Principal, Strategic Operations

Posted 13 Hours Ago
Be an Early Applicant
Hiring Remotely in USA
Remote
170K-205K Annually
Senior level
Fintech • Financial Services
The Role
Design, implement, and improve Monarch's leadership operating system and planning cadences. Own quarterly and annual planning mechanics, drive execution of cross-functional priorities, build documentation and artifacts to scale execution, and partner with founders and leaders to remove friction and improve decision-making.
Summary Generated by Built In
About Us:

Monarch is a powerful, all-in-one personal finance platform designed to help make the complexity of finances feel simple again. Since launching in 2021, we've become the top-recommended personal finance app by users and experts. Our goal? To take the stress out of finances so our members can focus on what truly matters.

We are a team of do-ers led by experienced entrepreneurs who are passionate about helping our members reach their financial goals. We're hyper focused on building a product people love, and on finding every edge that helps us do that better. AI is core to how we operate: every person on the team uses it as a partner to sharpen judgment, move faster, and expand what's possible. We're not looking for tool mastery, we're looking for fluency and curiosity. What matters is that AI is part of how you work today and that you're actively raising your own bar on how to use it well.

As a fully remote company (even before COVID!), we welcome applicants from almost anywhere. Our team collaborates synchronously mostly from 9 AM – 2 PM PT and embraces asynchronous work to stay connected across time zones.

Join us on our mission to transform lives by simplifying money, together.

The Role:

Monarch is seeking a Principal, Strategic Operations to join our Ops team during a period of rapid growth. Reporting to the Head of Operations, you'll design, implement, and continuously improve Monarch's operating system - ensuring company strategy translates into aligned decisions, effective planning, and reliable cross-functional execution. You'll partner closely with our founders and leadership team to build the operating mechanisms that help Monarch scale with clarity rather than complexity.

What You’ll Do:

  • Design and continuously improve Monarch's leadership operating system, including planning cadences, decision-making frameworks, and operating rhythms.

  • Own the operating mechanics behind quarterly and annual planning, ensuring priorities, dependencies, and execution remain aligned across the company.

  • Drive execution of the company's highest-priority cross-functional initiatives by improving coordination, accountability, and follow-through.

  • Build and evolve the operating mechanisms, documentation, and planning artifacts that enable teams to execute effectively at scale.

  • Partner closely with founders and functional leaders to identify organizational friction, improve decision-making, and continuously strengthen how Monarch operates.

What You’ll Bring:

  • 7+ years of experience in Business Operations, Strategic Operations, Chief of Staff, Management Consulting, or a similar operational leadership role.

  • Demonstrated experience designing or scaling operating systems, planning processes, or company-wide execution mechanisms in a high-growth environment.

  • Experience partnering directly with founders and senior leaders on company-wide initiatives.

  • Exceptional written communication skills and the ability to synthesize complexity into clear decisions, frameworks, and operating mechanisms.

  • Strong systems thinking with the ability to identify root causes, simplify complexity, and design durable solutions.

  • Outstanding judgment, executive presence, and the ability to influence senior leaders without formal authority.

  • Proven ability to operate autonomously in ambiguous, fast-moving environments while maintaining an exceptionally high quality bar.

  • Demonstrated AI Fluency: you use AI regularly in your work, have a clear point of view on where it helps and where it doesn't, and are continuously raising your own bar.

Nice to Haves:

  • Experience leading company planning (OKRs, annual planning, quarterly planning, etc.).

  • Background in management consulting followed by an operating role.

  • Experience supporting founder-led organizations through rapid scaling.

  • Familiarity with tools such as Notion, Linear, Omni / Looker, Slack, and modern AI platforms (e.g., ChatGPT, Claude, Gemini).

Typical Process:

  • Recruiter Video Call

  • Hiring Manager Video Call

  • Take Home Assignment

  • Virtual “onsite” round consisting of 2-4 rounds

  • Reference Checks

  • Offer!

Benefits :
  • Work wherever you want! As a fully remote company with no central office, we want you to work wherever you are happiest and most productive. Whether that’s out of your home, a co-working space, or elsewhere.

  • Competitive cash and equity compensation in a hyper growth, early stage company 🚀.

  • Stipend to set-up your ideal working environment.

  • Competitive Benefit Plans for employees based on your location (e.g. in the US we offer: Medical, dental and vision benefits and the ability to contribute to a 401k plan).

  • Unlimited PTO.

  • 3 day weekend every month! We take off the “First Friday” every month to focus on rest, recuperation, or just having fun!

Equal Opportunity & Non-Discrimination

We are an equal opportunity employer and value diversity. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy and gender identity), sexual orientation, age, marital status, veteran status, disability status, or genetic information.

Applicant Notices

California & San Francisco: Pursuant to the California Fair Chance Act and the San Francisco Fair Chance Ordinance, qualified applicants with arrest and conviction records will be considered for employment. We comply with all applicable fair chance hiring laws.

Skills Required

  • 7+ years experience in Business Operations, Strategic Operations, Chief of Staff, Management Consulting, or similar operational leadership role
  • Experience designing or scaling operating systems, planning processes, or company-wide execution mechanisms in high-growth environments
  • Experience partnering directly with founders and senior leaders on company-wide initiatives
  • Exceptional written communication skills and ability to synthesize complexity into clear decisions and frameworks
  • Strong systems thinking with ability to identify root causes and design durable solutions
  • Outstanding judgment, executive presence, and ability to influence senior leaders without formal authority
  • Proven ability to operate autonomously in ambiguous, fast-moving environments with high quality standards
  • Demonstrated AI fluency: regular use of AI in work and clear point of view on its application
  • Experience leading company planning (OKRs, annual planning, quarterly planning, etc.)
  • Background in management consulting followed by an operating role
  • Experience supporting founder-led organizations through rapid scaling
  • Familiarity with tools such as Notion, Linear, Omni, Looker, Slack, and modern AI platforms

Monarch Money Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Monarch Money and has not been reviewed or approved by Monarch Money.

  • Fair & Transparent Compensation Pay bands are described as market-aligned for remote US tech roles, with multiple role examples and ranges cited across sources. Postings also frame compensation as “competitive,” suggesting a deliberate positioning around external market competitiveness.
  • Equity Value & Accessibility Equity compensation is explicitly included as part of the package, giving employees an ownership stake in outcomes. This can increase perceived total rewards beyond salary where equity is meaningful.
  • Leave & Time Off Breadth Time-off policies are described as flexible and generous, including unlimited PTO and a recurring “First Friday off” practice. Paid parental leave is also mentioned, broadening the overall leave offering.

Monarch Money Insights

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The Company
HQ: San Francisco, California
24 Employees
Year Founded: 2019

What We Do

Monarch Money provides a budgeting and money management platform that aims to help users track their balances and grow their investments.

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