Careers

Business Operations Associate

Hybrid • Minneapolis, MN • Full-time

Hi, I’m Alex, CEO and co-founder of Symplany. I’m looking for a business operations associate/coordinator. As our company has grown, so has the number of miscellaneous tasks. Many of these tasks have fallen on me, which distracts me from my top priorities of strategic planning, leadership, and software development.

In your role, you will work closely with me and occasionally with the rest of the team. What’s unique about this position is you’ll get a bird’s eye view of the inner workings of our company: from finance to HR to project management to team events and more. We're looking for someone who can execute processes where they exist and create them where they don’t. As you gain competence in your role and better learn our team and its needs, you will have many opportunities to improve the efficiency and organization of this company. A great candidate will be able to grow their career with Symplany.

We’re looking for someone in the Twin Cities, since some work will require being in person. We’re remote-first but have an office in Minneapolis where local employees tend to work once/week on Tuesdays.

I’ll be working with you throughout the interview process to understand your career aspirations, learn about your strengths and abilities, and see if we’re a good match for each other.

What we’re building

The mission of Symplany℠ is to transform how people think about financial planning and investing. No one else does what we do: create an investment portfolio that directly supports a client’s financial plan. With our software and methodology, not only do we trade intelligently and automatically, but clients come to understand their money in a way they never could before, bringing them peace of mind. Advisors are able to focus on the decisions and conversations that matter.

Who we are

We're a small team working together in Minneapolis and beyond. We’re a fun-loving crew who works hard, values learning, and geeks out about things far outside our usual finance and engineering work focus.

We care deeply about our values: they’re an integral part of how we make big decisions and conduct ourselves daily. We can tell you more about these when we meet:

• Integrity

• Rational Optimism

• Humble Confidence

• 1 + 1 = 3

• Inputs over Outcomes

• Pursuit of Excellence

The opportunity

Join us as employee #11 at a small company that punches above its weight. We're completely bootstrapped, with a profitable and proven business model. We aren't beholden to investors and have full autonomy over our business decisions, and can offer you competitive compensation and equity. As a member of our team, you will play a role in shaping our company and influencing our future!

Desired skills and requirements

• Highly organized: You keep track of tasks and diligently work toward deadlines. 

• Self-disciplined: We’re remote-first and trust each other to get our work done at our own time and pace.

• Quick learner: You’re comfortable with learning new software and processes.

• Research mindset: You’re interested in researching a variety of topics, experimenting with different ways of improving how we work, and helping decide on the path forward.

• Strong communicator: You express ideas clearly and write cogently.

• Proactive: You look for opportunities beyond the tasks assigned to you.

Benefits

• Retirement plan with employer match

• Flexible schedule

• Life insurance

• Paid time off

• Parental leave

• Health insurance reimbursement

• Career advancement opportunities

Hiring process

Our hiring process is (approximately) the following:

• 30-minute casual video call to get to know each other

• 90-minute in-person interview with two potential teammates

We’re looking forward to chatting with you.