Principal – Strategic Operations

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Monarch Money

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2016

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Monarch Money is an all-in-one money management platform designed to help users achieve financial clarity, confidence, and peace of mind. The platform allows users to track all their account balances, transactions, and investments in one place, and collaborate with partners or financial advisors at no extra cost. Monarch offers best-in-class data connectivity, syncing with multiple financial data aggregators to ensure all accounts are updated. It features advanced tools for budgeting, investment tracking, and financial goal management, utilizing AI for transaction organization. Available on web, iOS, and Android, Monarch emphasizes security, providing bank-level data protection. The platform is ad-free, focusing on enhancing users' financial life without distractions, and is highly rated for its user-friendly interface and comprehensive functionality, making it an ideal choice for personal finance management.

📋 Description

• Design and continuously improve Monarch's leadership operating system, including planning cadences, decision-making frameworks, and operating rhythms. • Own the operating mechanics behind quarterly and annual planning, ensuring priorities, dependencies, and execution remain aligned across the company. • Drive execution of the company's highest-priority cross-functional initiatives by improving coordination, accountability, and follow-through. • Build and evolve the operating mechanisms, documentation, and planning artifacts that enable teams to execute effectively at scale. • Partner closely with founders and functional leaders to identify organizational friction, improve decision-making, and continuously strengthen how Monarch operates.

🎯 Requirements

• 7+ years of experience in Business Operations, Strategic Operations, Chief of Staff, Management Consulting, or a similar operational leadership role. • Demonstrated experience designing or scaling operating systems, planning processes, or company-wide execution mechanisms in a high-growth environment. • Experience partnering directly with founders and senior leaders on company-wide initiatives. • Exceptional written communication skills and the ability to synthesize complexity into clear decisions, frameworks, and operating mechanisms. • Strong systems thinking with the ability to identify root causes, simplify complexity, and design durable solutions. • Outstanding judgment, executive presence, and the ability to influence senior leaders without formal authority. • Proven ability to operate autonomously in ambiguous, fast-moving environments while maintaining an exceptionally high quality bar. • Demonstrated AI Fluency: you use AI regularly in your work, have a clear point of view on where it helps and where it doesn't, and are continuously raising your own bar.

🏖️ Benefits

• Work wherever you want! As a **fully** remote company with no central office, we want you to work wherever you are happiest and most productive. Whether that’s out of your home, a co-working space, or elsewhere. • Competitive cash and equity compensation in a hyper growth, early stage company 🚀. • Stipend to set-up your ideal working environment. • Competitive Benefit Plans for employees based on your location (e.g. in the US we offer: Medical, dental and vision benefits and the ability to contribute to a 401k plan). • Unlimited PTO. • 3 day weekend every month! We take off the “First Friday” every month to focus on rest, recuperation, or just having fun!