Director of Operations - Financial Wellness

TouchCare LLC; Stamford (CT); On-site; USD 160,000 - 230,000; Full time

Benefits offered by this job

Competitive base salary

Founding team influence

Flexible benefits package

Job summary

TouchCare LLC in Stamford, CT is seeking a dynamic Director of Operations/Chief of Staff to join as a founding team member and build our company from the ground up. This role shapes the future of workplace financial wellness while scaling operations to impact thousands of employees across enterprises.

Lead cross-functional efforts, define product roadmaps with engineering, and build client onboarding and success frameworks in a fast-moving startup environment.

Qualifications

• 5-10 years in fintech, financial services, or financial wellness.
• Experience with B2B2C models, esp. employee benefits or enterprise software.
• Proven product management in consumer-facing financial products.
• Building operations from early startup to scale-up stages.

Responsibilities

• Design and build operational infrastructure from scratch for a B2B2C platform.
• Develop scalable onboarding for enterprise clients and their employees.
• Create cross-functional processes and vendor management frameworks.
• Define product roadmap with engineering and UX focus.
• Establish client success metrics and scalable support operations.

Skills

Leadership

Strategic Planning

Operations Management

Product Management

Fintech Knowledge

B2B2C Experience

Data Analysis

Education

CFP certification (preferred)

Tools

CRM systems

Product roadmapping

Analytics tools

Job description

Role Overview

We’re seeking a dynamic Director of Operations/Chief of Staff to join as a founding team member and build our company from the ground up. This is a rare opportunity to shape the future of workplace financial wellness while building scalable operations that will impact thousands of employees across multiple enterprises.

Responsibilities

Operations & Strategy

• Design and build operational infrastructure from scratch for B2B2C financial wellness platform
• Develop scalable processes for onboarding enterprise clients and their employee bases
• Create operational frameworks that can grow from startup to scale-up phases
• Build and manage vendor relationships, partnerships, and service delivery models

Product & Technology Oversight

• Collaborate closely with technical teams to define product roadmap and feature prioritization
• Oversee product development cycles with deep understanding of user experience for both enterprise buyers and end consumers

Enterprise Sales & Client Success

• Build B2B2C sales processes and enterprise client management systems
• Develop client onboarding, implementation, and success frameworks
• Create scalable customer support operations for both enterprise clients and their employees
• Establish metrics and KPIs for client satisfaction and platform adoption

Qualifications

Experience & Background

• 5-10 years of progressive experience in fintech, financial services, or financial wellness
• Previous experience in B2B2C business models, preferably in employee benefits or enterprise software
• Proven track record in product management with consumer-facing financial products
• Experience building operations from early stage (pre-seed to Series A preferred)

Technical & Domain Expertise

• Deep understanding of financial wellness landscape (budgeting, debt management, investment guidance, retirement planning)
• Knowledge of enterprise sales cycles and client implementation processes
• Familiarity with financial services compliance and regulatory requirements
• Experience with technology platform development and scaling

Leadership & Skills

• Demonstrated ability to build and lead high-performing teams
• Strong analytical and problem-solving capabilities
• Entrepreneurial mindset with comfort in ambiguous, fast-moving environments

Ideal Background

• Previous experience at fintech companies focused on financial wellness, employee benefits, or wealth management
• Financial consultant or financial advisor role
• Product management experience with B2B2C platforms
• Operations leadership in high-growth startup environments
• CFP or relevant certification (preferred)

What We Offer

• Competitive base salary commensurate with experience
• Opportunity to build and shape company culture from day one
• Direct impact on improving financial wellness for thousands of employees
• Flexible benefits package

Why Join Us?

• Impactful Growth: Lead the expansion of specialized services that provide critical support to members during complex life events.
• Collaborative Environment: Work closely with a supportive team across Client Success, Product, and Marketing.
• Strategic Leadership: Shape the go-to-market strategy and future evolution of TouchCare’s specialized portfolio.

Location: Stamford, CT

TouchCare enhances the healthcare experience, knowledge, and engagement for consumers.

Our compassionate, reliable advocates empower members to make better decisions by simplifying the entire medical & employee benefits landscape.

Our mission is to reassign power back into consumers’ hands – not the insurance companies or healthcare providers.

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TouchCare

111 W 19th Street, 2 FL
New York, NY 10011

Members: [phone]

Sales: [phone]