Investment Operations Lead

Plum Fintech; Greater London; Hybrid; GBP 90,000 - 140,000; Full time

Benefits offered by this job

Stock options

Private health insurance

Annual training budget

Plum Premium for you and 2 friends or

Referral scheme

Flexible remote work: 2 days in London

Team breakfasts and team lunches

25 days holidays + bank holidays

45 work-from-anywhere days

2 weeks sabbatical after 4 years

Enhanced parental leave

1 paid volunteering day annually

Annual team trip

Job summary

Plum Fintech in London seeks an experienced Manager in Investment Operations to lead end-to-end corporate actions and security data strategy, while building a strong risk framework and partnering with Product, Engineering and Forward Deployment Engineering teams to drive efficiency.

You will supervise and optimize operations across assets and wrappers, manage vendors, and mentor the team to accelerate growth in Plum's expanding investment products.

Qualifications

• Proven track record in investment operations including corporate actions and trading.
• Demonstrated ability to design, launch and scale robust controls.
• Interest in applying AI in a technology-driven environment.

Responsibilities

• Lead end-to-end processing for corporate actions and dividends across product wrappers.
• Own security reference data management, structure, and lifecycle setup.
• Architect and maintain an operational control framework to reduce risk.
• Collaborate with CASS reconciliation to ensure robust processes.
• Manage third-party partners and vendors to meet SLA/KPI goals.
• Partner with Product and Engineering to scale internal tooling.
• Lead incident response and provide leadership with clear updates.
• Mentor brokerage operations team and drive performance.
• Deliver executive commentary and operational intelligence to senior leaders.

Skills

Investment operations

Corporate actions

Trading

Leadership

Vendor management

Stakeholder management

AI interest

Job description

Millions of people want to grow their money but don't know where to start. More than 90% of adults don't access traditional financial advice. That's the gap Plum was built to close. We’re building the proactive money platform that makes it easy for people to smartly and sustainably grow their money. Whether you’re stashing the cash for tea and toast in your first home or catching some rays during retirement, we’ve got your back. Since 2016, millions of people across 10 European markets have set aside more than £10 billion with Plum. But what we’re most excited about is what comes next and the opportunity for our people to help shape it. We’re now going after something even bigger: the £2 trillion+ advised market in the UK and beyond, currently locked behind high fees and complexity. By combining AI-driven financial guidance with the products people actually need, we’re building a solution for everyone, not just the wealthy few. At Plum, you’ll be part of a team that’s ambitious, curious and driven. We move fast, learn from what doesn’t work, challenge the status quo and, most importantly, build something that makes people’s lives better. We believe great ideas can come from anywhere, and that the best work happens when people feel trusted to take ownership, collaborate openly and bring their whole selves to work. Join nearly 300 Plumsters and be part of a team shaping the future of money.

The Role

This is a high-impact role at Plum requiring a highly motivated and results driven individual. As a Manager within Investment Operations, you will drive end-to-end Corporate Actions and Security Reference Data strategy as well as building and developing a strong operational risk environment across the broader investment operations. You will lead, innovate, and execute behind Plum’s expanding portfolio of investment products across all asset classes and wrappers. In this high-visibility role you will champion seamless execution across corporate actions, own security reference data, manage third-party operational partnerships, as well as providing support to the broader investment operations team in trading, settlement and asset transfers. You will partner directly with Product, Engineering and Forward Deployment Engineering teams to drive operational efficiency.

What you’ll be doing

• Lead and optimize end-to-end processing for corporate action events and dividends across all product wrappers.
• Own and elevate security reference data management, structure, and lifecycle setup.
• Architect, deploy, and maintain a robust operational control framework to eliminate operational risks.
• Work closely with the CASS reconciliation team to ensure a robust reconciliation and break management process is in place.
• Manage key third-party partners and vendors to guarantee top-tier SLA/KPI execution and service excellence.
• Partner with Product and Engineering teams to innovate and scale internal operational tooling.
• Champion incident response and resolution, delivering clear, action-oriented updates to senior leadership.
• Mentor and empower the brokerage operations team, accelerating performance and career trajectories.
• Deliver executive-level commentary, reporting, and strategic operational intelligence to senior leadership.

What we’re looking for

Proven track record leading investment operations including experience in Corporate Actions and Trading. Demonstrated success designing, launching, and scaling robust operational control frameworks. A passion for working in a technology driven environment with a keen interest in using AI. Demonstrated leadership skills with experience managing team performance and outsourced vendor relationships. Excellent communication and stakeholder management skills, capable of influencing cross-functional leaders to drive momentum.

Plum Perks

• Own part of the company through stock options
• Private health insurance
• Annual training budget
• Plum Premium for you and 2 friends or family
• Referral scheme: earn competitive rewards
• 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: giving you the 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!

*Plum is an Equal Opportunity Employer. Plum does not discriminate on the basis of race, religion, sex, gender identity, sexual orientation, non-disqualifying physical or mental disability, national origin or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit and business need.