
501 - 1000 employees
Founded 2015
đ¸ Finance
đł Fintech
đ° $200M Series D on 2021-08
Finance ⢠Fintech
Human Interest is a company that provides affordable and full-service 401(k) and 403(b) retirement plans, primarily targeting small and medium-sized businesses. Founded in 2015, they aim to streamline the retirement planning process through seamless payroll integrations with over 500 leading payroll systems. The company emphasizes low-cost funds and zero transaction fees, and offers customizable retirement solutions to meet the diverse needs of employers and their employees. Human Interest also provides investment advisory services through its subsidiary, Human Interest Advisors LLC. Their goal is to make retirement benefits accessible to businesses of varying sizes, enhancing employee financial wellness and satisfaction.
đĽ 16 hours ago
đşđ¸ United States â Remote
đľ $75k - $90k / year
â° Full Time
đĄ Mid-level
đ Senior
âď¸ Operations
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501 - 1000 employees
Founded 2015
đ¸ Finance
đł Fintech
đ° $200M Series D on 2021-08
Finance ⢠Fintech
Human Interest is a company that provides affordable and full-service 401(k) and 403(b) retirement plans, primarily targeting small and medium-sized businesses. Founded in 2015, they aim to streamline the retirement planning process through seamless payroll integrations with over 500 leading payroll systems. The company emphasizes low-cost funds and zero transaction fees, and offers customizable retirement solutions to meet the diverse needs of employers and their employees. Human Interest also provides investment advisory services through its subsidiary, Human Interest Advisors LLC. Their goal is to make retirement benefits accessible to businesses of varying sizes, enhancing employee financial wellness and satisfaction.
⢠Coach, develop, and performance-manage Associates and Team Leads ⢠Own and enforce quality control processes and SLA management for financial transactions ⢠Build and refine quality-control frameworks to catch errors and surface risks ⢠Establish and monitor KPIs including accuracy rates, processing cycle times, error trends, and customer-impacting metrics ⢠Use data to inform decisions, adjust staffing, and drive continuous improvement ⢠Bridge Customer Success and Product/Engineering by translating customer insights into actionable product and process feedback ⢠Identify, prioritize, and lead projects to improve and scale team processes ⢠Leverage systems, automation, and innovative approaches to increase throughput while maintaining lean operations ⢠Develop and maintain SOPs and supporting materials ⢠Partner with peer Operations managers on dependencies, standards, and best practices ⢠Manage escalations involving transaction issues, compliance concerns, or system defects ⢠Guide resolution through root-cause analysis and cross-functional collaboration ⢠Engage in capacity planning for client onboardings, seasonal peaks, and product changes ⢠Partner with senior leadership on workforce planning, staffing, and training readiness ⢠Perform other duties as assigned
⢠3+ years of people-management experience leading teams that process financial transactions or money movements in a regulated environment ⢠Strong understanding of the transaction lifecycle within a 401(k) or comparable financial product ⢠Experience designing, implementing, and managing quality control processes and SLAs ⢠Track record of leading operational improvement projects end to end ⢠Ability to identify errors, risks, and controls that prevent financial losses ⢠Ability to synthesize customer experience insights for Product and Engineering and operationalize technical changes for frontline teams ⢠Experience building, coaching, and developing high-performing teams ⢠Experience setting KPIs, delivering feedback, managing performance, and cultivating a customer-first mindset ⢠Experience improving and scaling operations through systems, automation, and innovation while maintaining lean staffing models ⢠Strong written and verbal interpersonal and communication skills ⢠Ability to present operational metrics, risks, and improvement proposals to senior leadership ⢠Deep attention to detail and precision in a regulated financial environment ⢠Bachelor's degree in Business, Finance, Accounting, or a related field (nice to have) ⢠Direct experience with 401(k) recordkeeping platforms, retirement plan administration, or payroll integrations (nice to have) ⢠Experience with reconciliation processes and audit support in financial services (nice to have) ⢠Familiarity with workflow automation, case management systems, or Lean/Six Sigma methodologies (nice to have)
⢠Dollar-for-dollar 401(k) employer match up to 4% of compensation, immediately vested, with $0 plan fees ⢠Top-of-the-line health plans ⢠Dental and vision insurance ⢠Competitive time off and parental leave ⢠Unlimited access to Addition Wealth digital tools, financial professionals, and knowledge center ⢠Lyra enhanced mental health support for employees and dependents ⢠Carrot fertility healthcare and family-forming benefits ⢠Candidly student loan resources ⢠Monthly work-from-home stipend ⢠Quarterly lifestyle stipend ⢠Team-building experiences, virtual social events, and team offsites
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