OneVest Looking for Business Operations Manager at Canada Full Time

OneVest is a financial technology company on a mission to power the world’s wealth. We offer a comprehensive Wealth-as-a-Service platform that enables enterprises to expand their product capabilities, enhance distribution, streamline front, middle, and back office operations – all while extending innovative investor and advisor experiences. OneVest offers a first of its kind Wealth API, white-label apps, an advisor and portfolio manager platform, and asset management services.  

OneVest is seeking a full-time employee to be part of our operations team. Reporting to the Director of Operations, as Business Operations Manager, you’ll collaborate with management to manage our day-to-day operations, and improve client support processes and practices. 

What you’ll be doing:

• Oversee and guide day-to-day operations, reconciliation, and escalations with our custodian institution
• Determine and implement client service best practices, processes, and automations to efficiently deliver a great experience to our clients
• Create and maintain structures for gathering quantitative and qualitative insights about our client-facing business operations
• Support the Implementation team in creating materials to support our enterprise partners with their operational go-to-market strategies and processes
• Advocate for the operations team across other departments, drive visibility of key issues and collaborate across functions in implementing solutions

Must Haves:

• Bachelor’s degree in Business Administration or a related field
• 3+ years of relevant experience in financial services, financial technology, or SaaS business operations and/or strategy, collaborating directly with team members and/or external clients
• Expertise in project planning, forecasting, reporting and scheduling 
• Outstanding communication skills: you communicate effectively both in writing and verbally, and can build relationships with a variety of team members and clients
• Strong problem solving skills: you thrive in triaging, defining process, and reporting on results
• Proficient in Google Suite (e.g. Sheets, Docs), project management tools (e.g. Jira, Asana), and service management tools (i.e. Zendesk)

What It’s Like To Work With Us:

• Culture: It’s fun, rewarding, fast-paced – and we build cool stuff, too! Learn more here: https://www.onevest.com/company/culture
• Flexibility: 5 weeks of vacation per year and flexible working arrangements including hybrid dog-friendly offices located in Calgary and Toronto
• Health & Wellness: Comprehensive Group Health, Dental and Vision Benefit Plan right from the start 
• Technology: Apple or Windows equipment provided 
• Equity: Employee Stock Option Purchase Plan 
• Opportunity: An environment where you are recognized and growth opportunities are available

Sound like a good fit? Apply today! 

Don’t meet every single requirement? We encourage you to apply anyways. At OneVest, we’re dedicated to building a diverse, inclusive, and authentic workplace. If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we would still like to review your resume. You may be just the right candidate for this or other roles.