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POSITION OVERVIEW:
Origin is a financial well-being platform that partners with innovative employers to keep employees happy, healthy, and on the road to financial success. We believe that protecting your assets, family and future shouldn’t require a PhD in finance, so we built a company that puts financial management on auto pilot.
Origin makes it easy and affordable for companies to offer a suite of best-in-class financial tools including student loan repayment, 401k optimization, savings tools, and debt management. We are the only holistic financial benefit that provides financial planning to every employee, everywhere. No middle men. No confusing terms. Just simplicity.
Our team is led by repeat founders and is backed by leading VC firms like Founders Fund, Felicis and General Catalyst.
At Origin, our mission is to bring financial planning to every employee everywhere. Origin is growing fast and we are expanding into new markets across the globe.
You will be a key partner in helping us manage the largest contracted planner network in the US, beta-test new ways to deliver efficient plans to clients, and then train your direct report network planners.
You will have access to Origin’s executives and other key stakeholders and have a real impact in charting our company’s immediate and long-term course. Your work will bring to life our mission of enabling every employee, everywhere to reach their life goals of owning a home, buying a car, or sending their kids to college.
Responsibilities:
Lead multiple pods of contracted network planners (all have their CFP® certification, pods will be of about 5 planners each). Provide coaching and mentoring to your planners. Assist in hiring and evaluating new planners. Follow disciplinary procedures as required. Help set performance standards (quality) and time-to-serve metrics (quantity), review performance, and provide feedback to planners. Be the main source of contact for your planners.
Develop and monitor goals for your planners. Review planner and pod performance, identify trends, suggest improvements, provide feedback to planners.
Serve as the first line of elevation should major conflicts arise between a planner and a client. Serve as the main point for your pods for questions they may have regarding internal processes and procedures related to service and planning
Become familiar with Origin’s planning process by taking on a small book of clients. Be a beta-tester for new/improved planning procedures and policies before teaching them to your pods. Begin to explore efficiencies around text-based planning (without video calls).
Work collaboratively with leadership to make recommendations across strategy, policies and procedures, and operations. Work with leadership to develop staffing and operational plans.
Required Skills:
Undergraduate degree
Minimum of four years progressively responsible and related experience (including supervision of others)
Knowledge or experience in the financial planning industry
Certified Financial Planner (CFP) designation required
Excellent verbal and written communication skills
Strong leadership and personnel development skills
You are the type of person that thrives in ambiguity and can bring thoughtful solutions to complex problems
You see broken things and fix them along the way
You're a hustler (e.g. move fast, work hard, and are resilient). This will not be easy, but that doesn't scare you
Knowledge of employer equity (or willingness to learn), including ISOs, NSOs, RSUs, ESPPs, and ESOPs
Based in San Francisco or NYC, will consider remote