Description POSITION DESCRIPTION: We are seeking a highly analytical and execution-focused leader to drive enterprise-level process improvement, operational optimization, and cross-functional efficiency. This role will diagnose operational bottlenecks, design streamlined workflows, and implement scalable solutions that enhance performance, reduce friction, and improve overall customer and employee experience. This role will report directly to the Chief Risk Officer / Head of Operations.
This position will be based out of one of our offices in Irvine, CA; San Francisco, CA; or Teaneck, NJ, with a potential in-office schedule set at the direct manager's discretion in accordance with the company policies and procedures. Remote work may be considered for exceptional cases.
RESPONSIBILITIES: Process Review & Redesign - Conduct end-to-end assessments of existing processes, SOPs, and workflows across multiple business units.
- Identify inefficiencies, failure points, and non-standardized practices through data analysis, stakeholder interviews, and process mapping.
- Develop improved processes using Lean, Six Sigma, Kaizen, or other continuous improvement methodologies.
Operational Optimization - Partner with functional leaders to assess operational gaps and implement targeted improvement plans.
- Define KPIs and operational indices to track performance, productivity, and adherence.
- Support operational teams with problem-solving, root-cause analysis, and performance stabilization.
Process Streamlining & Standardization - Create and maintain clear, consistent procedures, documentation, and operational playbooks.
- Lead initiatives to eliminate redundant steps, reduce cycle time, and simplify user journeys.
- Ensure alignment between process design, systems capabilities, and execution realities.
Cross-Functional Program Leadership - Manage process improvement initiatives from ideation through implementation.
- Facilitate workshops, working sessions, and change-management activities.
- Drive accountability through clear milestones, timelines, and reporting.
Change Management & Adoption - Promote a culture of operational rigor and continuous improvement.
- Train teams on new workflows, controls, and best practices.
- Ensure new processes are embedded, measured, and iterated upon implementation.
REQUIRED QUALIFICATIONS: - Bachelor's degree in business, management, operations, or other related activities.
- Minimum of 8-10+ years of experience in process improvement, operations, business optimization, or related roles (financial services or fintech preferred).
- Strong background with Lean, Six Sigma, BPM, or similar methodologies; certification plus.
- Proven ability to map complex workflows and redesign processes for scalability and simplicity.
- Strong analytical and diagnostic skills, including data-driven decision making.
- Excellent cross-functional communication and stakeholder management skills.
- Experience implementing change across multiple teams or business lines.
PHYSICAL, MENTAL & ENVIRONMENTAL DEMANDS: To comply with the Rehabilitation Act of 1973 the essential physical, mental and environmental requirements for this job are listed below. These are requirements normally expected to perform regular job duties. Incumbent must be able to successfully perform all of the functions of the job with or without reasonable accommodation.
Mobility Standing
20% of time
Sitting
70% of time
Walking
10% of time
Strength Pulling
up to 10 Pounds
Pushing
up to 10 Pounds
Carrying
up to 10 Pounds
Lifting
up to 10 Pounds
Dexterity (F = Frequently, O = Occasionally, N = Never) Typing
F
Handling
F
Reaching
F
Agility (F = Frequently, O = Occasionally, N = Never) Turning
F
Twisting
F
Bending
O
Crouching
O
Balancing
N
Climbing
N
Crawling
N
Kneeling
N
The salary range is required by the California Pay Transparency Act and may differ depending on the location of those candidates hired nationwide. Actual compensation is influenced by a wide array of factors including but not limited to, skill set, education, licenses and certifications, essential job duties and requirements, and the necessary experience relative to the job's minimum qualifications.
*This target salary range is for CA positions only and should not be interpreted as an offer of compensation.
