[Remote] Operations Quality and Content Program Lead at Arta Finance

United States

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$100,000 – $115,000Compensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

Candidates must possess over 5 years of experience in training design and QA systems, along with over 4 years of experience in fraud and back office banking operations, preferably within a B2C fintech or financial services setting. A comprehensive understanding of the training-performance-automation feedback loop and proficiency in leveraging data to address performance gaps are essential. The role also requires expertise in instructional design, adult learning principles, and modern L&D technologies such as LMS, QA tools, and knowledge bases. Demonstrated experience in leading QA program development, including scorecards, calibration processes, and reporting, is necessary, as is experience in creating scalable solutions.

Responsibilities

The Operations Quality and Content Program Lead will refine and review onboarding and ongoing training programs to improve operations team readiness, retention, and performance. This role involves championing the advancement of the quality assurance program, utilizing AI to optimize reviews, identify performance patterns, and automate feedback. Responsibilities include maintaining and updating internal and external knowledge bases, FAQs, SOPs, and training materials for accuracy and alignment with business objectives. The Lead will partner with Vendor Management, Digital Transformation, and Compliance teams to ensure content, workflows, and training align with evolving policies and customer needs. Additionally, the role requires analyzing escalation trends and QA insights to enhance enablement programs and drive continuous improvement in the support experience, while also providing coaching, performance management, and career development to team members.

Skills

Operations Management

Quality Assurance

Content Development

Training Programs

Onboarding

Process Improvement

Escalation Management

Cross-functional Collaboration

Fraud Operations

Risk Management

Back Office Operations

Machine Learning

Mobile-first Products

Arta Finance

Provides personalized investment strategies and services

About Arta Finance

Arta Finance provides tailored investment solutions for a variety of clients, including individual investors and institutional entities. The company focuses on creating personalized investment strategies that align with the specific financial and tax needs of its clients. Revenue is generated primarily through management fees for overseeing investment portfolios and transaction fees for executing trades. Arta Finance promotes a client-centric approach, encouraging clients to evaluate investment opportunities based on their own objectives and risk tolerance. While the company offers expert advice, it does not guarantee the success of its strategies, emphasizing the risks involved in investing. Additionally, it advises clients to consult tax professionals to consider tax implications before making investment decisions.

Mountain View, CaliforniaHeadquarters

2021Year Founded

$87.5MTotal Funding

SERIES_ACompany Stage

Financial ServicesIndustries

51-200Employees

Benefits

Health insurance

High deductible health plan available with HSA contribution

Complimentary one medical membership

20 weeks of parental leave

15 days PTO annually

National & company holidays

Risks

Increased competition from other AI-driven wealth management platforms could dilute market share.

Global expansion may expose Arta Finance to geopolitical risks and regulatory challenges.

Partnerships with large entities like Google Cloud may lead to dependency risks.

Differentiation

Arta Finance democratizes wealth management using AI, making it accessible to more people.

The company offers personalized investment strategies tailored to individual client needs.

Arta Finance partners with tech giants like Google Cloud to enhance platform scalability and security.

Upsides

AI-driven personalization in wealth management is gaining traction, benefiting Arta Finance.

The demand for digital wealth management platforms is projected to grow significantly by 2030.

Arta's global expansion, including Singapore, positions it as a leader in digital wealth management.

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