Business Operations Manager

OneVest is a fast-growing technology company on a mission to Power the World's Wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence. Weve been listed as one of Forbes's best start-up employers, and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more. If you're passionate about finance, technology, and making a real impact, this is the perfect opportunity to be part of something big.

OneVest continues to rapidly scale and we're seeking a Business Operations Manager to help build and maintain the company's central operating engine. The Business Operations team functions as generalist "hired guns" for other functional teams in order to multiply their impact. In this high-impact role, you will be the cornerstone of processes and tools that touch cross-functional departments. Your mission will be to bring together multiple processes, tools, vendors, and teams and optimize them for efficiency and scalability as OneVest continues to grow.

      BizOps, Process & Tooling:

• Partner closely with key teams (Revenue, Product, Engineering, Finance) to design and drive the adoption of new processes, tools and operational strategies that support their goals
• Coordinate regular business reviews with internal teams and vendors to ensure processes and tools are meeting business needs and service levels are being met
• Act as the primary business owner and administrator for our central tech stack (e.g., Google Workspace, Slack, Jira, Salesforce, Asana), managing configuration, integrations, user permissions, and optimization
• Lead our internal automation strategy, using tools (i.e. n8n, Zapier) to build workflows that eliminate repetitive, low-impact tasks and free up teams for higher-value work
• Track, measure, and report on key operational metrics and project outcomes to the Operations team and executive leadership

      Vendor Management:

• Take full ownership of vendor relationships, building and maintaining OneVest's centralized procurement and management process
• Lead all procurement cycles, including vendor consolidation, cost-center analysis, and contract/renewal negotiations to maximize value and reduce risk

      Governance, Risk & Compliance (GRC):

• Partner with leadership and functional teams on Governance, Risk, and Compliance (GRC) initiatives
• Assist in maintaining the operational risk registry and related risk management tasks

      Facilities:

• Manage facilities and office operations, including relationships with property managers, service providers, and office-related vendors

• 5+ years of experience in a Business Operations, Systems Operations, or a similar strategic/technical ops role in a high-growth SaaS environment
• You see the business as an interconnected system with BizOps as the central operating system. You ask "why" before diving in and consider cross-functional impacts on new initiatives
• You have hands-on experience configuring and maintaining the tools in our central tech stack, such as Google Workspace, Slack, Jira, and Salesforce
• You're a "builder" who is comfortable making decisions autonomously and thrives on creating systems from "zero-to-one."
• You're a skilled negotiator who has led procurement cycles and contract reviews
• Exceptional project management and organizational skills. You know how to manage multiple high-priority projects (e.g., a system implementation, a procurement cycle) from start to finish
• Demonstrable experience building and maintaining workflows with low-code/no-code automation tools. Direct experience with n8n is a massive plus, but Zapier and similar tools are assets, as well

• Direct experience with GRC (Governance, Risk, and Compliance) programs, such as supporting a SOC 2 or ISO 27001 audit
• Experience in a fintech or highly-regulated tech environment
• Knowledge of basic accounting (e.g., understanding cost-center allocation, OpEx vs. CapEx)

What It's Like To Work With Us:

• Culture: It's fun, rewarding, fast-paced - and we build cool stuff, too 
• Vacation: 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
• Flexibility: A flexible & hybrid working environment
• Health & Wellness: Comprehensive Group Health, Dental and Vision Benefit Plan right from the start
• Equity: Employee Stock Option Purchase Plan 

Sound like a good fit? Apply today
Don't meet every single requirement? We encourage you to apply anyways. If you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we would still like to review your resume. You may be just the right candidate for this or other roles.

OneVest is dedicated to fostering a diverse, equitable, and inclusive workplace. We encourage applications from individuals of all backgrounds, including those with visible and non-visible disabilities. If you require accommodations at any stage of the recruitment and selection process, please reach out to and we'll be happy to support you.

OneVest does not use artificial intelligence (AI) in any part of its recruitment, selection, or hiring processes.