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 disabled veterans. We are looking for a Director of Strategy and Operations to play a key management role in our investment advisory business. This is a high-impact management 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.
What you’ll do:
Who you are:
Why you’ll love us:
We are a mission-driven, venture-backed startup growing quickly into a large financial enterprise. We solve complex, life-changing problems for older adults, who are often neglected by the financial services industry but make up a large and fast-growing percentage of the population.
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.)