Manager, Investor Services

Upstart

8d•$146,700 - $203,000•Remote

About The Position

Upstart is a leading AI lending marketplace that partners with banks and credit unions to expand access to affordable credit through technology. The Investor Services team partners with institutional investors that provide the capital powering Upstart's lending platform, ensuring they can efficiently purchase, fund, and manage investments across Upstart's growing suite of products. The team oversees the end-to-end investor lifecycle, including diligence, onboarding, loan sales, investor operations, and new product readiness, while partnering across Capital Markets, Product, Engineering, Legal, Operations, Treasury, and Compliance teams to deliver a seamless investor experience. As the Investor Enablement Operations Manager, you will serve as the operational backbone of the team, driving execution across complex cross-functional initiatives, improving operational governance, and helping scale the processes that support Upstart's investor platform. This role is ideal for a highly organized operator who enjoys solving ambiguous problems, driving alignment across teams, and building systems that improve how work gets done.

Requirements

5+ years of experience in operations, program management, business operations, strategic operations, investor operations, or a related field.
Demonstrated success leading complex cross-functional initiatives involving multiple stakeholders and competing priorities.
Experience driving operational execution, managing escalations, and improving business processes in a fast-paced environment.
Strong organizational, analytical, and problem-solving skills with the ability to navigate ambiguity and drive outcomes.
Proven ability to influence stakeholders and build alignment without direct authority.
Excellent written and verbal communication skills, including experience communicating with senior leaders and cross-functional partners.
Experience balancing strategic thinking with hands-on execution.

Nice To Haves

Experience in fintech, financial services, banking, lending, Capital Markets, or investor operations.
Experience partnering closely with Product and Engineering teams to launch new products or improve operational workflows.
Experience building operating cadences, governance frameworks, dashboards, and reporting mechanisms.
Experience managing operational readiness, partner onboarding, or large-scale cross-functional implementations.
Experience leading process transformation, operational excellence, or organizational scaling initiatives.
Familiarity with loan sales, investor onboarding, investor diligence, servicing operations, or secondary market activities.
Experience leveraging AI tools (i.e. ChatGPT, Glean, Claude, Delphina, or similar) to improve productivity, analysis, documentation, and operational execution.

Responsibilities

Drive execution across strategic Capital Markets initiatives, ensuring workstreams remain coordinated, on track, and aligned across multiple teams.
Own operational governance by improving visibility, accountability, prioritization, and execution across diligence, onboarding, loan sales, investor operations, and new product readiness.
Lead cross-functional programs involving Capital Markets, Product, Engineering, Legal, Operations, Treasury, and Compliance to deliver investor-facing initiatives successfully.
Manage investor-impacting operational escalations, identify risks early, remove blockers, and drive timely resolution.
Design and implement scalable operating mechanisms, processes, and governance frameworks that improve organizational efficiency and reduce execution risk.
Partner with leadership to improve operational readiness for new investors, products, partnerships, and strategic business initiatives.
Identify opportunities for automation, AI adoption, and process improvement to increase organizational leverage and reduce manual work.
Develop reporting, metrics, and operating cadences that improve decision-making and provide greater visibility into organizational health.

Benefits

Competitive compensation, including base pay, bonus opportunities, and annual equity grants that vest quarterly
Retirement benefits to help you plan for the future, including a 401(k) or Group Retirement Savings Plan with a company match of $2 for every $1 contributed, up to $15,000 annually (USD in the US, CAD in Canada)
Employee Stock Purchase Plan (ESPP) with discounted stock purchase options for eligible employees (US only)
Comprehensive health coverage designed to support you and your family, including medical, dental, vision, and wellness resources for US and supplemental health coverage for Canada.
Health Savings Account contributions from Upstart for eligible plans (US only)
Income protection benefits, including life insurance and disability coverage for added financial security
Paid time off, sick leave, and company holidays, in line with local requirements
Paid family and parental leave to support caregiving and major life moments (duration varies by country)
Family-centered benefits to support fertility, parenthood, and caregiving needs
Employee Assistance Program (EAP) offering mental health support and life-centered resources
Financial wellness resources, including access to financial planning tools and a financial concierge service (US Only)
Annual wellness allowance to support your physical and emotional well-being and personal development, based on what matters most to you
Annual productivity allowance to invest in relevant tools and resources you need to do your best work, no matter where you work from
Connection and community through team events, all-company updates, and employee resource groups (ERGs)
Onsite perks, including catered lunches and fully stocked micro-kitchens when working from one of our offices in the Bay Area, Austin, Columbus, and New York City (opening Summer 2026!)