Source Job

• Serve as operational partner and right hand to the Head of Services, overseeing daily workflows and ensuring consistency across advisors and coaches.
• Own the end-to-end billing process, including invoicing, reconciliation, audits, and revenue tracking, automating whenever possible.
• Maintain and manage the compliance calendar, ensuring timely completion of filings, annual reviews, and required testing.

Boldin believes that financial power belongs in the hands of individuals — not institutions. They exist to democratize financial confidence, to give millions of people the clarity, tools, and courage to take control of their money and their time, and to live more meaningful lives. They have raised over $20M from top investors and are seeing tremendous growth.

• Lead strategy and scale for the end-to-end payment lifecycle.
• Build and mentor a team, initially managing and mentoring one direct report.
• Optimize and innovate payment flows to eliminate operational bottlenecks.

TrueML is a mission-driven financial software company that aims to create better customer experiences for distressed borrowers. The TrueML team includes inspired data scientists, financial services industry experts and customer experience fanatics building technology to serve people.

• Work as a strategic and trusted partner to Directors across our Operations teams.
• Collaborate with Senior Leadership teams across Operations to drive high performance and engagement.
• Own the people's life-cycle within your business area proactively iterating and improving your approach.

Monzo's mission is to make money work for everyone, waving goodbye to the complicated ways of traditional banking and solving problems for their customers. They foster a culture that centres on their customers and brings together the best of tech with the best of banking.

• Provide operational leadership for Finance Operations functions.
• Drive improvement, consistency, and excellence across Finance Operations.
• Modernize initiatives, leveraging digital transformation and automation.

Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. They serve more than 4,100 school districts nationwide, are publicly traded on the New York Stock Exchange (symbol: HMN) and have more than $12 billion in assets.

• Own customer-facing communications across the full customer lifecycle.
• Manage KYB and KYC document collection, application tracking.
• Provide accurate settlement time estimates and rail-specific guidance

Sphere Labs is building modern, compliance-native infrastructure for cross-border payments and settlement. They are a fully remote, global team backed by Coinbase, Kraken, The Chernin Group, Jump Trading, Hudson River Trading, and some of the world's largest sovereign affiliates.

• Drive execution and shape priorities across GiveDirectly.
• Lead analytics and decision support.
• Improve systems, processes, and operating rhythms.

GiveDirectly delivers cash directly to people living in poverty. They have given over $1B to 2+ million people across 15 countries and has been recognized as one of Time100’s Most Influential Companies of 2026.

• Define support obligations across each partnership.
• Design the support model.
• Own the operational infrastructure.

Bastion builds regulated financial infrastructure for modern businesses. Bastion's full stack product suite covers stablecoin issuance, custodial wallet infrastructure, and global asset conversion rails, with the flexibility to deploy individual capabilities or combine them end-to-end.

• Manage day-to-day operations across functional areas, ensuring seamless execution across the full client lifecycle.
• Lead client implementation processes end-to-end, driving cross-functional accountability across teams to deliver on implementation milestones and SLAs.
• Bring together perspectives across teams to present data to Papa’s Executive leadership team and drive decisions to serve our clients and prospects.

Papa is a company built on human connection that provides social support by pairing older adults and families with trained companions, resulting in less loneliness and better health. Founded in 2017 and headquartered in Miami, Papa is backed by Canaan, Tiger Global Management, and Comcast Ventures.

• Build and manage a global trading operations team to support client trading activities.
• Ensure timely settlements, reconciliation, and implement strong risk mitigation strategies.
• Serve as the key liaison between operational teams and engineering/product teams.

Anchorage Digital is building a secure digital asset platform for institutions, enabling participation in crypto through custody, staking, trading, and governance. It has over 600 employees and values diversity and inclusion.

• Maintain and improve the financial crime risk management framework.
• Provide leadership and guidance to a team of financial crime professionals.
• Conduct ongoing risk assessments to identify and assess potential financial crime risks.

Xapo Bank is committed to changing the way things are done and provides economic freedom and wealth protection. They are a fully distributed team of over 150 Xapiens that work remotely from 30+ countries around the world, with headquarters in Gibraltar.

• Lead the design, execution, and continuous improvement of operational processes across the organization.
• Manage and mentor operations staff, serving as a key liaison between sales and programs teams.
• Oversee tool implementation and operational infrastructure projects, proactively identifying inefficiencies.

Vocal Media is focused on developing leaders, policies, and a team culture that embraces diversity and equity to deliver high-quality services to clients and creators. They operate with a commitment to fostering a diverse staff and a healthy organizational environment.

• Drive complex cross-functional initiatives to advance pod-level objectives and ensure stakeholder alignment.
• Build scalable workflows and processes from scratch to improve efficiency, reliability, and throughput.
• Leverage data tools like Looker and SQL to extract insights, validate assumptions, and synthesize findings into clear recommendations.

Headway builds a new mental healthcare system accessible to everyone by automating insurance credentialing, claims, and payment reconciliation. It is a Series D company with over $325M in funding and a team dedicated to making therapy affordable.

• Build and scale our compliance program across the US, Canada, and Latin America.
• Design and implement comprehensive compliance policies, procedures, and systems that enable compliant growth while managing risks.
• Serve as point of contact for our US regulated money service business entities and own and enhance OpenFX's BSA/AML programs.

OpenFX is building the infrastructure that will power the next generation of cross-border payment systems for institutions. They have a stellar early team with experience in companies like J.P. Morgan, Goldman Sachs, and Paypal and are backed by Accel, Lightspeed, and NfX.

• Lead all day-to-day operational functions of zntb, including custody operations, settlement flows, reconciliation, reserve operations, and account administration.
• Serve as a designated Fiduciary Officer of zntb, supporting the Trust Officer in the administration of all fiduciary and custodial accounts.
• Serve as the primary executive responsible for reporting to the zntb Board of Directors on trustee activities, operational performance, and institutional KPIs.

Zerohash National Trust Bank (zntb) is a proposed national trust bank with a pending charter application. zntb is a wholly-owned subsidiary of zerohash, a Chicago-based, digital asset infrastructure platform that provides regulated API infrastructure.

• Partner daily with BPO leadership to own performance rhythms; manage outcomes by ensuring BPO teams embody and amplify Wealthsimple’s brand, values, and standards.
• Own daily operational monitoring—tracking service level adherence, quality, CSAT, and handle time; diagnose root causes.
• Lead and prepare operational reviews with partners; approach problems from first-principles to identify and lead initiatives.

Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. They move fast, own their work, and care deeply about the people using their products.

• Lead and manage operations across multiple regions, geographies, and client programs.
• Serve as the senior operational point of contact for key client relationships.
• Lead, mentor, and develop a multi-layered team of Directors, Senior Managers, Managers, and frontline supervisors.

InteLogix is a leading provider of integrated solutions, utilizing cutting-edge technology to provide exceptional customer experiences. They are committed to excellence and innovation, enabling them to redefine industry standards and create brighter futures for their clients and their customers.

• Establish and execute a strong operational cadence.
• Lead the AI transformation for the RevOps function.
• Refine and standardize processes, policies, and workflows to scale.

Marqeta is on a mission to revolutionize the way money moves. As pioneers in the field of embedded finance, its card issuing platform offers unparalleled flexibility and control. They power some of the most renowned brands in the new economy such as Block, Affirm, and Uber.

• Own a portfolio of jurisdictions and act as the operational lead for everything regulatory that happens in those geos.
• Partner closely with engineering and product to drive requirements development and shape how registration and compliance products are customized per market.
• Translate policy and legal direction into operational playbooks and translate field signal back into product priorities.

Breezy is a global, two-sided marketplace company.

• Lead and scale global payment operations across merchant onboarding, disputes/chargebacks, reconciliation, settlements, and payouts.
• Manage and expand strategic partnerships with PSPs, banks, and fintech providers, including commercial negotiations and performance optimization.
• Build and lead a high-performing global team, establishing KPIs, SLAs, and a culture of operational excellence.

ABC Fitness is the #1 software provider for fitness businesses, supporting 30K clubs, 650K coaches, 40M members, and processing more than $12B in payments every year. ABC Fitness offers outstanding employee benefits, and training is provided on an on-going basis allowing employees to develop their strengths.

• Oversee, manage, and continue to iterate on end-to-end delivery of Devoted’s card-based and supplemental benefit offerings to drive a compliant and financially optimal member experience.
• Set and monitor KPIs for card-based and supplemental benefit administration and delivery.
• Partner cross-functionally with Devoted Member Experience, Guide, Integration Ops, and tech teams to drive improvement.

Devoted Health is on a mission to dramatically improve the health and well-being of older Americans by caring for every person like family. Founded in 2017, they've grown fast and now serve members across the United States.