Operations Associate

Posted:
1/5/2025, 9:40:09 AM

Location(s):
New York, New York, United States ⋅ New York, United States

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Operations & Logistics ⋅ Sales & Account Management

The Opportunity

As an Operations Associate, you will work closely with the business development team to design and implement key business processes and operational strategies that power ModernFi’s growth. From day one, you will take ownership of impactful initiatives, align cross-functional teams, and contribute to the seamless execution of complex projects that define how we operate and scale. This role offers a unique opportunity to work directly with the founders and make a lasting impact on ModernFi’s mission to empower financial institutions.

We value autonomy, ownership, and professional growth. You'll be part of a team that combines deep expertise with a commitment to collaboration and shared learning. At ModernFi, your work matters: our products enable credit unions and banks to better serve their depositors and strengthen their communities.

The Role

Responsibilities

  • Design, implement, and optimize business operations across sales, onboarding, product, marketing, and internal teams.

  • Collaborate with leadership to align stakeholders, launch product lines, and execute strategic plans effectively.

  • Organize and facilitate core business planning activities, operating cadences, and engagement to achieve organizational goals.

  • Prepare Board and investor materials and deliver data-driven presentations to influence strategic decisions.

  • Analyze complex problems, identify solutions, and contribute to ModernFi’s operational excellence.

  • Join our team working in NYC

About You

  • 2 years of experience, including investment banking experience (experience at fintech company a plus)

  • Strong project management, analytical and collaborative skills

  • High level of organization and professionalism and comfort with data-driven practices

  • Ability to handle nebulous problems and shifting priorities with flexibility, patience, positivity, and open mindedness

  • Excited by the prospect of life- and career-changing work in a startup environment

  • High EQ, trustworthy, and calm under pressure

  • Interest in financial systems, markets, and banking

About Us

he caliber and character of the ModernFi team set us apart.

We value competence and drive over experience and look for compassionate people with a diverse set of backgrounds. We appreciate technical ability, dedication, and humble confidence. Above all, we value respect – respect to our colleagues, our clients, our partners, and to ourselves. Because we are a close-knit team of high performers, we are selective and considerate with every hire.

The people at ModernFi could be doing anything in the world, yet they choose to be here


Benefits

We offer generous salary, unlimited PTO, and premium health, dental, and vision insurance. As an early hire, you will have access to significant equity at a critical stage of the company’s growth.

The Process

If you’d like to learn more, please email us at [email protected]. During the recruitment process, you’ll meet Adam and Paolo.

Our process is focused on cultural and personality fit. We are excited to get to know you, learn about what motivates you, and ensure that we can accelerate your personal and professional growth.