Operations Leader - Investment Firm Growth & Efficiency

Green Key Resources; Stamford (CT); On-site; USD 120,000 - 150,000; Full time

Job summary

A growing investment management firm in Stamford, CT is seeking a proactive and experienced Director of Operations to oversee daily business functions and support the leadership team. This full-time, on-site position offers long-term growth and a chance to make a tangible impact on a collaborative team. Candidates should have 5-10 years of relevant experience, strong project management skills, and be tech-savvy.

Qualifications

• 5–10 years of operations or office management experience, ideally in financial services or professional services.
• Strong organizational, analytical, and project management abilities.
• Proven track record of improving processes and implementing new systems.
• Excellent written and verbal communication skills.
• Comfortable working in a small, hands-on team where flexibility and initiative are essential.

Responsibilities

• Oversee daily firm operations, ensuring processes run efficiently and deadlines are met.
• Partner with senior leadership to design, implement, and refine internal workflows and best practices.
• Manage complex scheduling, coordinate meetings, and handle cross-department communication.
• Supervise office administration, vendor management, and facilities oversight.
• Assist with financial and operational reporting, expense tracking, and internal documentation.
• Support special projects and assist with onboarding, training, and employee coordination.

Skills

Operations management

Project management

Organizational skills

Analytical skills

Communication skills

Tech savvy

Tools

Microsoft Office

CRM platforms

Project management tools

Job description

A growing investment management firm in Stamford, CT is seeking a proactive and experienced Director of Operations to oversee daily business functions and support the leadership team. This full-time, on-site position offers long-term growth and a chance to make a tangible impact on a collaborative team. Candidates should have 5-10 years of relevant experience, strong project management skills, and be tech-savvy.