Strategic Operations Manager - Financial Services

AdvisorNet Financial; Minnetonka (MN); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

On-site gym

Work-from-home flexibility

Job summary

A financial services firm is seeking a Business Operations Manager to oversee operations and enhance workflow efficiency. The successful candidate will have over 5 years of experience in the financial services industry and possess strong leadership and analytical skills. Responsibilities include supporting advisor transitions and managing employee training programs. The role provides opportunities for professional development and offers a comprehensive benefits package, including health insurance and a 401(k) plan.

Qualifications

• 5+ years of experience in the financial services industry in an operations role.
• 3+ years of management experience required.
• Willingness to obtain FINRA Registrations - Series 6, 63, and/or 65 within six months.

Responsibilities

• Support and manage overarching business operations and workflows.
• Partner with leaders to strengthen collaboration in standard operating procedures.
• Influence business results with strategic recommendations.

Skills

Leadership skills

Time management

Analytical and problem-solving skills

Verbal and written communication skills

Positive attitude

Education

B.A. in business, finance, or related field

Tools

Salesforce

Office365 Suite

BlackDiamond

Orion

SmartOffice

Job description

A financial services firm is seeking a Business Operations Manager to oversee operations and enhance workflow efficiency. The successful candidate will have over 5 years of experience in the financial services industry and possess strong leadership and analytical skills. Responsibilities include supporting advisor transitions and managing employee training programs. The role provides opportunities for professional development and offers a comprehensive benefits package, including health insurance and a 401(k) plan.