About the role

  • Lead identification and prioritization of process improvement opportunities across client onboarding, advisor workflows, and operational functions
  • Develop comprehensive improvement strategies that balance efficiency gains with regulatory compliance and client satisfaction
  • Partner with Advisor Success, Client Experience, Product, and Engineering teams to streamline cross-functional workflows
  • Implement sustainable process changes that scale with our rapid growth while maintaining service quality
  • Establish KPIs and measurement frameworks to track operational excellence and demonstrate ROI
  • Drive change management initiatives, ensuring new processes are adopted and maintained across teams
  • Foster a culture of continuous improvement and data-driven decision making throughout the organization

Requirements

  • 10+ years of progressive experience in process improvement, business operations, or related field
  • Proven track record at globally recognized consulting firms or companies known for operational excellence (McKinsey, BCG, GE, Accenture)
  • Demonstrated success moving from consulting to hands-on implementation of large-scale operational initiatives
  • Six Sigma Black Belt, Master Black Belt, or equivalent process improvement certification
  • Strong analytical skills with ability to synthesize complex information for diverse stakeholders
  • Exceptional influence and communication abilities, skilled at driving change without formal authority
  • Experience leading cross-functional teams and managing organizational change
  • Bachelor's degree in Business, Engineering, or related field

Benefits

  • Competitive comp package that rewards impact
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO

Job title

Process Improvement Manager, Business Operations

Job type

Experience level

SeniorLead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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