Operations delivery lead - Pension

United States Digital Space LLC; Town of Bath (NY); Hybrid; USD 68,000 - 95,000; Full time

Benefits offered by this job

Private medical insurance

MacBook and home office budget

Learning budget

Job summary

Seccl is seeking an experienced Operations delivery lead to join our Pensions operations team at an exciting growth stage. You will own the end-to-end performance of SIPP and ISA operations tax wrappers, building the operational structure and controls to scale while delivering excellent customer outcomes.

You will lead a team, partner with product/engineering/risk, and design scalable processes. This hands-on leadership role requires managing growth and ensuring robust controls from the outset.

Qualifications

• Operational leadership experience within platforms, wealth management or fintechs.
• Track record of delivering improvements by partnering with Product/Engineering/Risk to strengthen controls and enable scale.
• Experience leading and developing operational teams through periods of growth and change.
• Demonstrable experience designing scalable operational processes and operating models.
• SIPP operational expertise with understanding of pension administration processes.
• Strong understanding of regulatory environment shaping pension and investment operations (Consumer Duty, CASS, pension/ISA obligations).
• Data-driven mindset with MI and operational metrics to drive decisions.

Responsibilities

• Owning end-to-end performance of SIPP and ISA operations tax wrappers team.
• Leading a specialist team of operations analysts focused on pensions and tax wrappers.
• Partnering with product, engineering, technical services to redesign and implement scalable operating models.

Skills

Operational leadership

Platform operations

Fintech experience

Job description

Location: Bath or Edinburgh - Hybrid with two days a week in our Manvers Street or George Street office

About usSeccl is the Octopus-owned embedded investment platform that’s on a mission to helping more people to invest – and invest well.

We’re B-Corp certified with an amazing product-market fit, impressive early traction and the potential to transform an outdated industry, for the better. We've been growing fast and will scale even faster over the next few years.

We’re also proud to be part of Octopus, the £multi billion group that’s on a mission to breathe new life into broken industries, through companies like Octopus Energy, Octopus Investments and Octopus Money.

Check out the the company website for the latest on our products and our mission to shape the future of investments.

The role We're looking for an experienced Operations delivery lead to join our Pensions operations team at an exciting stage of growth.

This role will lead the operational delivery of the company's SIPP and ISA products. You'll be responsible for building the operational structure, processes and controls required to support a growing tax wrappers operation, ensuring we can scale efficiently whilst continuing to deliver excellent customer outcomes. A key part of the role will be working with product and engineering teams to design and embed scalable operational processes that align with the specific regulatory requirements of tax wrappers, ensuring robust controls are built into the operating model from the outset.

Reporting to the Head of payments & reporting, you'll lead a specialist team of operations analysts focused on pensions and tax wrappers. Partnering closely with product, engineering, technical services, you’ll have genuine scope to own, redesign and implement new ways of working to deliver operational excellence. This is a hands on leadership role for someone who enjoys solving complex operational challenges, building high performing teams and creating scalable processes from the ground up.

On a typical day you will be…

• Owning end-to-end performance of SIPP and ISA operations tax wrappers team

This role’s for you if…

• You have operational leadership experience within platforms, wealth management or fintechs

• You have a track record of delivering improvements by partnering with Product/Engineering/Risk to strengthen controls and enable scale.

• You have experience leading and developing operational teams through periods of growth and change

• You have demonstrable experience designing scalable operational processes and operating models

• You have SIPP operational expertise with an understanding of pension administration processes

• You have a strong understanding of how the regulatory environment shapes pension and investment operations, including Consumer Duty, CASS, pension and ISA specific regulatory obligations

• You thrive in complexity and exceptions: calm, decisive, and client focused when issues arise

• You have a data driven mindset with experience using MI and operational metrics to drive decisions

• You can communicate confidently and influence stakeholders across teams and external partners

This role isn’t for you if…

• You’re not comfortable working in a fast-paced environment. Our speed and scalability are what set us apart; you need to be able to act quickly and think on your feet

• You struggle to follow through on ideas. We value people who do what they say they will. If you care about something, you have the freedom here to make it happen

• You don’t like change. You’ll get on great here if you relish the ambiguity of rapid growth and are willing to embrace uncertainty

What success looks like in the role:

• The team has clear priorities, strong standards and the confidence to manage SIPP and ISA operations well each day

• Excellent customer service is provided to all of our client firms across all SIPP and ISA processes

• Controls are well understood, well evidenced and continually improved as the company grows

• Operational processes become simpler, safer and more scalable

• The team feels supported, challenged and proud of the service it delivers to our customer firms and their end investors

What’s in it for you…

We offer a generous mix of benefits for the things that really matter to our people, including:

• A salary between £50,000 and £70,000 – dependant on experience + reviewed annually
• 27 days holiday + bank holidays (some can be flexible) + day off on your birthday + three days (full time) per year for Dependant leave
• Two volunteering days per year
• Option to work abroad for up to six weeks a year
• Secclbrate - our recognition programme that offers a mix of flexible rewards including extra pay, additional holiday and increased learning budget
• Length of service award – one month paid sabbatical at eight years
• 6% employer pension contribution, and life assurance
• Private medical insurance with AXA Health
• Enhanced Parental leave
• MacBook and up to £500 home office set up budget
• £750 per person learning budget
• Health and wellbeing initiatives including free therapy via Wellness Cloud, mental health support via Headspace
• Strong financial wellbeing focus including access to Octopus Money, Octopus Share Incentive Plan and will writing offering via Octopus Legacy
• Perkbox – Flexi-points giving you a range of discounts and perks including free weekly coffee, gym and retail discounts
• Access to initiatives like Cycle to Work and Octopus Electric Vehicle Leasing

Our culture

We're proud to put people first, creating a culture where we truly listen to what matters most to them. Our transparent and inclusive environment encourages diversity of thought, challenge and experimentation.

Check out our Glassdoor page for the latest reviews or our LinkedIn for company updates and insights from the team.

Interview process

Interviewing is a two-way thing, and we want you to have the time and opportunity to get to know us, as much as we are getting to know you. Our interviews are conversational, so come with questions and be curious. In general, you can expect the interview process to look a bit like this, (following an initial chat with one of our Talent team):

• First stage – 45 mins competencies-based interview with two of our operations leads

• Second stage – one-hour technical interview or assessment with the hiring manager

• Final stage – 45 mins bar-raiser culture-based interview

We’ll only close this role once we have enough applications for the next stage. Please submit your application as soon as possible to make sure you don’t miss out and you should expect to hear back from us within one to two weeks of applying.

Our aim is to build a diverse and inclusive company of awesome people, with unique skills, passions and experiences. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.

If this sounds like your kind of thing, we encourage you to apply even if you don’t tick every box. We’d love to hear from you!

Compensation: £50K – £70K