Manager of OWF Investment Operations

Are you energized by the opportunity to bring structure, insight, and strategic partnership to a growing investment portfolio? One Washington Financial (OWF), WSECU's CUSO holding company, is looking for a Manager, OWF Investment Operations to help 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 for One Washington Financial (OWF), WSECU's CUSO holding company, and strategic investment vehicle. You'll help keep a growing investment portfolio organized, accurate, and moving forward by managing the 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. Because this role will routinely work with confidential investment, financial, and founder information, discretion and professionalism are essential. Ready to learn more!

Your day may include:

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

What you would bring to the team:

• 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

Competitive pay: $83,992.33 - $ 125,988.49 annually, dependent on relevant qualifications, plus an annual discretionary incentive plan and benefits package

• 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 and will not take an applicant's pay history into account.
• The range above allows our employees room for growth through annual merit and other pay increase during their tenure in the 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 the exception of 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

When you'd work: 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.

Perks: Here are a few benefits and perks we offer:

• Medical, Dental, Vision, and Life Insurance with Premiums 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
• And, you get to work with some awesome people!

WSECU was named to the Forbes Best-In-State Credit Unionlist in 2025, making us the only credit union in Washingtonto earn this recognition five years in a row!

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We champion our employees' unique differences because we believe diversity is critical to the success of our members and the communities we serve. We're proud to provide a workplace based on equality and do not discriminate based on race, color, religion, creed, national origin, ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, marital status, or any other legally recognized protected basis under federal, state or local law.

Accommodations are available for applicants with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 360-754-2118 or email us for assistance.