Investment Operations Lead

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Are you from an Investment Platform background looking for a new challenge? Are you looking for an opportunity for the role to grow as the business does? Are you wanting to work for a business that wants to make a real difference?

Who are OpenMoney?

OpenMoney is here to make financial advice affordable and accessible for everyone. Normally, when you're deciding what to do with your money, you either have to figure it out yourself (but not many people know how it all works), or you can use a financial adviser (but they can cost a lot of money).

In fact, there are millions of people in Britain who would benefit from having financial advice but who have been unable to access or afford it. They’re caught in what we call the Financial Advice Gap.

As a result, many of these people get caught in financial cycles that they struggle to get out of. It could be running out of money at the end of every month, not knowing how and where to invest, or leaving money and savings in poorly performing investments.

We’re here to help these people. We want to provide our expert financial advice to 100K people who couldn’t find what they need or afford elsewhere. At OpenMoney, we’ll give everyone who comes to us that honest and expert advice, and because our extensive use of technology, we’re able to keep costs very low.

What will I be doing?

As our Investment Operations Lead you'll work alongside the Delivery Manager, report into the COO and have a team around you supporting you to succeed. You'll also:

  • Manage relationship with our third-party investment administrator.
  • Support OpenMoney's Delivery Manager on technical changes to improve operational efficiency
  • Review current Service Level Agreement and identify opportunities to enhance customer experience
  • Oversight of introduction of new products and features via our investment administrators
  • Ensuring that platforms are supporting/discharging regulatory responsibilities
  • Validating portfolio administration including payment process and regulated reporting

What are we looking for?

To be our Investment Operations Lead, you 'll have experience or be able to demonstrate you:

  • A number of years of experience on platforms, a knowledge of centralised investment propositions and the management of model portfolios on platforms
  • Excellent time management and works in an organised and efficient way
  • Strong attention to detail
  • Good knowledge of fund platform administration
  • Able to work confidently as part of a team or independently
  • Good communication skills, both written and oral

What can you expect?

This role is based in the heart of Manchester in St. Peters Square in a supportive and social team environment. A prime office location, where you will work alongside your colleagues, with a range of free services including a coffee barista, breakfast, table tennis,beer taps, prosecco, soft drinks… and more...


  • Regular pay reviews
  • Bonus Scheme
  • Flexible Hours – including evenings & weekends
  • Work from home opportunities
  • Company events & social hours
  • Casual dress
  • Life Insurance
  • Benefits platform

Sounds interesting! Then email hayley.millhouse"at” or click “Apply Now” and upload your CV.

Be part of a company that’s dedicated to making the finance industry a better place.

Job Types: Full-time, Permanent

Salary: Up to £30,000.00

Reference ID: HMPOLO001

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