Director of Broker-Dealer Operations

About BettermentBetterment is a pioneering, technology-driven financial services organization dedicated to providing investment and retirement solutions for retail investors and investment advisors. We also offer financial wellness services, such as a 401(k) for small and medium-sized enterprises. Our team is committed to our mission: empowering individuals to build wealth with confidence and ease. Based in New York City, we offer a hybrid work model requiring in-office attendance four days a week.About the RoleThe Broker-Dealer Operations Team at Betterment manages and operates our broker-dealer entity, which safeguards over $65 billion in assets for more than one million customers. Responsibilities include firm-level dividend and corporate action processing, reconciliations, designing and implementing internal controls, and regulatory and financial reporting to ensure compliance with pertinent FINRA and SEC rules.This team collaborates across departments to enhance and automate processes, maintaining relationships with various third parties such as auditors, clearing firms, and banking institutions. Additionally, we partner with Product and Engineering teams to design and operate innovative products like Self-Directed Investing and Securities Lending.As the Director of Broker-Dealer Operations, you will lead the team, overseeing all financial and operational aspects of our broker-dealer business. You will work cross-functionally to ensure compliance with industry regulations, maintain accurate financial records, develop new products, and optimize operational processes to support our growth.This position is based in our NYC office, requiring in-office attendance from Monday to Thursday each week. Below is the base salary range we offer for this position, which may vary based on location, experience, and performance. The listed range is one component of Betterment’s total compensation package.New York City: $173,000 - $189,000We provide a competitive equity package, health, dental, and vision insurance, life and AD&D insurance, short-term and long-term disability coverage, EAP services, commuter and parking benefits, FSA/HSA options, and a 401(k) with employer matching, along with a flexible PTO policy. This position may also qualify for variable compensation through a company incentive bonus.

Join Betterment, a leading digital investment platform, as a Technical Program Manager for Broker Dealer. In this pivotal role, you will oversee and drive technical projects that are essential to our broker-dealer operations, ensuring compliance and operational excellence.Your responsibilities will include coordinating cross-functional teams, managing timelines, and delivering projects that enhance our client experience and operational efficiency.

Join Betterment as a Group Product Manager for our Broker Dealer division, where you'll lead a dynamic team focused on delivering innovative financial solutions. In this pivotal role, you will oversee the product lifecycle, from ideation to execution, ensuring alignment with our strategic objectives and customer needs. You will collaborate across various departments, including engineering, marketing, and compliance, to enhance our service offerings and drive growth.

About BettermentBetterment is a premier, technology-focused financial services firm dedicated to providing innovative investing and retirement solutions for individual investors and financial advisors. Our mission is to empower individuals to grow their wealth with confidence and simplicity. Based in New York City, we offer hybrid working arrangements, allowing employees to work in-office four days a week. About the RoleAs a Senior Engineering Manager for the Broker Dealer division, you will play a pivotal role in ensuring timely delivery of new features while maintaining system stability and scalability. You will lead a talented team of engineers, mentoring them as you navigate the complexities of our core platform that processes millions of dollars securely on a daily basis. This role involves overseeing backend operations, addressing challenging questions related to backend scaling, software design, and optimization. Although we don’t require you to code daily, it is essential that you become familiar with our technology stack and codebase to effectively support your team in achieving meaningful business outcomes.This position is based in our New York City headquarters, and we offer a competitive salary range, with the actual salary depending on various factors, including experience and interview performance. Below is the salary range for this role:New York City: $210,000 - $245,000We provide a robust equity package, comprehensive health, dental, and vision benefits, a 401(k) plan with employer matching, and a flexible paid time off policy. Additionally, this position is eligible for a discretionary company incentive bonus.A Day in the LifeLead and manage a team of 6-8 backend engineers developing cutting-edge trading technology that enhances our investing products.

About BettermentBetterment is a premier, tech-driven financial services firm dedicated to providing intelligent investing and retirement solutions for both retail investors and financial advisors, alongside comprehensive financial wellness offerings including a 401(k) platform for small to medium enterprises. Our team is committed to our mission, to empower individuals to build wealth with confidence and simplicity. We are based in NYC and provide hybrid work opportunities (four days in-office weekly). About the RoleThe Firm Operations Team at Betterment manages the company’s broker-dealer entity, which safeguards over $65 billion in assets for more than one million clients. This team is responsible for overseeing dividend and corporate action processing, financial reconciliations, the design and implementation of internal controls, and ensuring compliance with relevant FINRA and SEC regulations through meticulous financial reporting.Collaboration across departments is crucial as we strive to enhance and automate our processes, while also managing relationships with external partners, including auditors, clearing firms, and banking institutions.As the Senior Manager of Broker-Dealer Financial Operations and Controls, you will be instrumental in overseeing the financial and operational dimensions of our broker-dealer operations. You will work cross-functionally to ensure regulatory compliance, maintain precise financial documentation, and streamline operational workflows to facilitate our growth.This position is based in our NYC office, with a requirement for in-office attendance from Monday to Thursday each week. Below is the anticipated salary range for this role; actual compensation may vary based on factors such as location, experience, and performance. The listed range is one component of Betterment’s overall compensation package.New York City: $135,000 - $160,000We offer a comprehensive equity package, health, dental and vision insurance, life and AD&D coverage, both short-term and long-term disability insurance, EAP services, commuter and parking benefits, FSA/HSA options, and a 401(k) with employer matching, along with a flexible paid time off policy. This position may also qualify for additional variable compensation in the form of a company incentive bonus.

Job OverviewWe are seeking a meticulous and innovative Head of Operations to spearhead our operational strategies as we aggressively expand our customer base. In this role, you will be responsible for managing the workflows and systems essential for seamless service delivery while continuously optimizing processes and tools to enhance throughput and quality.QualificationsOver 6 years of experience in a fast-paced startup environment.A proactive approach to problem-solving, with a willingness to engage in detailed operational tasks.Proven experience in leading and developing a service-oriented team.Demonstrated capability to drive operational efficiency and effectiveness within a team.Strong decision-making skills with the ability to navigate ambiguity and adapt quickly.Experience in cross-functional collaboration across various departments.Exceptional verbal and written communication skills.Familiarity with Consumer Packaged Goods (CPG) retail operations.Willingness to work full-time from our New York office.Key ResponsibilitiesLead the operations team to achieve key performance indicators (KPIs) and metrics related to service delivery.Identify and experiment with innovative approaches to enhance the operational capabilities of the business.Conduct data analysis relevant to projects; create queries, dashboards, and Pivot Tables to track performance.Develop and document Standard Operating Procedures (SOPs).Why Join Us?Become an integral part of a fast-growing Series A startup backed by Y Combinator.Work alongside experienced founders who have a track record of building and scaling successful startups.Contribute to solving significant challenges faced by renowned brands in the retail sector.Enjoy a collaborative and vibrant in-person culture at our NYC headquarters.BenefitsCompetitive salary and equity options.Relocation assistance available for moving to NYC.Comprehensive medical, vision, and dental insurance plans.401(k) retirement plan.Unlimited Paid Time Off (PTO).

About David EnergyDavid Energy is revolutionizing the energy sector by providing cost-effective and sustainable energy solutions that traditional Retail Electricity Providers (REPs) cannot match. Our innovative approach leverages renewable resources, such as solar power and controllable capacities like batteries, to bring cleaner energy directly to our customers, even behind their electricity meters. As a Series A company, we are committed to operating the grid on renewable energy 24/7/365.We are aggressively expanding our "Beat the Utility" product, which promises small commercial clients that their overall electric expenses will be lower than those of their current utility providers. This promise is backed by our unique technology and risk management strategies that create value not available to traditional utilities. Currently active in NYC (NYISO Zone J), we are on track to add hundreds of new customer locations each month and plan to extend our reach into other zones and ISOs throughout the Northeast.We seek a results-oriented, technically skilled Director of Operations to lead and enhance our field operations, hardware implementation, enrollment processes, billing systems, and customer support during this crucial growth period.Reporting to the COO, the Director of Operations will establish the operational framework necessary for the swift deployment of permissionless Distributed Energy Resources (DERs), such as batteries and smart thermostats. This role involves ensuring precise enrollment, accurate billing, and dependable customer support as our business expands. You will be hands-on in executing current operations while also building robust systems, processes, and teams to manage increasing complexity.Collaboration with Product, Engineering, and Sales teams is essential to ensure that our hardware, systems, and workflows are optimized for real-world application, auditability, and scalability—eliminating the need for manual interventions.

Role overview The Forward Deployed Broker at cara-ai serves as a key link between clients and the company’s advanced AI solutions. The role centers on helping organizations adopt cara-ai’s technology in practical ways and supporting their ongoing success with these tools. What you will do Collaborate directly with clients to understand their goals and challenges Guide organizations in using cara-ai’s technology to achieve specific objectives Support onboarding processes and help ensure smooth implementation of solutions Maintain strong client relationships and work to keep satisfaction high over time Location This position is based in New York City.

Join foratravel as the Director of Operations for Asia, where you will lead and oversee our operational strategies in one of the most dynamic regions in the world. Your expertise will drive efficiency and innovation, ensuring our services exceed customer expectations while maintaining high standards of operational excellence.

Role Overview The City of New York seeks a Director of Operations to oversee key operational functions across departments. This leadership role focuses on improving efficiency and effectiveness in city services, supporting both residents and visitors. What You Will Do Direct operational teams and guide daily activities across multiple city departments. Implement strategies that improve processes and service delivery. Align operational goals with the city’s mission and public service objectives. Foster collaboration among teams to achieve organizational priorities. Location This position is based in New York City.

Tabs is at the forefront of revolutionizing finance and accounting through our AI-native revenue platform. Our innovative solutions automate the entire contract-to-cash lifecycle, covering billing, collections, revenue recognition, and reporting, enabling teams to streamline processes and enhance cash flow.Top-performing companies like Cursor and Statsig trust Tabs to directly generate invoices from contracts, reconcile payments in real-time, and ensure seamless compliance with ASC 606.Established in 2023, Tabs has successfully secured over $91 million in funding from esteemed investors such as Lightspeed Venture Partners, General Catalyst, and Primary. Our headquarters is located in New York City, and our team boasts profound expertise in finance and artificial intelligence.About the RoleTabs is excited to welcome its inaugural Director of People Operations! We seek a proactive and foundational leader capable of building and scaling our People function as we expand from approximately 130 to 200 employees and beyond.This pivotal role encompasses all facets of People Operations, Employee Experience, Compliance, and Development, creating the systems and culture that will support Tabs' growth trajectory. You will adeptly balance strategic leadership with hands-on execution—from onboarding and benefits management to coaching managers and establishing scalable programs. Initially, the team will consist of just one member during this funding round.You will report directly to the Head of Operations and Finance and collaborate closely with the VP of Talent and the executive team to ensure that our People strategy aligns with and enhances company performance.This role is perfect for a strategic builder who thrives in dynamic environments and is eager to craft the employee experience from the ground up.

As the Regional Operations Director at Industrious, you will play a crucial role in leading our operations across the region. Your expertise will ensure the seamless execution of our operational strategies, enhancing the member experience and driving overall performance. You will work closely with our leadership team to align our operations with our company goals, ensuring we deliver exceptional service to our clients.Your responsibilities will include overseeing daily operations, managing budgets, optimizing processes, and implementing innovative solutions to improve efficiency. You will also be tasked with building and mentoring a high-performing team, fostering a culture of collaboration, and ensuring adherence to our core values.

About the PositionThis essential role is pivotal in supporting our dynamic go-to-market strategy. Collaborating with senior leadership, you will establish the systems, processes, and analytical insights necessary for predictable and sustainable revenue growth.If you excel in environments where you can introduce structure, optimize workflows, and empower teams to operate with clarity and speed, then this position is tailored for you.Key Highlights:Well-funded with strong long-term backing from renowned venture capitalists.A rapidly growing tech company making significant strides in its sector.Acknowledged as a fast-scaling innovator.Led by experienced founders and a leadership team with extensive industry expertise.Positioned at a stage where you can have a meaningful impact, while also being established enough to scale confidently.Role Overview:This is a hands-on role that partners closely with the Founders and GTM leaders to develop systems, processes, and insights that foster predictable and efficient revenue growth.Report directly to the VP of Revenue.Develop and execute RevOps strategies across the entire funnel: marketing, sales, onboarding, and customer success.Design, map, and enhance GTM workflows to drive improved conversion rates, seamless handoffs, and exceptional customer experiences.Establish and manage a proactive plan to continuously enhance conversion rates at every stage of the funnel.Oversee, manage, and regularly update the growth forecast model, including presentations to the leadership team.Utilize competitive intelligence to refine conversion strategies, forecasting accuracy, and the broader RevOps framework.Lead the selection, implementation, and management of RevOps tools including CRM, automation, analytics, and enablement platforms.Ensure data integrity and create a centralized source of truth for GTM metrics.Develop dashboards, reports, and insights that inform strategic decisions and reveal new opportunities.Monitor funnel performance, pipeline health, and revenue KPIs, recommending strategic enhancements as necessary.Establish the operational foundation for onboarding, training, and GTM playbooks.Assist sales and customer success teams with streamlined workflows, automation, and transparent processes to minimize friction.

The City of New York is seeking a dynamic and experienced professional to serve as the Deputy Director of Operations. In this pivotal role, you will be responsible for overseeing the daily operations of the department, ensuring efficient processes, and implementing strategic initiatives that drive organizational success.

Role Overview The City of New York is hiring a Director of Operations based in New York City. This leadership position guides strategic projects and supports smooth operations across multiple city departments. The Director helps shape municipal services and works to improve how the city delivers for its residents.

Join Contentful as the Director of Marketing Operations, where you will lead our marketing initiatives and drive operational excellence. In this pivotal role, you will collaborate closely with cross-functional teams to optimize our marketing processes, enhance campaign performance, and ensure our marketing strategies align with business objectives. Your expertise will be crucial in shaping our marketing technology stack and implementing best practices that foster innovation and efficiency.

As the Director of People Operations at Reality Defender, you will play a pivotal role in shaping our company's culture and workforce strategy. You will lead our human resources initiatives, focusing on talent acquisition, employee engagement, and performance management. Your leadership will help us attract, retain, and develop top talent while fostering an inclusive workplace environment.

Ignite Your Passion for Education Are you eager to drive significant change? At Zeta Charter Schools, we are committed to achieving an exceptional blend of academic excellence and social-emotional growth for our students. We believe in providing a world-class education that instills a lifelong love for learning. Our mission is to transform public education in New York City and beyond, and we remain steadfast in our goals. Currently, we operate a variety of elementary and middle schools in the Bronx and Upper Manhattan, with plans to launch three new elementary schools in Queens for the 2025-26 academic year. Our vision includes expanding by 1-2 schools annually, as every child in every community deserves access to a high-quality, equitable education. Join our dynamic team today and become a catalyst for change in the lives of children. Our Network office is located at 401 W 218th St., New York, NY 10034. We embrace a hybrid work model, with in-person work at our office on Tuesdays, Wednesdays, and Thursdays, alongside optional remote opportunities on Mondays and Fridays, subject to team requirements. Deliver Impactful Results To realize our ambitious vision, we are on the lookout for an exceptional Associate Director or Director of Operational Excellence. The ideal candidate will hold a Bachelor's Degree and possess 4-6 years of experience in operations, particularly within educational settings or project management roles in educational organizations. The position title will be aligned with the candidate's experience. In this pivotal role, you will oversee all operational facets of our expanding Pre-K through 8th-grade school model. As an adept project manager, you will excel in developing robust operational systems. Collaborating with a team of dedicated, high-achieving professionals, you will help Zeta fulfill its mission of creating and maintaining high-performing schools that cultivate thriving communities of lifelong learners, problem solvers, and innovators. Key Responsibilities as Associate Director / Director of Operational Excellence: Proactively eliminate obstacles for our Operations Teams through effective problem-solving. Lead project management for operational components of specific network-wide initiatives to achieve excellence across our schools. Champion the implementation of innovative systems throughout Zeta, aiming to establish scalable solutions across our sites as we grow. Develop comprehensive, scalable, and well-documented operational systems across various school operations. Contribute to the leadership of the organization-wide Operations team, including leading...

At Trunk Tools, we are at the forefront of innovation in the construction industry, harnessing the power of AI to revolutionize a sector worth over $13 trillion. With a recent $40 million Series B funding round led by Insight Partners, our total funding has reached $70 million from esteemed investors such as Redpoint and Innovation Endeavors. This funding will propel our growth as we deploy AI agents across various job sites.Our mission is to redefine construction through intelligent automation. Despite the industry's size, many processes remain predominantly analog, and we aim to change that by integrating AI directly into field operations.Founded by a team of builders and technologists from Stanford and MIT, we have developed software that is already utilized by over 140,000 professionals in the field, influencing millions and contributing to over $10 billion in construction projects. Our team comprises individuals who have firsthand experience in the field, providing us with valuable insights into the unique challenges faced by the industry.After years of perfecting our AI technology, we are excited to announce the launch of production-ready AI agents, beginning with intelligent document processing and Q&A capabilities, and rapidly expanding into essential operational workflows. With our team size doubling over the past year to over 65 employees, including more than 25 engineers, we are entering a period of hypergrowth, presenting a rare opportunity to join us at this pivotal moment.We are looking for a Director of Revenue Operations to spearhead, lead, and enhance our Revenue Operations function. This individual will take on a player-coach role, actively solving problems while also guiding a small but high-performing team. The ideal candidate is highly metrics-driven and an AI enthusiast, who will utilize advanced tools to improve productivity, streamline processes, and achieve measurable results throughout our go-to-market (GTM) organization.Key ResponsibilitiesStrategy & LeadershipDevelop and implement the overarching Revenue Operations strategy to achieve ambitious growth goals.Act as a strategic partner to Sales, Marketing, Customer Success, and Finance leadership.Guide, mentor, and nurture a team of Revenue Operations professionals while remaining hands-on.Process Optimization & EnablementDeploy AI-driven solutions to enhance workflows, reporting, forecasting, and pipeline management.Create scalable processes to support efficient operations.

Your RoleAs the Director of People Operations at Turnkey, you will assume complete control of the People function, previously overseen by the COO. You will serve as the independent functional leader, responsible for developing, scaling, and managing all aspects of people-related operations throughout the organization. This encompasses talent acquisition strategies, People Operations (HRIS, compliance, benefits), performance management, compensation frameworks, and executive coaching initiatives.This pivotal, hands-on role is ideal for a seasoned leader eager to cultivate a world-class culture marked by high agency and scalable processes. You will ensure our People strategy aligns seamlessly with our business objectives of rapid growth and operational excellence.What You’ll DoLead and develop all People functions including talent acquisition, HR business partnership, and People Operations.Continuously enhance performance management, leveling, and compensation frameworks.Collaborate with the Finance team on headcount planning, compensation strategies, and organizational design.Foster managerial development and support the growth of executive leadership.Establish efficient and scalable talent acquisition processes and systems.Enhance our organizational culture through clarity, programs, and high standards.Ensure that People operations function smoothly, compliantly, and with minimal bureaucracy.Mentor and develop a small yet impactful People team.What We’re Looking ForA minimum of 7 years of experience in People/HR roles, including at least 2 years in a senior leadership position (Head of/VP) within a high-growth technology company.Proven track record as a builder and executor who has implemented core systems and processes personally.Comprehensive exposure to all aspects of People/HR: talent acquisition, HR business partnering, People Operations, and compensation.A strong operational mindset: structured, organized, pragmatic, and systems-oriented.A high-agency, first-principles thinker comfortable with coaching and challenging executives.Preferred QualificationsExperience in fintech, cryptocurrency, or B2B SaaS industries.In-depth knowledge of employment law and compliance matters.