Location: Бузулук
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Обязанности
* консультировать клиентов по всем продуктам и услугам Сбера, включая ипотеку
* продавать банковские продукты и услуги
* обучать клиентов пользоваться сервисами и продуктами Сбера
* проводить кассовые операции: прием, выдача, обмен денег.
Требования
* имеешь образование среднее и выше
* доброжелателен и готов помогать клиентам
* активно используешь гаджеты и программы MS Office
* готов использовать ИИ в ежедневной работе (обучение за счёт компании — есть свои курсы).
Условия
* ежемесячная, годовая премия и ежегодный пересмотр зарплаты
* возможность влиять на свой доход
* быстрый старт карьеры для тех, кто без опыта
* работа в офисе нового формата рядом с домом или местом учебы
* корпоративный планшет для комфортной работы
* уникальная система онлайн обучения Сбера для карьерного развития и роста
* расширенный ДМС и льготное страхование для семьи
* подписка Прайм с возможностью совместного использования на трёх близких
* вознаграждение за рекомендацию друзей в команду Сбера
* гибкий дисконт по ипотечному кредиту, равный 1/3 ключевой ставки ЦБ.
Будет преимуществом опыт работы в компаниях: Россельхозбанк, Росбанк, Совкомбанк, ГазпромБанк Яндекс, Ozon, Wildberries, Деловые Линии, ВТБ, Альфа-Банк, Тинькофф Банк, МТС, Билайн, Мегафон, Ростелеком.
#начало\_карьеры #работа\_без\_опыта #менеджер\_по\_продажам #консультант #менеджер\_по\_обслуживанию #обслуживание\_физических\_лиц #менеджер #специалист\_банка #работа\_для\_начинающих #консультирование #кредитные\_продукты #продажи #страхование #вклады #ипотека #кредиты #касса #работа\_с\_наличными #банковские\_ценности #прием\_платежей
Location: Бугуруслан
Ищешь работу с возможностью карьерного развития и роста?
Сбер раскроет твой карьерный потенциал! Откликайся!
Обязанности
* консультировать клиентов по всем продуктам и услугам Сбера, включая ипотеку
* продавать банковские продукты и услуги
* обучать клиентов пользоваться сервисами и продуктами Сбера
* проводить кассовые операции: прием, выдача, обмен денег.
Требования
* имеешь образование среднее и выше
* доброжелателен и готов помогать клиентам
* активно используешь гаджеты и программы MS Office
* готов использовать ИИ в ежедневной работе (обучение за счёт компании — есть свои курсы).
Условия
* ежемесячная, годовая премия и ежегодный пересмотр зарплаты
* возможность влиять на свой доход
* быстрый старт карьеры для тех, кто без опыта
* работа в офисе нового формата рядом с домом или местом учебы
* корпоративный планшет для комфортной работы
* уникальная система онлайн обучения Сбера для карьерного развития и роста
* расширенный ДМС и льготное страхование для семьи
* подписка Прайм с возможностью совместного использования на трёх близких
* вознаграждение за рекомендацию друзей в команду Сбера
* гибкий дисконт по ипотечному кредиту, равный 1/3 ключевой ставки ЦБ.
Будет преимуществом опыт работы в компаниях: Россельхозбанк, Росбанк, Совкомбанк, ГазпромБанк Яндекс, Ozon, Wildberries, Деловые Линии, ВТБ, Альфа-Банк, Тинькофф Банк, МТС, Билайн, Мегафон, Ростелеком.
#начало\_карьеры #работа\_без\_опыта #менеджер\_по\_продажам #консультант #менеджер\_по\_обслуживанию #обслуживание\_физических\_лиц #менеджер #специалист\_банка #работа\_для\_начинающих #консультирование #кредитные\_продукты #продажи #страхование #вклады #ипотека #кредиты #касса #работа\_с\_наличными #банковские\_ценности #прием\_платежей
Location: London
As Asana transitions from Collaborative Work Management (CWM) to Agentic Workflow Management (AWM), you will lead enterprise customers through that same transformation — helping them define what AI-powered work looks like for their organization, aligning stakeholders around a shared adoption plan, and driving measurable impact across their highest-value workflows. You will design and lead structured, time-bound engagements from onboarding through workflow launch, guiding teams and AI agents to execute work together seamlessly. Partnering closely with executive sponsors and frontline teams, you will navigate ambiguity, create operational clarity, and connect AI capabilities directly to meaningful business outcomes.
This role is based in our London office with an office-centric hybrid schedule. The standard in-office days are Monday, Tuesday, and Thursday. Most Asanas have the option to work from home on Wedne
sdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you're
interviewing for
this role, your recruiter will share more about the in-office requirements
What you’ll achieve
Lead structured onboarding and deployment engagements in partnership with Customer Success, Sales, Solutions, and R&D to drive adoption of Asana AI.
Align enterprise stakeholders on platform setup, workflow priorities, and shared success metrics while assessing workflow complexity to deliver early impact.
Document and hand off comprehensive implementation plans, capturing prioritized workflows, mitigation strategies for known risks, and clear milestones.
Guide customers end-to-end through workflow design, discovery, process mapping, configuration, and user acceptance testing with embedded Asana AI capabilities.
Coordinate cross-functional delivery across time-bound engagements, aligning workflow owners, IT, and business stakeholders from kickoff through training and launch.
Develop documentation and forward-looking roadmaps that define how customers scale Asana AI usage, including expansion recommendations.
Conduct recurring customer check-ins alongside account teams to assess workflow performance, adoption metrics, and identify new implementation opportunities.
Surface expansion signals to internal partners and establish repeatable delivery frameworks and best practices across the implementation team.
About you
Demonstrates curiosity about AI tools and emerging technologies, with a willingness to learn and leverage them to enhance productivity, collaboration, or decision-making.
Proven customer-facing implementation or consulting experience leading structured onboarding or deployment engagements within a SaaS company or consulting firm.
Experience deploying enterprise AI tools, AI-powered workflows, agent orchestration, or platform implementations involving data governance.
Demonstrated ability to guide customers through AI change management, building confidence and managing user adoption friction with empathy.
Track record of managing multiple enterprise workstreams and executive stakeholders simultaneously while maintaining timeline and milestone accountability.
Strong facilitation skills with the ability to translate complex customer feedback into actionable platform configurations and long-term adoption plans.
Bias toward action with the ability to navigate ambiguous environments, make sound decisions with incomplete data, and establish operational momentum.
Clear,
structured communicator skilled at translating complex technical workflows into ac
tionable future states for executive sponsors, workflow owners, and cross-functional teams.
At Asana, we're committed to building teams that include a variety of back
grounds, perspectives, and skills, as this is critical to helping us achieve our mission
.
If you're interested in this role and don't meet every list
ed requirement, we still encourage you to apply
.
What
we’ll offer
Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission
. We believe that compensation should be reflective of the value you create relative to the market value of your role
. To ensure pay is fair and not i
mpacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit
.
For this role, the estimated base salary range is between £93,000 - £119,000. The actual base salary will vary based on various factors, including market and individual qualific
ations objectively assessed during the interview process
. The listed range above is a guideline, and the base salary range for this role may be modified
.
In addition to base salary, your compensation package may i
nclude addit
ional components such as equity, sales incentive pay (for most sales roles), and benefits
. If you're interviewing for this role, speak with your recruiter to learn more about the total compensation and benefits for this
role
.
We strive to provide equitable and
competitive benefits packages that support our employees worldwide and include
:
Mental health, wellness & fitness benefits
Career coaching & support
Inclusive family building benefits
Long-te
rm savings or retirement plans
In-office culinary options to cater to your dietary preferences
These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations
. If you're interviewing for this role, speak with your recruiter to learn more about the total compensation and benefits for this role
.
#LI-Hybrid
About us
Asana is a leading platform for human + AI collaboration. Millions of teams around the world rely on Asana to achieve their most important goals, faster. Asana has been named to Fortune's Best Workplaces for 7+ years and recognized by Fast Company, Forbes, and Gartner for excellence in workplace culture and innovation. We offer an exceptional office-centric culture while adopting the best elements of hybrid models to ensure that every one of our global team members can work together effortlessly. With 13+ offices all over the world, we are always looking for individuals who care about building technology that drives positive change in the world and a culture where everyone feels that they belong.
We believe in supporting people to do their best work and thrive. Our goal is to ensure that Asana upholds an environment where all people feel that they are respected and valued, whether they are applying for an open position or working at the company. We provide equal employment opportunities to all applicants without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law.
Join Asana’s Talent Network
to stay up to date on job opportunities and life at Asana.
Location: London, United Kingdom
Workplace: fully
Sumsub
is the first AI-powered trust infrastructure for compliance operations at scale. It connects identity and business verification, fraud prevention, transaction monitoring, and risk workflows, helping teams reduce manual work and enter new markets.
Trusted by over 4,000 clients across financial services, crypto, mobility, trading, marketplaces, education, and iGaming, including Bybit, Bitpanda, Wirex, Avis, Vodafone, Duolingo, and Kaizen Gaming.
Sumsub is recognized as a Great Place To Work® in the US and rated 4.5 out of 5 on Glassdoor. Our 1,000+ people around the world back it up, too: 92% are proud to be Sumsubers, and 90% say their work is interesting and challenging.
As Regional Operations Manager at Sumsub, you’ll help keep regional operations running smoothly as we support businesses with identity verification, KYB, AML and other compliance and fraud prevention products.
What You Will Be Doing:
Plan and coordinate operational priorities for the EU/UK region, aligning local needs with company goals and processes.
Work across teams such as Sales, Customer Success, Legal, Finance and Product to keep customer and internal workflows moving.
Monitor operational performance, identify bottlenecks and use data to recommend practical improvements.
Help build and maintain clear processes, documentation and controls that support consistent, reliable work across the region.
Coordinate regional initiatives, projects and launches, tracking owners, timelines, risks and outcomes.
Gather feedback from regional teams, and share relevant insights .
Support regional planning, resource allocation and reporting.
Help teams prepare for changes in local requirements, business priorities or operating conditions, in partnership with the relevant team members.
About You:
3–5+ years in operations management or a similar role within a fast-paced international fintech or regtech company.
Proven track record of aligning cross-functional teams and successfully executing complex regional initiatives from inception to delivery.
Strong analytical and strategic mindset, with the confidence to evaluate proposals, design high-impact initiatives, and contribute to decision-making alongside regional heads and C-level executives.
Demonstrated ability to define clear, measurable targets (OKRs/KPIs), monitor progress, and achieve tangible results for region-specific projects.
Exceptional interpersonal and communication skills, adept at managing diverse stakeholders, resolving cross-team friction, and fostering alignment.
Bachelor’s degree in Business Administration, Management, or a related field (or equivalent practical experience).
What We Offer:
Remote-first, trust-based culture.
Work from the place that works best for you. No mandatory office days, no attendance trackers. In some locations, we provide offices or coworking spaces, but the choice is yours.
True flexibility.
We do not fix you to a 9-to-5 schedule. You can adjust your working hours when needed, as long as your day stays productive and in sync with the team.
Extra time off.
Your birthday is a holiday here. Add to that 10 personal days each year, seven sick days without paperwork, and extra time to enjoy Christmas and New Year. Time to rest is part of the deal.
Work that matters.
Our mission is to build a digital world that is secure, accessible and inclusive for everyone. From fighting fraud to making online services easier and safer to use, your work will have a real impact on how people experience trust online.
Compensation.
We offer fair and transparent pay, benchmarked to the market.
Truly global.
We work across continents and time zones, with teammates and customers from all over the world. You will run campaigns that cross borders, cultures, and languages, and see your ideas land worldwide.
Growth built in.
Clear goals, open feedback and personal development plans. We support your progress with learning opportunities and by covering role-specific events, from design conferences to marketing forums.
Celebrating your big moments.
We are proud to support you through life’s biggest journeys with dedicated financial bonuses for both marriage and welcoming a new baby to your family.
Team offsites.
Sometimes just Slack is not enough. That is why we meet in person a few times a year. Trips are fully covered, so you can meet, collaborate, and recharge together.
Getting you set up.
We make sure you have access to the tools and hardware you need to do your work well.
Friendly by design.
Our logo is a dog for a reason. We keep things human, open and kind. We welcome individuality, quirks and different perspectives, because that is what makes our work smarter and more fun.
The hiring stages:
TA screening -> Hiring Manager Interview -> Assignment -> Final Interview.
Sounds like a great opportunity for your career development? Then go ahead and apply!
We are a global community of innovators, creators, and thinkers, and we believe that diversity fuels our innovation. Sumsub is proud to be an equal opportunity employer, committed to building a diverse and inclusive workforce. We welcome applications from people of all backgrounds, cultures, genders, experiences, abilities and perspectives. Join us in shaping the future inclusively.
We believe in fair and transparent compensation. Salaries vary depending on work location and applicable local market conditions.
This role is open to candidates in multiple countries, and compensation differs based on the candidate’s confirmed work location. For this reason, a single universal salary range is not included in this job posting.
The applicable work location will be confirmed early in the recruitment process, and the relevant compensation information for that location will be shared in writing, in line with local requirements.
Location: Kuala Lumpur, Malaysia
About Us
Established in 2018, Bybit is one of the world’s leading cryptocurrency exchanges and digital financial platforms, serving over 80 million users across more than 200 countries and regions. Powered by world-class technology and a user-first mindset, Bybit delivers a seamless ecosystem across trading, payments, wealth management, custody, institutional services, and Web3 — connecting users to the future of digital finance.
Our core values define how we build. We listen, care and improve to create products and experiences that put users first. Backed by a global team of ambitious builders, problem-solvers, and innovators, we foster a high-performance and fast-moving environment where talent is empowered to drive real impact at the global scale. Supported by 24/7 multilingual customer service and a strong commitment to innovation, we are shaping the future of finance through technology, collaboration, and bold execution.
Today, Bybit is recognized as one of the most trusted and transparent platforms in the digital asset industry, continuing to expand its global presence while building the infrastructure for the next generation of financial services.
Role Summary
We are looking for a sharp, operationally minded AML professional to sit within our second line of defence function. This role exists to bridge the gap between regulatory expectation and operational reality: you will hold deep AML/CTF subject matter expertise and use it to systematically identify where processes fall short — through inefficiency, control gaps, or design flaws — and drive them to a measurably better state. You will challenge the first line with authority, propose solutions with precision, and own the outcome.
Key Responsibilities
Lead the local AML Ops team, ensuring KPIs are met and allocating appropriate resourcing, and supporting the Head of AML Ops
Map and critically assess existing AML/CTF processes end-to-end — CDD, name screening, ongoing due diligence, travel rule, transaction monitoring, and SAR/ STR — identifying inefficiencies, control weaknesses, duplication, and regulatory exposure.
Translate findings into structured, prioritised improvement proposals with clear risk rationale, implementation path, ownership, and measurable success criteria.
Challenge first-line operational teams constructively but rigorously; hold them accountable to regulatory standards and internal policy without becoming an operational bottleneck.
Act as internal subject matter authority on AML/CTF regulatory requirements and Global best practices; ensure process design decisions are grounded in current regulatory expectation.
Track implementation of agreed process improvements through to completion; monitor whether changes deliver the intended effect and escalate where they do not.
Support regulatory examinations, internal audits, and third-line reviews by providing clear, well-evidenced process documentation and subject matter input.
Contribute to the AFC risk assessment cycle by surfacing process-level control gaps as input to the overall AML/CTF risk picture.
What You Bring
7+ years of hands-on AML/CTF experience, with significant exposure to both operational (1LoD) and oversight (2LoD) environments — you understand how processes actually run, not just how they are documented.
Demonstrable track record of identifying process failures and driving material, measurable improvements in an AML or compliance context.
Strong working knowledge of AMLD IV/V/VI, FATF Recommendations and EBA AML/CTF Guidelines.
Structured analytical approach: able to decompose a complex process, identify the critical failure point, and communicate it clearly to both technical and non-technical audiences.
Credible and direct: comfortable challenging senior stakeholders and first-line management with evidence-based positions.
Experience in a regulated payments, crypto-asset, or fintech environment preferred.
CAMS, ICA Diploma, or equivalent AML qualification an advantage.
What Good Looks Like in This Role
Processes you review come out measurably more efficient, better controlled, and more defensible to a regulator than when you found them.
The first line treats your findings as valuable input, not bureaucratic overhead — because your recommendations are specific, practical, and grounded in operational reality.
When the regulator or internal audit asks how a process works and why it is designed that way, there is a clear, documented answer that traces back to your work.
Why Join Us
At Bybit, we are committed to fostering a supportive and enriching work environment.
Our benefits include:
- Study Growth Fund: We support your professional development and continuous learning.
- Internal Events: Participate in regular team-building activities, workshops, and events designed to promote collaboration and innovation.
- Global Collaboration: Be part of a diverse, international team, working alongside colleagues from around the world.
- Career Advancement: Access opportunities for growth and advancement within a rapidly expanding global company.
- Internal Mobility: Grow with us- Your long-term development is important to us. We offer internal job opportunities to help build your career path.
Location: Игра п
Ищешь работу с возможностью карьерного развития и роста в п.Игра?
Сбер раскроет твой карьерный потенциал! Откликайся!
Обязанности
* консультировать клиентов по всем продуктам и услугам Сбера, включая ипотеку
* продавать банковские продукты и услуги
* обучать клиентов пользоваться сервисами и продуктами Сбера
* проводить кассовые операции: прием, выдача, обмен денег
Требования
* имеешь образование среднее и выше
* доброжелателен и готов помогать клиентам
* активно используешь гаджеты и программы MS Office
* готов использовать искусственный интеллект в ежедневной работе (обучение за счёт компании — есть свои курсы).
Условия
* ежемесячная, годовая премия и ежегодный пересмотр зарплаты
* возможность влиять на свой доход
* быстрый старт карьеры для тех, кто без опыта
* работа в офисе нового формата рядом с домом или местом учебы
* корпоративный планшет для комфортной работы
* уникальная система онлайн обучения Сбера для карьерного развития и роста
* расширенный ДМС и льготное страхование для семьи
* бесплатная подписка СберПрайм+, скидки на продукты компаний-партнеров
* вознаграждение за рекомендацию друзей в команду Сбера
* гибкий дисконт по ипотечному кредиту, равный 1/3 ключевой ставки ЦБ.
#начало\_карьеры #работа\_без\_опыта #менеджер\_по\_продажам #консультант #менеджер\_по\_обслуживанию #обслуживание\_физических\_лиц #менеджер #специалист\_банка #работа\_для\_начинающих #консультирование #кредитные\_продукты #продажи #страхование #вклады #ипотека #кредиты #касса #работа\_с\_наличными #банковские\_ценности #прием\_платежей
Задачи:
— Совершать звонки потенциальным клиентам
— Выходить на руководителей и лиц, принимающих решения
— Презентовать IT-продукт и выявлять потребности бизнеса
— Работать с возражениями и договариваться о встречах и демонстрациях продукта
— Вести клиентскую базу в CRM
Требования:
— Опыт холодных звонков и активных продаж от 2 лет
— Умение заинтересовать клиента и уверенно вести переговоры
— Не бояться отказов и быть нацеленным на результат
— Уверенное пользование компьютером
— Будет плюсом опыт B2B-продаж или продаж IT-продуктов
Условия:
— Доход: оклад + премия до 30%
— График: 5/2, с 09:00 до 18:00 МСК, выходные — суббота и воскресенье
— Обучение продукту за 5 рабочих дней
— Работа с современной IT-платформой для бизнеса
Важно: это продажи, а не входящая поддержка. Здесь нужно не бояться отказов, проявлять инициативу и доводить переговоры до результата.
Location: Павлово
Ищешь работу с возможностью карьерного развития и роста?
Сбер раскроет твой карьерный потенциал! Откликайся!
Обязанности
* консультировать клиентов по всем продуктам и услугам Сбера, включая ипотеку
* продавать банковские продукты и услуги
* обучать клиентов пользоваться сервисами и продуктами Сбера
* проводить кассовые операции: прием, выдача, обмен денег.
Требования
* имеешь образование среднее и выше
* доброжелателен и готов помогать клиентам
* активно используешь гаджеты и программы MS Office
* готов использовать искусственный интеллект в ежедневной работе (обучение за счёт компании — есть свои курсы).
Условия
* ежемесячная, годовая премия и ежегодный пересмотр зарплаты
* возможность влиять на свой доход
* быстрый старт карьеры для тех, кто без опыта
* работа в офисе нового формата рядом с домом или местом учебы
* корпоративный планшет для комфортной работы
* уникальная система онлайн обучения Сбера для карьерного развития и роста
* расширенный ДМС и льготное страхование для семьи
* подписка Прайм с возможностью совместного использования на трёх близких
* вознаграждение за рекомендацию друзей в команду Сбера
* гибкий дисконт по ипотечному кредиту, равный 1/3 ключевой ставки ЦБ.
Будет преимуществом опыт работы в компаниях: Россельхозбанк, Росбанк, Совкомбанк, ГазпромБанк Яндекс, Ozon, Wildberries, Деловые Линии, ВТБ, Альфа-Банк, Тинькофф Банк, МТС, Билайн, Мегафон, Ростелеком.
#начало\_карьеры #работа\_без\_опыта #менеджер\_по\_продажам #консультант #менеджер\_по\_обслуживанию #обслуживание\_физических\_лиц #менеджер #специалист\_банка #работа\_для\_начинающих #консультирование #кредитные\_продукты #продажи #страхование #вклады #ипотека #кредиты #касса #работа\_с\_наличными #банковские\_ценности #прием\_платежей
Location: Набережные Челны
Ищешь работу с возможностью карьерного развития и роста?
Сбер раскроет твой карьерный потенциал! Откликайся!
Обязанности
* консультировать клиентов в отделении банка
* продавать продукты и услуги Сбера и помогать с их оформлением
* обучать клиентов пользоваться сервисами и продуктами Сбера
* проводить платежи и переводы.
Требования
* имеешь образование среднее и выше
* активно используешь гаджеты
* доброжелателен и готов помогать клиентам
* готов использовать искусственный интеллект в ежедневной работе (обучение за счёт компании — есть свои курсы).
Условия
* ежемесячная, годовая премия и ежегодный пересмотр зарплаты
* возможность влиять на свой доход
* быстрый старт карьеры для тех, кто без опыта
* работа недалеко от дома
* корпоративный планшет для комфортной работы
* уникальная система онлайн обучения Сбера для карьерного развития и роста
* расширенный ДМС и льготное страхование для семьи
* подписка Прайм с возможностью совместного использования на трёх близких
* вознаграждение за рекомендацию друзей в команду Сбера
* гибкий дисконт по ипотечному кредиту, равный 1/3 ключевой ставки ЦБ.
#клиентский\_менеджер #менеджер\_по\_продажам #администратор #консультант #менеджер #специалист\_банка #работа\_для\_начинающих #консультирование #кредитные\_продукты #страхование #вклады #ипотека #кредиты #Сбербанк #специалист #начинающий\_специалист #Сбер
— Формировать и реализовывать продуктовый roadmap, выдвигать и проверять гипотезы, достигать целевых показателей роста продукта. — Управлять полным циклом разработки продукта - от этапа Discovery (проработка идеи) до Delivery и дальнейшего развития фичи.
Location: London
At Upvest, we are on a mission to make investing as easy as spending money. Upvest empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. Upvest’s Investment API is easy to integrate so that fintechs and financial institutions can save resources and fully focus on their core business.
We are proud to partner with Europe’s leading Fintechs and financial institutions such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest now brings together over 270 talented professionals from more than 70 nationalities. Upvest is backed by €280M in total funding from world-class investors, including BlackRock, Tencent, Sapphire Ventures, and Bessemer Venture Partners, Earlybird, Notion Capital, and Motive. Our latest €105M funding round in March 2026 - led by Sapphire and Tencent - serves as a massive catalyst for our growth, allowing us to offer premier investment experience.
ABOUT THE ROLE:
As the CASS Oversight Manager, you are responsible for ensuring that client money and custody assets held by Upvest Securities are protected, segregated and accounted for in full compliance with the FCA’s Client Assets Sourcebook (CASS).
You will act as the primary day-to-day authority on CASS, bridging the gap between complex regulatory requirements, our operational processes, our client’s needs and our scalable investment API. You will work closely with Product, Engineering, Compliance, Client and Operations teams to ensure our client asset framework remains robust, evidenced and audit-ready, enabling Upvest to scale its financial infrastructure to millions of end-users while maintaining the highest levels of integrity and trust with regulators, clients, and partners.
WHAT YOU’LL DO:
- Own the CASS oversight framework: Maintain and continuously improve Upvest's CASS risk assessment, controls matrix, policies and procedures across CASS 6, 7, 8, 9 and 10, providing clear guidance to the business on what is and isn't permitted.
- Work with our B2B clients, sales and client impact teams to actively shape solutions and provide advice that enables Upvest to support engaging and accessible investing for millions of end users in a CASS compliant way.
- Oversee reconciliations and client money calculations: Oversee daily client money calculations and internal and external reconciliations of client money and custody assets, ensuring breaks are investigated promptly, shortfalls are funded and root causes are addressed.
- Manage breaches and regulatory reporting: Maintain the CASS breach register, assess materiality, drive remediation and support FCA notifications where required. Own the monthly CMAR submission and act as the primary contact for the annual CASS audit, closing out findings to completion.
- Keep the CASS Resolution Pack live: Ensure the resolution pack is complete, current and retrievable within regulatory timeframes, and that it is updated whenever banks, custodians, key vendors or critical staff change.
- Embed CASS into how we build: Partner with Product and Engineering teams to assess the client asset impact of new products, features and system changes, and to ensure our ledgers, payment flows and custody integrations do what the rules require by design.
- Enhance governance and culture: Produce clear CASS MI for the board and risk committees, deliver CASS training across the organisation, and track FCA developments to assess their impact on Upvest.
- Manage external relationships: Support due diligence and periodic reviews of banks, custodians, and maintain acknowledgement letters and mandate registers in the prescribed form. Feed into TISA and other appropriate forums to gain further industry insights.
WHAT YOU BRING:
- Deep CASS Expertise: Thorough working knowledge of CASS 6, 7, 8, 9 and 10, including client money calculations, reconciliation methods, acknowledgement letters, resolution pack requirements and the SMCR context in which the SMF18 operates.
- Hands-on Client Asset Experience: Several years in a CASS operations, oversight or audit role in practice or at a broker, platform, custodian or wealth manager, with practical experience of breach handling, CMAR reporting and CASS audits.
- Regulatory Analysis Skills: Proven experience in interpreting FCA rules and guidance and translating them into clear actionable operational procedures and controls.
- Stakeholder Management: Strong communication of regulatory requirements to internal and external stakeholders, including engineering and product teams, external auditors and third-party custodians and banks.
- Self-Starter Mentality: A highly organised approach with the ability to work independently, prioritise appropriately, and thrive under pressure, particularly around reporting and audit deadlines.
IT’S GREAT IF YOU HAVE:
- Qualifications: Relevant industry certifications such as CISI Client Assets Specialist qualification, an accounting or audit background, or equivalent professional certification in a related discipline.
HOW WE UPVEST IN YOU:
- Best-in-class AI tools: Every Upvenger has €20,000 per year to spend on the best AI tools available — so you're always working with the most powerful models and tooling on the market.
- Impact-driven work: We’re building the infrastructure that will power the future of investing in Europe. It’s complex, ambitious, and meaningful. You’ll work with modern technologies and create something entirely new. No legacy systems, no limits.
- Wellbeing: Recharge with 30 days of annual leave and maintain a healthy lifestyle with sports benefits. Access confidential professional coaching and enjoy the flexibility to work remotely abroad for up to 183 days a year. Recharge with UpRest, a one-month fully paid sabbatical after every 4 years of working at Upvest.
- Development: Growth is in our DNA. Each Upvenger has access to a personal development budget and the freedom to decide how to use it.
- Compensation and equity: We believe that all Upvengers contribute to our success and deserve a competitive, above-market salary and a participation in our employee equity program.
- Team celebrations: Participate in company-wide events, such as UpFest, dinners, offsites and our Holiday party, to connect with colleagues and celebrate our achievements.
- Inclusion: We’re committed to a culture where everyone belongs and thrives. Our Employee Resources Groups foster inclusion and connection, like Upfem for our female Upvengers, or UpVergent supporting neurodivergent Upvengers and allies.
OUR VALUES:
- Make it easy for others. We simplify the complex and act with the best intentions.
- Own the outcome. We are proactive, fast and confident to get the job done, valuing progress over perfection.
- Rise to the challenge. We aim high and push the boundaries. We stay curious, learn and celebrate our wins together.
- Tell the story. We start with the Why to align on purpose. We are transparent and share knowledge to empower and inspire others.
Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
London, United Kingdom; We work across continents and time zones, with teammates and customers from all over the world; This role is open to candidates in multiple countries, and compensation differs based on the candidate’s confirmed work location