Director of Business Operations - Investment Advisory

Job description

We are a fast-growing, mission-driven financial services company that provides quality financial services for all: from protecting grandma’s money from scammers to providing supplemental financial tools that support veterans with disabilities.

We are looking for a Director of Business Operations to play a key leadership role in our investment advisory business. This is a high-impact role for someone who is passionate about our mission and relishes the fact that every day we have the privilege of serving those who are often overlooked by big financial institutions.  Our investment advisory customers rely on True Link to perform critical financial functions such as investing funds, paying bills, and reconciling accounts, all while staying compliant with guidelines required for government benefits. We take this responsibility seriously; the Director of Business Operations will play a critical role in ensuring we deliver the highest quality experience for all of our customers.

What you'll do

  • Be the critical hub of our cross-functional team of engineers, product managers, support professionals, relationship managers, investment advisors, and accountants
  • Lead the transformation of how our business, platform, partnerships and processes need to scale to support our rapid growth
  • Translate customer needs and operational challenges into strategic roadmaps for product development and process improvements
  • Prioritize and manage the development of new features, programs, and services
  • Manage complex, high-impact implementation projects, coordinating stakeholders across True Link and our clients
  • Ensure our core processes are designed and operating with efficiency and quality
  • Measure and analyze the performance of the investment advisory business, with a view into measuring operational excellence and business growth
  • Help shape the strategy and priorities for the investment advisory business in close partnership with executive team
  • Report directly to the head of True Link’s Investment Advisory business

Who you are

  • Experience in management consulting, investment banking, private equity, or similar field
  • Experience in financial services, preferably fintech
  • Systems and process-thinker who loves creating order out of chaos
  • Strategic thinker who is data-driven and analytical in approach to solving problems
  • Flexibility and ability to adjust on the fly to new demands; a high sense of urgency
  • Good listener with strong written and verbal communication skills
  • Relationship builder who excels at developing relationships based on trust
  • Fast learner who quickly gets smart about a new context, industry, or set of requirements
  • Skilled leader who takes satisfaction in seeing teams succeed; low ego, who puts the team before themselves
  • Interested in learning from feedback and dedicated to improving skills

Why you'll love us

  • We’ve got the energy and passion of a startup combined with the professionalism of a financial services firm and the compassion of mission-driven organization that truly cares about the people we serve.
  • We offer competitive salary packages, Health, Dental & Vision coverage, flexible working hours, early-stage equity, and an awesome vacation package.
  • Our customers are not only grateful but are the absolute best. We have the privilege of providing financial protection for vulnerable members of society and partnering with expert service providers to do so. Our customers and partners love us, and we love them back. You can sleep soundly every night knowing you are doing a really wonderful thing by getting our services into more hands.
  • We treat each other like we treat our customers: with 100% respect and dignity. Diversity and inclusion are cultural values we take very seriously, and we welcome team members of all backgrounds and identities.
  • Our office is dog friendly, full of snacks, catered lunch, and friendly, caring people.

About True Link

We are a mission-driven, venture-backed startup growing quickly into a large financial enterprise. 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.

It is an honor to wake up in the morning knowing that we have a profound impact on our customers’ lives, whether it’s our True Link Prepaid Visa Card saving a retiree from losing thousands of dollars of his savings to scams and fraud or our best-in-class Trust Solutions platform helping a guardian manage her client’s disbursements and long-term spending plan.

If you are a high-performing person who wants to join a diverse, inclusive team and use your skills to make a real impact in people’s lives, we invite you to apply to join our San Francisco-based team. (TL DR: No bozos, no jerks.)

Click here to view all open positions. 

The Perks

  • Competitive salary
  • Early-stage equity
  • Medical, dental, and vision coverage
  • Free catered lunch
  • Annual team retreat and fun team outings
  • Parent-friendly
  • Flexible hours and great vacation benefits
  • Nap room and stocked kitchen
  • Infinite possibilities to lead
  • Dog-friendly office!