Business Operations Manager - Financial Services

Motion Recruitment; United States; Remote; USD 140,000 - 204,000; Full time

Job summary

A leading company in financial services is seeking a fully remote Business Operations Manager to drive strategic planning and operational efficiency across multiple teams. The ideal candidate should have at least 5 years of analytical experience in the finance sector, excellent communication skills, and be comfortable in a fast-paced environment. This role focuses on high-impact strategic projects and data analysis to support business growth and effectiveness.

Qualifications

• 5+ years in consumer financial services or a top-tier consulting firm.
• Experience in a high-growth business in an analytical capacity.
• Comfortable in a changing environment with strong cross-functional relationship skills.

Responsibilities

• Lead annual/quarterly planning and set business priorities across functions.
• Define OKRs for PALS and manage business performance with tracking.
• Drive process optimization and contribute to operational efficiencies.

Skills

Data analytics

Organizational skills

Verbal communication

Written communication

Project management

Strategic thinking

Tools

Google suite

MS Office

Job description

Business Operations Manager - Financial Services

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Our large finance and advisory client is looking for a contract Business Operations Manager. This is a fully remote role.

Business Operations drives strategic planning, business critical insights, and cross-functional execution to drive growth for the business. We’re seeking a Business Operations Manager to support our client’s marketplace businesses: Protect, At Work, Lantern and SMB (“PALS”) products. You will report to the Head of Business Operations for Money, Invest, Credit Card and our client’s marketplace businesses and will be a trusted partner for the leadership team focusing on high-impact strategic projects, data analysis, and process efficiency and optimization.

Business Operations works with many teams within our client. The ideal candidate will be a dynamic thinker who can work cross-functionally to solve complex challenges with uncertain inputs and outputs.

Contract Duration: 6-Months

Required Skills & Experience

• 5+years of experience in consumer financial services, a top-tier consulting firm or high growth business in an analytical capacity
• Familiarity with financial services and/or consumer technology companies
• 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
• Comfort working in a high growth, constantly changing environment
• Protect, At-Work, SMB and Lantern

What You Will Be Doing

Daily Responsibilities

• Lead annual/quarterly planning and collaborate with leaders to set business priorities and goals across multiple functions, including marketing, risk, product, engineering, design, ops
• Define OKRs and critical KPIs for PALS, manage business performance with OKR tracking, and report progress of OKRs to the business
• Lead the operating rhythm of the business - own the creation, iteration, and ongoing optimization of recurring business forums (e.g., monthly enterprise risk meetings)
• Drive process optimization and standardization by identifying and improving operating inefficiencies, and contributing to the Business Operations team effort to drive operational consistencies and automation
• Support the Business Unit Leader (BUL) in managing and remediating risks in the business (establish 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, Group Business Unit Leader, or Head of Business Operations
• Collaborate with Data Science team to produce data-driven insights and recommendations
• Run after projects such as business cases, competitive analysis, industry trends, cross-functional initiatives and alignment with stakeholders
• Support CEO initiatives (e.g., board member orientation, CEO offsite narrative)

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Contract

Job function

• Job function

  Management

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