Senior Level Investment Operations Specialist Jobs
Senior level investment operations specialist jobs place experienced professionals in charge of end-to-end trade lifecycle oversight, reconciliation governance, and the cross-functional initiatives that keep institutional portfolios running without disruption. Openings are concentrated across Banking & Financial Services, Investment & Asset Management, and Fintech, with 25% offering remote or hybrid arrangements, and employers like JPMorganChase, MUFG, and Stripe hiring at this level now.
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Avalara is transforming tax compliance into a seamless, automated digital experience. Within our Micro & Emerging Business unit, we are building a unified self-serve compliance platform for small merchants and lodging operators by bringing DAVO and MyLodgeTax together.
As a Senior Program Manager, you will lead the cross-functional operations of this flagship initiative. You will drive alignment, accountability, and execution across dedicated engineering teams, central platform groups, business development, billing systems, and shared services. Reporting to Evan Wright (VP & GM, SMB Business), this role gives you startup-style agility and scope backed by the data, customers, and infrastructure of an established global SaaS leader.
Lead program delivery. Own the integrated plan, milestones, and critical path for the DAVO and MyLodgeTax consolidation, including the platform rebuild, customer migration, and security and compliance deadlines.
Run the cross-team operating model. Set up operating rhythms, dependency maps, and clear service agreements with engineering, central platform, business development, filing operations, and corporate systems teams.
Drive billing and systems work. Coordinate roadmaps and delivery for card and ACH checkout, self-serve pricing and quoting, HubSpot, ERP integrations, and the APIs underneath them.
Align partner integrations. Coordinate timelines across POS and property-management integrations, marketplace apps, and integration partners so customers can sign up and onboard without talking to sales.
Give executives clear visibility. Build dashboards tracking self-serve conversion, support volume, and acquisition economics, and write decision memos that make trade-offs easy to act on.
Modernize how programs run. Use AI tools for status updates, risk detection, and documentation, and help CPMO turn what works here into playbooks for the rest of Avalara.
#LI-Remote
What Your Responsibilities Will Be:
Lead the end-to-end go-to-market strategy, campaign planning, and execution for DAVO to accelerate merchant acquisition, trial sign-ups, and active user growth.
Own marketing initiatives across app marketplaces, POS ecosystems (e.g., Clover, Square, Toast, Shopify, and others), and merchant-embedded channels to drive app installs and partner-referred growth.
Partner with Product and Growth teams to optimize the self-serve buying journey, conversion paths, digital onboarding, and activation funnels.
Develop compelling, merchant-centric messaging, landing pages, digital campaigns, and educational content that articulate the time-saving and compliance benefits of daily automated sales tax.
Plan and execute multi-channel demand generation programs across digital advertising, email nurture streams, partner co-marketing, and industry activations.
Utilize modern marketing technology, automation, and AI-powered tools to scale campaign testing, optimize messaging variations, and eliminate friction across marketing funnels.
Track and analyze full-funnel PLG telemetry and marketing performance metrics (install-to-activation rates, customer acquisition cost, retention, and ROI) to steer marketing investments and campaign optimizations.
AI Proficiency
Use approved AI and automation tools to streamline operations, including project setup, documentation accuracy, sales queue handling, and invoicing workflows.
Build reusable prompts, templates, and lightweight automations to reduce manual rework and help delivery teams prepare client projects faster.
Track efficiency and data quality gains, sharing effective AI workflows and best practices across the team.
What AI success looks like:
Demonstrated experience applying practical AI/automation tools to improve day-to-day workflow speed, quality, and documentation accuracy.
A proactive mindset for identifying process bottlenecks and building scalable, reusable solutions.
What you’ll bring
7+ years of experience leading complex, cross-functional technical programs at a SaaS or enterprise technology organization.
Proven track record delivering programs involving subscription billing, payments/checkout workflows, or complex enterprise platform and integrations.
A track record of driving accountability across a matrixed organization without direct authority.
Experience delivering against fixed milestones and deadlines, including legacy platform migrations.
Executive-level communication skills, with the ability to distill technical and commercial trade-offs into clear recommendations.
Comfort using AI tools in your daily work to synthesize information and move faster.
Preferred
Experience with product-led growth (PLG) or self-serve funnels.
Experience with POS, property-management, or e-commerce partner integrations.
A background in tax, compliance, or fintech.
Solid foundation in Agile, Scrum, or SDLC delivery frameworks
A bachelor’s degree in business, technology, information systems, or a related field, or equivalent experience.
- You’ll bring experience using AI and AI-related technologies, ready to thrive here.
- You’ll apply AI every day to business challenges - improving efficiency, contributing solutions, and driving results for your team, our company, and our customers.
- You’ll grow with AI by staying curious about new trends and best practices, and by sharing what you learn so others can benefit too.
Total Rewards
In addition to a great compensation package, paid time off, and paid parental leave, many Avalara employees are eligible for bonuses.
Health & Wellness
Benefits vary by location but generally include private medical, life, and disability insurance.
Inclusive culture and diversity
Avalara strongly supports diversity, equity, and inclusion, and is committed to integrating them into our business practices and our organizational culture. We also have a total of 8 employee-run resource groups, each with senior leadership and exec sponsorship.
What You Need To Know About Avalara:
We’ve already built an industry-leading cloud compliance platform, processing over 54 billion customer API calls and over 6.6 million tax returns a year. Our growth is real - we're a billion dollar business - and we’re not slowing down until we’ve achieved our mission - to be part of every transaction in the world.
We’re bright, innovative, and disruptive, like the orange we love to wear. It captures our quirky spirit and optimistic mindset. It shows off the culture we’ve designed, that empowers our people to win. We’ve been different from day one. Join us, and your career will be too.
We’re An Equal Opportunity Employer
Avalara is transforming tax compliance into a seamless, automated digital experience. Within our Micro & Emerging Business unit, we are building a unified self-serve compliance platform for small merchants and lodging operators by bringing DAVO and MyLodgeTax together.
As a Senior Program Manager, you will lead the cross-functional operations of this flagship initiative. You will drive alignment, accountability, and execution across dedicated engineering teams, central platform groups, business development, billing systems, and shared services. Reporting to Evan Wright (VP & GM, SMB Business), this role gives you startup-style agility and scope backed by the data, customers, and infrastructure of an established global SaaS leader.
Lead program delivery. Own the integrated plan, milestones, and critical path for the DAVO and MyLodgeTax consolidation, including the platform rebuild, customer migration, and security and compliance deadlines.
Run the cross-team operating model. Set up operating rhythms, dependency maps, and clear service agreements with engineering, central platform, business development, filing operations, and corporate systems teams.
Drive billing and systems work. Coordinate roadmaps and delivery for card and ACH checkout, self-serve pricing and quoting, HubSpot, ERP integrations, and the APIs underneath them.
Align partner integrations. Coordinate timelines across POS and property-management integrations, marketplace apps, and integration partners so customers can sign up and onboard without talking to sales.
Give executives clear visibility. Build dashboards tracking self-serve conversion, support volume, and acquisition economics, and write decision memos that make trade-offs easy to act on.
Modernize how programs run. Use AI tools for status updates, risk detection, and documentation, and help CPMO turn what works here into playbooks for the rest of Avalara.
#LI-Remote
What Your Responsibilities Will Be:
Lead the end-to-end go-to-market strategy, campaign planning, and execution for DAVO to accelerate merchant acquisition, trial sign-ups, and active user growth.
Own marketing initiatives across app marketplaces, POS ecosystems (e.g., Clover, Square, Toast, Shopify, and others), and merchant-embedded channels to drive app installs and partner-referred growth.
Partner with Product and Growth teams to optimize the self-serve buying journey, conversion paths, digital onboarding, and activation funnels.
Develop compelling, merchant-centric messaging, landing pages, digital campaigns, and educational content that articulate the time-saving and compliance benefits of daily automated sales tax.
Plan and execute multi-channel demand generation programs across digital advertising, email nurture streams, partner co-marketing, and industry activations.
Utilize modern marketing technology, automation, and AI-powered tools to scale campaign testing, optimize messaging variations, and eliminate friction across marketing funnels.
Track and analyze full-funnel PLG telemetry and marketing performance metrics (install-to-activation rates, customer acquisition cost, retention, and ROI) to steer marketing investments and campaign optimizations.
AI Proficiency
Use approved AI and automation tools to streamline operations, including project setup, documentation accuracy, sales queue handling, and invoicing workflows.
Build reusable prompts, templates, and lightweight automations to reduce manual rework and help delivery teams prepare client projects faster.
Track efficiency and data quality gains, sharing effective AI workflows and best practices across the team.
What AI success looks like:
Demonstrated experience applying practical AI/automation tools to improve day-to-day workflow speed, quality, and documentation accuracy.
A proactive mindset for identifying process bottlenecks and building scalable, reusable solutions.
What you’ll bring
7+ years of experience leading complex, cross-functional technical programs at a SaaS or enterprise technology organization.
Proven track record delivering programs involving subscription billing, payments/checkout workflows, or complex enterprise platform and integrations.
A track record of driving accountability across a matrixed organization without direct authority.
Experience delivering against fixed milestones and deadlines, including legacy platform migrations.
Executive-level communication skills, with the ability to distill technical and commercial trade-offs into clear recommendations.
Comfort using AI tools in your daily work to synthesize information and move faster.
Preferred
Experience with product-led growth (PLG) or self-serve funnels.
Experience with POS, property-management, or e-commerce partner integrations.
A background in tax, compliance, or fintech.
Solid foundation in Agile, Scrum, or SDLC delivery frameworks
A bachelor’s degree in business, technology, information systems, or a related field, or equivalent experience.
- You’ll bring experience using AI and AI-related technologies, ready to thrive here.
- You’ll apply AI every day to business challenges - improving efficiency, contributing solutions, and driving results for your team, our company, and our customers.
- You’ll grow with AI by staying curious about new trends and best practices, and by sharing what you learn so others can benefit too.
Total Rewards
In addition to a great compensation package, paid time off, and paid parental leave, many Avalara employees are eligible for bonuses.
Health & Wellness
Benefits vary by location but generally include private medical, life, and disability insurance.
Inclusive culture and diversity
Avalara strongly supports diversity, equity, and inclusion, and is committed to integrating them into our business practices and our organizational culture. We also have a total of 8 employee-run resource groups, each with senior leadership and exec sponsorship.
What You Need To Know About Avalara:
We’ve already built an industry-leading cloud compliance platform, processing over 54 billion customer API calls and over 6.6 million tax returns a year. Our growth is real - we're a billion dollar business - and we’re not slowing down until we’ve achieved our mission - to be part of every transaction in the world.
We’re bright, innovative, and disruptive, like the orange we love to wear. It captures our quirky spirit and optimistic mindset. It shows off the culture we’ve designed, that empowers our people to win. We’ve been different from day one. Join us, and your career will be too.
We’re An Equal Opportunity Employer
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Who's Hiring
Top Industries Hiring
- Banking & Financial Services28
- Investment & Asset Management28
- Fintech7
- Accounting & Auditing3
- Technology & Software3
Senior Level Investment Operations Specialist Jobs: Frequently Asked Questions
How do I get a senior level investment operations specialist job?
Employers at this level want candidates who have owned operational workflows end to end, not just contributed to them. Demonstrating experience leading reconciliation projects, driving process improvements, or managing vendor relationships signals readiness. Strong knowledge of custodian platforms, settlement systems, and regulatory reporting frameworks gives candidates a clear edge. Presenting specific outcomes, such as error rate reductions or cycle time improvements, strengthens an application considerably.
Which companies hire senior level investment operations specialists?
Companies hiring senior level investment operations specialists right now include JPMorganChase, MUFG, and Stripe, based on current listings on Migrate Mate as of November 2026. Hiring at this level tends to come from asset managers, custodian banks, hedge funds, and financial services firms that run complex multi-asset portfolios and need experienced professionals to own their operational infrastructure.
Are there remote senior level investment operations specialist jobs?
Yes, though availability varies by employer and function. About 25% of senior level investment operations specialist openings are remote or hybrid as of November 2026, with hybrid arrangements being more common at large institutional employers where on-site collaboration with trading desks and compliance teams is expected at least part of the week.
What makes an investment operations specialist role senior level?
Senior level roles are defined by ownership and scope rather than task execution. At this stage, professionals are expected to design or refine operational processes, serve as the subject matter expert on reconciliation, settlement, or fund accounting workflows, and mentor junior team members. They typically lead cross-departmental projects, interface directly with counterparties and vendors, and are accountable for outcomes rather than individual deliverables.
Which industries hire the most senior level investment operations specialists?
Senior level investment operations specialist roles concentrate in Banking & Financial Services, Investment & Asset Management, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they manage large, complex investment portfolios that require experienced professionals to oversee the full trade lifecycle, ensure regulatory compliance, and maintain operational accuracy across high transaction volumes.