About This Position
As the Business Strategy & Operations Manager at Ellevest you will play a vital role at the fastest-growing NYC financial technology startup committed to reinventing financial services for women. In this position, you will work directly for the Director of Private Wealth Management to support all aspects of PWM business planning, platform development, & growth. You will work collaboratively across Private Wealth, Investments, Operations, Compliance & Product.
- Support the head of private wealth in all aspects of business planning, strategy & operations
- Lead key platform development initiatives, responsible for defining the strategy & execution with the help of cross-functional stakeholders
- Define & maintain key performance indicators
- Manage internal communication to key stakeholders inside the private wealth group & across the company
- Minimum 3 years experience in a strategy or operations role, preferably in the financial services industry
- Strong analytical mindset & skills
- Experience in management consulting with a focus on financial services or social impact preferred
- Bachelors degree required, MBA or Graduate-level degree a plus
- Adapt to a fast-paced & dynamic work environment. This includes working independently & on a team.
- Passion for our women-oriented mission
Ellevest is a transformative technology company created to help women achieve their financial potential. Ellevest helps women take control of their financial futures through investing, with an easy-to-use app & website backed by a gender-smart algorithm that factors in things like longer lifespans, pay gaps, & career breaks. Ellevest was co-founded by Wall Street veteran Sallie Krawcheck, chair of the Ellevate Network, previously CEO of Smith Barney & Merrill Lynch Wealth Management, formerly CFO of Citi, & author of Own It: The Power of Women at Work. Ellevest has raised $70MM from investors like Rethink Impact, Pivotal Ventures, Valerie Jarrett, Salesforce Ventures, PayPal Ventures, MasterCard, Khosla Ventures, Morningstar, & Venus Williams.
Ellevest has flipped the traditional approach to investing with a real-life, goal-based approach. Clients select personal financial goals such as buying a home, starting a business, raising a family, & retiring well, among others. Ellevest is unique in taking into account a womans longer lifespan & different salary curve, combined with her current financial picture, to construct highly customized investment portfolios for each of her goals. Ellevests unique algorithms are designed to get the client to her goal number or better in 70% of market scenarios, higher than traditional financial advisors.
Working at Ellevest
Ellevest is a leading tech company in New York City, with a thriving team across our engineering, product, marketing, client experience, investments, & operations organizations. We place a major emphasis on building a team & working environment where individuals can succeed professionally & personally. As a team member at Ellevest, you can expect to make a difference through your work, to have a direct impact on the achievement of a very meaningful mission, to significantly advance your career trajectory, & to have room for fun & fulfillment in your daily life. We know that achieving a mission as critical as ours requires incredible talent & teamwork, & team is the most important thing to us.
In 2019, Ellevest was named as one of LinkedIns 50 Hottest Companies to Work For, as well as a spot on CNBCs Disruptor 50 list, identifying start-ups on the cutting edge of huge consumer, tech & business shifts both for the second year in a row. In 2017, Ellevest was named one of Entrepreneur Magazines 100 Brilliant Ideas, & CNBC listed Ellevest as one of their Top 25 Most Promising Startups on a path to becoming tomorrows household names. We are working every day to make this a reality, & create a brand & a service that closes the female money gap.
We are an equal opportunity employer & value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Note:Instead of a cover letter, we ask you to answer the three questions at the bottom of this application.