Director of Product Workflow & Operations · Jacksonville, New York City ·

Canoe Intelligence; Jacksonville (FL); Hybrid; USD 185,000 - 225,000; Full time

Job summary

Canoe Intelligence is seeking a Director of Product Workflow & Operations to architect and optimize data workflows for institutional investors. This pivotal role focuses on enhancing operational efficiency, leading teams, and implementing AI-driven solutions within a dynamic and innovative environment. Ideal candidates will have over 7 years in the finance data space, driven by a commitment to excellence and collaboration.

Benefits

Medical, dental, vision benefits

Flexible PTO

401(k)

Flexible work from home policy

Home office stipend

Employee Assistance Program

Gym/Wifi reimbursement

Education assistance

Parental Leave

Qualifications

• 7+ years in data operations and workflow teams within institutional finance.
• Hands-on experience in data extraction and delivery operations.
• Experience architecting and optimizing data workflows.

Responsibilities

• Architect and optimize operational workflows for data extraction.
• Manage sprint planning and resource allocation.
• Drive continuous process improvement and enforce SLAs.

Skills

Data operations management

Process improvement

Collaboration

Problem solving

Job description

COMPANY: Canoe Intelligence

WEBSITE: https://canoeintelligence.com/

TITLE:Director of Product Workflow & Operations

LOCATION: New York City or Jacksonville, FL(hybrid) or Fully Remote in the United States

SALARY:$185,000-$225,000 base salary (based on NYC, will be adjusted for geo)

The Role:

Architect, execute, and optimize end-to-end operational workflows for a high-volume, institutional data extraction business. Own the process and systems that enable efficient, scalable, and high-quality delivery of private markets data products. Be both a practitioner and manager: you have run these workflows, built them from scratch, and have led institutional data operations teams yourself.

What You’ll Do:

• Map, design, and optimize every step of the institutional investment data lifecycle: client onboarding, document intake, data extraction, validation, enrichment, QC, and reporting.
• Own delivery management—run sprint/iteration planning, resource allocation, and risk management.
• Implement process automation and workflow optimization, especially where AI/ML and human-in-the-loop intersect.
• Manage and coach ops/delivery teams—develop talent that understands both business outcomes and the details of institutional workflows.
• Drive continuous process improvement; create and enforce SLAs and metrics for turnaround time, cost, quality, and client satisfaction.
• Work hands-on with platform/engineering and data teams to embed workflow best practices and operational logic in all products.
• Ensure the team learns and scales—run retros, feedback sessions, and contribute to a knowledge-sharing culture.

What We’re Looking For:

• 7+ years building and managing data operations and workflow teams in the institutional finance, private markets, or asset management space.
• Has been a hands-on practitioner: directly ran data extraction, enrichment, and delivery operations (not just at the leadership level).
• Experience architecting, optimizing, and scaling high-volume data workflows—ideally has built these in a SaaS or managed service environment.
• Deep operational management experience: has set, managed, and improved KPIs for quality, cost, and cycle time.
• Direct experience managing and developing people, building high-performing operational teams.
• Highly collaborative, expert problem solver, and able to work at both process and strategic levels.

What You’ll Get:

• Medical, dental, vision benefits
  
• Flexible PTO
  
• 401(k)
  
• Flexible work from home policy
  
• Home office stipend
  
• Employee Assistance Program
  
• Gym/Wifi reimbursement
  
• Education assistance
  
• Parental Leave

Our Values:

• Client First —> Listen, and deliver client-centric solutions
• Be An Owner —> Take initiative, improve situations, drive positive outcomes
• Excellence —> Always set the highest standard for yourself and others
• Win Together —> 1 + 1 = 3

Who We Are:

Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm.

Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.