Team Lead Client Success Wealth / B2B (m/f/x)

Scalable Capital is a leading digital investment platform in Europe. The company empowers everyone to shape their financial future. Scalable Broker makes it easy and affordable for clients to invest professionally in stocks, ETFs and other exchange-traded products and set up savings plans. Scalable Wealth, the digital wealth management service, offers clients professional investment in ETF portfolios and is also adopted as a white-label solution by renowned B2B partners. With the European Investor Exchange (EIX) Scalable Capital offers a stock exchange for retail investors in Europe. Over 27 billion euro is held on the platform by more than one million clients. Scalable Capital was founded in 2014 and employs more than 500 people at its offices in Munich, Berlin, Vienna, and London. Together with the founding and management team around Erik Podzuweit and Florian Prucker, they are working on a new generation of financial services.

Visit our finance blog or check out our Social Media channels to find out what our Expert Teams have to say.

Our Company Values guide us every day in how we work and collaborate. To learn more about them, you can find our values here (English).

Job Description

• You are responsible for leading and developing the Wealth / B2B Team
• You will identify opportunities to streamline, optimize, and automize processes to enhance efficiency and service delivery excellence
• You are regularly meeting with our Operations- and Product-Teams to discuss new and existing processes and to identify improvements
• You will ensure a culture of continuous improvement within the team by encouraging continuous feedback
• You possess the skill to effectively communicate the company's overarching vision and objectives, offering a contextual backdrop that enables your team members to align their individual efforts effectively
• You act as a subject matter expert for your functional areas and drive continuous development of tools, processes and client experience
• You take over escalating client communications to support your team

Qualifications

• You have gained professional experience in a leadership position in customer service and are familiar with industry KPIs
• You have a keen interest in stock market activities, are knowledgeable about robo-advisors, and have an affinity for digital solutions
• Leading your team to shared successes and serving as a role model both professionally and personally motivates you
• You possess a friendly and solution-oriented working approach in proactive coordination with your team
• You work independently and you are very pragmatic when it comes to execution. You also have very good analytical skills and a sense for (process) optimisation potential
• You are characterized by excellent communication skills

Additional Information

• Be part of one of the fastest-growing and most visible Fintech startups in Europe, creating innovative services that have a substantial impact on the lives of our customers
• Work with an international, diverse, inclusive, and ever-growing team that loves creating the best products for our clients
• Work from our centrally located offices in the heart of Munich or Berlin, nestled in lively neighborhoods filled with vibrant restaurants, cozy cafés, and a wide range of convenient amenities
• Be productive with the latest hardware and tools
• Learn and grow by joining our in-house knowledge sharing sessions and spending your individual Education Budget
• Learn and experience German culture first hand by joining our free German language classes
• (International) relocation support
• Flexible vacation policy and the opportunity to work from abroad
• Benefit from an attractive compensation package and from the company pension scheme
• Monthly contribution of 25% for the ‘Deutschland Jobticket’
• Say goodbye to order commissions and say hello to your complimentary subscription of Scalable Capital's PRIME+ Broker

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