Head of Wealth Operations

Satispay

Head of Wealth Operations managing and scaling B2B wealth coaching at Satispay. Leading financial teams through operational excellence and innovative solutions in a high-growth environment.

Posted 6/4/2026full-timeMilan • 🇮🇹 ItalyLeadWebsite

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Hard Skills

process designworkflow optimizationcapacity planningoperations managementKPI monitoringregulatory complianceservice quality assurancetraining model developmentteam managementfinancial coaching

Soft Skills

people managementhands-on implementationstrategic planningcollaborationcommunicationleadershipproblem-solvingadaptabilitycoachingtraining

Tools & Technologies

CRM systemsservice delivery toolsclient management toolsworkflow toolsoperational toolsfinancial coaching platformstraining softwareperformance monitoring toolsdata analysis toolsproject management software

Industry Keywords

financial serviceswealth managementregulatory requirementscompliance standardsoperational processescoachingteam capacityNPSbusiness developmentservice quality

About the role

Key responsibilities & impact

Operationalize the channel - Design, implement, and continuously improve the processes, workflows, and tools that enable our team of financial coaches to deliver high-quality coaching at scale.
Build and lead the team - Hire, onboard, train, and manage a growing team of financial coaches and trainers. Define the training model and build internal capabilities to reduce dependency on external providers.
Own operational KPIs - Define and monitor the metrics that matter — NPS, number of coachings delivered, team capacity, and productivity.
Ensure service quality - Translate regulatory and compliance requirements into operational processes, scripts, workflows, and controls — enabling the evolution of the financial training model.
Partner with Business & Tech - Collaborate with the Growth and Tech teams on CRM setup and tooling to support service delivery and client management.

Requirements

What you’ll need

Solid operations management background - Process design, workflow optimization, capacity planning, and flawless execution.
Proven people management experience - A track record of successfully hiring, training, and coaching high-performing teams.
Pragmatic, implementation-oriented mindset - You are a hands-on builder who simply gets things done.
Financial industry fluency - A basic understanding of wealth and financial services (you don't need to be a financial advisor, but you need to speak the language fluently).
CRM & Tech Savviness - Familiarity with CRM systems and a clear vision of how to leverage them operationally to support service delivery.
Regulatory Translation - The ability to seamlessly translate complex regulatory and compliance requirements into operational processes and practical team workflows.
Strategic planning exposure - Exposure to strategic planning or business development contexts is considered a distinct plus.

Benefits

Comp & perks

Health (Private insurance for you and your family, psychological support with Serenis, mental health workshops)
Financial resources (Stock Option Plan, Meal vouchers, Relocation support if you're moving countries)
Growth and development (Professional development programs, Internal mobility, Language courses with Preply)
Flexibility (Unlimited PTO, Hybrid working policy*, Flexible working hours)
Family (Enhanced parental leave, Additional leave for child sickness)