LearnLux Financial Wellbeing is a company that provides a comprehensive financial wellbeing platform designed for the workforce. It offers personalized financial planning services powered by Certified Financial Planner® professionals, aimed at helping employees create and manage their financial plans. The platform emphasizes unbiased, fiduciary guidance, providing tools for financial education, retirement planning, debt management, and more, all tailored to individual employee needs. LearnLux aims to help employees across various industries and income levels achieve financial security through customized benefits portals, interactive digital content, and one-on-one planning sessions. It is committed to enhancing employee financial wellness at every stage of life in a holistic and accessible manner.
financial wellness • financial wellbeing • employee wellness • employee wellbeing • employee benefits education
March 15, 2024
LearnLux Financial Wellbeing is a company that provides a comprehensive financial wellbeing platform designed for the workforce. It offers personalized financial planning services powered by Certified Financial Planner® professionals, aimed at helping employees create and manage their financial plans. The platform emphasizes unbiased, fiduciary guidance, providing tools for financial education, retirement planning, debt management, and more, all tailored to individual employee needs. LearnLux aims to help employees across various industries and income levels achieve financial security through customized benefits portals, interactive digital content, and one-on-one planning sessions. It is committed to enhancing employee financial wellness at every stage of life in a holistic and accessible manner.
financial wellness • financial wellbeing • employee wellness • employee wellbeing • employee benefits education
• Implementing and monitoring KPIs that align to current business goals • Building efficient processes across the company based on business goals and needs • Create and maintain documentation to optimize async communications and growth • Ensure all systems operate smoothly and align with our quality standards • Drive cross-functional projects and alignment with stakeholders across the organization • Produce forecasting models in support of business plans • Manage annual strategic planning processes as well as any iterations needed during the year.
• 5+ years of experience in a Strategy or Business Operations role at a high growth company • Expertise building and maintaining forecasting models • The ability to interpret financial data and allocate budgets • Strong analytical and organizational skills • A clear communicator with excellent verbal and written communication skills Nice to have: • Experience working at a high growth B2B SaaS company • Management Consulting experience • Master of Business Administration
• Remote-first company structure • Medical, dental, and vision • 401(k) • Mental wellbeing (Talkspace) • Financial wellbeing (LearnLux) • Equity (Full-time employees) • Paid vacation and sick leave • Paid sabbatical after 5 years of service • A supportive, inclusive team culture • Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology
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