Manager, Capital Markets

Zippy•Dallas, TX

1d•Remote

About The Position

The Manager of Capital Markets serves as the operational quarterback for Zippy's institutional capital partners and loan investors. Working directly with the Chief Investment Officer, this individual is responsible for coordinating investor communications, managing ongoing reporting, analyzing partner performance, and ensuring day-to-day operational excellence across our capital markets platform. This role requires someone who thrives at the intersection of relationship management, project management, and cross-functional execution. You'll work closely with Capital Markets, Finance, Credit, Servicing, Operations, Legal, and Technology to ensure investors receive exceptional service while helping scale one of the industry's fastest-growing lending platforms

Requirements

5–8+ years of experience in financial services, specialty finance, or lending, ideally with exposure to warehouse lending, loan sale, or capital partner relationships
Demonstrated project management skills, with the ability to manage many concurrent, cross-functional workstreams to closure
Strong working knowledge of lending operations, underwriting, servicing, or compliance - sufficient to answer most business questions directly
High emotional intelligence and relationship-building skill; comfortable owning difficult or overdue conversations professionally
Excellent organizational skills and follow-through; low tolerance for items falling through the cracks
Strong written and verbal communication skills, with the ability to translate internal detail into clear, partner-facing responses
Experience with deliverable or SLA tracking tools (e.g., structured trackers, project management software)

Nice To Haves

Manufactured housing, specialty finance, or partner-based lending experience strongly preferred

Responsibilities

Coordinate ongoing loan sales, pricing and trade registration.
Manage investor reporting packages, portfolio performance updates, and ad hoc analyses.
Monitor and update rate card as well as interest rate hedge for loans awaiting sale.
Monitor operational SLAs and ensure commitments to investors are consistently met.
Identify opportunities to improve processes, automation, and scalability.
Serve as a primary day-to-day point of contact for institutional loan buyers and capital partners.
Coordinate regular investor communications, portfolio updates, and performance reporting.
Build trusted relationships through proactive communication and exceptional responsiveness.
Track investor requests and ensure timely resolution across internal teams.
Coordinate recurring business reviews and portfolio update meetings.
Lead onboarding of new institutional investors from signed agreement through operational readiness.
Coordinate implementation activities across Legal, Operations, Technology, Servicing, Finance, and Credit.
Manage project plans, milestones, dependencies, and timelines for new investor launches.
Ensure operational processes, reporting, and data delivery are successfully established before launch.
Lead strategic initiatives on behalf of the CIO.
Coordinate execution across multiple departments to deliver capital markets priorities.
Track action items, risks, dependencies, and project status.
Drive accountability and follow-through across stakeholders.
Develop scalable processes for investor servicing and communication.
Create documentation, standard operating procedures, and operational playbooks.
Recommend improvements that enhance investor experience and internal efficiency.

Benefits

Competitive Compensation: We offer a competitive salary with the potential for annual bonuses and variable pay, depending on your skills and experience.
Equity for All: As a part of our commitment to shared success, all employees receive equity in the company, allowing you to share in the growth and achievements of Zippy.
Remote Work: Enjoy the flexibility of working from home in a dynamic, remote-first environment.
Comprehensive Health Coverage: We provide medical, dental, and vision insurance, along with company-subsidized benefits like STD, LTD, and life insurance for you and your family.
Flexible Spending Accounts: Take advantage of medical & dependent care FSAs to help manage your expenses.
Training & Licensing Support: We invest in your professional growth with resources for training and licensing.
Paid Time Off: We offer generous PTO—and we encourage you to use it!
Wellbeing Programs: Access a variety of wellbeing resources, including Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, Ladder, and more through our Sequoia Wellbeing Programs.
Parental Leave: We provide paid parental leave to support you and your growing family.
No Meeting Wednesdays: Enjoy a mid-week break from meetings to focus and recharge.
Vibrant Slack Community: Engage with colleagues in our lively remote Slack community, featuring fun channels that connect people around shared interests like travel, pets, sports, food, and more.
Career Growth: We believe in promoting from within, offering you opportunities to grow your career with us.