Investing Operations Specialist – Wealth Management | Berlin | Visa Sponsorship

Join lemon.markets, a trailblazing FinTech company on a mission to make investing accessible to everyone. As an investing operations specialist, you will build and operate wealth functions that drive seamless customer experience and regulatory compliance. You’ll define scalable processes and collaborate across teams to transform investment operations into a competitive advantage for our partners. Your expertise in securities lifecycle and wealth management will be pivotal in creating frameworks that power our investment platform.

You’ll be empowered to shape workflows, translate complex regulations into practical processes, and contribute directly to product design, engineering, and customer satisfaction. With visa sponsorship available, you can be part of a global team committed to innovation, efficiency, and transparency in financial services. If you thrive in fast-paced environments and are passionate about problem-solving, this is the ideal role for you.

Company Overview

lemon.markets empowers individuals and businesses to invest effortlessly. Our Brokerage-as-a-Service platform simplifies access to capital markets through a robust API infrastructure, helping FinTechs, banks, and asset managers deliver investment solutions that enhance financial well-being across Europe.

Location

Berlin, Germany (Visa Sponsorship Available)

Job Description(investing operations specialist)

Key aspects of the Investing Operations Specialist role include:

1. Designing and managing core wealth operations processes, ensuring smooth daily execution aligned with customer experience and compliance frameworks.
2. Collaborating with Product and Engineering teams to create scalable, efficient workflows for investment management.
3. Translating regulatory requirements such as MiFID II and KAGB into practical, implementable policies that ensure operational excellence.
4. Managing market and securities operations to support a seamless end-to-end customer journey, from onboarding to reporting.
5. Creating comprehensive documentation, handbooks, and standard operating procedures to empower internal teams and maintain knowledge sharing.
6. Driving process improvements, identifying risks, and implementing strategies to enhance system reliability and reduce operational bottlenecks.
7. Ensuring compliance with wealth-related regulations while proactively monitoring changes in the regulatory landscape and adjusting processes accordingly.
8. Supporting cross-functional teams with training and guidance, building confidence in operational execution and regulatory adherence.
9. Participating in product iterations and feedback cycles to refine features based on real-world operations and customer needs.
10. Taking ownership of complex challenges, prioritizing tasks, and delivering results that directly impact platform scalability and user satisfaction.

Key Responsibilities for investing operations specialist

1. Operational Framework Development: Build and refine processes that translate complex investment operations into scalable, efficient workflows aligned with customer satisfaction and compliance requirements.
2. Regulatory Compliance Implementation: Ensure operations meet European regulations, applying knowledge of MiFID II and KAGB to maintain adherence across all investment activities.
3. Process Documentation and Knowledge Sharing: Create handbooks and training materials that standardize workflows and promote operational excellence within teams.
4. Cross-Functional Collaboration: Partner with product, engineering, and compliance teams to integrate investment operations into broader organizational goals.
5. Risk Mitigation and Quality Assurance: Analyze potential risks, troubleshoot issues, and implement strategies that ensure smooth and reliable execution of investment processes.
6. Customer Experience Enhancement: Align operations with customer expectations by streamlining processes and resolving challenges in onboarding, reporting, and account management.
7. Continuous Improvement: Identify areas for automation, efficiency gains, and scalability, driving improvements that align with business growth and regulatory changes.
8. Leadership and Training: Mentor colleagues, build confidence in operations, and create structured learning pathways that empower team members to handle complex tasks.

Requirements for investing operations specialist

• Wealth Management Expertise: Experience in banks, brokerages, or investment platforms with strong operational knowledge of investment products like funds, ETFs, and bonds.
• Regulatory Knowledge: In-depth understanding of European regulations such as MiFID II and KAGB and their practical applications in investment processes.
• Securities Lifecycle: Expertise in custody structures, portfolio booking, corporate actions, and managing the end-to-end investment lifecycle.
• Process Building Skills: Proven ability to design, document, and implement workflows, handbooks, and operational policies for scalable investment operations.
• Technical Tools: Familiarity with customer operations portals, API-driven infrastructure, and regulatory reporting systems.
• Communication: Fluency in German and English with the ability to guide teams and provide clarity across diverse functions.
• Problem Solving: Comfortable navigating ambiguity, prioritizing tasks, and proactively identifying improvements in processes and risk mitigation.

Salary & Benefits for investing operations specialist

Benefits:

1. Visa Sponsorship: We assist with relocation and provide visa support for international candidates.
2. Flexible Working Hours: Work-life balance through asynchronous communication and minimal fixed meetings.
3. Professional Development: Regular mentoring and skill enhancement opportunities to grow with the company.
4. Tech Setup: Receive state-of-the-art MacBook and productivity tools tailored to your work preferences.
5. Remote Flexibility: Primarily onsite collaboration with quarterly offsite meetups and support for remote work.
6. Health & Wellness: Comprehensive insurance plans and wellness initiatives to ensure your well-being.
7. Inclusive Culture: Diversity-focused policies that encourage people from all backgrounds to thrive and contribute meaningfully.

How to Apply for investing operations specialist

Submit your application through the lemon.markets careers portal by attaching your resume and cover letter. Highlight your experience in investment operations and explain how you will contribute to building scalable, customer-centric wealth management processes.

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