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About Wealthify Wealthify is an ambitious, multi-award-winning online investment company located in Cardiff, Wales. We’re here to inspire anyone to build their future wealth, and we do this by making investing easy, affordable, and accessible. We want to inspire as many people to invest as possible. We’re rapidly growing, and so we’re hiring talented people who are purpose driven and want to use and develop their skills to deliver an awesome experience to our customers. Our team is engaging, inquisitive, and inclusive, reflecting many different beliefs and backgrounds. We welcome people who can bring diversity to our team, and work towards a shared goal to deliver an exceptional investment experience. Your Role: As part of Wealthify’s award-winning Product Team, reporting to the Head of Product & Platform, you’ll play a key role in delivering the development of Wealthify’s core platform. Collaborating with Customer Service, Cash and Investment Operations, Investment Management and Software Engineering professionals, you’ll take ownership of delivering some of the most critical projects at Wealthify – new integrations, new microservices, automations and improvements to the investments service we offer customers. This role is an opportunity to grow a highly efficient high scale platform, innovating investment management for hundreds of thousands of Customers. Your responsibilities include: • Identifying opportunities to improve the service-led architecture of our core platform, improving scalability and resilience., • Owning and prioritising the platform product roadmap, developing and refining backlogs, and ensuring alignment with customer and business value., • Evaluating and managing all platform change requests and developing business cases for platform initiatives to support prioritisation decisions and demonstrate ROI., • Defining KPIs and success metrics for these roadmap items to measure impact and value delivery., • Acting as the key point of contact for platform stakeholders, managing stakeholder expectations and updates, and facilitating monthly roadmap review meetings with senior leadership teams., • Managing stakeholder relationships across the business and collaborating with teams in Customer Service, Investments and Operations to develop innovative automations to improve customer experience and reduce operational toil., • Creating technical specifications, as-is and to-be process maps, and UML diagrams to define solutions for complex platform challenges., • Breaking down large-scale platform changes into small, testable increments, balancing scope and trade-offs to maintain delivery momentum., • Incorporating AI tools into processes to improve efficiency, decision-making, and overall product outcomes., • Managing JIRA administration including epic & story creation, task breakdown, sprint planning, and backlog refinement, and JIRA timeline., • Leading 3 amigos, refinement, estimation and planning sessions to ensure the team has tasks to work on that are well-defined, estimated, and ready for development, aiming to refine 3 sprints ahead., • Organizing and facilitating quarterly in-person planning days with the squad to align on priorities and objectives., • Leveraging data to assess platform performance and identify areas for improvement. You’ll oversee a critical portfolio, supporting our Stocks and Shares (SIPP, GIA, ISA, JISA) and Cash products, focusing on integrations, automations and efficiency. This involves working together to develop elegant solutions to tough problems, having a vision for efficiency, and a plan to deliver. In a small but ambitious team, a passion for delivering simple solutions to complex problems is essential. Skills We’re Looking For: We value simplicity, communication, teamwork, trust, and confidence. To thrive in this role, you’ll need: • Proven experience in a similar platform development role as a product or platform owner or as a senior technical business analyst., • An organised and detail-oriented mindset, with experience of managing the delivery of complex workstreams and identifying and managing dependencies across multiple teams and systems., • Experience with microservices architecture, API design, and system-to-system integrations including API specifications and testing., • Experience creating technical specifications, as-is and to-be process maps, and UML diagrams., • Excellent written and oral communication skills with ability to document and explain complex requirements at varying levels of technical detail - from high-level business context for non-technical stakeholders to detailed technical specifications for development teams., • Proficiency with SQL and database design principles., • Experience managing user stories, epics, and tasks in an Agile/Scrum environment using JIRA., • Ability to break down complex technical requirements into detailed, testable increments., • Strong stakeholder management skills with experience presenting to senior leadership and ability to produce visual materials such as slide decks, diagrams and timelines for stakeholder meetings., • Experience developing business cases and defining KPIs to measure success., • Detailed understanding of how financial products and the systems that support them work., • Experience in regulated industries, ideally financial services., • Strong facilitation skills for refinement sessions, planning meetings, and workshops, • Experience with third-party integrations and vendor collaboration., • Proficiency with modern product tools (e.g., JIRA, Miro, Confluence, Visio). What Else We Value: • Enthusiasm for running workshops to solve problems, map process flows, or optimise processes., • Knowledge of investment operations processes including managing payment flows for deposits and withdrawals, maintaining ledgers, trading, settlement, asset custody, reconciliations and CASS compliance., • Ability to identify and leverage AI-driven tools to optimise workflows and enhance decision-making., • Understanding of lifecycle events for stocks and shares products (ISA, JISA, SIPP, GIA), • Analytical skills to identify improvement opportunities through data., • Experience using pseudo-code to support solution definition and refinement. What you’ll get from us: • Up to £70,000 per year, • 24 days holiday a year and an extra day holiday for each full year with us (up to 28 days), • Half day off on your birthday, • Flexible working in line with business needs, • Discretionary annual bonus based on company and individual performance We believe in the power of in-person collaboration, as well as the value of true hybrid working – you’ll be expected to organise high-value in person collaboration sessions from time to time to get the most from squads and teams. And we have plenty of perks too! • Private Medical Insurance, • Death in Service Cover (X3 your annual salary), • Income Protection Insurance, • Company Pension Plan, • Healthify - a team to support the health and wellbeing of all staff at Wealthify, • Ministry of Fun – providing plenty of social activities and events throughout the year, • Brand new offices in the picturesque Penarth Marina, • Free office gym, • Free parking nearby, • A collaboration space and games room, • We’re a responsible company and are constantly working to improve our culture, ethics, impact on the environment, and our contribution to charitable causes This is a fantastic opportunity for the right person to join a dynamic, fun, and friendly company. If this job sounds perfect for you and you’d like to apply, then please send your CV to .

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