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, you'll work closely with the VP of Operations, diving into key areas such as customer success, quality assurance, rollovers, account transfers, and regulatory compliance. This role requires a proactive, collaborative approach and a passion for building efficient and scalable processes.

What You'll Be Doing

• Process Optimization: Analyze existing transfer processes for employer retirement plans and develop streamlined, best-in-class transfer pathways. Focus on efficiency, scalability, and customer satisfaction.
• Product Collaboration: Partner with our product and development teams, providing valuable insights and feedback to inform future product development and enhancements. Your operational expertise will directly influence our product roadmap.
• Customer Success Enablement: Design and implement operational best practices for our customer success team, driving productivity and ensuring a seamless customer journey. Develop scalable solutions and innovative workflows.
• Training Development: Create engaging and effective training materials (SOPs, presentations, videos, etc.) to empower our customer success team to excel in their roles.
• Performance Monitoring: Track team performance and productivity, identifying areas for improvement and implementing data-driven solutions to optimize efficiency and effectiveness.

Requirements

What You'll Bring to the Table

• 2+ years of experience in business operations, program/project management, consulting, or a related field. Experience within a fintech or tech startup environment is a strong plus.
• Exceptional organizational skills and the ability to manage multiple projects and priorities effectively in a fast-paced, dynamic environment.
• Proven experience with project management methodologies, including scheduling, monitoring, and reporting on key performance metrics.
• A strong understanding of technical products and the ability to translate technical concepts into actionable operational plans.
• A proactive, problem-solving mindset with a focus on identifying and implementing innovative solutions.
• Excellent communication and interpersonal skills, with a demonstrated ability to collaborate effectively across teams.
• Familiarity with CRM and project management tools (e.g., Google Workspace, Slack, Asana, Salesforce) is a plus.
• A self-starter attitude with the ability to manage complex projects independently and take ownership of key initiatives.

Why PensionBee?

This is an exciting opportunity to join a high-growth startup, make a significant impact on our operations, and be part of a team that's transforming the retirement savings landscape. We offer a collaborative, supportive, and dynamic work environment where your contributions will be valued.

Benefits

• 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.