Head of Customer Operations

Moneybox; City of London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading wealth management platform in the UK is looking for a Head of Customer Operations to effectively lead core operational teams and ensure a strong customer focus. This senior leadership role emphasizes developing teams, driving efficiency, and maintaining compliance while supporting substantial growth. The ideal candidate will have proven experience in operational leadership and a track record of delivering measurable value through data-driven insights. This position offers a full-time commitment in a dynamic environment.

Qualifications

• Proven leadership of large-scale operational functions.
• Strong people leadership experience with track records of developing managers.
• Expertise in operational excellence and continuous improvement.

Responsibilities

• Lead and develop operational teams across Customer Operations.
• Champion customer outcomes by embedding customer focus in processes.
• Optimise resource allocation to balance demand and risk.
• Drive efficiency and automation through process improvements.
• Use data to improve performance metrics and operational effectiveness.
• Safeguard compliance and manage operational risk.
• Collaborate cross-functionally with senior stakeholders.

Skills

Leadership

Customer focus

Data analysis

Operational excellence

Risk management

Job description

Join to apply for the Head of Customer Operations role at Moneybox

At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award‑winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.

What you’ll do

• The Head of Customer Operations is a senior leadership role responsible for leading and scaling Moneybox’s core operational delivery teams: Core Customer Operations, AML Operations (including KYB), and Pension Operations.
• You will ensure these critical functions operate with accuracy, efficiency, and compliance, while building the operational capability to support Moneybox’s long‑term growth. The role combines strategic operational leadership with a strong commitment to customer focus, ensuring that every process, policy, and decision supports outstanding experiences and outcomes.
• You will design and execute a future‑proof operating model that delivers exceptional customer value, supports rapid growth, and ensures operational excellence. This includes making tactical resource allocation decisions, driving process efficiency and automation, maintaining strong regulatory compliance, and fostering a high‑performance, customer‑centric culture.
• Moneybox is entering a pivotal stage of operational transformation, and this is a unique opportunity to define how we serve customers at scale, building the foundations for long‑term success.

Specifically, you will:

• Lead and Develop Operational Teams: Provide strategic leadership across multiple layers of the Customer Operations function, setting direction, driving accountability, developing strong people leaders, and fostering a high‑performance, inclusive culture. You will ensure team health and stability by supporting leaders to manage challenges effectively and by creating an environment where people can thrive.
• Champion Customer Outcomes: Embed customer focus in all processes and policies, ensuring operational decisions support excellent experiences and protect customer trust.
• Optimise Resource Allocation: Allocate capacity effectively to deliver on service outcomes, balance demand and risk, and partner on forecasts and talent planning while ensuring day‑to‑day resilience.
• Drive Efficiency and Automation: Champion process improvements and automation initiatives, including leveraging AI enablement, that reduce complexity, strengthen controls, and scale operations sustainably.
• Use Data and Insights to Improve Performance: Define SLAs and KPIs, track results, and generate insights that reduce avoidable contact and improve operational effectiveness.
• Safeguard Compliance and Manage Risk: Maintain strict oversight of Consumer Duty, AML, and CASS obligations, ensuring timely reporting, remediation, and escalation of risks.
• Collaborate and Influence Cross‑Functionally: Act as a senior advocate for Customer Operations, building strong partnerships within Operations and with teams such as Product, Engineering, Compliance and Finance to align priorities and deliver impact.

Who you are

• A strategic operator who balances long‑term vision with day‑to‑day execution and has a clear bias for action.
• A proven people leader who develops strong managers and builds high‑performing, inclusive teams.
• Customer‑focused and commercially minded, ensuring improvements enhance trust and deliver measurable value.
• Analytical and data‑driven, using insights to guide decisions and drive continuous improvement.
• Open‑minded and curious, with a learning mindset. Welcomes feedback, seeks diverse input, and adapts to new information.
• Resilient and pragmatic, able to prioritise effectively in complex, fast‑paced environments.
• An influential communicator who secures alignment across senior stakeholders.
• You bring experience from both established organisations and high‑growth startups, combining an understanding of best practice with the pragmatism needed in a scaling environment.

Experience and Skills

• Proven leadership of large‑scale operational functions, ideally including regulated environments such as financial services, pensions, or AML.
• Strong people leadership experience, with a track record of developing managers and building resilient, high‑performing teams.
• Expertise in operational excellence and continuous improvement, including process redesign, automation, and methodologies such as Lean or Six Sigma.
• Skilled in using data and performance metrics (SLAs/KPIs) to drive accountability, efficiency, and service quality.
• Comfortable managing operational risk and compliance obligations, with sound judgement on when and how to escalate.
• Experience across both established organisations and scaling businesses, combining best‑practice standards with the pragmatism needed in a high‑growth environment.

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• Customer Service, Strategy/Planning, and Finance