Head of Wealth Operations

About the role

Satispay began by rethinking the simple act of a payment to remove the friction from our daily routines. But we didn't stop there. Today, we are building a complete financial platform designed to empower people and concretely improve their lives. By giving our 6 million users a clear, open path to pay, save, and invest, we are evolving into the definitive destination for every financial need. Joining our team means stepping into a critical role with the authority and responsibility to drive significant business outcomes and shape the strategic trajectory of the company and the industry. We are powered by a culture of ownership, relentless execution, and strategic foresight. We are brave in our approach, making courageous decisions and tackling challenges head-on, underpinned by a deep sense of responsibility for sustainable, ethical, and long-term success.

Responsibilities

• As our Head of Wealth Operations , you'll play a key role in operationalizing and scaling the delivery of our B2B wealth coaching service, ensuring quality, efficiency, and growth.
• Operationalize the channel - Design, implement, and continuously improve the processes, workflows, and tools that enable our team of financial coaches to deliver high-quality coaching at scale.
• Build and lead the team - Hire, onboard, train, and manage a growing team of financial coaches and trainers. Define the training model and build internal capabilities to reduce dependency on external providers.
• Own operational KPIs - Define and monitor the metrics that matter - NPS, number of coachings delivered, team capacity, and productivity.
• Ensure service quality - Translate regulatory and compliance requirements into operational processes, scripts, workflows, and controls - enabling the evolution of the financial training model.
• Partner with Business & Tech - Collaborate with the Growth and Tech teams on CRM setup and tooling to support service delivery and client management.
• You will lead and mentor high-performing teams, collaborate closely with peers with structured communication and transparency, demonstrating a commitment to integrity and ownership.
• Who we're looking for
• Solid operations management background - Process design, workflow optimization, capacity planning, and flawless execution.
• Proven people management experience - A track record of successfully hiring, training, and coaching high-performing teams.
• Pragmatic, implementation-oriented mindset - You are a hands-on builder who simply gets things done.
• Financial industry fluency - A basic understanding of wealth and financial services (you don't need to be a financial advisor, but you need to speak the language fluently).
• CRM & Tech Savviness - Familiarity with CRM systems and a clear vision of how to leverage them operationally to support service delivery.
• Regulatory Translation - The ability to seamlessly translate complex regulatory and compliance requirements into operational processes and practical team workflows.
• Strategic planning exposure - Exposure to strategic planning or business development contexts is considered a distinct plus.
• Why this is your place
• This is a unique opportunity to leverage your experience and leadership to make a profound impact on a company poised for significant future growth. We operate on a principle of reciprocity: significant strategic impact are met with meaningful rewards and opportunities:
• Drive transformative impact. Lead critical functions and initiatives that directly contribute to our mission and impact millions of users and businesses.
• Operate in high-growth. Thrive in a dynamic, fast-moving environment that demands bravery, resilience, and rapid, decisive action at scale. Experience the excitement of navigating growth where change is constant.
• Significant equity participation. Directly share in Satispay's success through a competitive Stock Option Plan designed to reward leadership and contribution to company growth.
• Lead exception

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