Senior People & Operations Manager

OpenArc Corporate Advisory; Atlanta (GA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation

Performance incentives

Dental and vision coverage

Life insurance

Generous PTO

Paid holidays

Job summary

A leading financial services company situated in Atlanta is looking for a Senior People & Operations Manager. This role involves overseeing client services, managing significant teams, and leading HR initiatives. Candidates should possess strong operational management and people leadership skills, with a minimum of 8-10 years of relevant experience. The position is in-office and offers competitive compensation along with various benefits, highlighting a collaborative work culture focused on employee growth.

Qualifications

• 8-10+ years of experience in financial services client operations.
• Experience managing teams of 30+ employees.
• Proven HR leadership experience.
• Strong communication and collaboration across functions.

Responsibilities

• Manage client service operations and employee relations matters.
• Lead hiring, onboarding, and training of team members.
• Analyze operational data to improve service.
• Drive workforce planning and talent development within client service.
• Communicate updates and trends to senior leadership and COO.

Skills

People leadership

Employee relations

Operational management

Problem-solving skills

Effective communication

Communication

Education

Bachelor’s degree or equivalent experience

Advanced HR certification (SHRM-SCP/SPHR) or MBA

SHRM-SCP/SPHR certification preferred

Job description

The Senior People & Operations Manager reports to the Chief Operating Officer (COO) and is responsible for leading the Client Service Associate (CSA) team and overseeing the daily operations, people management, and employee relations within the client service function. This role manages a large team and serves as the primary point of contact for employee-related matters.

The ideal candidate brings a combination of strong operational leadership, hands‑on HR expertise, and people management experience, with proven ability to oversee client services in the financial industry.

Location

This position is based in Atlanta, GA. Due to the demands of the role, this is an in‑office position.

Supervisory Responsibilities

• Directly supervises CSAs and Silo Leaders.
• Responsible for hiring, onboarding, training, coaching, and performance management of assigned staff.
• Serves as the first‑line owner of employee relations and human resource matters within the client service function.
• Supports workforce planning, organizational structure decisions, and talent development within the client service team.

Duties/Responsibilities

• Serves as the primary point of contact for all employee relations matters within the client service function, including performance issues, conduct concerns, interpersonal conflicts, and workplace questions.
• Manages employee relations issues, including investigations, disciplinary actions, and performance improvement plans, escalating when appropriate.
• Interprets and applies HR policies and employment practices consistently across the client service team.
• Oversees day‑to‑day client service operations to ensure service standards are consistently met.
• Monitors staffing levels, workflows, and productivity to ensure efficient use of resources.
• Ensures onboarding, training, and development programs align with both operational needs and people strategy.
• Acts as an escalation point for complex service or operational issues.
• Leads and supports operational and client service strategy initiatives in partnership with the COO and senior leadership.
• Translates strategic goals into actionable operational plans within the client service function.
• Analyzes operational and employee data to identify trends, risks, and opportunities for improvement.
• Collaborates with Compliance and Operations teams to support regulatory requirements.
• Communicates operational updates, employee trends, and recommendations to senior leadership.

Required Skills/Abilities

• Strong people leadership and employee relations skills.
• Proven ability to manage large teams and multiple priorities.
• Excellent judgment and discretion when handling sensitive employee matters.
• Strong operational, organizational, and problem‑solving skills.
• Working knowledge of HR practices, including performance management, corrective action, and employee development.
• Effective written and verbal communication skills.
• Ability to collaborate cross‑functionally.

Education and Experience

• Bachelor’s degree or equivalent experience required.
• Experience within an RIA, Wirehouse, or similar environment required.
• 8–10+ years of experience in client service operations, people management, or employee relations within the financial services industry.
• Demonstrated experience managing teams of 30+ employees.
• Hands‑on experience serving as first‑line employee relations leader or HRBP equivalent.
• Advanced HR certification (SHRM‑SCP/SPHR) or master’s degree (MBA, MHR, or related field) preferred.
• Experience partnering with senior or executive leadership preferred.

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at times

Your Career at OpenArc

At OpenArc, we believe financial advice should be personal, transparent, and empowering. Our employees are supported by a collaborative team, open‑architecture platform, and a leadership group with decades of experience in private wealth, executive services, and institutional consulting.

We provide the resources of a large, modern RIA with the independence to deliver what’s best for each client. Expect a culture built on trust, service, and shared success — where your growth is directly connected to the impact you make.

Highlights include

• Competitive compensation and performance incentives
• Modern office environment in the Peachtree Road corridor of Atlanta
• A culture defined by collaboration, respect, and integrity
• Dental and vision coverage
• Life insurance
• Generous PTO
• Paid holidays

Equal Opportunity Statement

OpenArc is an equal opportunity employer. Employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other status protected under applicable law.