Head of Operations

Reliance Financial; New York (NY); On-site; USD 150,000 - 200,000; Full time

Job summary

Reliance Financial is seeking a Head of Operations to lead the services business’ day-to-day function. You’ll build processes, write procedures, and manage the team who executes them, hands-on rather than distant oversight.

You will own onboarding, document workflows, and drive KPI-based performance across the operations department. The role emphasizes AI-assisted tooling to reduce manual work and scale operations in Manhattan or nearby New Jersey offices.

Qualifications

• 8–12 years in operations, ideally at a large asset manager, bank, or financial services firm.
• Direct people management experience with hiring and performance decisions.
• Proven ability to build, document, and improve operations workflows and procedures.
• Experience using AI assisted tools as part of day-to-day operations.
• Strong attention to detail with volume document handling.

Responsibilities

• Own onboarding and procedures end-to-end; document and maintain consistency.
• Manage day-to-day operations workflows and scale processes with volume growth.
• Build quality controls and checkpoints to ensure accuracy.
• Hire, manage, and if needed; let staff go within the operations team.
• Define success metrics and lead the team to KPIs.
• Train and onboard new operations staff on procedures and systems.
• Leverage AI tools to automate manual tasks and improve efficiency.
• Collaborate with technology to identify automation opportunities.

Skills

Operations leadership

People management

Process documentation

AI tools familiarity

Attention to detail

Workflow optimization

Tools

AI assisted tools

Job description

Reliance Financial is a privately held originator of small-business financing products, providing up to $15,000,000 to closely held companies, venture-backed startups, public corporations, and private equity portfolio companies. We’re fast growing, with 2026 on pace to be a record year, and we run the technology, compliance, reporting, servicing, and operational infrastructure behind our growing services business, building out the team that runs it.

The Role

The Head of Operations runs the day to day operating function for the services business: the procedures, the workflows, the files, and the team that executes on all of it. This is a hands-on leadership role. The person in it builds the process, writes the procedure, and manages the team that follows it, rather than overseeing from a distance.

What You’ll Own

Onboarding & Procedures

• Own the end to end onboarding procedure: define it, document it, keep it current, and make sure the team runs it the same way every time
• Build and maintain the process and procedure documentation the operations function runs on
• Identify where a workflow is slow, inconsistent, or error prone, and redesign it

Day to Day Operations Management

• Own file and document management across the operations function: organization, accuracy, completeness, and accessibility
• Manage the operational workflows the team executes daily, and streamline them as volume grows
• Build and enforce quality control and checkpoints so work gets done right the first time
• Hire, manage, and when necessary let go of staff across the operations department
• Define what good looks like and manage the team through KPIs to achieve it
• Train and onboard new operations staff on procedures and systems

Process & Tooling

• Use AI assisted tools as a core part of how the team works, and identify where they can replace manual, repetitive work
• Partner with technology and systems teams to flag where an off the shelf tool or automation could replace a manual process

What We’re Looking For

Required

• 8 to 12 years of operations experience, ideally at a large asset manager, bank, or financial services company, with real exposure to running operations at scale
• Direct people management experience, including hiring and performance management decisions
• A track record of building, documenting, and improving operational workflows and procedures
• Working experience with AI assisted tools (for example, AI assisted document review, workflow automation, or reporting) as part of day to day operations
• Strong attention to detail and comfort owning file and document accuracy at volume

Preferred

• Exposure to specialty finance, MCA, or revenue based financing
• Experience with quality control or audit processes in an operations setting

Location:

The candidate will work out of Reliance's Manhattan (Midtown) or Toms River New Jersey office five (5) days a week.

Compensation Range:

Target compensation of $150,000 - $200,000 per annum.