Interactive Brokers
Client Operations - Product Specialist
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Client Operations - Product Specialist
Company Overview
Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.
IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds, and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients make the most of their investments.
Barron’s has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.
About the Role
We are seeking a highly analytical and commercially minded Product Specialist to join our Product Management team. This role will focus primarily on tax-efficient account types, with particular emphasis on Individual Savings Accounts (ISA) and Self-Invested Personal Pensions (SIPP).
Reporting directly to the COO, you will be responsible for:
- Ensuring operational excellence across tax-efficient product controls.
- Driving product enhancements to improve client experience.
- Identifying opportunities to foster business growth through product innovation.
The role combines hands-on operational responsibilities—including control reviews, issue remediation, and management information oversight—with strategic product development activities aimed at maintaining competitive positioning in the UK retail investment market.
This is an exceptional opportunity for a commercially aware professional with demonstrable ISA experience to take ownership of a critical product line within a high-growth, global financial services organization.
Key Responsibilities
Product Control & Operational Oversight
- Conduct first-line-of-defence monitoring of product controls and operational processes for ISA, SIPP, and European tax-efficient accounts (e.g., PEA, ISK, TBSZ).
- Perform and oversee regular control reviews to prevent, detect, and remediate issues such as ineligible investments, over-contributions, and cash/in-specie transfer errors.
- Develop and maintain control frameworks to ensure ongoing compliance with HMRC ISA regulations, FCA requirements, and relevant European tax authority rules.
- Escalate control breaches and coordinate remediation activities with Operations, Compliance, and Technology teams.
- Monitor key performance indicators and management information related to tax-efficient account operations. Identify trends, anomalies, and areas requiring attention; produce regular reports for senior management.
- Act as the primary point of contact for complex operational issues relating to UK tax-efficient accounts, coordinating resolution across Client Services, Operations, Tax, Legal, and Compliance functions.
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Product Enhancement & Client Experience
- Drive continuous improvement of the client experience by identifying friction points across the client journey, including account opening, funding, transfers, trading, and withdrawals.
- Project manage product enhancement initiatives from conception through implementation and post-launch review. Develop project plans including scope, timelines, resource requirements, dependencies, and risk mitigation strategies.
- Coordinate cross-functional teams and manage stakeholder expectations across Technology, Operations, Compliance, Legal, and Commercial functions to deliver product improvements on time and within budget.
- Develop and maintain product documentation such as user guides, FAQs, training materials, and internal process documentation to support Client Services teams and enhance client self-service capabilities.
- Conduct post-implementation reviews to capture lessons learned and drive continuous improvement in product delivery processes.
Business Growth & Strategic Development
- Leverage product knowledge and market expertise to identify opportunities for business growth, including product feature enhancements, new client segment targeting, and competitive positioning improvements.
- Analyse client behaviour and product usage data to identify opportunities for growth, cross-sell, and product optimization. Create and maintain management information dashboards to track client activity, product performance, and key metrics (e.g., account growth, AUM, revenue, engagement, retention).
- Develop business cases for new products and features, including market sizing, revenue projections, and implementation requirements. Contribute to strategic planning and roadmap development for IBKR UK product offerings.
Required
Qualifications & Experience
- University degree in finance, economics, business, or a related field.
- Demonstrable experience working with UK Individual Savings Accounts (ISA), including a strong understanding of:
- ISA regulations
- Eligible investments
- Contribution limits
- Transfer rules
- HMRC reporting requirements
- 2-5 years’ experience in a product management, operations, or control function within financial services, such as brokerage, wealth management, investment platform, or retail banking.
- Strong analytical capabilities, with the ability to interpret complex data and generate actionable insights.
- Proven ability to manage projects and coordinate cross-functional teams to deliver results.
- Excellent stakeholder management skills across technical, commercial, and compliance functions.
- Strong written and verbal communication skills, with the ability to produce clear documentation and present to senior management.
- Fluent in English.
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Highly Desirable
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Knowledge and experience of mutual funds operations, including:
- Understanding of fund structures (UCITS, OEICs, unit trusts)
- Order processing, settlement cycles
- Transfer agency functions
- Trailer fees and distribution arrangements Familiarity with fund eligibility requirements for tax-advantaged accounts, and experience navigating fund data providers.
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Experience with Self-Invested Personal Pensions (SIPP), including:
- Understanding of pension regulations
- HMRC requirements
- Eligible investments
- Transfer processes At minimum, demonstrate at least a good general understanding of SIPP products and regulatory framework.
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Experience with European tax-advantaged accounts (e.g., French PEA, Swedish ISK, Hungarian TBSZ), or willingness to develop expertise in these products.
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Working knowledge of FCA regulations, particularly relating to:
- Retail investment products
- Client money/assets
- Product governance (PROD)
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Experience with control frameworks, first-line-of-defence activities, or operational risk management.
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Familiarity with brokerage operations such as trading, settlement, corporate actions, and custody.
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Experience with data analysis and visualisation tools (e.g., SQL, Tableau, Power BI, Excel).
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Project management qualification (e.g., PRINCE2, PMP, Agile) or equivalent practical experience.
Location and Hours
- Address: 20 Fenchurch Street, London, EC3M 3BY
- Hours: Monday–Friday, 8:00 AM–5:00 PM
What We Offer
- Opportunity to take ownership of a critical product line within a globally recognized brokerage firm.
- Exposure to senior leadership and direct impact on business strategy and growth.
- Dynamic, fast-paced environment with continuous learning opportunities.
- Collaborative, multi-national team culture with opportunities for career progression.
- Salary commensurate with experience.
- Performance-based discretionary cash bonus scheme.
- Discretionary stock grant.
- Group Life Assurance cover.
- Group Income Protection.
- Occupation pension scheme based on Gross earnings.
- Hybrid working model.
- Above statutory annual leave, increasing with service.
- Daily company-paid lunch and healthy snack options (when working from the office).
- Access to Private Medical Insurance, Dental Plan, and/or Health Cash Plan (including dependants*).
- Corporate events.
- Travel season ticket loans.
- Cycle to work scheme.
- Fitness subsidisation.
- Upon successful completion of the probation period (*conditions apply).
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