Manager, Investor Services

Job not on LinkedIn

🔥 7 minutes ago

🇺🇸 United States – Remote

💵 $146.7k - $203k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

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Upstart

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Upstart is a leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit. As we transitioned to being a public company, we’re now poised to leverage our domain expertise and revolutionize every aspect of lending and credit risk evaluation. We’ve recently expanded our offerings to include automobile refinancing and we plan to take on more verticals as the business grows.

📋 Description

• Drive execution across strategic Capital Markets initiatives, ensuring workstreams remain coordinated, on track, and aligned across multiple teams. • Own operational governance by improving visibility, accountability, prioritization, and execution across diligence, onboarding, loan sales, investor operations, and new product readiness. • Lead cross-functional programs involving Capital Markets, Product, Engineering, Legal, Operations, Treasury, and Compliance to deliver investor-facing initiatives successfully. • Manage investor-impacting operational escalations, identify risks early, remove blockers, and drive timely resolution. • Design and implement scalable operating mechanisms, processes, and governance frameworks that improve organizational efficiency and reduce execution risk. • Partner with leadership to improve operational readiness for new investors, products, partnerships, and strategic business initiatives. • Identify opportunities for automation, AI adoption, and process improvement to increase organizational leverage and reduce manual work. • Develop reporting, metrics, and operating cadences that improve decision-making and provide greater visibility into organizational health.

🎯 Requirements

• 5+ years of experience in operations, program management, business operations, strategic operations, investor operations, or a related field. • Demonstrated success leading complex cross-functional initiatives involving multiple stakeholders and competing priorities. • Experience driving operational execution, managing escalations, and improving business processes in a fast-paced environment. • Strong organizational, analytical, and problem-solving skills with the ability to navigate ambiguity and drive outcomes. • Proven ability to influence stakeholders and build alignment without direct authority. • Excellent written and verbal communication skills, including experience communicating with senior leaders and cross-functional partners. • Experience balancing strategic thinking with hands-on execution. • Preferred qualifications: • Experience in fintech, financial services, banking, lending, Capital Markets, or investor operations. • Experience partnering closely with Product and Engineering teams to launch new products or improve operational workflows. • Experience building operating cadences, governance frameworks, dashboards, and reporting mechanisms. • Experience managing operational readiness, partner onboarding, or large-scale cross-functional implementations. • Experience leading process transformation, operational excellence, or organizational scaling initiatives. • Familiarity with loan sales, investor onboarding, investor diligence, servicing operations, or secondary market activities. • Experience leveraging AI tools (i.e. ChatGPT, Glean, Claude, Delphina, or similar) to improve productivity, analysis, documentation, and operational execution.

🏖️ Benefits

• Competitive compensation, including base pay, bonus opportunities, and annual equity grants that vest quarterly • Retirement benefits to help you plan for the future, including a 401(k) or Group Retirement Savings Plan with a company match of $2 for every $1 contributed, up to $15,000 annually (USD in the US, CAD in Canada) • Employee Stock Purchase Plan (ESPP) with discounted stock purchase options for eligible employees (US only) • Comprehensive health coverage designed to support you and your family, including medical, dental, vision, and wellness resources for US and supplemental health coverage for Canada. • Health Savings Account contributions from Upstart for eligible plans (US only) • Income protection benefits, including life insurance and disability coverage for added financial security • Paid time off, sick leave, and company holidays, in line with local requirements • Paid family and parental leave to support caregiving and major life moments (duration varies by country) • Family-centered benefits to support fertility, parenthood, and caregiving needs • Employee Assistance Program (EAP) offering mental health support and life-centered resources • Financial wellness resources, including access to financial planning tools and a financial concierge service (US Only) • Annual wellness allowance to support your physical and emotional well-being and personal development, based on what matters most to you • Annual productivity allowance to invest in relevant tools and resources you need to do your best work, no matter where you work from • Connection and community through team events, all-company updates, and employee resource groups (ERGs) • Onsite perks, including catered lunches and fully stocked micro-kitchens when working from one of our offices in the Bay Area, Austin, Columbus, and New York City (opening Summer 2026!)