Requirements

Additional Requirements

3+ years of people-management experience leading teams that process financial transactions or money movements in a regulated environment, preferably in retirement plan services, wealth management, banking, payments, or a closely related financial services domain.
Strong understanding of the transaction lifecycle within a 401(k) or comparable financial product—including the types of transactions, regulatory requirements, and downstream impacts of errors.
Demonstrated ability to design, implement, and manage rigorous quality control processes and tight SLAs, balancing speed with accuracy in a high-stakes environment.
A track record of leading operational improvement projects end to end: scoping problems, building solutions, documenting processes in durable SOPs, and scaling what works.
Proven instinct for catching errors, spotting potential risks, and building controls that prevent financial losses before they occur.
Ability to act as a cross-functional translator—synthesizing customer experience insights for Product and Engineering audiences and operationalizing technical changes for frontline teams.
Experience building, coaching, and developing high-performing teams—including setting KPIs, delivering feedback, managing performance, and cultivating a customer-first mindset.
A relentless drive to improve and scale operations through systems, automation, and innovation while maintaining lean staffing models.
Strong interpersonal and communication skills—written and verbal—with the ability to present operational metrics, risks, and improvement proposals to senior leadership.
Deep attention to detail and a personal standard of precision appropriate to an environment where financial risks and regulatory consequences are real and substantial.
Bachelor's degree in Business, Finance, Accounting, or a related field.
Direct experience with 401(k) recordkeeping platforms, retirement plan administration, or payroll integrations.
Experience with reconciliation processes and audit support in a financial services context.
Familiarity with workflow automation, case management systems, or process-improvement methodologies (Lean, Six Sigma).

Manager, Operations

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Additional Requirements

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