Business Operations Manager, Invest

1 week ago


San Francisco, California, United States Social Finance Ltd Full time
About the Role

We are seeking a highly skilled Business Operations Manager to support our Invest product at Social Finance Ltd. As a key member of our team, you will play a critical role in driving strategic planning, business-critical insights, and cross-functional execution.

Key Responsibilities
  • Lead annual/quarterly planning and collaborate with leaders to set business priorities and goals
  • Define OKRs and critical KPIs for Invest, manage business performance with OKR tracking, and report the progress of OKRs to the business
  • Own the creation, iteration, and ongoing optimization of recurring business forums (e.g., weekly Invest team meeting)
  • Drive process optimization and standardization by identifying and improving operating inefficiencies, and contributing to the Business Operations team collaboration to drive operational consistencies
  • Support the Business Unit Leader (BUL) in risk management initiatives (establish an operating framework, setting agenda, facilitating conversations, working with business lead and business control partners to escalate roadblocks)
  • Drive ad-hoc activities as requested by Business Unit Leader or Group Business Unit Leader
Requirements
  • 5+ years of work experience in a top-tier consulting firm, consumer financial services or high growth business in an analytical capacity
  • Familiarity with financial services and/or consumer technology companies in private and/or public sector
  • Hands on operational capabilities with advanced proficiency in Google suite, MS Office apps, etc.
  • Strong data analytics and organizational skills
  • A clear communicator with excellent verbal and written communication skills
  • Inquisitive nature, attention to detail, diligence and a good attitude
  • Excellent time and project management skills with the ability to build strong cross-functional relationships and work collaboratively
Preferred Qualifications
  • Experience in the online brokerage, wealth management, online investing, or a closely related business
  • Data Mining skills (SQL, Python)


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