Compliance Operations Lead

Join us as we work to deliver financial independence to those who need it most.

We are a mission-driven, venture-backed startup growing quickly into a large financial services company. We solve complex, life-changing problems for older adults, people with disabilities, and people recovering from addiction, all of whom are often neglected by the financial services industry.

We stay connected remotely and love an excuse to celebrate company milestones, team wins, and personal victories in fun, creative ways.

• We have a profound impact on our customers’ lives.
• Medical, dental, vision, FSA, dependent care FSA, paid parental leave, disability and basic life insurance, and more.
• Competitive compensation. We offer a competitive salary that usually includes early-stage equity.
• Flexibility. Remote work across the US, plus generous vacation, holidays, and parental leave.
• Paid parental leave. We’ll ensure 100% of your base is covered during leave and a part-time return-to-work period to support the transition back.
• Career growth and learning. We invest in your growth and help you take your career to the next level. Plus: professional development funds for all to use.
• In-person opportunities. Some of our teams meet up in-person to connect, strategize and have fun! Plus, we have small offices in SF and Kingston NY.