
- Private health insurance
- Annual training budget
- Plum Premium for free
- Competitive referral scheme
- Flexible approach to remote working: we encourage at least 2 days a week in one of our beautiful offices in London, Athens or Cyprus
- Team breakfasts and team lunches
- 25 days holiday + bank holidays
- 45 work-from-anywhere days to give you flexibility to work your way
- 2 weeks sabbatical after 4 years to take the break you deserve
- Enhanced parental leave
- 1 paid volunteering day annually
- Annual team trip to a surprise destination!
- A fun, inclusive company culture (think 🦄🌈💯)
We are sorry but this recruiter does not accept applications from abroad.