Manager, Investor Services

This is a fully remote position, open to applicants in United States.

📋 Description

• Drive the implementation of strategic Capital Markets initiatives, ensuring that workstreams are coordinated, on schedule, and aligned across various teams.

• Take charge of operational governance by enhancing visibility, accountability, prioritization, and execution across diligence, onboarding, loan sales, investor operations, and new product readiness.

• Lead cross-functional programs that involve Capital Markets, Product, Engineering, Legal, Operations, Treasury, and Compliance to successfully deliver initiatives aimed at investors.

• Manage operational escalations that affect investors, proactively identify risks, eliminate blockers, and ensure timely resolutions.

• Design and establish scalable operating mechanisms, processes, and governance frameworks that enhance organizational efficiency and minimize execution risks.

• Collaborate with leadership to enhance operational readiness for new investors, products, partnerships, and strategic business initiatives.

• Identify opportunities for automation, AI integration, and process enhancements to amplify organizational leverage and decrease manual tasks.

• Create reporting, metrics, and operating cadences that enhance decision-making and provide improved visibility into the health of the organization.

⛳️ Requirements

• Over 5 years of experience in operations, program management, business operations, strategic operations, investor operations, or a related area.

• Proven success in leading complex cross-functional initiatives with multiple stakeholders and competing priorities.

• Experience in driving operational execution, managing escalations, and refining business processes in a dynamic environment.

• Strong organizational, analytical, and problem-solving capabilities with the ability to navigate uncertainty and drive results.

• Demonstrated ability to influence stakeholders and gain alignment without direct authority.

• Exceptional written and verbal communication skills, including experience interacting with senior leaders and cross-functional partners.

• Experience balancing strategic vision with practical execution.

• Preferred qualifications:

• Experience in fintech, financial services, banking, lending, Capital Markets, or investor operations.

• Background in closely collaborating with Product and Engineering teams to launch new products or enhance operational workflows.

• Experience in building operating cadences, governance frameworks, dashboards, and reporting systems.

• Experience in managing operational readiness, partner onboarding, or large-scale cross-functional implementations.

• Experience leading process transformation, operational excellence, or organizational scaling efforts.

• Familiarity with loan sales, investor onboarding, investor diligence, servicing operations, or secondary market activities.

• Experience utilizing AI tools (e.g., ChatGPT, Glean, Claude, Delphina, or similar) to enhance productivity, analysis, documentation, and operational execution.

🏝️ Benefits

• Competitive compensation package, including base salary, bonus opportunities, and quarterly vesting annual equity grants.

• Retirement benefits to aid in future planning, featuring a 401(k) or Group Retirement Savings Plan with a company match of $2 for every $1 contributed, up to $15,000 annually (USD in the US, CAD in Canada).

• Employee Stock Purchase Plan (ESPP) offering discounted stock purchase options for eligible employees (US only).

• Comprehensive health coverage tailored to support you and your family, including medical, dental, vision, and wellness resources for the US, along with supplemental health coverage for Canada.

• Health Savings Account contributions from Upstart for eligible plans (US only).

• Income protection benefits encompassing life insurance and disability coverage for enhanced financial security.

• Paid time off, sick leave, and company holidays, compliant with local regulations.

• Paid family and parental leave to assist with caregiving and significant life events (duration varies by country).

• Family-oriented benefits to support fertility, parenthood, and caregiving needs.

• Employee Assistance Program (EAP) providing mental health support and life-centric resources.

• Financial wellness resources, including access to financial planning tools and a financial concierge service (US Only).

• Annual wellness allowance to support your physical and emotional wellness and personal growth, based on your priorities.

• Annual productivity allowance for investing in relevant tools and resources necessary for your optimal performance, regardless of your work location.

• Opportunities for connection and community through team events, all-company updates, and employee resource groups (ERGs).

• Onsite advantages, including catered lunches and fully stocked micro-kitchens when working from one of our Bay Area, Austin, Columbus, or New York City offices (opening Summer 2026!).