Manager of OWF Investment Operations

About the role

One Washington Financial (OWF), WSECU’s CUSO holding company, is seeking a Manager, OWF Investment Operations to strengthen the systems, governance, and operational rhythms that support fintech partnerships and credit union innovation. In this role, you’ll serve as a key operational partner, helping to keep a growing investment portfolio organized, accurate, and moving forward by managing systems, records, workflows, and coordination that support investment activity, governance, and portfolio performance.

You’ll work across executive support, investment coordination, data and systems upkeep, vendor and founder operations, and marketing operations—helping OWF operate with consistency, visibility, and confidence. Discretion and professionalism are essential, as this role routinely handles confidential investment, financial, and founder information.

Responsibilities

• Investment & Due Diligence Coordination
  • Collect, track, and file non-disclosure agreements, diligence documents, and closing materials; follow up proactively on outstanding items
  • Maintain diligence folders and stage records so that pipeline status is current and auditable at any point
  • Assemble the quarterly board packet from dashboard outputs and components supplied by the CPO and DFE
  • Support closing and post-closing administration, including document execution tracking and recordkeeping
• Data & Systems Upkeep
  • Maintain CRM hygiene, including pipeline field updates, contact records, and stage progression
  • Collect quarterly portfolio company submissions, enter data into SharePoint lists/Power BI dashboards, and file source documentation
  • Maintain the NCUA Part 712 / CUSO compliance tracker and flag gaps or approaching deadlines for review
• Vendor & Founder Operations
  • Maintain the vendor tracker and execute the vendor readiness handoff when a portfolio company qualifies for WSECU vendor review
  • Alert the team to vendor status changes, renewal dates, and documentation gaps
  • Schedule quarterly founder check-ins, distribute founder surveys, and compile responses for review
• Marketing Operations
  • Coordinate podcast production, including guest booking, recording logistics, editing coordination, and publishing
  • Schedule and publish social content, website updates, and newsletter distribution using established templates and workflows
  • Repurpose podcast episodes into blog and social content following the established workflow

Requirements

• Associate degree required; Bachelor’s degree in Business Administration, Finance, Communications, or a related field preferred. Equivalent combination of education and directly relevant experience will be considered
• Minimum of five (5) years of experience in operations, executive support, project coordination, or program administration in a professional services, financial services, or startup environment
• Demonstrated ability to manage multiple concurrent workstreams and prioritize independently without day-to-day supervision
• Strong proficiency with Microsoft 365, including Outlook, Excel, Teams, CoPilot Studios, and SharePoint
• Demonstrated accuracy and attention to detail in recordkeeping and data entry
• Ability to handle confidential and sensitive information with discretion

Pay

Competitive pay: $83,992.33 - $125,988.49 annually, dependent on relevant qualifications, plus an annual discretionary incentive plan. The target starting pay for this position is $83,992.33 - $104,990.41 annually, typically within the first half of the range. Actual offers will be based on individual qualifications relevant to the role.

Schedule

Monday through Friday, 8:30 am to 5:30 pm, full-time minimum 40 hours per week, with scheduling flexibility to meet service needs for this exempt position.

Position location: 330 Union Ave, Olympia WA. Employee must reside and perform all work in the state of Washington. This is a work-from-home/hybrid position with occasional on-site training, meetings, and specific organization events.

• Working From Home/Hybrid Requirements
  • Reliable, high-speed home internet connection
  • Private, confidential workspace, away from distractions and other people
  • Suitable desk/surface and desk chair

Benefits

• Medical, Dental, Vision, and Life Insurance with premium options covered by WSECU
• Full-Time Regular employees accrue general leave and sick leave on a monthly basis
• Part-Time employees accrue general leave on a monthly basis
• 11 Paid Holidays
• Employer-paid Long Term Disability & Long-Term Care plan for Full-Time employees
• Employer-paid Long Term Care plan for Part-Time employees
• 401(K) with 8.5% contribution by WSECU to begin 1st quarter after 1 year of service
• Paid Volunteer Leave
• Tuition Assistance
• Employee Assistance Program & Employee Discounts

WSECU was named to the Forbes Best-In-State Credit Union list in 2025, making it the only credit union in Washington to earn this recognition five years in a row.