DIA - Operations Manager - Great Falls

Make Choteau Home; Great Falls (MT); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental and Vision

401(k) and ESOP contribution

Generous sick and vacation leave

Paid holidays

Professional Development Opportunities

Tuition Reimbursement

Discounted personal insurance

Charitable gift-matching program

Job summary

A financial services firm in Great Falls is seeking an experienced Operations Manager responsible for day-to-day operations and regulatory compliance. The role requires overseeing a team, improving operational processes, and collaborating with senior leadership. Ideal candidates should have 7-10 years in investment management, strong leadership skills, and experience with operational systems. The position offers competitive salary and benefits including medical insurance, 401(k) contributions, and professional development opportunities.

Qualifications

• 7 to 10 years of experience in operations at an investment adviser or financial services firm.
• Experience managing and developing a team.
• Familiarity with operational systems and compliance requirements.

Responsibilities

• Oversee daily operational activities including account administration and data integrity.
• Lead, mentor, and develop the operations team.
• Evaluate workflows for efficiency and compliance.

Skills

Investment management operations

Leadership

Process improvement

Communication

Analytical skills

Education

Bachelor’s degree

Advanced degree or relevant certifications

Tools

Portfolio accounting platforms

Trading platforms

Custody platforms

Job description

Summary

The Operations Manager is responsible for the administration of day‑to‑day operational functions of an SEC‑registered investment adviser in a collaborative leadership structure, ensuring operational excellence, scalability, and regulatory readiness. Key areas of focus include process improvements and support for our growing firm’s key initiatives. This role will partner closely with an existing Operations Manager to oversee a team responsible for core operational processes and serve as a partner to senior leadership in maintaining efficient workflows, strong internal controls, and a culture of accountability and continuous improvement.

The ideal candidate brings deep experience in investment management operations, demonstrated leadership of operational teams, and a strong understanding of the regulatory environment applicable to registered investment advisers.

Qualifications/Requirements

• Bachelor’s degree required, advanced degree or relevant certifications a plus.
• Minimum of 7 to 10 years of progressive experience in operations within an investment adviser, asset manager, or financial services firm.
• Demonstrated experience managing and developing a team.
• Familiarity with portfolio accounting, trading, and custody platforms.
• Proven ability to design, implement, and maintain effective operational processes and controls.
• Excellent organizational, analytical, and problem‑solving skills.
• Strong written and verbal communication skills with the ability to interact effectively with senior leadership.
• Collaborative mindset with a commitment to contributing to team success.

Duties

Operational Oversight

• Oversee daily operational activities including account administration, trading support, reconciliation, data integrity, and system workflows.
• Ensure operational processes are well‑documented, consistently followed, and scalable as the firm grows.
• Identify, implement, and monitor operational controls to mitigate risk and ensure accuracy and timeliness across functions.
• Serve as a subject‑matter expert for operational systems and third‑party service providers.

Team Leadership & Management

• Lead, mentor, and develop an operations team, including goal‑setting, performance management, and professional development.
• Foster a collaborative, high‑performing team environment with clear accountability and ownership of responsibilities.
• Participate in hiring, onboarding, and training of operations staff.
• Model behaviors in alignment with the firm’s Team Agreement, which is a commitment to the following:
  • Curiosity (avoid becoming defensive and remaining open to learning)
  • Accountability (taking 100% responsibility (no more; no less) for results; no blaming)
  • Candor (engaging in courageous truth‑telling to increase power and speed in decisions)
  • Awareness (tapping every emotional and intuitional resource for decisions)
  • Passion (discovering and allowing people to do what they do best)
  • Appreciation (expressing gratitude and fostering a culture of sincere cooperation)

Process Improvement & Strategic Initiatives

• Evaluate existing workflows and identify opportunities for efficiency, automation, and improved controls.
• Lead or support firm‑wide operational initiatives, including system enhancements, vendor transitions, and business continuity planning.
• Prepare operational reporting and metrics for senior management to support informed decision‑making.

What we offer

Competitive salary plus excellent benefits and perks including, but not limited to:

• Medical, Dental and Vision
• Company 401(k) and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.