Director of Strategy and 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 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:

  • Be the critical hub of a cross-functional team of engineers, product managers, support professionals, relationship managers, investment advisors, and accountants
  • Ensure the highest quality of customer experience for all customers
  • Drive large multi-month implementation projects with new partners
  • Translate customer needs and operational challenges into strategic roadmaps for product development
  • Prioritize and manage the development of new features, programs, and services
  • Measure and analyze the performance and growth of the investment advisory business
  • Shape the strategy for the investment advisory business in close partnership with the executive team
  • Manage a growing team

Who you are:

  • Experience in management consulting and/or financial services a plus
  • Strategic thinker who is data-driven and analytical in approach to solving problems
  • Good listener with strong written and verbal communication skills
  • Relationship builder who excels at developing relationships based on trust
  • Systems and process-thinker who loves creating order out of chaos
  • Fast learner who quickly gets smart about a new context, industry, or set of requirements
  • Skilled manager who invests in helping direct reports and colleagues succeed
  • Interested in learning from feedback and dedicated to improving your 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 welcome team members of all backgrounds and identities.
  • Our office is dog friendly, full of snacks, catered lunch, and friendly, caring people.
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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, 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.)

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
  • Flat org structure
  • Dog-friendly office!