31 lug - Milano
Jobtailor
About us Qualifiche, competenze e l'esperienza necessaria per questo ruolo sono disponibili nella descrizione completa riportata di seguito. But we didn't stop there. Today, we are building a complete financial platform designed to empower people and concretely improve their lives.
By giving our 6 million users a clear, open path to pay, save, and invest, we are evolving into the definitive destination for every financial need. Joining our team means stepping into a critical role with the authority and responsibility to drive significant business outcomes and shape the strategic trajectory of the company and the industry. What you'll be doing As our Head of Wealth Operations, you'll play a key role in operationalizing and scaling the delivery of our B2B wealth coaching service, ensuring quality, efficiency, and growth.
This is an opportunity to lead within a high‐growth, constantly evolving environment – a challenge perfectly suited for an executive ready to navigate and shape change at scale and contribute to something bigger. Operationalize the channel – Design, implement, and continuously improve the processes, workflows, and tools that enable our team of financial coaches to deliver high‐quality coaching at scale. Build and lead the team – Hire, onboard, train, and manage a growing team of financial coaches and trainers.
Define the training model and build internal capabilities to reduce dependency on external providers. Own operational KPIs – Define and monitor the metrics that matter – NPS, number of coachings delivered, team capacity, and productivity. Ensure service quality – Translate regulatory and compliance requirements into operational processes, scripts, workflows, and controls – enabling the evolution of the financial training model.
Partner with Business & Tech – Collaborate with the Growth and Tech teams on CRM setup and tooling to support service delivery and client management. You will lead and mentor high‐performing teams, collaborate closely with peers with structured communication and transparency, demonstrating a commitment to integrity and ownership. Who we're looking for We are seeking a proven leader with a distinguished track record of success in driving strategic initiatives and achieving significant business growth within relevant sectors.
You will lead by example, combining ambition with purpose, drive impactful results, and cultivate ownership and continuous improvement in our dynamic environment. Solid operations management background – Process design, workflow optimization, capacity planning, and flawless execution. Proven people management experience – A track record of successfully hiring, training, and coaching high‐performing teams.
Pragmatic, implementation‐oriented mindset – You are a hands‐on builder who simply gets things done. Financial industry fluency – A basic understanding of wealth and financial services (you don't need to be a financial advisor, but you need to speak the language fluently). CRM & Tech Savviness – Familiarity with CRM systems and a clear vision of how to leverage them operationally to support service delivery.
Regulatory
Translation – The ability to seamlessly translate complex regulatory and compliance requirements into operational processes and practical team workflows. Strategic planning exposure – Exposure to strategic planning or business development contexts is considered a distinct plus. Why this is your place This is a unique opportunity to leverage your experience and leadership to make a profound impact on a company poised for significant future growth.
Lead critical functions and initiatives that directly contribute to our mission and impact millions of users and businesses. Thrive in a dynamic, fast‐moving environment that demands bravery, resilience, and rapid, decisive action at scale.
Experience the excitement of navigating growth where change is constant. Significant equity participation. Lead exceptional teams. Build, mentor, and collaborate with high‐performing teams in a culture of ownership and continuous improvement.
It's a fun ride, but it can be challenging. To make sure our people truly thrive, we're committed to making their lives easier, both in the office and out in the world. Health – Private insurance for you and your family, psychological support with Serenis, mental health workshops.
Financial resources – Stock Option Plan, Meal vouchers, Relocation support if you're moving countries. Growth and development – Professional development programs, Internal mobility, Language courses with Preply. Flexibility – Unlimited PTO, Hybrid working policy, Flexible working hours.
Family – Enhanced parental leave, Additional leave for child sickness. We embrace three days per week in‐office (Tuesday and Thursday + 1 of your choice), with the option to request extra remote time. The final compensation package is tailored according to your unique experience and expertise.
If your skills go beyond the standard profile, apply anyway so we can discuss a package that reflects your true value.
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