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My Money Matters

Employee financial wellbeing platform with coaching

Head of Service - Member Services & Operations

Full-Time
No salary listed
Expert
Remote in UK
Remote
Customer Experience & Support

About the job

Requirements
  • Proven experience leading operations and customer service functions.
  • Experience managing managers and building and developing high-performance teams.
  • A strong process mindset, including mapping, designing, improving, and building operational workflows.
  • Ability to utilise low-code automation tools such as Zapier, Power Automate, n8n, and Make, alongside large language models such as Claude.
  • Confidence and comfort with data, using data to inform decision-making and prioritisation.
  • Excellent stakeholder management skills, with the ability to build trust and credibility quickly with employers and members.
  • Strong commercial awareness, with an understanding of how operational excellence links to retention, growth, and organisational revenues.
Responsibilities
  • Lead and own the Operations and Member Services functions end-to-end, setting the strategy, standards, and key performance indicators that define a great employer and member experience.
  • Manage and develop the Operations and Member Services Managers, building a high-performance, lean function that scales efficiently as the company grows.
  • Design and continuously improve operational processes, controls, and workflows, identifying opportunities to automate manual or repetitive tasks.
  • Set, track, and report on service levels, quality, and efficiency metrics, driving continuous improvement across both teams.
  • Partner closely with the Head of Customer Success to ensure an aligned experience for all employers, from onboarding through ongoing account management.
  • Partner with Product and Engineering to feed operational insights into the roadmap and identify and flag risks early.
  • Act as the escalation point for complex employer or member cases and complaints.
  • Own workforce planning and resourcing for Operations and Member Services.
  • Build and own relationships within the operating environment, including pension providers and pension funds.
  • Review service-level dashboards to identify and remedy bottlenecks.
  • Review member complaints and contract-drain trends, reviewing processes to identify opportunities or solutions to reduce call volumes and friction.
  • Work with Product and Engineering to discuss self-service features that would reduce inbound contact volumes.
  • Coach and develop the Operations and Member Services Managers.
Desired Qualifications
  • Experience in a B2B2C, employee benefits, or financial wellbeing environment.
  • Familiarity with pensions or wider financial services operations.

About the company

My Money Matters partners with employers across local government, the private sector, and the NHS to deliver tailored financial wellbeing support for diverse workforces. The service blends expert-led financial education, personalised coaching, and a growing suite of benefits (savings and investments, mortgage advice, wills, and insurance) to help employees navigate pensions, plan for the future, and access practical money guidance via a single platform. This makes it easier for employees to engage with money matters and reduce financial stress. Unlike generic financial help, My Money Matters emphasizes inclusion and ease of use, offering a customised toolkit for each employer and workforce. Its goal is to create a more financially confident workforce, improve engagement, and adapt to evolving needs across partners.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Farnham, United Kingdom

Founded

2018

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Simplify Jobs

Simplify's Take

What believers are saying

  • Its 2026 app update added Max, a 24/7 AI assistant for employees.
  • Employer setup takes 3-6 hours, making adoption fast for HR teams.
  • Existing LGPS and NHS partnerships provide a clear public-sector distribution base.

What critics are saying

  • Employee-paid £1.95 On-Demand Pay fees invite scrutiny from cost-sensitive users.
  • The business still sells through employer contracts, slowing growth when councils delay procurement.
  • AVC Wise's 2026 rebrand exposes weak brand equity and churn risk during migration.

What makes My Money Matters unique

  • My Money Matters bundles Shared Cost AVCs, On-Demand Pay, Auto Savings, and coaching.
  • It targets public-sector employers with payroll integration and minimal admin burden.
  • Rebrand from AVC Wise signals an expanded financial-wellbeing platform, not just pensions.

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Benefits

  • Remote Work Options
  • Home Office Stipend
  • Paid Vacation
  • Perkbox salary sacrifice schemes
  • Medical cashback scheme
  • Parental Leave
  • Team Connection