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. We have 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.

Business Operations Manager – Key Responsibilities

• 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 revie...