P2P Operations Lead

About the role

Addepar is seeking a P2P Operations Lead to join their growing team in Pune, India. This role involves overseeing peer-to-peer transaction operations and ensuring smooth processing across the platform on a daily basis. The P2P Operations Lead will be responsible for managing a dedicated team, optimizing end-to-end workflows, and maintaining high standards of operational accuracy and compliance. This position requires strong leadership skills, deep experience in operations management within a financial technology environment, and the ability to drive meaningful process improvements.

Key facts

What you'll do

• Lead and manage the peer-to-peer operations team in Pune to ensure daily transaction processing runs smoothly and efficiently.
• Develop and implement operational procedures that improve efficiency and reduce processing errors across all P2P transactions on the platform.
• Monitor transaction workflows end to end and identify bottlenecks or issues that could impact payment processing timelines.
• Collaborate with cross-functional teams including engineering, compliance, and product to resolve operational challenges and streamline processes.
• Ensure strict adherence to internal policies and regulatory requirements governing peer-to-peer payment operations in the Indian market.
• Train and mentor team members on operational best practices and the platform tools used in P2P processing.
• Prepare and present regular reports on team performance, transaction volumes, and operational metrics to senior leadership.
• Drive continuous improvement initiatives to enhance the reliability, speed, and overall quality of peer-to-peer transaction handling.
• Coordinate with customer support teams to address escalations and resolve complex transaction disputes in a timely manner.
• Oversee the settlement and reconciliation processes to ensure accuracy and completeness in all P2P fund transfers.
• Establish key performance indicators and track them consistently to measure team productivity and service quality standards.
• Manage workload distribution and staffing plans to meet operational targets and maintain agreed service level agreements.
• Work closely with the compliance team to ensure all P2P operations align with applicable regulations and guidelines.
• Identify opportunities for automation and technology adoption that can reduce manual effort in routine operational tasks.

Requirements

• Proven experience leading operations teams in financial technology or payment processing environments at scale.
• Strong understanding of peer-to-peer transaction systems and the operational challenges involved in managing high-volume payment flows.
• Excellent organizational and project management skills with the ability to handle multiple priorities simultaneously and effectively.
• Strong written and verbal communication abilities with the capacity to present findings and recommendations to senior stakeholders.
• Demonstrated experience in process optimization and implementing operational improvements in a fast-paced and dynamic setting.
• Familiarity with regulatory and compliance frameworks relevant to payment operations and financial services in India.
• Ability to work productively with cross-functional teams and build effective working relationships across departments.
• Minimum of several years of progressive experience in operations with at least some formal team leadership responsibilities.
• Experience managing vendor relationships or third-party payment partners as part of operational oversight duties.
• Comfortable working with sensitive financial data and maintaining strict confidentiality in all operational activities.

Nice to have

• Experience with financial technology platforms that handle peer-to-peer or person-to-person payment flows at scale.
• Background in working with payment gateways or banking partners to facilitate fund transfers and settlements.
• Knowledge of data analysis tools and techniques for monitoring operational performance metrics over time.
• Prior experience managing teams in an office-based setting within Pune or other major Indian cities.
• Familiarity with automation tools that can streamline repetitive operational tasks in payment processing workflows.

Skills & tools

• Team leadership and people management for operations-focused groups in a corporate setting.
• Process mapping and workflow optimization methodologies for improving operational efficiency across departments.
• Transaction monitoring and reconciliation techniques specific to payment and fund transfer operations.
• Performance reporting and dashboard creation for tracking operational metrics and team output consistently.
• Cross-functional collaboration and stakeholder communication in matrixed organizational structures with multiple teams.
• Regulatory compliance awareness specific to payment processing and financial operations in the Indian market.
• Data analysis and interpretation skills for identifying trends in transaction volumes and processing times.
• Problem-solving and root cause analysis for addressing recurring operational issues and escalations effectively.

Practical notes

• This role is based in Pune, India and requires regular on-site presence at the Addepar office location.
• The P2P Operations Lead will work within a structured office environment following standard business hours and schedules.
• Candidates should be prepared to manage a team and handle operational escalations during regular business days each week.
• Addepar values candidates who can demonstrate a clear track record of improving operational efficiency in previous positions.
• This position involves close coordination with other offices and teams across different time zones as needed.
• Applicants should be ready to adapt to evolving operational priorities and shifting business requirements as the company grows.

About the company

Addepar, Inc. is a cloud based American wealth management software platform for RIAs specializing in data aggregation, analytics, and portfolio reporting. Addepar's clientele is primarily high-net-worth and ultra-high-net-worth individuals and companies.