Planner Operations Associate

About LearnLux LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention. We’re building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you’re energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you’ll find this a rewarding environment. We’re a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We’re a growth-focused business building for scale, and we’re excited by the opportunities and challenges that come with that journey. The Role As a Planner Operations Associate at LearnLux, you'll support the day-to-day operations of our global workforce of financial experts, handling the communication, audits, and recordkeeping that keep the experience seamless for both our experts and the members they serve. This is a hands-on, execution-focused role. We're looking for someone who finds it rewarding to run a process consistently, catch the small discrepancies others miss, and know that a large, international workforce is running smoothly because of their attention to detail. This role is remote within the U.S. It reports to the Manager of Planner Operations. What you’ll do Own the communication channels with our global financial planners. Ensure all messages are responded to in a timely fashion and escalate urgent issues to senior planning leads. Plan and send a regular newsletter to the global financial experts, sharing key updates and quarterly goals. Monitor scheduled calls for potential disruptions and resolve urgent issues quickly to protect the member experience. Support the onboarding process for new global financial experts, provisioning access to the right tools and confirming each planner is fully configured from an admin perspective before they begin working with members. Run recurring audits of the tools used by the financial experts, confirming settings are configured correctly and implementing fixes as needed. Maintain disciplined data hygiene across our tools and systems, keeping planner records accurate and current. Support our planning leads with SOP documentation to improve operational procedures and standards. Partner closely with the Manager of Planner Operations and the Senior Manager of Global Planner Relations, flagging recurring friction points you spot in the day-to-day and helping to test & build bet...