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21 posizioni aperte

Milan, Cagliari, London



Anno di fondazione



Milan, Cagliari, London

La nostra storia

MoneyFarm è la società leader europea di RoboAdvisor che fornisce a migliaia di investitori una soluzione online all’avanguardia che permette di accedere in qualsiasi momento al loro portafoglio di investimenti.

Perché lavorare in Moneyfarm

La nostra visione

La nostra missione è permettere alle persone di prendere il controllo dei loro risparmi e gestirli in maniera intelligente, semplice ed efficiente.

Incontra il Team

Crescita dell'organico aziendale

Opportunità di lavoro

Data apertura: 14-01-2019
Località: Francoforte

Descrizione :
Moneyfarm is growing and evolving. We are looking for a Head of Customer Relationship Management for the German market to play an instrumental role in executing our growth strategy in Germany as we aggressively scale the business.
The ideal candidate will provide essential pragmatic and inspirational leadership to coach, motivate and guide a team of customer relationship managers and advisors. Your mission will be to drive customer acquisition and help customers to grow and preserve their wealth leveraging our “hybrid” approach to serving customers.Whilst we are a digital wealth manager, an integral part of our business is our "hybrid" approach of combining our digital service with a human touch, via our dedicated client relationship team.
To ensure our customers get the best possible experience, the client relationship team is there to provide a helping hand and reassurance across three key areas:Digital wealth management - making sure our customers understand the concept and its position in the investment management landscape.The product  - guiding customers and prospective customers through our investment advice journey and explaining why we are different from peers.Investments - explaining how our asset allocation and investment team look after our customers' money to help them achieve their investment goals, and providing updates on our investment views and relevant advice over time.

  • Manage the existing CRM team, progressing them through their role
  • Manage existing client relationships and develop innovative ways to to communicate to our client base
  • Create initiatives to better help clients reach their financial goals and thus grow our client and asset base
  • Drive the evolution of our hybrid service model combining human empathy and financial expertise with the efficiency of technology for our German customers
  • Provide 1st class customer service at all times
  • Create and improve processes to ensure there is a high level of client satisfaction
  • Work closely with all other business teams, communicating client feedback to continuously improve our offering and increase client activity
  • Be an ambassador for the company participating in webinars, roadshows, industry events and conferences
  • Work closely with the Head of Talent to grow the CRM team.

  • Main Requirements

  • Proven track record of minimum 5+ years of experience in private banking or as financial advisor focused on client acquisition and the management of wealth for clients
  • Experience of leading/managing a small team
  • Excellent client relationship management skills
  • Strong sales and new business development skills
  • Advanced knowledge of wealth management products and services and experience in providing investment advice to private clients
  • Ability to acquire new clients through referrals, own network and the active prospecting of high net worth clients
  • Strong financial product and technical competence in the understanding, development and delivery of holistic wealth planning solutions to clients
  • Comprehensive understanding of client goals and risk toleranceStrong presentation and communication skills; able to listen, guide and influence internal and external stakeholders
  • Fluent in German and English (spoken and written)
  • Must understand and comply with the regulations, policies and procedures applicable to our products and services.
  • Data apertura: 10-01-2019

    Descrizione :
    At Moneyfarm we use technology to make saving and investing for the future accessible to everyone in a simple and transparent way. We build software that augments and optimises our in-house financial advisory expertise to offer our customers the best use of their money. We nurture a software development practice where every engineer is trusted with autonomy in their role to responsibly and continuously deliver quality software. You will be supported by a friendly and creative environment free from ownership handovers, gatekeepers or bureaucracy, that pushes you towards mastery in your craft. Role
    When the manager plays the role of ScrumMaster, it’s highly unlikely the Team will ever begin to self-organize. Pete Deemer
    Software development is not a rational process. It's a process made by people with feelings with bodies and with thinking. And by putting all those together I can be a more effective software developer. Kent Beck
    You value agile development and think it’s one of the most effective ways to steadily and predictably deliver business value. For you, agile is not about the ceremonies, it’s about the values.You believe in self-organising teams. You know this can only be achieved by a high level of maturity, moving inside the business constraints.You know every team is different, and adapt your way of working to the people working on the team. Software development is a complex activity, and different approaches are required.You know a team can only be productive if working in a safe environment.You think critically and are happy to be proven wrong. You're methodical in your hypothesis generation and testing loop. You don’t chase unicorns and have step-back reflexes. You're able to fend off pressure and give yourself and others the necessary space to think.You have experience coaching developers and product owners, teaching without patronising or overpowering. You are able to communicate the technical vision in an clear way, and correctly translate tech choices and their consequences into business terms.You will make mistakes. We'll pick you up. You will learn from them. You'll laugh a lot.

  • Guiding the team and organisation on how to use Agile/Scrum practices and values to delight customers.
  • Supporting and educating the Product Owners and Engineering Leads, especially on grooming and maintaining the product backlog.
  • Facilitating getting the work done/done without coercion, assigning, or dictating the work.
  • Removing impediments or guiding the team to remove impediments by finding the right personnel to remove the impediment.
  • Facilitating discussion, decision making, and conflict resolution.
  • Assisting with internal and external communication, improving transparency, and radiating information.
  • Working knowledge of Scrum, and Kanban.

  • Requirements

  • Experience in playing the Agile Coach / Scrum Master role for at least 3 years for a software development team that was diligently applying Scrum and/or Kanban principles, practices, and theory.
  • Have a good understanding of Continuous Integration, and how it impacts the release process.
  • Good skills and knowledge of facilitation, situational awareness, conflict resolution, continual improvement, empowerment, and increasing transparency.
  • Knowledge of various well-documented patterns and techniques for filling in the intentional gaps left in the Scrum approach (example: numerous Burndown technologies, various Retrospective formats, handling bugs, etc.).
  • Excellent communication and mentoring skills.

  • Preferred

  • You have worked in a regulated industry, preferably finance.
  • You are familiar with technical practices that go hand-in-hand with Agile (e.g. eXtreme Programming, Test Driven Development, Behaviour Driven Development).
  • You have experience working within organisations employing Growth Team/Hacking approaches.
  • Data apertura: 10-01-2019
    Località: Francoforte

    Descrizione :
    Moneyfarm is growing and evolving. We are looking for a highly motivated and reliable professional to support our Operations team and take on day-to-day responsibility for all operations processes relating to our business in Germany.


  • Preparation and processing of all new client documentation and amendments, incl. KYC
  • Monitoring transaction and service processes and handle exception cases
  • Day-to-day management of external partners relating to custody, KYC and other operations processes
  • Verify and maintain data quality in systems
  • Support billing and collection process incl. reconciliation and documentation
  • Research potential fraud, errors, and losses to ensure prompt and accurate resolution
  • Liaise with key stakeholders in compliance, tech and client relationship management
  • Maintain client confidentiality at all times.

  • Essential requirements

  • Excellent organisational and prioritisation skills, and effective problem solving
  • High level of attention to detail
  • Tech savviness - ability to grasp new technologies/systems quickly
  •  Good written and verbal communication skills in English and German is a must
  • Ability to adapt and work in a small / entrepreneurial environments, learn quickly and get their hands dirty.

  • Preferred

  • Minimum of 3 years experience relevant customer service or operations role
  • Accounting background
  • Financial services industry experience (e.g. investment advice, asset management, fund services, portfolio management, brokerage)
  • Understanding of AML/KYC regulations
  • Understanding of stock markets and financial instruments.
  • Data apertura: 09-01-2019

    Descrizione :
    Moneyfarm is growing and evolving.  We are looking for a Marketing Manager for the UK market to help lead the marketing efforts in the UK as we aggressively scale the business.You will have experience in all fields of marketing, from acquisition to retention, including the ability to make a strategic and tactical marketing plan. You will have ideally successfully pushed a B2C brand into the public eye or worked for a brand that marketed in an industry-leading way. We’re looking for a smart and creative person who is also able to manage and meet commercial targets. You have a solid understanding of how to manage consumers across the full marketing lifecycle.

  • Develop and execute the marketing strategy for the UK market with focus on new customer acquisition in line with company objectives.
  • Co-ordinate online & offline UK marketing campaigns.
  • Overall responsibility for brand management, PR and corporate identity.
  • Manage the Marketing team, progressing them through their role
  • Ensure the company communicates clearly and effectively across all platforms. Strategic management of Moneyfarm communications to a defined goal.
  • Creation and publication of all marketing material in line with marketing plans and company brand and corporate identity guidelines.
  • Plan and implement promotional campaigns.
  • Plan and implement promotional events, incl. roadshows, fairs, etc.
  • Manage relationships with and coordinate work of external partners, e.g. agencies
  • Monitor and report on effectiveness of all marketing measures.
  • Maintain effective internal communications to ensure continuous coordination with the broader marketing organisation and that all relevant company functions are kept informed of marketing objectives as well as actual measures.
  • Analyse and propose potential strategic partner relationships for company marketing.
  • Identify marketing opportunities by identifying consumer requirements; defining market, competitor's share, and competitor's strengths and weaknesses.
  • Identify and pitch Moneyfarm for key industry events.
  • Engage customers on Social Media.

  • Key requirements

  • Strong marketing experience with 5-10 years track record with commercial responsibility for a B2C product in the UK market - ideally retail asset management, retail investing, private banking/wealth management or B2C fintech
  • Strong creative outlook and understanding of current marketing techniques that work
  • Strong strategic, analytical and project management skills
  • Excellent communication skills with the ability to mentor juniors
  • Confident and dynamic personality
  • Previous experience in companies characterised by rapid growth
  • Comprehensive knowledge of the financial service industry, and esp. the retail asset management and wealth management space, would be an advantage.
  • Data apertura: 09-01-2019

    Descrizione :
    At Moneyfarm we use technology to make saving and investing accessible to everyone in a simple and transparent way. We build software that augments and optimises our in-house financial advisory expertise to offer our customers the best use of their money. We nurture a product and technology practice where everybody is trusted with autonomy in their role to responsibly and continuously deliver business value supported by a friendly and creative environment free from ownership handovers, gatekeepers or bureaucracy, that pushes you towards mastery in your craft.
    Role“It is a capital mistake to theorize before one has data.”  –  Sherlock Holmes“Data is a precious thing and will last longer than the systems themselves” – Tim Berners-Lee
    You are primarily a mathematician that happens to have specialised in data science. You have a passion for data, insight and it’s supporting technologies. You enjoy finding accurate answers to difficult problems and providing actionable insight.You have real commercial experience as a data scientist and are now hungry to step up to lead a team/function.You enjoy the duality of the challenge at this stage of your career...part hands on “doing the do” and part leadership/executing through people.You can translate business requirements into technical solutions and you are able to communicate your findings to a non-technical audience.You are an influential team player with good interpersonal skills, capable of building and maintaining close relationships with your peers and senior stakeholders. You are reliable and you rely on others.You naturally stay within the scope of a problem. You are biased to action: you prefer to deliver the good instead of arguing what perfection is.You are very attentive to detail. You can spot easily the missing pieces, even trivial ones. You always strive for quality in everything you do and you see a mistake as a learning opportunity.You have the passion and enthusiasm to learn new technologies and techniques. You have a pragmatic approach to challenges, favouring the best solution for the given context over the ideal one.You will make mistakes. We'll pick you up. You will learn from them. You'll laugh a lot.

  • Help design, implement, optimise, deploy and support new and existing data models and ETL pipelines in production to produce management information and actionable insight.
  • Conduct data modelling and data flow designs and produce constructive code reviews.
  • Help troubleshoot and fix data quality issues by analysing the root cause and follow up the resolution.
  • Help build reports and visualisations to investigate key business questions.
  • Explore available technologies and conduct experiments to improve our data quality, workflow and job manageability and scalability.
  • Research on cutting-edge tools and technologies to continuously improve our data infrastructure and analytics capability.

  • Job qualifications

  • You have at least 2 years of commercial experience in data science and a BSc in Maths or Computer Science or higher degree.
  • You fully understand data modelling techniques, purposes and applicability for dimensional and relational.
  • You have hands-on experience in the Big Data, data warehouse space and ETL design, implementation and maintenance.
  • You have proficiency in SQL and software development experience in at least one language.
  • You have a good understanding of row and columnar databases and BI/Visualization tools (Tableau preferred).
  • Have a good understanding of agile methodologies and their principles.

  • Nice to have

  • You are familiar with AI and machine learning techniques.
  • You are familiar with cloud hosting platforms such as AWS.
  • You have commercial experience using no-SQL platforms.
  • Spark knowledge is a plus.
  • You have worked somewhere using growth team/growth hacking approaches.
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