Interactive Brokers Group

3 weeks ago

Client Operations - Product Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 10 hours agoStatus: Live

Job Summary

Own tax-efficient retail investment product controls and operational oversight for ISA and SIPP, ensuring compliance with HMRC and FCA requirements. Drive enhancements that improve the client journey across account opening, funding, transfers, trading, and withdrawals, while producing management information and investigating complex operational issues. Coordinate cross-functional delivery across Technology, Operations, Compliance, Legal, and Commercial to support business growth, competitive positioning, and product roadmap initiatives in the UK retail investment market.

Location: London

Workplace: Hybrid

Employment Type: Full time

Job Function: Communications, PR & Community

Seniority: Mid level

Key Responsibilities

•Conduct first-line-of-defence monitoring and control reviews for ISA, SIPP, and European tax-efficient account operations, preventing and remediating issues.
•Develop and maintain control frameworks to ensure compliance with HMRC ISA regulations, FCA requirements, and relevant European tax rules; coordinate remediation with key teams.
•Monitor KPIs and management information, identifying trends and anomalies and reporting to senior management.
•Drive continuous improvement across the client journey (opening, funding, transfers, trading, withdrawals) and manage product enhancement initiatives end-to-end.
•Coordinate cross-functional stakeholders to deliver product improvements and maintain documentation and post-implementation review learnings.

Pay and Benefits

Perks:Hybrid WorkingAnnual BonusEquityLife AssuranceIncome ProtectionPrivate MedicalDentalHealth InsuranceOccupation PensionCycle ToGym MembershipMeal AllowanceCorporate EventsAbove Statutory

Key Requirements

•University degree in finance, economics, business, or a related field.
•Demonstrable experience working with UK Individual Savings Accounts (ISA), including regulations, eligible investments, contribution limits, transfer rules, and HMRC reporting requirements.
•2–5 years' experience in product management, operations, or control functions within financial services (e.g., brokerage, wealth management, investment platform, or retail banking).
•Strong analytical capabilities to interpret complex data and generate actionable insights.
•Proven ability to manage projects and coordinate cross-functional teams to deliver results.

Experience:2-5 yearsFinancial servicesBrokerageWealth managementInvestment platformRetail bankingUK retail investmentMutual fundsPensionsTax-efficient accounts

Education:Bachelor's

Skills:Analytical thinkingStakeholder managementWritten communicationVerbal communicationProject management

Certifications:PRINCE2PMP

Languages:English

Tech Stack:SQLTableauPower BIExcel

Company Brief

Interactive Brokers Group

Operates an electronic trading platform providing brokerage services for individuals and institutions across global markets, offering equities, options, futures, forex, bonds, and related clearing and custody services with advanced trading technology and low-cost executions.

Industry: Trading Platforms

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Greenwich, United States

Founded: 1977

Website LinkedIn

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Interactive Brokers Group

3 weeks ago

Client Operations - Product Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 10 hours agoStatus: Live

Job Summary

Location: London

Workplace: Hybrid

Employment Type: Full time

Job Function: Communications, PR & Community

Seniority: Mid level

Key Responsibilities

•Conduct first-line-of-defence monitoring and control reviews for ISA, SIPP, and European tax-efficient account operations, preventing and remediating issues.
•Develop and maintain control frameworks to ensure compliance with HMRC ISA regulations, FCA requirements, and relevant European tax rules; coordinate remediation with key teams.
•Monitor KPIs and management information, identifying trends and anomalies and reporting to senior management.
•Drive continuous improvement across the client journey (opening, funding, transfers, trading, withdrawals) and manage product enhancement initiatives end-to-end.
•Coordinate cross-functional stakeholders to deliver product improvements and maintain documentation and post-implementation review learnings.

Pay and Benefits

Perks:Hybrid WorkingAnnual BonusEquityLife AssuranceIncome ProtectionPrivate MedicalDentalHealth InsuranceOccupation PensionCycle ToGym MembershipMeal AllowanceCorporate EventsAbove Statutory

Key Requirements

•University degree in finance, economics, business, or a related field.
•Demonstrable experience working with UK Individual Savings Accounts (ISA), including regulations, eligible investments, contribution limits, transfer rules, and HMRC reporting requirements.
•2–5 years' experience in product management, operations, or control functions within financial services (e.g., brokerage, wealth management, investment platform, or retail banking).
•Strong analytical capabilities to interpret complex data and generate actionable insights.
•Proven ability to manage projects and coordinate cross-functional teams to deliver results.

Experience:2-5 yearsFinancial servicesBrokerageWealth managementInvestment platformRetail bankingUK retail investmentMutual fundsPensionsTax-efficient accounts

Education:Bachelor's

Skills:Analytical thinkingStakeholder managementWritten communicationVerbal communicationProject management

Certifications:PRINCE2PMP

Languages:English

Tech Stack:SQLTableauPower BIExcel

Company Brief

Interactive Brokers Group

Industry: Trading Platforms

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Greenwich, United States

Founded: 1977

Website LinkedIn