Manager, Global Planner Operations

LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive. 

We’re a remote-first company, backed by prominent investors such as Ashton Kutcher’s fund Sound Ventures and Salesforce CEO Marc Benioff.

The Planning Operations Manager will play a critical role in building and scaling LearnLux’s global network of financial planners. You’ll lead operational excellence across the entire expert lifecycle from hiring and onboarding through training, performance management, and retention.

This is a hands-on, high-impact role that combines program development, execution, and continuous improvement. You’ll build the foundation for scalable, high-quality operations that enable LearnLux’s financial experts to deliver exceptional member experiences.

As the function grows, this role is expected to evolve into a people management position, with opportunities to mentor and lead others in the operations team.

Global Operations is an agile team that moves fast and encourages innovation. Here, you’ll have the autonomy to lead high-impact initiatives, create clarity in complex situations, and influence the broader direction of our global growth and financial planning operations within the company. If you’re passionate about aligning strategy with execution and solving meaningful problems in a mission-driven environment, we’d love to meet you.

This role is 100% remote within the US and reports to the Director of Global Operations.

• Develop and refine standards for vetting, hiring, and onboarding new financial experts, ensuring consistent quality and alignment with LearnLux’s fiduciary values.
• Partner cross-functionally to forecast planner capacity needs and support scaling operations globally across new geographies and languages.

• Partner with internal teams to implement and optimize tools and workflows that streamline planner scheduling, communication, documentation, and compliance.
• Manage training and enablement programs in partnership with subject matter experts to ensure onboarding and ongoing education are accurate, engaging, and compliant with LearnLux’s standards for high-quality financial guidance.
• Manage contracts, payments, and invoicing workflows in collaboration with Finance and Legal, ensuring accuracy, timeliness, and scalability.
• Oversee the QA process and partner with analytics teams to review performance data, identify trends, and implement process improvements that enhance planner quality and consistency.
• Track and interpret planner operations data in partnership with cross-functional teams to help demonstrate ROI for clients, connecting operational improvements to measurable member outcomes.
• Develop and document change management processes to roll out new policies, tools, and workflows smoothly across the planner network.

• Build programs that foster planner engagement, satisfaction, and retention, including professional development and feedback loops.
• Lead ongoing training and communication efforts to ensure planners remain supported, informed, and aligned with LearnLux’s mission and quality standards.
• Manage the offboarding process, maintaining compliance and knowledge transfer while identifying opportunities for improvement.

• 6+ years of experience in operations, program management, or workforce management, ideally within a distributed or network-based organization (e.g., professional services, health tech, edtech, or fintech).
• Proven ability to build and scale operational systems globally that support a credentialed or contractor-based workforce.
• Experience managing relationships involving contracts, payments, and compliance with external professionals.
• A bias for action with strong process and project management skills, with the ability to design, document, and optimize systems.
• Excellent communicator and collaborator who thrives in fast-moving, cross-functional environments.
• Driven by continuous improvement, operational clarity, and a passion for empowering those around you to do their best work.
• Comfortable switching between strategic thinking and tactical execution in a fast-paced environment.
• Experience with program management tools, workforce analytics, or global scaling processes is a plus.

• Remote-first company structure
• Medical, dental, and vision
• 401(k)
• Mental wellbeing (Talkspace)
• Financial wellbeing (LearnLux)
• Paid vacation and sick leave
• Paid sabbatical after 5 years of service
• A supportive, inclusive team culture
• Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology

LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply.

LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status.

We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team!

The pay range for this role is listed below. Individual compensation will be commensurate with the candidate's experience and local cost of labor.

Salary Range

$130,000 - $175,000 USD