Investment Operations Manager

| Greater LA Area
At Aspiration, we created the category of sustainable, socially responsible retail consumer finance. We offer unique financial products to let people save, spend, and invest their money in ways that make them more financially secure and align with their personal values. Unlike other financial institutions, Aspiration is committed to building a relationship with our customers based on trust and aligning the customer’s success with our own. Aspiration has raised over $115M in funding to date, and is growing quickly.
Aspiration is looking for an Investment Operations Manager to join our growing team. The core competencies of this position are centered on industry knowledge (RIA and or BD), product requirements gathering, project management, people management and communication. In this role, you will drive the end-to-end design, development, and delivery of investment projects and capabilities within Operations and across the company. You are a great facilitator able to build bridges between teams and people, and you communicate status clearly, concisely, and accurately.

What You'll Do

  • Providing input to strategic decisions surrounding, and create a roadmap toward, the ideal investment operational structure for Aspiration as a RIA / BD Hybrid
  • Developing and organizing new and existing programs and processes to support the strategic direction of the organization, focused around support and growth of investment products
  • Working with operations management to create and manage long-term goals, budgets and operating plans
  • Managing day to day operations of our investments business, from managing the Investment Operations Specialists to our business partners
  • Ensuring goals are met in areas including customer satisfaction, safety, quality and team member performance
  • Determine and manage project scope; create clear and attainable project objectives and build the project requirements
  • Maintaining a steady communication cadence with internal stakeholders regarding project issues and decisions
  • Managing expectations and assumptions, solve issues, and resolve conflict that can negatively impact the success of your programs/projects
  • Producing accurate and timely reporting of program status throughout its life cycle
  • Analyzing program risks and proactively assigning team resources to mitigate them
  • Communicating day-to-day with our critical financial partners, and with internal stakeholders
  • Supporting a number of direct reports via coaching, leadership and cross-site culture building
  • Recommending improvements to efficiency, quality and customer experience by quickly documenting business cases, when investments are necessary to achieve them
  • Escalate to senior management whenever decisions must be made that will alter deliverables
  • Acting at all times in a manner that is ethical and aligned with the regulatory obligations of the firm, and our partners
  • A variety of other duties aligned with your unique skills, as our firm and its needs expand and evolve

What You'll Bring

  • 3-5 years experience working in a RIA and/or BD with a broad set of responsibilities leading to a ‘big picture’ understanding of what is necessary to operate them successfully
  • Strong familiarity and working experience with mutual fund operations, experience with Cash Management Account operations
  • 3 - 5 years experience working in a role involving team leadership, project management, product management, enterprise risk management, or using equivalent skills in financial services
  • 3 - 5 years progressive experience demonstrating professionalism, growth and trustworthiness
  • Demonstrated investment and excellence in formal or informal learning and development, equivalent to a Bachelor’s degree
  • Entrepreneurial - you do what it takes to achieve our goals, without having someone telling you what to do
  • Curiosity – when your work is finished, you are driven to enrich yourself and your team by learning and applying new things
  • A functional understanding of banking and investment products
  • Strong analytical skills and attention to detail
  • Exceptional reading, writing, written and verbal communication skills
  • Strong proficiency with personal computers and business productivity software
  • Active Series 6, 63, and/or 99

Bonus Points

  • Passion for user experience, customer service and social good
  • Additional years of relevant experience
  • Experience in an organization that is recognized for outstanding customer service and customer experience
  • Additional certifications and professional designations, including Series 7 and 66
  • Experience in FinTech or working in a fast-paced startup environment
  • Excellence in business productivity software (Adobe, Google, Microsoft, Bookkeeping & Accounting Solutions)
  • Advanced proficiency with cloud-based business intelligence, project management, content management or case management software
  • Demonstrated and substantial success in mentoring peers, building processes, creating business value, or creating uniquely fantastic customer experiences at scale; bonus if any of these were in a financial services environment

What You'll Get

  • Making an impact for a company with a mission of transforming the financial industry and the lives of millions
  • People - the best part of Aspiration 
  • Competitive salary and equity incentives
  • Robust healthcare plans, 401K and unlimited vacation time
  • Dog-friendly office in beautiful Marina del Rey with an in-office gym
  • Diverse & inclusive culture
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • GolangLanguages
    • PythonLanguages
    • RLanguages
    • SqlLanguages
    • ReactLibraries
    • PostgreSQLDatabases
    • RedshiftDatabases
    • Google AnalyticsAnalytics
    • LookerAnalytics
    • SegmentAnalytics
    • AmplitudeAnalytics
    • AdjustAnalytics
    • LucidchartsAnalytics
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • After EffectsDesign
    • ProcreateDesign
    • ConfluenceManagement
    • JIRAManagement
    • TrelloManagement
    • ClickupManagement
    • SmarshManagement
    • ZenDeskCRM
    • MailChimpEmail
    • IntercomEmail
    • MandrillEmail
    • SendGridEmail
    • IterableEmail
    • Impact RadiusLead Gen

Location

We're located in Marina Del Rey, steps from bars, shops, and restaurants. On Fridays there's a local farmer's market right on our block!

An Insider's view of Aspiration

What’s the vibe like in the office?

Aspiration has some of the smartest, most hard-working, and fun people I have ever worked with. The vibe is very fast-paced and exciting, and management is good at adjusting to different people’s work styles, allowing employees to work remotely and even bring their pups in on Fridays.

Jordan

Data Analyst

What's the biggest problem your team is solving?

We use cutting edge technology to solve both dated financial problems and problems that impact our environment. Aspiration is unique in that we are a financial firm focused on environmentalism while putting people before profits. For every solution we have to a banking problem, we're challenged with having an equal or greater impact on the world.

Chloe

Product Manager

How does the company support your career growth?

I joined Aspiration as an Account Manager. Now, I manage an affiliate program of 80+ accounts and support our direct media partners. In 1 year, I've grown beyond my own expectations. From leading a large product implementation to planning off-site activation events, my need of not being in a complacent position has been met from the moment I joined

Andre

Affiliate Manager

What are Aspiration Perks + Benefits

Culture
Volunteer in local community
Aspiration has participated in several volunteering activities, including Heal the Bay beach clean ups, LA Tech Gives Back beautification projects, and card making for Children's Hospital of LA.
Partners with Nonprofits
Aspiration partners with Accion, a nonprofit specializing in microloans. We give 10% of every dollar we earn to low-income Americans, funding up to $5,000 per person to jumpstart new businesses.
Friends outside of work
Eat lunch together
Intracompany committees
Aspiration has a communication committee that works to organize all-hands meetings, lunch and learns, and team-building events.
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Aspiration employees can contribute up to $2600 annually to their FSA.
Disability Insurance
Disability insurance covers 60% of annual salary up to the maximum plan limit for up to 13 weeks.
Dental Benefits
Our dental plan covers 90% of premiums.
Vision Benefits
Aspiration covers 90% of premiums for vision coverage.
Health Insurance Benefits
Aspiration's health insurance policy covers 90% of medical premiums.
Life Insurance
Aspiration pays for basic life insurance coverage valued at $20,000 Basic Life & AD&D.
Onsite Gym
Retirement & Stock Options Benefits
401(K)
Company Equity
Stock options are available to fulltime employees
Child Care & Parental Leave Benefits
Flexible Work Schedule
Aspiration provides employees with a flexible work schedule that includes Flexible start and end times.
Remote Work Program
Family Medical Leave
Employees who have been with the company for 12 months are eligible for 12 weeks of family medical leave.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Parking
We offer employees Free on-site garage parking.
Pet Friendly
Aspiration's pet policy is Occasional bring your pet to work days.
Relocation Assistance
Our relocation assistance plan offers a maximum reimbursement of $5000.
Professional Development Benefits
Lunch and learns
Aspiration hosts lunch and learn meetings on occasion.
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