Head of Cash & Trading Operations
Core
Senior leadership role owning teams and processes for Trading, Portfolio Management, Payments, and Liquidity within a UK retail investment platform.
Role type
Senior Head of Operations (Retail Investment)
Builds
Retail investment platform serving everyday investors
Domain
Financial Services / Investment Operations
Deliverable
client delivery
Required skills
Retail investment operations leadership, Payments and trading operations, Liquidity management, Portfolio management operations, CASS compliance, Client asset protection, Operational resilience, Stakeholder management, Product launch management
Preferred skills
None stated
Technologies
None stated
Responsibilities
Lead day-to-day operations across Trading, Portfolio Management, Payments and Liquidity; Own the end-to-end flow of client money; Oversee retail trading activity for execution-only and discretionary services; Launch new retail products; Own the control environment for regulated activity; Act as senior escalation point for complex issues; Drive continuous improvement and operational change; Build relationships with stakeholders and outsourced providers; Represent the business externally.
Seniority
Senior, hands-on IC with leadership scope