Lead and coach our US Operations team, ensuring that team goals align with overall company objectives. The US Operations team is lean but drives high impact within the business.
Own critical operational processes in the areas of trading (across public/private markets and structured products), reconciliation, onboarding, customer risk assessment, account management and money transfers.
Partner with our Operations, Product, Compliance, Customer Success and Engineering teams to anticipate future business needs and develop/enhance key processes. This involves navigating trade-offs across enhancing process efficiency, managing implementation complexity, maintaining robustness through control measures, optimizing the end-user experience and staying compliant with regulatory requirements.
Coordinate the efforts of internal and external partners to investigate operational issues and implement preventive measures.

Requirements

6-8+ years of business operations experience in financial services, ideally in the investments space.
2+ years of people management experience.
A strategic and hands-on leader who is adept at influencing stakeholders through clear communication.
You thrive in a startup-like environment where not everything is black and white. You are comfortable adapting to evolving priorities, navigating ambiguous and complex problem spaces, running experiments, and staying optimistic through change.
You have experience designing and implementing end-to-end operational processes with appropriate controls.
You are passionate about financial services and technology.
Strong understanding of investment operations across various asset classes is a bonus.
Proficiency with SQL and setting up AI workflows are a bonus.

Benefits

A competitive salary and benefits package, with ample opportunities for growth and advancement
A vibrant and dynamic work environment where innovation, collaboration, and continuous learning are highly valued
The opportunity to work with a diverse and talented team of industry experts, passionate about shaping the future of finance
Hybrid work environment with micro-kitchen and lunch provided
Robust health insurance offering for you and your family
High deductible health plan available with health savings account contribution
20 weeks of parental leave
17 days PTO annually

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

business operationstradingreconciliationonboardingcustomer risk assessmentaccount managementmoney transfersend-to-end operational processesSQLAI workflows

Soft Skills

leadershipcoachinginfluencing stakeholdersclear communicationadaptabilityproblem-solvingoptimismstrategic thinkingcollaborationnavigating ambiguity