About this role
🚀 We’re on a mission to make money work for everyone.
We’re waving goodbye to the complicated and confusing ways of traditional banking.
After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as personal and business bank accounts, we offer joint accounts , accounts for 16-17 year olds , a free kids account and credit cards in the UK, with more exciting things to come beyond. Our UK customers can also save , invest and combine their pensions with us.
With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers!
We’re not about selling products - we want to solve problems and change lives through Monzo ❤️
📍London | 💰£130,000 - £170,000 + equity + Incentive Awards tied to your performance + Benefits ✨
Our Wealth team ⭐
We’re on a mission to make money work for everyone. We believe managing your money and growing your wealth over the long term should be much simpler than it is today. For too long, traditional providers and investment platforms have made wealth feel complex, opaque and inaccessible - especially for people who are just getting started or whose needs are evolving over time.
Monzo Wealth helps customers build and manage their financial future through Savings, Investments and Pensions. Our ambition is to become a lifetime partner for building family wealth: helping people make confident, informed decisions about how they save, invest, optimise for tax and plan for retirement.
We’re looking for a Director of Investments and Pensions to join our Wealth Collective and help lead this strategically important area of growth for Monzo. We already serve hundreds of thousands of investing customers and operate one of the UK’s largest and fastest pension consolidation services.
Reporting to the Wealth GM, you’ll translate our Wealth strategy into a clear customer, commercial and growth agenda for Investments and Pensions. You’ll develop the rationale for new commercial opportunities, build high-quality recommendations and business cases, and create the cross-functional alignment needed to deliver measurable outcomes in a complex, regulated environment
🔑 You’ll play a key role by...
• Drive business growth and customer outcomes
• Identify new commercial growth opportunities (including new investment offerings, partnerships and markets), size their impact, develop cohesive business cases, and secure buy-in from GM Wealth and other senior stakeholders.
• Manage monthly commercial growth plans - identify opportunities to optimise acquisition/transfers, engagement, and retention.
• Contribute Investments & Pensions expertise to EU expansion planning, identifying localisation needs, partner implications and commercial trade-offs
• Develop pricing recommendations and business cases, in partne