Investment Servicing and Oversight Lead

The Investment Servicing and Oversight Lead is responsible for ensuring effective delivery and oversight of the platform’s middle and back office investment servicing capabilities. The role leads a small team, owns the operating rhythm and MI for investment servicing, and drives issue resolution and continuous improvement across vendor and internal stakeholders.

Please note, this is a hybrid role based in Swindon.

Benefits package

• Salary - £65,000 - £75,000 depending on experience
• Bonus scheme - on target bonus - 15%
• Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
• Critical illness cover
• Income protection
• Death in service - 4x salary
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
• A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Key accountabilities

• Lead day-to-day oversight of vendor-delivered investment servicing, ensuring processes, controls and evidencing meet agreed standards and customer outcomes.
• Own the monitoring of key Investment Servicing capabilities.
• Provide first line oversight support for CASS-related operational controls and evidencing, including monitoring vendor performance.
• Provide oversight of dealing operations, monitoring exceptions/fails, vendor controls, and ensuring timely resolution and escalation of material dealing issues.
• Lead and develop the investment servicing analysts, setting clear work allocation across oversight activities, quality reviews, MI production and issue management.
• Own the operational rhythm with the vendor (service reviews, KPI/SLA packs, actions, escalations) and ensure outcomes are visible through governance.
• Drive continuous improvement of investment servicing processes and controls (including readiness for platform changes/releases), ensuring controlled handover into BAU and sustained service performance.