Director of Operations

Overview

We are a stealth-stage startup revolutionizing financial wellness through an innovative B2B2C platform. Our mission is to partner with forward-thinking companies to provide comprehensive financial wellness services to their employees, addressing everything from budgeting and debt management to investment guidance and retirement planning.

• Design and build operational infrastructure from scratch for a B2B2C financial wellness platform
• Develop scalable processes for onboarding enterprise clients and their employee bases
• Create operational frameworks that can grow from startup to scale-up phases
• Build and manage vendor relationships, partnerships, and service delivery models
• Collaborate closely with technical teams to define product roadmap and feature prioritization
• Oversee product development cycles with deep understanding of user experience for both enterprise buyers and end consumers
• Build B2B2C sales processes and enterprise client management systems
• Develop client onboarding, implementation, and success frameworks
• Create scalable customer support operations for both enterprise clients and their employees
• Establish metrics and KPIs for client satisfaction and platform adoption

• 5-10 years of progressive experience in fintech, financial services, or financial wellness
• Previous experience in B2B2C business models, preferably in employee benefits or enterprise software
• Proven track record in product management with consumer-facing financial products
• Experience building operations from early stage (pre-seed to Series A preferred)

• Deep understanding of financial wellness landscape (budgeting, debt management, investment guidance, retirement planning)
• Knowledge of enterprise sales cycles and client implementation processes
• Familiarity with financial services compliance and regulatory requirements
• Experience with technology platform development and scaling

• Demonstrated ability to build and lead high-performing teams
• Strong analytical and problem-solving capabilities
• Entrepreneurial mindset with comfort in ambiguous, fast-moving environments

• Previous experience at fintech companies focused on financial wellness, employee benefits, or wealth management
• Financial consultant or financial advisor role
• Product management experience with B2B2C platforms
• Operations leadership in high-growth startup environments
• CFP or relevant certification (preferred)

• Competitive base salary commensurate with experience
• Opportunity to build and shape company culture from day one
• Direct impact on improving financial wellness for thousands of employees
• Flexible benefits package

We  building a company that values transparency, innovation, and genuine care for financial wellness outcomes. We believe the future of employee benefits lies in comprehensive, personalized financial guidance, and we  looking for someone who shares this vision and can help us execute it at scale.