CareerPlan

Senior Manager, Customer Operations

United States, RemoteFull-time2026-10-13 → 2026-11-10

Core

Lead a multi-team organization of Operations Managers to execute compliant money movement flows for clients and participants in a highly regulated fintech environment.

Role type

Senior Manager, Customer Operations (Financial Services)

Builds

High-volume transaction operations for retirement savings platforms

Domain

Fintech / Retirement Services / Financial Operations

Required skills

Operational management, Leadership development, Risk management, Data-driven decision making, Cross-functional influence, Process optimization

Preferred skills

401(k) recordkeeping systems, Payroll integrations, Financial reconciliations, Lean/Six Sigma certification, High-growth fintech experience

Technologies

None explicitly stated

Responsibilities

Coach and develop Operations Managers, Drive strategic alignment for money movement flows, Monitor operational excellence metrics, Partner cross-functionally with Product/Legal/Sales, Manage risk and control environment, Lead root cause analysis for client escalations, Optimize processes and workflows

Seniority

Senior, hands-on IC