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SVP, Learning & Operational Excellence - Remote - Job Opportunity at Velera

Remote, US
Full-time
Executive
Posted: July 14, 2025
Remote
USD 154,700 - 201,100 per year

Benefits

Competitive 401(k) retirement plan with employer matching to accelerate long-term wealth building
Comprehensive health savings account (HSA) with company contributions providing tax-advantaged healthcare funding
Multi-tier life insurance coverage including basic and optional plans for enhanced financial security
Flexible spending accounts (FSA) enabling pre-tax allocation for healthcare and dependent care expenses
Generous tuition reimbursement program supporting continuous professional development and career advancement
Comprehensive employee assistance program (EAP) providing mental health and well-being support resources
Full vision insurance coverage ensuring comprehensive eye care and corrective lens benefits
Complete dental insurance plan covering preventive, basic, and major dental procedures
Company-paid disability insurance providing income protection during extended medical leave
Comprehensive health insurance with integrated telemedicine services for convenient healthcare access
Generous paid time off (PTO) policy promoting work-life balance and personal well-being
Dedicated community volunteer time off encouraging civic engagement and social responsibility
Twelve paid holidays annually providing extended rest and family time throughout the year
Structured wellness program supporting physical and mental health improvement initiatives

Key Responsibilities

Lead comprehensive transformation of enterprise-wide Learning & Operational Excellence functions spanning Learning Systems, Employee Development, Client Education, and Operational Excellence to drive organizational performance and competitive advantage
Architect and execute strategic Learning and Operational Excellence vision aligned with Velera's organizational transformation, partnering with executive leadership to establish learning frameworks that support business growth and employee development
Champion institutionalization of process innovation and operational excellence methodologies across all business divisions, product development cycles, and supply chain operations to establish sustainable competitive advantages
Direct strategic development and implementation of advanced BPM, RPA, and Intelligent Automation platforms to revolutionize workflow automation and operational efficiency across the enterprise
Establish and monitor critical KPIs in partnership with senior business unit leadership to measure operational excellence impact and drive data-driven decision making for continuous improvement
Oversee evolution of Velera's Learning Organization strategy through development of comprehensive learning ecosystems that leverage cutting-edge technology and human capital optimization
Design and implement scalable learning interventions based on organizational needs assessment, incorporating adult learning principles and adaptive learning methodologies to support business strategy execution
Direct comprehensive needs assessment, design, implementation, and evaluation of professional development programs serving both internal employees and external credit union clients
Ensure strategic alignment of learning delivery and resource allocation with business plans, integrating adaptive learning principles with measurable business outcomes and performance improvement
Drive continuous improvement of learning and development investments through rigorous measurement and evaluation of training effectiveness and learner experience optimization
Establish scalable external training delivery business models aligned with Velera's client service framework to meet evolving financial institution client needs
Partner with Product and IT leadership on technology-based learning strategies that enhance learner experience, accelerate skill development, and improve time-to-proficiency metrics
Manage complex matrixed relationships between Client Learning, Client Product Delivery, and Client Service Delivery to optimize service delivery for owner credit unions
Oversee annual budget management for business unit operations while ensuring legal, ethical, and regulatory compliance across all learning and operational excellence initiatives
Provide strategic leadership, coaching, and mentorship to staff while managing comprehensive HR responsibilities including hiring, performance management, compensation, and career development

Requirements

Education

Bachelor's degree in Business Administration, General Business, Human Resources, Organizational Development, Learning, Psychology, or related field required. Masters or Doctoral Degree in a related discipline strongly preferred.

Experience

Fifteen 15+ years of demonstrated success in leading learning and development, and/or business process management required. Seven 7+ years of experience in a senior leadership role.

Required Skills

Ability to communicate effectively in both verbal and written formats and give presentations utilizing various audiovisual support aids Ability to manage multiple projects, work in a fast-paced environment, and meet deadlines Demonstrated excellent analytical and quantitative skills; effective decision-making, time management, project management, and organizational skills required Ability to exercise discretion and good judgment in making decisions, and maintain confidentiality Ability to influence through strong communication and presentation skills; ability to use analytics to convince executive management to take action Ability to influence senior and executive management and create positive change by identifying overlapping interests in a collaborative environment Ability to be flexible and work under high pressure in a complex environment
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Sauge AI Market Intelligence

Industry Trends

The financial services industry is experiencing unprecedented digital transformation, with credit unions and financial institutions investing heavily in learning and development programs to upskill employees for digital banking, regulatory compliance, and customer experience enhancement. This trend is driving demand for senior learning executives who can bridge traditional banking operations with modern digital capabilities. Operational excellence initiatives are becoming critical differentiators in the competitive financial services landscape, with organizations implementing advanced process automation, robotic process automation (RPA), and intelligent automation to reduce costs, improve efficiency, and enhance customer service delivery. The merger and acquisition activity in the financial services sector, particularly among credit union service organizations, is creating significant demand for learning and operational excellence leaders who can manage complex integration processes, standardize operations across merged entities, and maintain service quality during organizational transitions.

Salary Evaluation

The offered salary range of $154,700 - $201,100 is competitive for senior executive roles in the financial services sector, particularly considering the remote work arrangement and comprehensive benefits package. This compensation aligns with market standards for SVP-level positions in mid-sized financial services organizations, with the potential for additional performance-based compensation and equity participation typical for executive roles.

Role Significance

Typical team structure for this role would include 15-25 direct and indirect reports across multiple functional areas including Learning Systems, Employee Learning, Client Learning, and Operational Excellence teams. The role likely involves managing a multi-million dollar budget and coordinating with cross-functional teams throughout the organization.
This SVP role represents a senior executive position with enterprise-wide impact, reporting likely to the Chief People Officer or Chief Operating Officer. The role combines strategic oversight of learning and development functions with operational excellence leadership, indicating significant influence over organizational transformation and performance improvement initiatives across the entire company.

Key Projects

Enterprise-wide digital transformation initiatives requiring comprehensive change management and employee upskilling programs Implementation of advanced process automation technologies including BPM, RPA, and intelligent automation platforms Post-merger integration activities requiring standardization of learning programs and operational processes Development of scalable client training and consulting services to support credit union partners

Success Factors

Strategic vision and execution capability to align learning and operational excellence initiatives with broader organizational transformation goals while managing complex stakeholder relationships across multiple business units Deep expertise in both learning and development methodologies and business process management, with proven ability to implement technology-enabled solutions that drive measurable business outcomes Executive presence and influence skills necessary to drive change management initiatives, secure executive buy-in for major investments, and navigate complex organizational dynamics during periods of significant transformation Financial acumen and budget management expertise to optimize resource allocation across multiple functional areas while demonstrating clear return on investment for learning and operational excellence initiatives

Market Demand

High demand exists for this specialized role combination, as organizations seek leaders who can simultaneously drive learning transformation and operational excellence in an increasingly complex regulatory and technological environment. The scarcity of professionals with both deep learning and development expertise combined with business process management experience creates a competitive talent market for this position.

Important Skills

Critical Skills

Strategic thinking and vision development capabilities are essential for aligning learning and operational excellence initiatives with broader organizational transformation goals, particularly during the post-merger integration period when establishing new cultural norms and operational standards Change management expertise is crucial for leading enterprise-wide transformation initiatives, managing resistance to new processes and technologies, and ensuring successful adoption of learning programs and operational improvements across diverse business units Executive communication and influence skills are vital for securing leadership buy-in for major investments, presenting complex analytical findings to executive audiences, and driving collaboration across multiple business units and external client relationships Process improvement and automation expertise is fundamental for implementing BPM, RPA, and intelligent automation technologies while ensuring these investments deliver measurable business value and operational efficiency gains

Beneficial Skills

Financial services industry knowledge, particularly credit union operations and regulations, would enhance the role holder's ability to develop relevant learning programs and operational improvements Consulting and client relationship management skills would support the external client training and consulting aspects of the role Project management certification and methodologies would strengthen the ability to manage complex, multi-year transformation initiatives Data analytics and performance measurement expertise would enhance the ability to demonstrate ROI and drive continuous improvement in learning and operational excellence programs

Unique Aspects

The role combines internal employee development with external client training and consulting services, creating a unique dual-focus position that requires both internal organizational development expertise and external business development capabilities
Velera's recent merger and rebranding creates significant opportunities for the role holder to shape the new organization's learning culture and operational excellence standards during a critical transformation period
The position involves strategic oversight of advanced automation technologies including BPM, RPA, and intelligent automation, requiring both technical understanding and business strategy expertise
The role's focus on credit union industry clients provides exposure to the unique cooperative financial services sector, with opportunities to impact community-based financial institutions nationwide

Career Growth

Career progression to C-suite roles typically occurs within 3-7 years for successful SVP-level executives, depending on organizational growth, performance outcomes, and strategic leadership contributions to business transformation initiatives.

Potential Next Roles

Chief People Officer or Chief Human Resources Officer positions in larger financial services organizations Chief Operating Officer roles focusing on operational excellence and digital transformation Chief Learning Officer positions in Fortune 500 companies or consulting roles with major management consulting firms Executive positions with financial technology companies or credit union service organizations

Company Overview

Velera

Velera represents the newly formed entity resulting from the merger of PSCU and Co-op Solutions, creating one of the largest credit union service organizations in the United States. The company provides comprehensive financial technology, payment processing, and support services to credit unions nationwide, positioning itself as a critical infrastructure provider for the credit union industry.

As a leading credit union service organization, Velera operates in a specialized but significant market segment, serving hundreds of credit unions with combined assets exceeding $500 billion. The company's market position is strengthened by its comprehensive service portfolio and the strategic advantages gained through the recent merger of two established industry players.
While headquartered in the United States, Velera's remote work policy and national client base provide opportunities for broad geographic impact across the credit union industry. The company's influence extends throughout the U.S. financial services sector, with particular strength in credit union technology and operational support services.
Velera emphasizes a collaborative, mission-driven culture focused on "People Helping People," reflecting the cooperative principles of the credit union movement. The company's commitment to diversity, equity, and inclusion, combined with comprehensive benefits and remote work flexibility, suggests a progressive approach to employee engagement and retention.
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