LearnLux Financial Wellbeing

Manager, Planner Operations

LearnLux Financial Wellbeing

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

Visit company website
✨ AI Apply
Apply

Salary

💰 $130,000 - $175,000 per year

Job Level

Mid-LevelSenior

Tech Stack

Switching

About the role

  • Develop and refine standards for vetting, hiring, and onboarding new financial experts, ensuring consistent quality and alignment with LearnLux’s fiduciary values.
  • Partner cross-functionally to forecast planner capacity needs and support scaling operations globally across new geographies and languages.
  • Partner with internal teams to implement and optimize tools and workflows that streamline planner scheduling, communication, documentation, and compliance.
  • Manage training and enablement programs in partnership with subject matter experts to ensure onboarding and ongoing education are accurate, engaging, and compliant with LearnLux’s standards for high-quality financial guidance.
  • Manage contracts, payments, and invoicing workflows in collaboration with Finance and Legal, ensuring accuracy, timeliness, and scalability.
  • Oversee the QA process and partner with analytics teams to review performance data, identify trends, and implement process improvements that enhance planner quality and consistency.
  • Track and interpret planner operations data in partnership with cross-functional teams to help demonstrate ROI for clients, connecting operational improvements to measurable member outcomes.
  • Develop and document change management processes to roll out new policies, tools, and workflows smoothly across the planner network.
  • Build programs that foster planner engagement, satisfaction, and retention, including professional development and feedback loops.
  • Lead ongoing training and communication efforts to ensure planners remain supported, informed, and aligned with LearnLux’s mission and quality standards.
  • Manage the offboarding process, maintaining compliance and knowledge transfer while identifying opportunities for improvement.

Requirements

  • 6+ years of experience in operations, program management, or workforce management, ideally within a distributed or network-based organization (e.g., professional services, health tech, edtech, or fintech).
  • Proven ability to build and scale operational systems globally that support a credentialed or contractor-based workforce.
  • Experience managing relationships involving contracts, payments, and compliance with external professionals.
  • A bias for action with strong process and project management skills, with the ability to design, document, and optimize systems.
  • Excellent communicator and collaborator who thrives in fast-moving, cross-functional environments.
  • Driven by continuous improvement, operational clarity, and a passion for empowering those around you to do their best work.
  • Comfortable switching between strategic thinking and tactical execution in a fast-paced environment.
  • Experience with program management tools, workforce analytics, or global scaling processes is a plus.
Benefits
  • Remote-first company structure
  • Medical, dental, and vision
  • 401(k)
  • Mental wellbeing (Talkspace)
  • Financial wellbeing (LearnLux)
  • Paid vacation and sick leave
  • Paid sabbatical after 5 years of service
  • A supportive, inclusive team culture
  • Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology

Applicant Tracking System Keywords

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

Hard skills
operations managementprogram managementworkforce managementprocess optimizationchange managementdata analysisquality assurancecontract managementcompliance managementtraining development
Soft skills
communicationcollaborationproject managementstrategic thinkingtactical executioncontinuous improvementleadershipengagementproblem-solvingadaptability