Vice President of Business Operations and Product Planning

Vice President, Business Operations & Product Planning
Location: United States | Full-Time | Remote / Hybrid / On-site
Reports To: Chief Executive Officer / Chief Operating Officer
About the Role
We are seeking a Vice President, Business Operations & Product Planning to lead business operating strategies, product planning initiatives, and cross-functional execution that supports the organization's growth, operational effectiveness, and long-term business objectives.
This senior leadership role is responsible for aligning business operations with product priorities, translating strategic objectives into actionable operating plans, and ensuring that product development initiatives are supported by effective planning, resource allocation, and performance management. The VP will help establish the processes, operating frameworks, and decision-making structures needed to improve coordination across business functions and deliver measurable results.
You will work closely with executive leadership and collaborate across Product, Engineering, Technology, Finance, Sales, Marketing, Business Development, Operations, Customer Success, Compliance, and Risk. The role will connect business planning with product roadmaps, helping ensure that organizational resources are allocated effectively and product initiatives remain aligned with customer needs and commercial priorities.
As the organization continues to scale, this position will play an important role in improving business planning processes, strengthening operational performance, coordinating product development priorities, and establishing scalable management practices.
The ideal candidate combines strategic thinking, operational discipline, analytical capabilities, and product planning expertise, with the ability to manage complex initiatives across multiple departments.
Responsibilities
Lead the Business Operations & Product Planning function, ensuring that business priorities, operating plans, and product initiatives are aligned with organizational objectives.
Translate executive strategy into actionable business plans, operating priorities, product planning initiatives, timelines, and measurable performance targets.
Develop annual and quarterly operating plans in coordination with executive leadership and functional department heads.
Oversee product planning processes, including roadmap development, initiative prioritization, resource planning, and coordination of product delivery objectives.
Partner with Product and Engineering teams to align product requirements, development schedules, technical resources, and business priorities.
Establish structured processes for business planning, product prioritization, project tracking, performance reviews, and cross-functional coordination.
Evaluate business performance, operating metrics, product progress, and resource utilization to identify opportunities for improvement.
Develop and maintain KPIs, dashboards, management reports, and performance monitoring frameworks for business operations and product planning.
Work with Finance to support budgeting, forecasting, financial planning, resource allocation, and evaluation of business and product investments.
Collaborate with Sales, Marketing, and Business Development to incorporate market opportunities, customer feedback, and commercial priorities into business and product plans.
Coordinate cross-functional initiatives involving Product, Technology, Operations, Finance, and commercial teams to ensure timely and effective execution.
Assess operational capacity, staffing requirements, technology needs, and organizational dependencies associated with major business initiatives.
Identify operational bottlenecks, planning gaps, process inefficiencies, and execution risks and develop practical solutions to address them.
Monitor product development milestones and business initiative progress, ensuring that delays, resource constraints, and material issues are escalated appropriately.
Support product portfolio reviews by evaluating business value, customer demand, implementation requirements, strategic fit, and expected returns.
Develop business cases, scenario analyses, and decision-support materials for new products, operational initiatives, and strategic investments.
Establish processes for collecting and incorporating customer insights, market intelligence, and business performance data into product planning decisions.
Work with Operations and Customer Success to ensure planned products and initiatives are supported by appropriate service processes, operational capabilities, and internal resources.
Partner with Compliance, Legal, and Risk teams to incorporate relevant controls, policy requirements, and risk considerations into business planning and product development.
Evaluate business systems, planning tools, reporting platforms, and workflow processes to improve operational visibility and execution efficiency.
Prepare executive-level business reviews, product planning reports, strategic recommendations, and performance assessments.
Maintain clear documentation of operating plans, product roadmaps, key decisions, responsibilities, and initiative status.
Build, lead, and develop high-performing business operations and product planning teams as organizational requirements expand.
Promote a culture of accountability, structured planning, cross-functional collaboration, data-driven decision-making, and continuous improvement.
What We're Looking For
We are looking for a senior business leader who combines strong operational management capabilities with product planning expertise and the ability to translate organizational strategy into effective execution.
The strongest candidates will typically have:
20+ years of progressive experience in business operations, product planning, strategic operations, product management, business planning, or a related field.
Significant leadership experience managing business operations functions, product planning initiatives, strategic programs, or cross-functional business teams.
Demonstrated experience developing operating plans, product roadmaps, resource plans, and performance management frameworks.
Strong understanding of business planning, operational management, product lifecycle processes, project execution, and organizational performance measurement.
Experience translating strategic objectives into actionable plans, measurable milestones, and clear accountability structures.
Strong analytical and problem-solving skills, including experience evaluating business performance, resource requirements, product priorities, and operational efficiency.
Experience developing and managing KPIs, dashboards, forecasts, operating reports, and executive-level business reviews.
Financial acumen, including experience with budgeting, forecasting, cost management, business cases, and investment evaluation.
Demonstrated ability to coordinate cross-functional initiatives involving Product, Engineering, Technology, Finance, Sales, Marketing, and Operations.
Experience managing product roadmaps, prioritization frameworks, development milestones, and alignment between business requirements and product delivery.
Strong project and program management capabilities, with the ability to manage multiple initiatives and competing priorities.
Experience identifying operational gaps, improving planning processes, and implementing scalable business management practices.
Excellent communication and stakeholder management skills, including the ability to present complex information and recommendations to senior executives.
Strong organizational judgment, attention to detail, and the ability to operate effectively in a fast-moving and evolving business environment.
Demonstrated ability to recruit, mentor, and develop high-performing teams while maintaining accountability for results.
Bachelor's degree in Business Administration, Finance, Economics, Operations Management, Product Management, or a related field required. An MBA or other relevant advanced degree is strongly preferred.
Experience in financial services, fintech, payments, banking, brokerage, trading, investment management, technology, or SaaS is a plus.
We also welcome candidates from consulting firms, financial institutions, high-growth technology companies, enterprise software businesses, and other organizations with complex operating structures and product development requirements.
Location and Work Arrangement
This position is based in the United States. The company offers remote, hybrid, and on-site working arrangements depending on the individual, location, and business needs.
Travel may be required for executive meetings, business planning sessions, product reviews, operational assessments, strategic planning, partner discussions, and team activities.
Compensation and Benefits
The company offers a competitive executive compensation package, including:
Competitive executive base salary

Work arrangement
Yes