Senior Associate, Program Management (Fintech)

TL;DR

Senior Associate, Program Management (Fintech): Driving tactical efficiency and managing the roadmap between client-facing and operational backend services with an accent on process optimization and systems strategy. Focus on translating complex business challenges into actionable operational improvements and coordinating cross-functional initiatives.

Location: Hybrid; Must be based in New York City, Austin, or Scottsdale

Salary: $70,000 - $80,000 base

Company

A financial technology company powering a new savings economy for retirement, education, and healthcare needs.

What you will do

• Liaise across business units including sales, finance, and compliance to assess the operational impact of new products.
• Lead the development of scalable processes by translating business needs into actionable system and operational requirements.
• Manage and update a long-term solution roadmap prioritized by business impact and operational feasibility.
• Oversee the ongoing evaluation and refinement of system requirements to mitigate operational risks.
• Establish and maintain best-in-class documentation standards for internal and external use.
• Leverage data analytics and reporting to identify inefficiencies and drive business performance.

Requirements

• Proven experience in business operations, process optimization, or systems strategy.
• Ability to manage cross-functional initiatives and influence senior stakeholders.
• Proficiency in using data to drive decision-making and prioritization.
• Experience in the retirement, financial services, or employee benefit industries.
• Exceptional communication and documentation skills with strong attention to detail.

Nice to have

• Extensive knowledge of ERISA rules and requirements.
• Familiarity with contracting, agreements, and DocuSign.
• Prior experience working within an agile or scrum framework.

Culture & Benefits

• Comprehensive health benefits and generous time off.
• Hybrid work model providing flexibility and access to collaborative offices.
• Dedicated Employee Wellbeing Committee.
• Competitive 401(k) plan.

Hiring process

• 1-2 introductory conversations to discuss background and interests.
• Skills or experience-based assessment.
• Virtual or in-person interview panel.
• Reference checks with a former manager and a peer.