Manager, Investor Services

Upstart

Drive execution across strategic Capital Markets  initiatives, ensuring workstreams remain coordinated, on track, and aligned across multiple teams.; Own operational governance by improving visibility, accountability, prioritization, …

Posted 7/6/2026Verified active Jul 25, 2026, 12:31 AMpart-timeRemote • United States • 🇺🇸 United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrated expertise in leading complex cross-functional initiatives within Capital Markets and investor operations, with a strong focus on operational governance, process improvement, and stakeholder alignment. Proven ability to drive execution and manage escalations in fast-paced environments while leveraging analytical skills to enhance organizational efficiency and decision-making.

Highest-signal resume keywords

5+ Years Of Experience In OperationsExperience Driving Operational ExecutionStrong Organizational SkillsProven Ability To Influence StakeholdersExperience In Fintech Or Financial Services

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Program ManagementBusiness OperationsOperational GovernanceProcess ImprovementAutomation

Soft Skills

Analytical SkillsProblem-Solving SkillsCommunication SkillsStakeholder ManagementOrganizational Skills

Tools & Technologies

AI ToolsDashboardsReporting MechanismsGovernance FrameworksOperational Cadences

Industry Keywords

Capital MarketsInvestor OperationsFintechFinancial ServicesLending

Tech Stack

Tools & technologies

Spark

About the role

Key responsibilities & impact

Drive execution across strategic Capital Markets&nbsp
initiatives, ensuring workstreams remain coordinated, on track, and aligned across multiple teams.
Own operational governance by improving visibility, accountability, prioritization, and execution across diligence, onboarding, loan sales, investor operations, and new product readiness.
Lead cross-functional programs involving Capital Markets, Product, Engineering, Legal, Operations, Treasury, and Compliance to deliver investor-facing initiatives successfully.
Manage investor-impacting operational escalations, identify risks early, remove blockers, and drive timely resolution.
Design and implement scalable operating mechanisms, processes, and governance frameworks that improve organizational efficiency and reduce execution risk.
Partner with leadership to improve operational readiness for new investors, products, partnerships, and strategic business initiatives.
Identify opportunities for automation, AI adoption, and process improvement to increase organizational leverage and reduce manual work.
Develop reporting, metrics, and operating cadences that improve decision-making and provide greater visibility into organizational health.

Requirements

What you’ll need

Minimum qualifications:
5+ years of experience in operations, program management, business operations, strategic operations, investor operations, or a related field.
Demonstrated success leading complex cross-functional initiatives involving multiple stakeholders and competing priorities.
Experience driving operational execution, managing escalations, and improving business processes in a fast-paced environment.
Strong organizational, analytical, and problem-solving skills with the ability to navigate ambiguity and drive outcomes.
Proven ability to influence stakeholders and build alignment without direct authority.
Excellent written and verbal communication skills, including experience communicating with senior leaders and cross-functional partners.
Experience balancing strategic thinking with hands-on execution.
Preferred qualifications: Experience in fintech, financial services, banking, lending, Capital Markets, or investor operations. Experience partnering closely with Product and Engineering teams to launch new products or improve operational workflows. Experience building operating cadences, governance frameworks, dashboards, and reporting mechanisms. Experience managing operational readiness, partner onboarding, or large-scale cross-functional implementations. Experience leading process transformation, operational excellence, or organizational scaling initiatives. Familiarity with loan sales, investor onboarding, investor diligence, servicing operations, or secondary market activities. Experience leveraging AI tools (i.e. ChatGPT, Glean, Claude, Delphina, or similar) to improve productivity, analysis, documentation, and operational execution.
Experience in fintech, financial services, banking, lending, Capital Markets, or investor operations.

Benefits

Comp & perks

Competitive compensation, including base pay, bonus opportunities, and annual equity grants that vest quarterly 
Retirement benefits to help you plan for the future, including a 401(k) or Group Retirement Savings Plan with a company match of $2 for every $1 contributed, up to $15,000 annually (USD in the US, CAD in Canada)
Employee Stock Purchase Plan (ESPP) with discounted stock purchase options for eligible employees (US only)
Comprehensive health coverage designed to support you and your family, including medical, dental, vision, and wellness resources for US and supplemental health coverage for Canada.
Health Savings Account contributions from Upstart for eligible plans (US only)
Income protection benefits, including life insurance and disability coverage for added financial security
Paid time off, sick leave, and company holidays, in line with local requirements
Paid family and parental leave to support caregiving and major life moments (duration varies by country)
Family-centered benefits to support fertility, parenthood, and caregiving needs
Employee Assistance Program (EAP) offering mental health support and life-centered resources