Experteer OverviewIn this role you will lead the operational delivery and scaling of Satispay's B2B wealth coaching service. È la persona giusta per questa possibilità? Si assicuri di leggere la descrizione completa qui sotto. You will build and optimize processes, workflows, and tools to enable high‐quality coaching at scale, while growing and managing a team of financial coaches. You will own key operational metrics and ensure regulatory and compliance requirements are translated into practical workflows. You will partner with Growth and Tech to support service delivery and client management, driving impact across a fast‐moving, high‐growth environment. This is an executive‐facing opportunity to shape operations, uplift performance, and contribute to the company's strategic trajectory in wealth services.Retribuzione / BenefitsDesign, implement, and improve processes, workflows, and tools for coaching delivery at scaleHire, onboard, train, and manage a growing team of financial coaches and trainersDefine and monitor operational KPIs: NPS, coaching volume, team capacity,



productivityTranslate regulatory and compliance requirements into operational scripts, workflows, and controlsCollaborate with Growth and Tech on CRM setup and tooling to support service deliveryLead and mentor high‐performing teams with transparent communication and ownershipResponsabilitàSolid operations management background: process design, workflow optimization, capacity planning, flawless executionProven people management experience: hiring, training, coaching teamsPragmatic, implementation‐oriented mindset: hands‐on builderFinancial industry fluency: xrdztoy understanding of wealth and financial servicesCRM & Tech Savviness: familiarity with CRM systems and using them operationallyRegulatory translation: ability to convert regulatory requirements into practical workflowsStrategic planning exposure: experience with strategic planning or business development is a plusRequisiti fondamentaliHealt

📌 Head of Wealth Operations (Italia)
🏢 Experteer Italy
📍 Italia