Member Operations and Experience Manager

Public.com; United States; Remote; USD 100,000 - 125,000; Full time

Job summary

An innovative firm is seeking a Member Operations and Experience Manager to enhance the member support experience. This remote role requires a strong background in financial services, with a focus on problem-solving and member advocacy. You will be responsible for creating effective member interactions and supporting asset gathering while collaborating with various teams. The ideal candidate will have over 7 years of experience, relevant licenses, and a passion for technology in the financial sector. Join a dynamic team dedicated to empowering investors and making a significant impact in the fintech space.

Qualifications

• 7+ years in financial services, ideally at a wealth management firm.
• Licensed with S7 and S63 or S66 for member support.

Responsibilities

• Create personalized member support experiences and solve member issues.
• Collaborate with the CX team to enhance member journeys.

Skills

Financial Services Experience

Problem Solving

Regulatory Compliance Knowledge

Technology Proficiency

Creative Thinking

Team Collaboration

Customer Experience Advocacy

Education

Licensing (S7, S63 or S66)

Series 24 (Bonus)

Job description

Member Operations and Experience Manager

Pay Competitive

Location Remote

Employment type Full-Time

Job Description

Req#: 5623234003

About Us:

Public.com is an investing platform that helps people become better investors. Members can build a diverse portfolio of stocks, ETFs, and crypto within a single platform.

On Public, ownership unlocks an experience of content and education, contextual to their portfolio, created by a million+ strong community of investors, creators, and analysts.

Public puts investors first and doesn’t sell trades to market makers or take money from Payment for Order Flow (PFOF).

We announced our Series D funding round of $220 million in Feb. 2021, just two months after our Series C round. Our investors include Accel, Greycroft, and Lakestar, as well as Will Smith (Dreamers VC), Tony Hawk, The Chainsmokers’ Mantis VC, NFL star J.J. Watt, NYU Stern professor and entrepreneur Scott Galloway, business executive Dick Parsons, Business Class founder Sophia Amoruso, and Shari Redstone’s Advancit Capital.

What you’ll do:

You will be responsible for creating a distinctive and personalized member support experience in the area of your responsibility and role in the team and our pod structure. Supporting our members and our team is a top priority. You are directly responsible for solving problems for members and creating business results through your service: depth and effectiveness of member interaction, supporting asset gathering, and creating strong member journeys. This is a remote role.

What we’re looking for:

• 7+ years of experience in financial services, ideally at a wealth management firm or bank.
• Licensed, with a S7 and S63 or S66.
• High degree of comfort or ability to learn and leverage technology to serve members.
• Experience working with regulatory and compliance frameworks to solve member issues.
• Build and review processes for yourself, team, and Public to serve members after identifying root-cause issues.
• Professionally develop yourself and others to meet evolving product needs and service needs of members.
• Creative problem solver and advocate for our members.
• Ability to work both independently and collaboratively, while maintaining strong support and relationships within the CX team and with our different business areas to solve member issues.
• Desire to learn and strong interest in Fin Tech and serving members’ investing goals.
• Active Public member (sign up today!).

Bonus Points:

• Series 24
• Experience or licensing in Options service
• Financial advisory experience
• Agile training or background
• Design thinking background
• Public member

Public is an equal employment opportunity employer to all employees and applicants for employment and prohibits discrimination and harassment of any type. We celebrate people of all race, color, religion, age, sex, national origin, disability status, genetics, veteran status, sexual orientation, gender identity, or expression.

About the company

Join the investing social network, Public.com and start investing with any amount of money, commission-free. Chat with other investors about their moves today.