Role Overview

We’re seeking a dynamic Director of Operations/Chief of Staff to join as a founding team member and build our company from the ground up. This is a rare opportunity to shape the future of workplace financial wellness while building scalable operations that will impact thousands of employees across multiple enterprises.

Responsibilities

Operations & Strategy

• Design and build operational infrastructure from scratch for B2B2C financial wellness platform
• Develop scalable processes for onboarding enterprise clients and their employee bases
• Create operational frameworks that can grow from startup to scale-up phases
• Build and manage vendor relationships, partnerships, and service delivery models

Product & Technology Oversight

• Collaborate closely with technical teams to define product roadmap and feature prioritization
• Oversee product development cycles with deep understanding of user experience for both enterprise buyers and end consumers

Enterprise Sales & Client Success

• Build B2B2C sales processes and enterprise client management systems
• Develop client onboarding, implementation, and success frameworks
• Create scalable customer support operations for both enterprise clients and their employees
• Establish metrics and KPIs for client satisfaction and platform adoption

Qualifications

Experience & Background

• 5-10 years of progressive experience in fintech, financial services, or financial wellness
• Previous experience in B2B2C business models, preferably in employee benefits or enterprise software
• Proven track record in product management with consumer-facing financial products
• Experience building operations from early stage (pre-seed to Series A preferred)

Technical & Domain Expertise

• Deep understanding of financial wellness landscape (budgeting, debt management, investment guidance, retirement planning)
• Knowledge of enterprise sales cycles and client implementation processes
• Familiarity with financial services compliance and regulatory requirements
• Experience with technology platform development and scaling

Leadership & Skills

• Demonstrated ability to build and lead high-performing teams
• Strong analytical and problem-solving capabilities
• Entrepreneurial mindset with comfort in ambiguous, fast-moving environments

Ideal Background

• Previous experience at fintech companies focused on financial wellness, employee benefits, or wealth management
• Financial consultant or financial advisor role
• Product management experience with B2B2C platforms
• Operations leadership in high-growth startup environments
• CFP or relevant certification (preferred)

What We Offer

• Competitive base salary commensurate with experience
• Opportunity to build and shape company culture from day one
• Direct impact on improving financial wellness for thousands of employees
• Flexible benefits package

Why Join Us?

• Impactful Growth: Lead the expansion of specialized services that provide critical support to members during complex life events.
• Collaborative Environment: Work closely with a supportive team across Client Success, Product, and Marketing.
• Strategic Leadership: Shape the go-to-market strategy and future evolution of TouchCare’s specialized portfolio.

Location: Stamford, CT