Key skills
GoAIGenerative AILeadership
About this role
Role Overview
- Own and run the end-to-end Financial Promotions and Asset Listings approval workflow for the UK, acting as first-line approver under the three lines of defence model and maintaining a clear audit trail across all in-scope channels
- Build, improve, and scale UK operational processes and workflows, identifying inefficiencies and driving automation to support new product launches and an evolving regulatory landscape
- Lead the UK product governance process, coordinating launch timelines and facilitating local stakeholder reviews to ensure new products meet CBPL's regulatory and operational requirements before go-live
- Prepare governance and senior stakeholder reporting materials that provide clear visibility of financial promotions activity, operational performance, and key risks to ExCo, Board, and Operational forums
- Partner with the central Customer Experience team to shape and deliver local UK CX initiatives focused on improving onboarding, support outcomes, and customer satisfaction
Requirements
- 4+ years in financial services operations with demonstrated experience translating UK FCA regulations, financial promotions rules, or MiFID requirements into documented processes and controls
- Proven track record of building and scaling operational processes in a regulated environment, not just maintaining them, with the judgment to engage Legal, Compliance, and Product stakeholders at the right moments
- Experience defining and implementing operational policies and procedures that withstand regulatory scrutiny, including maintaining audit-ready documentation
- Demonstrated ability to gather, organize, and interpret operational data to inform decisions, quantify progress, and produce reporting for senior leadership
- Utilizes generative AI responsibly, maintaining human oversight to deliver business-ready outputs and drive measurable improvements in workflow efficiency, cost, and quality.
Benefits
- Total compensation may also include equity and bonus eligibility and benefits (including medical, dental, and vision).