Strategic Operations Leader for Growth & Client Experience

Private Advisory; Lehi (UT); On-site; USD 110,000 - 130,000; Full time

Benefits offered by this job

401(k) plan with match

Health, vision, and dental insurance

2 weeks vacation

Job summary

Private Advisory is seeking an Operations Manager in Lehi, Utah. The role involves leading operations and improving processes to enhance client experiences. Candidates should have over 5 years of experience in operations, especially in investment firms, alongside strong leadership and organizational skills.

The position offers a competitive salary between $110,000 and $130,000, with additional benefits. This is an in-office role with oversight across all locations.

Qualifications

• 5+ years of leadership experience in operations or business management.
• Experience improving operational efficiency in investment or financial services.
• Ability to manage multiple priorities and projects.

Responsibilities

• Maintain overall responsibility for daily operational accuracy.
• Develop and implement procedures for onboarding and service delivery.
• Drive operational efficiency and technology adoption.

Skills

Leadership in operations

Process improvement

Organizational skills

CRM systems knowledge

Project management

Education

Bachelor's degree in Business Administration or related field

Tools

CRM software

Workflow management tools

Job description

Private Advisory is seeking an Operations Manager in Lehi, Utah. The role involves leading operations and improving processes to enhance client experiences. Candidates should have over 5 years of experience in operations, especially in investment firms, alongside strong leadership and organizational skills.

The position offers a competitive salary between $110,000 and $130,000, with additional benefits. This is an in-office role with oversight across all locations.