Wealthify
Chief Operating Officer
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About Wealthify
Wealthify is a digital wealth management platform, based in Cardiff, with a mission to make it really simple for people to invest with confidence.
Founded in 2016 to address the needs of a new generation of investors, Wealthify blends digital technology, expert investment management and close attention to our customers to make wealth creation more accessible.
Wealthify offers a range of investment accounts (Stocks & Shares ISA, Junior ISA (JISA), General Investment Account (GIA), Self-Invested Personal Pension (SIPP)) and savings accounts (Cash ISA, Instant Access Savings Account (IASA)) to give customers a range of ways to manage and grow their money.
With a proprietary technology platform, a seasoned and passionate team of experts, and a substantial base of customers and assets under management, Wealthify is now growing towards profitability under the ownership of Aviva plc, after successfully establishing itself as a digital disruptor in this huge market. This focus represents a challenge and an opportunity for the incoming Chief Operating Officer, who will play a pivotal role in driving the business forward, maintaining compliance and shaping its culture.
The role
As Chief Operating Officer at Wealthify, you will be responsible for leading the teams that serve the company’s customers, safeguard their money and ensure that it operates in compliance with the complex regulations that govern this market. Reporting to the CEO, you will manage and lead several teams that collectively form the core of Wealthify’s business:
- Customer Support: This is the award-winning team that helps customers when they contact Wealthify with questions or problems, helping them to get started with us and to transfer funds onto or off the platform. The team delivers outstanding NPS with a combination of a best-in-class, automated contact management and easy access to our support teams.
- Operations & Platform Oversight: This team manages the movement of money on and off the company’s newly launched internal platform (transfers, deposits and withdrawals) and the efficient and accurate trading of funds required to manage our investment portfolios effectively.
- Financial Crime: This team is responsible for protecting our customers and platform from all forms of criminal activity, including fraud, money-laundering and account takeovers. They work with key partners against a backdrop of fast-changing criminal threats and tactics to perpetrate fraud.
- Compliance and Governance: This team is led by our Head of Governance (an SMF16 role under the SM&CR regime), to ensure that our day-to-day business activities remain compliant with constantly evolving regulation. The team is also responsible for managing our regular audits and certifications, and for engaging with regulators when required.
- CASS: This specialist team makes sure that our customers’ money is carefully segregated and safeguarded so that each customer has the correct balance each day, and for fixing errors quickly if they occur.
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The COO also holds a key position on Wealthify’s Senior Leadership Team (SLT), a group that oversees the strategy and culture of the company and the delivery of its financial targets. All SLT members are expected to contribute to this body beyond their immediate functions and with a whole-company mindset. The right candidate will also be part of succession plans for Wealthify’s CEO.
The COO role is also responsible for managing strategic relationships with some of Wealthify’s most important partners, including those who provide banking, payment, contact management and risk management services. In addition, the COO will from time to time represent the company with key stakeholders including regulators, Board members and counterparts at Aviva.
The candidate
The successful candidate will be an accomplished operational leader with a proven record in high-growth, digital financial service businesses, and with a breadth of experience enabling them to contribute to Wealthify’s SLT beyond their specific functions.
These are the traits we are looking for:
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- An analytical, data-driven approach to managing and improving teams, someone comfortable choosing, setting and delivering the right KPIs for each function
- A strong bias to action, sense of urgency, and knack for getting things done quickly (hours not days, days not weeks)
- An entrepreneurial mindset with a ‘no task too small’ attitude, willing to roll your sleeves up and work right alongside your teams – an operator more than a strategist
- An engaging leader who can build a strong, positive culture in their team and in the wider business
- An instinctive connection to Wealthify’s mission to make investing more accessible for ordinary people; someone who will relish being in a challenger position in the market
Skills and experience
Essential
- Significant experience leading and improving teams in a high-growth consumer digital financial services business
- Significant experience in the investment management industry, and of ISA and pension products
- Substantial experience in several of the core functions in the COO remit: Customer Support, Operations & Platform Oversight, Financial Crime, Compliance & Governance, CASS
- Experience operating in a regulated environment, ideally in financial services
Desirable
- Specific experience of fintech scale-ups
- Experience engaging directly with regulators and auditors, ideally in a financial services context
- Experience serving on the management team/ SLT of a significant business
Location
This is a hybrid role, with 2 days per week to be spent in Wealthify’s Cardiff office.
Compensation and benefits
- A competitive base salary
- 24 days of holiday a year (with an additional day’s holiday for each full year served, up to 28 days)
- Annual discretionary bonus, linked to company and individual performance.
- Private Medical Insurance
- Death in Service Cover (3 times annual salary)
- Income Protection Insurance
- Company Pension Plan, with matched contributions up to 6% of base salary
- Free office gym
- Free parking
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