Flexible Advisory Operations Leader

KSM Business Services, Inc.; Indianapolis (IN); On-site; USD 90,000 - 120,000; Full time

Job summary

KSM Business Services, Inc. is seeking a seasoned Advisory Support Coordinator to lead a team, balance workloads, and ensure high-quality service across advisory practices.

You will develop SOPs, standardize processes, and partner with IT, People Ops, Finance, and Marketing to drive firm initiatives. Strong PM and change-management skills are essential, as is the ability to scale operations and support acquisitions.

Qualifications

• Bachelor's degree in Business Administration, Operations, Management, or a related field.
• 5+ years of experience in operations, process improvement, project management, or professional services operations.
• Experience leading people and managing direct reports.
• Experience documenting business processes and developing standard operating procedures.
• Strong project management, organizational, and change management skills.
• Excellent communication and relationship-building skills.
• Strong analytical and problem-solving skills.

Responsibilities

• Lead and develop the Advisory Support Coordinator team, including workload balancing, prioritization, coaching, and performance management.
• Monitor service quality, responsiveness, and consistency across the support function.
• Develop, document, and maintain Advisory SOPs and operational documentation.
• Establish and maintain operational standards that improve consistency and reduce administrative complexity across Advisory.
• Lead continuous process improvement initiatives that improve scalability and operational efficiency.
• Measure the effectiveness of operational improvements and adjust processes based on business needs and stakeholder feedback.
• Lead cross-functional operational projects impacting multiple Advisory practices.
• Coordinate implementation of new operational processes, technologies, and firm initiatives.
• Partner with Firm Operations (IT, People Operations, Finance, Marketing, etc.) to execute Advisory initiatives.
• Support operational integration activities associated with acquisitions, new service offerings, and organizational changes.
• Serve as a trusted operational advisor to Advisory Practice Leaders.
• Recommend operational improvements that support practice growth and scalability.
• Partner with leadership to create consistent engagement letter and client take-on processes across Advisory.
• Help remove operational barriers that allow professionals to focus on client service.

Skills

Leadership

Project management

Process optimization

Change management

Communication

Analytical thinking

Education

Bachelor's degree

Job description

KSM Business Services, Inc. is seeking a seasoned Advisory Support Coordinator to lead a team, balance workloads, and ensure high-quality service across advisory practices.

You will develop SOPs, standardize processes, and partner with IT, People Ops, Finance, and Marketing to drive firm initiatives. Strong PM and change-management skills are essential, as is the ability to scale operations and support acquisitions.