Your point of view is our point of difference.

intelliflo is a global business that welcomes bold ideas and all points of view. Doing what matters inspires us, and we believe that personal and corporate growth is best achieved by working together and always striving to get better without fearing failure.

Who is intelliflo?

We truly believe that sound financial advice has the power to transform lives for the better, and should therefore be accessible to the many, not the few. intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help advisors compete and grow. Our solutions support over 30,000 financial advisors worldwide, representing over three million end-investors, with over USD 1 trillion assets serviced across our platforms.

intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry.

Job Purpose (Job Summary):  This position is responsible for duties in the areas of performing 3rd party risk management, responding to customer based due-diligence request for proposal inquires, and monitoring intelliflo’s mandatory training and corporate policy programs.

Key Responsibilities / Duties:

• Perform and enhance processes for successful operation of the 3rd party risk  program;
  • Initiate, track, and complete 3rd party assessments.
  • Prepare and report assessment results to appropriate stakeholders and add necessary risk information to the risk register.
  • Monitor and maintain appropriate assessment scheduling
  • Prepare, complete and maintain necessary documentation that meet audit controls.
  • Prepare and deliver training to vendor relationship owners of the 3rd party risk processes and procedures.
• Prepare and report monthly key performance metrics and other material for risk management committee meetings.

• Perform all duties related to customer-based due diligence questionnaires and request for proposals. This includes;
  • Collect, track, and respond to all questionnaires.
  • Perform internal research to seek out information to improve questionnaire response repositories.
  • Engage key stakeholders to resolve complex inquiries.
  • Monitor program KPIs to meet service-level agreements.
  • Prepare and report monthly key performance metrics and other material for risk management committee meetings.
• Support the ongoing Corporate Training Program. Engage course subject matter experts and owners to schedule, enroll attendees, track, and complete all mandatory training for the organization.
• Build positive relationships with business and vendor relationship owners.
• Other duties as assigned.

Work Experience / Knowledge:

• Minimum 3 years of relevant experience in information security, auditing, or risk management.
• Excellent written and verbal communication skills including the ability to interact directly with senior business executives.
• Highly motivated self-starter who can operate independently.
• Good working knowledge of GDPR, ISO27001, SOC2, FCA reporting processes, UK, and US financial regulations.
• Proficient operational understanding of how to ascertain, validate, and employ data from sources that are generally available to the public.
• Excellent problem-solving capability
• Research capability

Skills / Other Personal Attributes Required:

• Experience of working in a high volume and result-oriented operational environment
• Ability to communicate assertively – verbally as well as in writing- technical information clearly and concisely, commensurate with the audience.
• Maintain strict confidentiality of all security issues.
• Must be assertive, methodical and detail oriented.
• Must be intensely curious, innovative, and think beyond existing procedures.
• Must be able to build rapport quickly and positively influence outcomes.
• Must be a team player and self-starter.
• Ability to multi-task and work on more than one initiative at a time.
• Flexible – able to meet changing requirements and priorities.
• Maintain current knowledge for all applicable technical areas.

Formal Education:

• BS or equivalent in information security, business accounting, financial auditing, or computer science.

Working Conditions

• Normal office environment with little exposure to noise, dust, and temperatures. 
• The ability to lift, carry or otherwise move objects of up to 10 pounds is also necessary. 
• Occasional travel may be required.

Your Total Rewards

• Market-competitive compensation                     
• Retirement savings plans
• Competitive health and wellness benefits
• Life Insurance and income-protection benefits
• Holiday and paid time-off benefits
• Parental leave
• Employee Assistance Program (EAP)
• Flexible work
• Professional development

Our commitment to diversity, equality, and inclusion 

Our aspiration is for our workforce to continually reflect the diversity of people and perspectives in today’s evolving society, which we believe is fundamental to our efforts to widen access to financial advice. intelliflo is an Equal Opportunity Employer. We are committed to equal employment opportunities for all job applicants and colleagues. No job applicant or colleague will be discriminated against because of race, religion, color, sex, sexual orientation, gender, sexual/gender identity, age, disability, pregnancy, national origin, military or veteran status, or any other characteristic protected by applicable law.

Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Incumbents may be required to perform other duties as deemed appropriate by the supervisor from time to time.

intelliflo’s workplace model is designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection when possible. Most teams within our England office work 1-day a week in the office, however, most of our teams within the United States and India operate in a remote working pattern. Certain limitations apply.  Please consult with your Talent Acquisition contact during the interviewing process.