Operations Manager - FinTech - #1765607
Cavenwell Group
ABOUT CAVENWELLCavenwell is a next-generation trust and fiduciary firm — client-obsessed, cross-border by design, and powered by technology. We provide global structuring, governance, and administration solutions to ultra-high-net-worth families, acting as the architects of wealth structures for some of the world’s wealthiest families. We are not your traditional trust company.
Our operations are already highly automated. We’ve built a robust internal stack of automation tools, intelligent document workflows, and robotic process automations to reduce friction, eliminate repetitive tasks, and deliver a new standard of service. Our founders are technically fluent and hands-on, and our infrastructure reflects that.
We’re now seeking a FinTech-savvy Operations Manager to help extend this capability — scaling existing systems, embedding adoption across teams, and ensuring we get maximum leverage from the powerful tools we’ve already put in place. THE ROLE: BUILD. SCALE.
ENABLE.We’re hiring a mid- to senior-level Operations Manager to take ownership of building, refining, and scaling operational systems across the business. This is a high-impact, high-context role focused on amplifying the effectiveness of what’s already been built. You’ll work closely with the founders to extend and refine our operational systems — supporting the rollout of automation into new functions, ensuring internal adoption, and driving continued process innovation.
You won’t be starting from scratch — you’ll be joining a business that already operates with significant automation and AI-driven processes. Your job is to help us go further, faster. This is the ideal role for someone who thrives on autonomy, loves solving operational bottlenecks with systems and logic, and is fluent with the kinds of tools modern fintechs and service firms use to move quickly and scale effectively.
RESPONSIBILITIESOperational InfrastructureDesign, document, and roll out core processes across client onboarding, compliance, finance, HR, and client service
Build clear and scalable SOPs to capture institutional knowledge and reduce key-person dependency
Establish reliable, auditable workflows for recurring activities and continuously improve them
Automation & ToolingEvaluate and expand existing automations — identify where they can be extended, simplified, or replicated across departments
Build new automations using our existing platforms, and help translate business needs into scalable, tech-powered workflows
Act as a champion of automation best practices, helping internal teams understand and fully leverage our infrastructure
Collaborate with internal technical stakeholders on larger integrations (e.g. RPA, APIs, intelligent document workflows)Cross-Functional DeliveryServe as a day-to-day execution partner to finance, compliance, and client service leads
Support the rollout of new jurisdictions, systems, or service offerings with strong operational planning and oversight
Help develop and enforce internal service standards (e.g. SLAs, process ownership, escalation paths)Team EnablementSpearhead internal adoption of workflow tools, knowledge bases, and basic automation by training and supporting the wider team
Help lead an internal education program around automation, AI tools, and smarter service delivery practices
Support the onboarding and development of future hires in the operations functionWHAT YOU BRINGExperience5+ years in operations, business operations, or process-driven roles — ideally within startups, fintech, legal/financial services, or tech-enabled service businesses
Proven track record of building and owning operational systems and internal tooling from scratch
Experience with workflow automation, low-code platforms, and CRM or internal databases
Strong documentation and communication skills, including the ability to create SOPs and training materials
Data literate — comfortable interpreting metrics, building simple reports or dashboards, and translating operational performance into insight
Tech FluencyYou don’t need to be a developer, but you’re highly fluent in modern automation and no-code/low-code ecosystems. You understand the difference between a quick Zap and a process-level automation strategy. You’re comfortable with logic, data flows, and understanding where AI tools or robotic process automation can create leverage.
If something feels inefficient, you instinctively look for the system fix. Mindset & TraitsBuilder’s mindset – You see inefficiency and instinctively design the system that would fix it
Bias for action – You’re comfortable operating independently, making decisions, and adjusting course as needed
Structured thinker – You bring clarity and order to unstructured situations.Enabler, not gatekeeper – You love helping others do more with the right tools and systems
Low-ego, high-ownership – You’re hands-on, team-oriented, and driven by resultsBONUS IF YOU HAVEExperience working in or adjacent to regulated environments (e.g. KYC, AML, risk workflows)Familiarity with fiduciary, trust, or private client service businesses
Basic fluency in code logic or structured data formats (e.g. JSON, API schemas)Exposure to internal education or tech adoption programs within small teamsWHY JOIN CAVENWELLJoin a company rewriting the playbook for private wealth and family office governance services
Work directly with executional founders and domain experts
Make a tangible impact — your work will touch every function in the business
Help build a new kind of trust company from the inside out
Flexible working, competitive compensation, and real growth potential
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