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Role Description At WEX, we empower employees through impactful learning experiences that drive growth, performance, and business success globally. As the Learning Operations Manager, you will lead the Learning Enablement and Operations Team, overseeing the systems, governance, processes, and learning solutions that enable enterprise learning, leadership development, compliance, and role-based training aligned to strategic business priorities. We are seeking a strategic, people-focused leader who can drive operational excellence, innovation, and continuous improvement across the learning ecosystem. In this role, you will lead and develop a high-performing team, optimize learning technologies and compliance practices, and partner closely with HR, Sr. Learning Consultants, stakeholders, SMEs, and cross-functional teams to deliver scalable, effective learning solutions that meet evolving business needs and drive employee performance. Key Responsibilities - Learning Operations, Technology & Governance - Lead governance, intake and prioritization processes, and knowledge enablement practices that ensure employees have access to accurate information, expertise, and development resources. - Optimize learning operations processes, solutions, and services to improve efficiency, reach, scalability, and alignment to business priorities. - Oversee and optimize the learning technology ecosystem, including LMS platforms, content libraries and learning tools, while managing vendor relationships that enable scalable, effective learning experiences at WEX. - Drive the adoption and innovation of generative AI and AI-enabled tools to improve learning design, delivery, operations, and learner engagement. - Instructional Design Standards & Compliance Oversight - Maintain and evolve standards for adult learning, instructional design, and content quality across learning programs, offerings, and compliance curricula. - Ensure solutions are engaging, pedagogically sound, aligned with WEX standards, and deliver an effective learner experience. - Supervise the Compliance Training Lead to ensure adherence to regulations and internal policies, minimizing risk through effective education while modernizing the learner experience for mandatory training. - Learning Impact & Measurement - Implement and optimize measurement practices that establish meaningful metrics to evaluate learning effectiveness and business impact across the portfolio. - Partner with our People Analytics team to apply HR program evaluation methodology. - Analyze learning data and translate insights into clear narratives that demonstrate business impact and inform decision-making. - Team Management & Stakeholder Alignment - Coach and develop a high-performing team of Instructional Designers, Learning Operations, and Compliance specialists, fostering a culture of innovation, agility, and continuous improvement. - Manage team capacity, resource allocation, and competing priorities across multiple initiatives to ensure timely delivery, quality outcomes, and alignment with business priorities. - Partner with business stakeholders, HR, and Sr. Learning Consultants to align learning solutions with organizational priorities and business goals. Qualifications - 3+ years of experience leading, coaching, and developing learning, instructional design, compliance, or learning technology professionals. - Exceptional communication, consulting, and relationship management skills with the ability to influence stakeholders and partners effectively across functions and leadership levels. - 7+ years of experience in corporate learning and development, with expertise in instructional design, adult learning theory, and learning operations. - Bachelor's degree in Learning & Development, Instructional Design, Educational Technology, Human Resources, Business, Organizational Development, or a related field; Master’s Degree preferred. - Hands-on experience managing enterprise learning technology ecosystems—including LMS platforms (e.g., Workday Learning), content management systems, and vendor relationships—alongside familiarity with content development tools (e.g., Articulate 360) and emerging AI technologies. - Experience leading the implementation and optimization of learning measurement practices, leveraging learning data to evaluate effectiveness and communicate business impact through reporting and insights. - Experience supporting or overseeing regulatory and compliance training programs, including audit readiness, reporting, and learner engagement strategies. - Experience implementing knowledge management practices, governance models, content strategies, or performance support solutions that enable employees to access information and expertise at the point of need. - Strong understanding of adult learning principles, instructional design methodologies, e-learning development practices, and learning content quality standards. Benefits - Health, dental and vision insurances - Retirement savings plan - Paid time off - Health savings account - Flexible spending accounts - Life insurance - Disability insurance - Tuition reimbursement - And more Pay Range $122,800.00 - $130,900.00

Role Description The Senior Manager, BPO Implementation is a strategic leader responsible for overseeing and evolving the onboarding functions to deliver a best-in-class onboarding experience for our Partners and employers. This role serves as a key driver of innovation, operational excellence, and strategic alignment, ensuring the department’s mission, vision, and methodology are continuously enhanced. The Senior Manager leads the BPO Implementation subject matter expert teams, the Implementation Project Management teams, and other oversight of roles driving process efficiency, compliance, and continuous improvement to elevate the onboarding experience. This position requires exceptional leadership, strategic thinking, and cross-functional collaboration to optimize onboarding outcomes, drive partner and employer satisfaction, and align onboarding strategies with overall business objectives. The Senior Manager will work closely with senior stakeholders, leadership, strategic partners, and internal colleagues to ensure seamless implementation of partner and employer solutions, scalability of onboarding operations, and continuous growth of the department. How you'll make an impact - Strategic Leadership & Vision - Develop and execute a long-term strategy for BPO Implementation, ensuring alignment with enterprise objectives and evolving partner and employer needs. - Champion a culture of innovation, transformation, and customer-centric excellence to position the onboarding function as an industry leader. - Collaborate with leadership and internal stakeholders to shape and refine the onboarding methodology in alignment with unique partner needs that also drive efficiency and satisfaction. - Represent the onboarding function in leadership strategic discussions, advocating for technology investments, process improvements, and partner/employer-centric enhancements. - Operational Excellence & Accountability - Oversee and optimize onboarding processes, workflows, and methodologies to drive efficiency, scalability, and accountability. - Implement and enforce best practices in project management, ensuring consistent execution and adherence to quality standards. - Establish and track key performance indicators (KPIs) and partner/employer success metrics, leveraging data to inform strategic decisions and drive continuous improvement. - Drive cross-functional collaboration with Service, Sales, Account Executives, Product, and Operations teams to enhance the onboarding journey. - Lead risk mitigation efforts by proactively identifying potential onboarding challenges and implementing corrective action plans. - Leadership & Team Development - Lead, mentor, and develop a high-performing team ensuring growth, engagement, and retention. - Foster a culture of accountability, empowerment, expertise, consultative approaches and continuous learning, providing coaching and career development opportunities. - Drive organizational agility by equipping the team with tools, knowledge, and methodologies that enhance onboarding effectiveness. - Align team structure and resources with business growth and evolving demands to ensure operational scalability. - Partner/Employer Advocacy & Relationship Management - Serve as the executive point of contact for escalations related to high-profile partner/employer onboarding engagements. - Monitor and analyze internal and external feedback and satisfaction metrics, implementing initiatives to drive superior onboarding experiences. - Advocate for the voice of the customer in strategic discussions, influencing product development and process enhancements. - Continuous Improvement & Innovation - Identify and drive technology enhancements in collaboration with Product and Software Development teams to streamline and automate onboarding processes. - Lead process optimization initiatives to improve efficiency, reduce friction, and accelerate time-to-value. - Benchmark onboarding methodologies against industry best practices to ensure a competitive advantage. Qualifications - Bachelor's degree preferred. - 5-10 years of experience in enterprise-level client onboarding, implementation management, project management, and/or customer success, with at least 3-5 years in a leadership role. - Proven track record in leading large-scale implementations (or relatable projects) in a fast-paced, high-growth environment. - Expertise in project management methodologies, process optimization, and change management. - Strong business acumen with the ability to translate strategic objectives into actionable onboarding initiatives. - Exceptional leadership and coaching abilities, with experience managing and developing high-performing teams. - Demonstrated ability to collaborate across multi-functional teams and influence at the executive level. - Strong analytical skills with a data-driven approach to decision-making and performance measurement. - Experience working with enterprise clients, strategic partnerships, and complex stakeholder ecosystems. - Willingness to travel as needed to support client relationships and business objectives. Requirements - Ensure strict adherence to regulatory requirements, including HIPAA and security policies. - Continuously enhance team capabilities and industry knowledge through training, development, and knowledge sharing. - Act as a change agent, fostering a culture of adaptability, agility, and forward-thinking solutions. Benefits - Health, dental and vision insurances. - Retirement savings plan. - Paid time off. - Health savings account. - Flexible spending accounts. - Life insurance. - Disability insurance. - Tuition reimbursement. - And more. Pay Range $130,000.00 - $181,100.00

Role Description Are you a technical artisan who thrives in collaborative environments and gets excited about solving the right problems, the right way? Do you believe in breaking down silos and fostering a culture of shared responsibility? Then this role is for you! In today's software development landscape, collaboration, E2E accountability, problem solving and streamlined workflows are key to achieving efficiency and delivering high-quality solutions that solve customer problems and generate business outcomes. We believe in the power of integrated engineering, where development, quality, and agility skills blend together throughout the solution delivery pipeline. In this role, you'll be a champion for this approach, fostering a culture of shared ownership and breaking down silos to ensure a smooth and efficient flow of innovation to customers. How you’ll make an impact - Collaborate with stakeholders throughout the SDLC to translate complex business requirements into high-quality, reliable, cost-effective, and maintainable solutions. - Lead the design and development of major systems or constellations of smaller systems with a focus on Continuous Delivery principles and practices. - Champion integrated engineering practices within the organization, defining "Golden Paths" for service communication and cross-team technical standards. - Architect and implement advanced AI workflows, including multi-agent orchestration, state management, and memory persistence. - Solve architectural bottlenecks that cross team boundaries and review designs from other teams for consistency, scalability, and long-term supportability. - Coordinate large-scale programs across many dependent teams, independently creating project plans and managing materializing risks. - Research and implement new ways to keep teams efficient, staying ahead of industry trends and Agile practices. - Act as a talent multiplier by mentoring senior engineers, leading by example in code reviews, and fostering a culture of technical excellence. - Serve as the "Adult in the Room" during crises, providing guidance to resolve issues and implementing systemic changes. Core Skills: - Programming/Software Development: Expert across multiple tech stacks, setting the organizational standard for clean, maintainable code and driving the development of autonomous agentic systems. - Testing: Drive the organizational strategy for quality by organizing and overseeing a library of regression tests as a shared resource. - Systems Integration: Lead the integration of complex, cross-functional systems and third-party services. - Release and Deployment Management: Define and evolve the deployment strategy for rapid, safe, and consistent delivery. - Methods and Tools: Define the technical vision for tooling landscape, researching and adopting cutting-edge tools. Qualifications - Bachelor's degree in Computer Science, Software Engineering, or a related field (or equivalent experience). - Minimum of 8-10 years of experience in software engineering and delivery, with a proven track record of leading multi-team initiatives. - Expert proficiency in multiple programming languages and modern architectural patterns (Microservices, Event-Driven, etc.). - Hands-on experience building with LLMs and designing multi-agent workflows. - Strong understanding of continuous delivery principles and mastery of automation tools (e.g., Jenkins, GitLab CI/CD, etc.). - Exceptional problem-solving and analytical skills, with the ability to navigate high degrees of ambiguity. - Excellent communication and negotiation skills, with the ability to tailor messaging for a wide variety of audiences. - Ability to work independently and as a strategic lead within a cross-functional technical team. Benefits - Health, dental and vision insurances. - Retirement savings plan. - Paid time off. - Health savings account. - Flexible spending accounts. - Life insurance. - Disability insurance. - Tuition reimbursement. - Comprehensive and market competitive benefits designed to support personal and professional well-being. Pay Range $140,600.00 - $173,100.00

Role Description Communicates in a clear, concise manner, orally and in writing, with customers to influence and negotiate to obtain immediate payment and resolve delinquent account balances. Manages & deescalates conflict when speaking to a customer. Ability to manage up to and including later stage delinquent and complex account situations, utilizing professional knowledge and experience to determine appropriate approaches to achieve resolution. Manages delinquencies from rolling to the next level. - Applies industry knowledge, departmental policies and procedures, and Fair Debt Collection Practices Act to make appropriate collection decisions. - Demonstrates the ability to apply consistency in work processes. - Proficient use of multiple systems. - Executes & exhausts all skip tracing resources to reach a decision maker. - Appropriately applies all collection tools & payment options to resolve delinquency and minimize bad debt. - Appropriate documentation of accounts and follow-up. - Self-motivated, dependable and able to work productively in a dynamic, high energy, rapidly changing environment. - Competitive, persistent & assertive. - Engages in peer collaboration as it relates to sharing/implementing collection best practices. - Ability to work with minimal supervision. - Participates in special projects and performs additional duties as required. Qualifications - High School Diploma with 1-2 years of experience in a related field. - At least one year of transportation industry customer support experience. - Basic accounting and Skip Tracing knowledge. - Analytical skills. - Sound decision making/judgment. - Ability to maintain confidentiality of customer and company information. - Organized/Time Management ability. - Ability to be productive while maintaining quality. - Results-Oriented. - Self-motivated. - Effective oral and written communication skills. - Working knowledge of Google Sheets. - Working knowledge of FDCPA and any other applicable Federal laws. - Flexible/Adaptable to change. - Detail Oriented. - Proficient computer skills including Office and/or Google suite products. Familiarity with AI and an eagerness to learn more. - Must pass a successful background investigation. Requirements - Minimum Required Qualifications for Consideration. Benefits - Health, dental and vision insurances. - Retirement savings plan. - Paid time off. - Health savings account. - Flexible spending accounts. - Life insurance. - Disability insurance. - Tuition reimbursement. - Comprehensive and market competitive benefits designed to support your personal and professional well-being. Company Description The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. Pay Range: $18.30 - $20.60

Role Description Working in a lively and fast-paced call center environment, the Customer Service Specialist is the primary point of contact for WEX customers. This role is responsible for answering inbound inquiries regarding account maintenance, billing, and technical support through multiple channels, including phone and email. You will be assigned to support one of the following call centers based on business needs: - WEX Health (Benefits): Supporting participants with HSA, FSA, HRA, and Medicare Advantage products. - WEX Health (COBRA): Supporting participants transitioning to COBRA healthcare coverage. - WEX Health (Benefits Administration): Provide comprehensive support to participants during annual benefits enrollment and throughout the year supporting questions regarding enrolled benefits. - WEX Mobility (Fleet & OTR): Supporting fleet customers, drivers, and merchants with fuel card authorizations and account management. Qualifications - High School Diploma or GED. - Solid computer and keyboarding skills; proficiency with Google Suite or Microsoft Office. - Willingness to work a flexible schedule, which may include weekends, holidays, and occasional overtime. - Must successfully pass a background check. - Positive, professional attitude and excellent phone etiquette. - Ability to learn and master new, complex systems quickly. - Strong verbal and written communication skills. - Demonstrated ability to handle multiple tasks in a goal-oriented, fast-paced environment. - A history of working successfully in a collaborative team environment. Requirements - Maintain strict adherence to corporate security measures, company policies, and (for Health/Cobra roles) HIPAA guidelines. - Maintain accurate, detailed records of all interactions within the CRM (Salesforce). - This is a work from home position requiring a professional, private, and quiet workspace free from distractions to ensure customer privacy and data security. - Candidates must have access to a reliable, high-speed internet connection capable of supporting multi-system navigation and VoIP calling. Benefits - Health, dental, and vision insurances. - Retirement savings plan. - Paid time off. - Health savings account. - Flexible spending accounts. - Life insurance. - Disability insurance. - Tuition reimbursement. - Quarterly or annual bonus based on role and applicable plan.

Role Description WEX is seeking a proactive professional to join the Treasury Team as a Treasury Analyst 3 in Portland, Maine. This role is designed for an individual with established treasury experience who can independently manage core operational workflows while mentoring more junior team members. You will act as a key point of contact for daily global cash movements and banking administration. How you'll make an impact - Daily Cash Leadership: Lead the execution of daily global cash management duties, including monitoring and optimizing the company’s daily cash position. - Complex Settlements: Manage short- and long-term intercompany settlements and complex cross-border transactions. - Payment Authority: Act as a primary reviewer and approver for high-value payments and facilitate credit line transactions. - Bank Relationship Management: Work closely with treasury management to maintain and rationalize key global banking partnerships and legal documentation. - Operational Reporting: Oversee the preparation of daily, weekly, and monthly global cash reports, ensuring accuracy for senior leadership. - Audit & Compliance: Coordinate information for external and internal audits and monitor activities to ensure strict regulatory compliance. Qualifications - Bachelor’s degree in finance, accounting, economics, or a related field. - 5-7 years of Treasury, banking or finance experience, with a strong grasp of complex financial transactions. - Advanced Excel skills and proficiency in Treasury Management Systems (TMS). - Strong critical thinking and the ability to set priorities in a fast-paced environment. - Excellent communication skills for collaborating with internal finance and business partners. Requirements - Consistently demonstrate the WEX Leadership Expectations. - Build Bridges to Win - seek to understand, challenge the status quo, collaborate across teams, and seek multiple perspectives. - Be a Talent Multiplier - seek out opportunities to coach and empower others to achieve excellence and celebrate success. - Inspire High Standards While Showing We Care - be clear, empathetic, accountable, and deliver on commitments. - Shape Our Markets and Adapt to Rapid Change - seek out opportunities to lead the industry by prioritizing curiosity, creativity, and taking thoughtful risks. - Consistently demonstrate WEX Values of: Putting Ingenuity to Work, Sticking to It, Teaming Up, Acting with Integrity, Being a Positive Force, Staying Open. Benefits - Health, dental and vision insurances. - Retirement savings plan. - Paid time off. - Health savings account. - Flexible spending accounts. - Life insurance. - Disability insurance. - Tuition reimbursement. - Comprehensive and market competitive benefits designed to support your personal and professional well-being. Pay Range $83,300.00 - $95,900.00

Role Description We are seeking an autonomous, outcome-driven UX Designer (Level 3) to join our small, empowered product squad dedicated to the 10-4 mobile app. Operating within a true Product Operating Model (POM), you will own user problems end-to-end, collaborating closely with Product and Engineering to deliver measurable business value rather than just shipping features. This is an AI-forward role. You will design intuitive mobile experiences for AI-driven capabilities while embedding yourself in an Agentic Development Life Cycle (ADLC)—leveraging modern AI tools to rapidly prototype, iterate, and deploy at high velocity. - Empowered Delivery: Partner with your PM and Tech Lead to discover and execute high-impact mobile UI/UX solutions. - ADLC & AI Workflows: Utilize AI-assisted design workflows to accelerate discovery and create user patterns optimized for autonomous and agentic app features. - End-to-End Craft: Own the mobile user journey from initial wireframes and interactive coded prototypes to high-fidelity components and developer handoff. - High-Velocity Experimentation: Embrace a culture of fast experimentation, leveraging modern tools and learn quickly from real user data. Qualifications - Bachelor's degree in marketing, business, or a related field. - Senior experience in marketing automation and personalization development, with demonstrated success. - Proficiency in Figma, Adobe XD, or similar tools, plus Mobile-first design principles. - Wireframing, prototyping, user testing, and behavioral psychology. - Portfolio demonstrating native mobile app designs (iOS/Android) that you owned from initial discovery to deployment. - Experience experimenting with or implementing AI tools in daily design/prototyping workflows, or designing UX for AI/autonomous features. - Comfortable navigating ambiguity, driving stakeholder alignment, and working at a fast pace. Requirements - Highly Collaborative, Transparent & Outcome-Driven. Benefits - Health, dental and vision insurances. - Retirement savings plan. - Paid time off. - Health savings account. - Flexible spending accounts. - Life insurance. - Disability insurance. - Tuition reimbursement. - Quarterly or annual bonus based on role and applicable plan.

Role Description Solution Specialist is responsible for the initial servicing of client accounts and their associated consultants through day-to-day interaction that focuses on customer service and responsiveness. - Serve as a knowledgeable contact for the day-to-day needs through phone, email, and system tools relative to client account and consultants for our products, system capabilities, and processes. - Ability to identify trends to improve client resolution experience. - Ability to produce ideas and solutions to client experience. - Maintain expected quality and performance metrics. - Ability to adapt messaging to clients through a variety of communication mediums. - Must adhere to security policies. - Ensure privacy according to HIPAA guidelines. - Maintain knowledge in function area(s). - Responsible for recognizing and defusing client discrepancies. - Field and ensure requests made by consultant, broker, and employer are resolved in a timely manner according to service level standards, including system updates where applicable. - Formally document all communications with client/consultant in company systems to ensure availability of client information for continuity of client history. - Attend team and other necessary meetings to remain current on client initiatives, internal processes, and operations that may affect client accounts or the client experience. - Attend regularly scheduled one-on-one meetings with direct supervisor for professional development and goal setting. - Serve as a resource and voice of the customer. - Collaborate with a variety of departments to ensure a positive customer experience by sharing knowledge, proposing ideas, and implementing a solution for creating efficiencies and improving processes. - Maintain detailed knowledge of product lines and system functionality. - Ability to thrive in a fast-paced setting while maintaining organizational skills. - Participate in ongoing learning and development opportunities. - Recommend process changes and administrative procedure updates. - Assist with special projects. - Assist other function area(s) as workload demands. - Demonstrate the WEX Core Values daily. Qualifications - Bachelor’s Degree preferred or equivalent Industry experience. - 1-2 years’ experience in customer service, account management, file integrations, or relevant experience. - COBRA/Benefits Industry Knowledge preferred. - Proficiency with Google Workspace. - Strong verbal and written skills. - Proven experience managing client-facing communications. - Strong interpersonal skills and ability to connect with a diverse customer and employee population. - Self-driven, motivated, and must have the ability to manage a fast-paced, result-oriented environment. - Exceptional communication and time management skills. - Strong attention to detail, problem-solving skills, and multi-tasking capabilities. - A team player with high energy. - Demonstrated capacity to prioritize tasks and manage multiple responsibilities effectively. - Consistently achieve Service Level Agreements (SLAs) at every stage of the solution specialist process. - Responsible for driving customer satisfaction by solving cases. - Maintain a positive attitude towards clients and coworkers. Benefits - Health, dental, and vision insurances. - Retirement savings plan. - Paid time off. - Health savings account. - Flexible spending accounts. - Life insurance. - Disability insurance. - Tuition reimbursement. - Comprehensive and market competitive benefits designed to support personal and professional well-being. Pay Range $17.00 - $22.50

Role Description The Robotics Process Automation (RPA) Engineer plans, designs, develops, and tests automated processes using RPA product suites. Leads integration of the RPA application with other enterprise systems and data sources using RPA Designer and scripting/programming language. Works closely with business on all technical aspects of an RPA deployment, including but not limited to: - Data mapping - Report design - Connectivity of desktop applications - Training - Implementation Qualifications - 7+ years of experience with software development, preferably with Robotic Process Automation tools, such as UiPath and Blue Prism. - Experience developing AI Agents with UiPath, AWS or others. - Experience with AI, IXP, Communications Mining, Maestro, UiPath Case Management, etc. - Expertise with job scheduling software and best practices. - Working knowledge of object-oriented programming languages, Web Service, and system integration. - Experience with database systems and SQL. - Experience with APIs, WebServices, Webhooks, etc. - Working knowledge of unit testing and debugging principles and practices. - Willingness to be challenged and learn new skills, tools, and technologies. Requirements - Optical Character Recognition (OCR), Natural Language Processing (NLP), Machine Learning (ML), Business Process Management (BPM). - Working experience with Python, AWS Bedrock, AWS AgentCore, Azure OCR, .NET or comparative technologies. - Experience in working with highly transactional, e-commerce, or finance related industry. - Experience with Agile and issue/project tracking software such as Jira. - Experience with source code control integration, such as GIT or Subversion. You will be expected to - Identify new process opportunities and accurately analyze and estimate new processes, quickly assessing feasibility. - Analyze, understand and document the business processes in detail where required. - Identify and communicate the technical infrastructure requirements. - Design Automations (Agents / RPA) process solutions in accordance with standard (Agents / RPA) design principles and conventions. - Configure new Automation processes and objects using core workflow principles that are efficient, well structured, maintainable and easy to understand. - Create and maintain solution documentation. - Support existing processes and implement change requirements as part of a structured change control process. - Problem solve issues that arise in day to day running of Automation processes and provide timely responses and solutions as required. - Communicate with Automation software supplier on software related issues, suggested improvements and participate with other users in the user community. - Work within agile delivery team, communicating any identified risks and issues to the delivery/project manager accordingly and providing inputs to the change control process. - Create and document test procedures and scenarios for the pre-UAT phases. - Support the Operational Teams during the UAT and rollout phases. Benefits - Health, dental and vision insurances - Retirement savings plan - Paid time off - Health savings account - Flexible spending accounts - Life insurance - Disability insurance - Tuition reimbursement - Quarterly or annual bonus based on role and applicable plan Pay Range $140,600.00 - $173,100.00

Role Description WEX Health & Benefits is investing heavily in the future of Consumer Directed Healthcare products and AI-enabled innovation. We are seeking a strategic and operationally strong Director, Account & Services Products to help lead the next phase of growth across our CDH ecosystem. This newly created leadership role will oversee key product areas including HSA, HSA Investments, FSA, HRA, claims, and service technology support initiatives while helping drive roadmap execution, organizational accountability, and cross-functional alignment across the business. This role is ideal for a leader who combines deep HealthTech or FinTech product expertise with strong organizational leadership capabilities. You will lead teams responsible for highly visible strategic initiatives, partner closely with Product, Engineering, Design, and Operations leadership, and help shape the future of AI-enabled experiences within the Health & Benefits platform. How you'll make an impact - Lead the vision, strategy, and execution of the Consumer Directed Health product roadmap across HSA, HSA Investments, FSA, HRA, claims technology, and related service technology support initiatives. - Drive operational excellence and accountability across multiple product domains and leadership teams. - Partner cross-functionally with Engineering, Design, Operations, and Commercial stakeholders to align product investments with company priorities. - Lead and mentor a high-performing organization of Product Managers and Product leaders through coaching, collaboration, and strategic oversight. - Drive AI-enabled product innovation and operational improvements across customer and internal experiences. - Oversee prioritization and execution of internal operational product initiatives and service technology support efforts. - Ensure scalable product delivery processes and disciplined roadmap execution through strong product operating model practices. - Shape future-state product strategy and market differentiation within the CDH ecosystem. Qualifications - 8+ years of Product Management or Product Operations experience, including 4+ years in product leadership roles within HealthTech, FinTech, or related industries. - Deep expertise within Consumer Directed Health ecosystems including HSA, FSA, HRA, claims, and investment-related products. - Experience leading large-scale product organizations and managing managers. - Strong cross-functional leadership and communication skills. - Experience driving roadmap execution across complex operational environments. - Experience with AI-enabled technologies, AI-supported workflows, or AI-driven product capabilities. - Strong understanding of product operating models, roadmap governance, and strategic prioritization frameworks. - Experience with Jira, Confluence, and workflow management platforms. - Bachelor’s degree in Business, Computer Science, or related field, or equivalent professional experience. Requirements - Experience with HSA investment platforms or WealthTech products. - Experience within highly regulated healthcare or financial technology environments. - Product Operating Model or Pragmatic framework experience. - Experience driving AI-enabled claims automation or operational transformation initiatives. - Proven success leading large organizations through growth and organizational change. - Strong executive presence and enterprise-level stakeholder management experience. Benefits - Health, dental and vision insurances. - Retirement savings plan. - Paid time off. - Health savings account. - Flexible spending accounts. - Life insurance. - Disability insurance. - Tuition reimbursement. - Comprehensive and market competitive benefits designed to support personal and professional well-being. Pay Range $182,100.00 - $230,700.00