Senior Operations Manager, Investment Advisory

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

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.