CASS Operations Lead — Reconciliations & Automation

Plum Fintech; Greater London; Hybrid; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Stock options

Private health insurance

Annual training budget

Plum Premium for free

Flexible remote working: 2 days in our

Job summary

Plum Fintech is seeking a CASS Operations & Reconciliations Lead to build and scale our client money reconciliations across the UK and EU. You’ll own reconciliation frameworks for client money, custody assets and investment products, ensuring robust controls and regulatory compliance.

You’ll lead a growing team, partner with Product, Engineering and Risk to automate processes and improve data quality while expanding our product suite.

Qualifications

• Strong experience in CASS, client money, custody operations or financial services reconciliations.
• Experience building or improving reconciliation frameworks and leading operational teams.
• Good understanding of investment products and client asset safeguarding requirements.
• A hands-on, analytical approach to problem-solving, process improvement and automation.
• Experience in a fintech, investment platform or regulated financial services environment.

Responsibilities

• Build and maintain reconciliation frameworks across client money, custody assets and investment products, including ISAs, GIAs, equities, funds and crypto.
• Oversee daily reconciliations, ensuring breaks are investigated, resolved and properly documented.
• Establish scalable processes and controls to support new products and business growth.
• Build, lead and develop the CASS Operations & Reconciliations team.
• Establish clear ownership, effective procedures and a culture of accountability and continuous improvement.
• Partner with Product and Engineering to automate reconciliations, improve data quality and reduce manual processes.
• Drive operational efficiencies while maintaining strong controls.
• Ensure reconciliation processes align with applicable regulatory requirements and internal policies.
• Monitor operational risks, manage control weaknesses and support audits, regulatory reviews and remediation activities.

Job description

Plum Fintech is seeking a CASS Operations & Reconciliations Lead to build and scale our client money reconciliations across the UK and EU. You’ll own reconciliation frameworks for client money, custody assets and investment products, ensuring robust controls and regulatory compliance.

You’ll lead a growing team, partner with Product, Engineering and Risk to automate processes and improve data quality while expanding our product suite.