Transfer Process Lead (6-month FTC)

    ~$133,735 - $248,365Market Estimate
    Hybrid or Remote
    Full-Time
    Senior (7+ yrs)
    Product Management
    Leadership
    Posted on August 14, 2026
    What you'll do
  1. Build working relationships with our key providers - the right contacts, the right cadence, the right escalation route when something needs to move faster.

  2. Map how transfers actually flow between us and each provider, end to end, and find where they get stuck.

  3. Standardise how we submit information to providers, so cases move faster and with less back-and-forth.

  4. Explore where providers are willing to flex their own requirements to make transfers smoother for customers.

  5. Spend some early time working live cases yourself, and lightly steer a small team doing the same, so everything you build is grounded in the real work.

  6. Create playbooks of processes that will be operated by the larger Pensions team in a scalable way.

  7. Experience and skills
  8. A track record of building relationships and processes from scratch, with minimal hand-holding.

  9. Comfort holding both external relationships and a small internal team at once.

  10. A data-literate, practical mindset

  11. Financial services or operations background helpful, pensions experience or understanding a plus.

  12. What’s in it for you?
  13. Opportunity to join a fast-growing, award-winning and super ambitious company

  14. Work with a friendly team of highly motivated individuals

  15. Be in an environment where you are listened to and can actually have an impact

  16. Thriving collaborative and inclusive company culture

  17. Company pension scheme

  18. Remote, or hybrid working environment

  19. Private Medical Insurance

  20. Health Cash Plan – cashback on everyday healthcare like dental and opticians

  21. CycleSaver – save on bike-share subscriptions and have a more sustainable commute

  22. Wellhub subscription to a variety of gyms and wellbeing apps

  23. Enhanced parental pay & leave

  24. 25 days holiday + bank holidays

  25. Remote, or hybrid working - our office is in London, by the Oxo Tower

    Our Commitment to DE&I:
    At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential
    Working Policy:
    We have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.
    Visa Sponsorship:
    At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.
    Please read before you apply!
    Please note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.
    By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.
    We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.
    If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future.
    If you would like to reach us then please email: talent@moneyboxapp.com
    If you would rather we did not keep your details on file, you can contact us at: DPO@moneyboxapp.com

    Company:  Moneybox

    Mobile app for saving, investing, home-buying and pensions.
    201-500 employees
    Finance & Fintech
    HQ: United Kingdom