CASS Operations Lead - Reconciliations & Growth (Hybrid)

Plum; Greater London; Hybrid; GBP 80,000 - 120,000; Full time

Benefits offered by this job

Stock options

Private health insurance

Annual training budget

Plum Premium

Referral program

Remote-friendly

Job summary

Plum is seeking a CASS Operations & Reconciliations Lead to build and scale the Client Assets and Reconciliations function 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 will lead the CASS Operations & Reconciliations team, partner with Product, Engineering and Compliance to automate processes, improve data quality and support audits as Plum grows.

Qualifications

• Strong experience in CASS, client money, custody operations.
• Experience building reconciliation frameworks and leading teams.
• Understanding of investment products and client asset safeguarding.
• Hands-on, analytical approach to problem-solving and automation.
• Experience in fintech or regulated financial services.

Responsibilities

• Build and maintain reconciliation frameworks across client money, custody assets and investment products.
• Oversee daily reconciliations, ensuring breaks are investigated, resolved and properly documented.
• Establish scalable processes and controls to support new products and business growth.
• Lead CASS Operations & Reconciliations team.
• Automate reconciliations with Product and Engineering, improve data quality.
• Support audits and regulatory reviews and remediation activities.

Skills

CASS experience

Reconciliations

Team leadership

Operations management

Regulatory compliance

Automation

Job description

Plum is seeking a CASS Operations & Reconciliations Lead to build and scale the Client Assets and Reconciliations function 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 will lead the CASS Operations & Reconciliations team, partner with Product, Engineering and Compliance to automate processes, improve data quality and support audits as Plum grows.