LearnLux
Planner Operations Associate
United States - Remote
Sponsorship not specified$75k-$95kDetected 3 hours ago
BudgetingOnboardingCommunication
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26Unrated
Cap-exempt (no lottery)0
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Entry-level history0
PERM / green-card track0
Lottery odds (Level II)66
Fits your clock70
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About the role
- This is a hands-on, execution-focused role.
- We're looking for someone who finds it rewarding to run a process consistently, catch the small discrepancies others miss, and know that a large, international workforce is running smoothly because of their attention to detail.
- This role is remote within the U.S. It reports to the Manager of Planner Operations.
Responsibilities
- Own the communication channels with our global financial planners. Ensure all messages are responded to in a timely fashion and escalate urgent issues to senior planning leads.
- Support the onboarding process for new global financial experts, provisioning access to the right tools and confirming each planner is fully configured from an admin perspective before they begin working with members.
- Maintain disciplined data hygiene across our tools and systems, keeping planner records accurate and current.
- Support our planning leads with SOP documentation to improve operational procedures and standards.
- Partner closely with the Manager of Planner Operations and the Senior Manager of Global Planner Relations, flagging recurring friction points you spot in the day-to-day and helping to test & build better approaches.
- Own the communication channels with our global financial planners.
- Ensure all messages are responded to in a timely fashion and escalate urgent issues to senior planning leads.
- Strong organization and prioritization skills and the discipline to manage a high volume of activity.
- Thrive in fast-moving environments and enjoy building in moments of change. We operate with urgency, and roles, priorities, and approaches evolve as we grow.
- Like wearing multiple hats and helping define the path forward. At LearnLux, roles evolve as we grow, and employees often help create clarity, structure, and direction where it didn't previously exist.
Requirements
- Experience with database or record management tools (e.g., Airtable or similar).
- Experience with mass-email or shared-inbox tools (e.g., Mailchimp, Front, Braze, or similar).
Nice to have
- Experience living or working abroad or working with international colleagues is a strong plus.
Compensation
- $75,000 - $95,000 USD
- The pay range for this role is listed below.
Benefits
- Medical, dental, and vision
- Mental wellbeing (Talkspace)
- Financial wellbeing (LearnLux)
- Paid vacation and sick leave
- Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology
- LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives.
- LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals.
Company info
- We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team.
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This listing is sourced directly from LearnLux's careers page and normalized into a canonical job model.