Fintech Growth Strategy & Operations Director

AdvisorEngine; Raleigh (NC); On-site; USD 100,000 - 130,000; Full time

Job summary

A leading wealth management fintech company is seeking a Business Operations Lead in Raleigh, NC. This role involves driving annual planning and financial projections, managing strategy sessions, and supporting leadership through business analysis. Ideal candidates should possess strong financial modeling skills and have a track record in management consulting or corporate strategy. This full-time position offers a unique opportunity to contribute to a fast-growing organization.

Qualifications

• 5+ years of experience in management consulting, investment banking, or corporate strategy/finance.
• Prior leadership role in a growth-stage business.
• Experience in technology, AI, wealth management, or asset management.

Responsibilities

• Lead the company’s annual planning and forecasting process.
• Develop executive presentation materials.
• Contribute to strategy sessions and translate discussions into action.
• Manage the company’s financial projections and ensure budget accountability.
• Support the leadership team using business analysis.

Skills

Strategic thinker

Presentation skills

Financial modeling

Business building

Reliability

Leadership energy

Job description

A leading wealth management fintech company is seeking a Business Operations Lead in Raleigh, NC. This role involves driving annual planning and financial projections, managing strategy sessions, and supporting leadership through business analysis. Ideal candidates should possess strong financial modeling skills and have a track record in management consulting or corporate strategy. This full-time position offers a unique opportunity to contribute to a fast-growing organization.