The Company
Timeline is a financial technology company on a mission to help millions of people plan, invest for, and enjoy retirement with confidence.
As a privately owned fast-growing fintech company providing Platform, MPS and financial planning solutions, we are well placed to disrupt the traditional financial services market.
Our technology cuts out unnecessary costs, inefficiencies and anxiety for financial advisers, while improving the long-term investment returns for their clients.
We are a remote-first company with team members in over 13 countries. And given our diversity of thought, backgrounds and life experiences, we are constantly striving to celebrate individual uniqueness, while achieving our common mission.
As a scaling, high-growth company, developing and adapting are the norm. If you’re after a dynamic company where you will make a real difference, then read on!
The Role
We’re looking for an experienced investment operations professional to join our investment team in a senior capacity. You will take ownership of day-to-day operational delivery, act as a key escalation point, line manage the operations team and play an active role in driving process improvement and team development.
The role sits at the intersection of investment op
erations and technology — fast-moving, varied, and anything but routine. We build our own tools, move quickly, and expect people to take real ownership of their work. We're a collaborative team that invests in each other's development and supports professional qualifications, and we think diversity of background and perspective makes us better at what we do.
Role Responsibilities
You will work within our investment team in a senior role, with responsibility across the following areas:
Operational leadership & oversight
Acting as final approval on model-level edits, rebalances, reconciliations, and other critical operational activity.
Serving as a primary escalation point for complex queries, issues, and complaints.
Assuming responsibility for the day-to-day running of Investment Operations and representing the function in wider business meetings.
Managing, prioritising, and reporting on team workflows, capacity, and operational delivery.
Proactively identifying, investigating, and resolving operational risks and control weaknesses.
Line management for platform operations associates.
Portfolio management & administration
Day-to-day management of discretionary model portfolios for financial advice firms.
Administering and monitoring client portfolios, ensuring adherence to our investment philosophy.
Providing operational input into model changes and associated workflows.
Supporting due diligence requests, platform reviews, and complex operational queries.
Stakeholder management
Representing Investment Operations in interactions with Business Development teams and adviser-facing stakeholders.
Dealing with adviser queries to support the DFM service, through onboarding and throughout the relationship.
Maintaining relationships with platform partners for the benefit of mutual clients.
Acting as a first-line contact for audit, compliance, and regulatory queries relating to Investment Operations.
Process improvement & team development
Driving continuous improvement initiatives to enhance efficiency, scalability, and operational resilience.
Creating, maintaining, and improving Standard Operating Procedures and operational documentation.
Designing and managing processes for investment implementation and associated tooling.
Leading or contributing to operational change projects, including system enhancements, platform changes, and process redesign.
Using insight and data to proactively recommend improvements to processes, resourcing, or prioritisation — including pitching operational enhancements to the Timeline tech stack.
Providing hands-on training, mentoring, and ongoing development support to Investment Operations team members.
Participating in interview and hiring processes for Investment Operations roles.
Supporting incoming asset migration of new clients in a high-growth environment.
Maintaining and applying a sound understanding of regulatory and compliance requirements.
Role Requirements
We care more about the kind of person you are than ticking every box on our job specification. If you feel you meet some of the requirements but not all of them, we'd still welcome you to apply for the role.
Absolute must-haves:
Substantial experience implementing and managing investment portfolios on platform, including trading, rebalancing and reconciling.
Proven ability to act as a senior escalation point for complex operational queries, issues, and complaints.
Process-driven with a strong focus on operational risk, governance, and attention to detail.
Strong understanding of what financial advisers do and the challenges they face.
Demonstrated ability to exercise independent judgement and take end-to-end ownership of issues.
Client service driven, focused on client outcomes.
Line management experience.
Highly numerate.
IMC qualified.
Nice to-haves:
Advanced Excel skills.
Knowledge of coding or data tooling.
Experience leading or contributing to operational change projects.
The Package
Competitive salary, dependent on experience
Non-contributory pension scheme
28 days holiday plus bank holidays
Non-contractual bonus scheme
Potential to join company option scheme
Insurance plans
Cost of relevant professional qualifications and memberships
Hybrid working (2 days in the London office per week)
Flexible hours (depending on team requirements)
Wellbeing support