Operations Manager

Summary

• $65k and generous benefits package
• Target start date: January 13, 2025
• Employment type: Full time 
• Location: Financial District, New York City
• In office work requirement: 5 days a week in office

Overview of PensionBee

PensionBee is a leading online pension provider, making retirement saving straightforward and accessible for as many people as possible. 

PensionBee helps its customers to consolidate old retirement savings accounts, enabling them to easily rollover existing 401(k) plans into a new Individual Retirement Account (IRA). PensionBee’s IRA is accessible from our website or mobile app (launching soon). Customers will receive visibility of their retirement savings and access to our customized retirement planning tools, enabling them to grow their savings and ultimately prepare for retirement confidently.  

Operating in the United Kingdom since 2014, PensionBee administers over $6 billion on behalf of 260,000 customers. PensionBee will now extend its award-winning marketing and technology approach to the United States, seeking to rapidly grow its customer base from its operational headquarters in New York City.    

Operations Manager (New York) Role

As an Operations Manager at PensionBee, you’ll play a critical role in building our culture and ensuring seamless delivery of PensionBee products and services. Success in this role will require an ability to capture complex requirements and help us translate them into operational processes that allow us to successfully serve thousands of customers. You will be working directly with the VP of Operations to oversee the day-to-day operational aspects of the business, including customer success and quality assurance, rollovers and account transfers, and regulatory compliance. As an Operations Manager, you will be expected to:

• Map existing transfer processes for employer retirement plan providers and develop optimized transfer pathways
• Collaborate with the product and development teams to provide feedback and insights that inform future development and enhancements
• Establish and implement operational best practices for the customer success team to streamline operations and enhance productivity 
• Draft training materials (including SOPs, powerpoints, videos, etc.) to prepare customer success team members to be successful in their role
• Track team performance and productivity, identifying areas for improvement and initiating corrective actions as needed

• 2+ years of experience in business operations, program/project management, consulting, or related fields. Experience within a fintech/tech startup environment is a plus.
• Strong organizational skills, with the ability to juggle multiple projects and priorities in a fast-paced setting.
• Experience with project management, including scheduling, monitoring, and reporting on performance metrics.
• Ability to quickly understand technical products and concepts, translating them into effective operational plans.
• Excellent problem-solving skills, with a proactive approach to identifying and resolving issues.
• Strong communication and interpersonal skills, with experience in cross-team collaboration.
• Familiarity with CRM and project management tools (e.g. Google Workspace, Slack, Asana, SalesForce) is a plus.
• A self-starter with the ability to execute complex projects with minimal guidance.

• Salary: $65,000
• Bonus participation is available to all employees
• 33 days of paid time off, including relevant Federal Holidays
• Separate paid sick leave policy 
• 401(k) access with 3% contribution and immediate vesting
• 100% paid health, dental, vision, and life insurance for employee, as well as long-term disability
• Access to a number of other wellness perks and policies

Our culture 

We actively seek individuals who thrive in our culture. Our team is inspired by our vision of a world where everyone can enjoy a happy retirement. We relentlessly pursue our mission to help as many people as possible feel confident in their retirement plans. We pride ourselves on our culture and live by our values: 

• Love: Act with care, empathy and respect.
• Innovation: Lead with vision, embrace change and create positive impact.
• Simplicity: Provide clarity in a world of complexity.
• Honesty: Communicate openly, be authentic and act with integrity.
• Quality: Strive for excellence through accuracy, reliability and teamwork.

PensionBee values diversity and actively strives to create an inclusive workplace, seeking to build a team that reflects our customer base and the broader society. 

If you wish to apply for this role, please provide the following:

• Resume
• Cover Letter

Due to the large volume of applications we receive, we may not be able to get back to all candidates. 

Additional information

As a financial institution, PensionBee will conduct background checks on the successful candidate prior to the start date.

At PensionBee, we are committed to equal employment opportunities regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.