Business Operations Manager

Key Responsibilities

• Lead enterprise-wide business initiatives from concept through implementation.
• Gather, analyze, and document business requirements while recommending operational solutions.
• Partner with stakeholders across multiple departments to drive execution of strategic initiatives.
• Support executive leadership by providing operational insights and business recommendations.
• Analyze existing operational workflows and identify opportunities for increased efficiency.
• Conduct process mapping, workflow optimization, benchmarking, and gap analyses.
• Develop business cases and recommend operational enhancements based on data and business needs.
• Drive continuous improvement initiatives across multiple business units.
• Manage multiple strategic projects simultaneously from planning through execution.
• Develop project charters, timelines, action plans, project trackers, and RACI matrices.
• Cook up project meetings, monitor milestones, and communicate project status to stakeholders.
• Ensure projects remain on schedule while proactively managing risks and dependencies.
• Analyze operational data to identify trends, risks, and improvement opportunities.
• Partner with Business Intelligence teams to develop dashboards, KPIs, and executive reporting.
• Prepare reports and presentations that support strategic business decisions.
• Utilize Power BI, Tableau, Salesforce, Excel, and other reporting tools to provide actionable insights.
• Document business requirements, workflows, process maps, and functional specifications.
• Maintain project documentation within Jira and other project management platforms.
• Facilitate meetings, support organizational change initiatives, and communicate project updates.
• Translate complex operational and technical concepts into clear business language for stakeholders.

Qualifications

• Bachelor's degree in Business, Finance, Operations, or a related field.
• 3+ years of operations, business analysis, project management, or operational consulting experience within a broker-dealer, RIA, custodian, clearing firm, or wealth management organization.
• Demonstrated experience leading cross-functional business initiatives and operational improvement projects.
• Strong process improvement experience including workflow mapping, gap analysis, and business process optimization.
• Advanced analytical skills with the ability to interpret operational data and develop business recommendations.
• Experience developing dashboards, KPIs, and reporting using Power BI, Tableau, Salesforce, or similar business intelligence tools.
• Experience utilizing project management methodologies including project plans, timelines, RACI matrices, Jira, or similar platforms.
• Excellent written, verbal, presentation, and stakeholder communication skills.
• Strong collaboration skills with the ability to partner across Operations, Technology, Business Intelligence, and Executive Leadership.
• Preferred: MBA, experience within wealth management, broker-dealer, custodian, clearing firm, or financial services consulting environments, experience supporting PMO, operational transformation, or strategic business initiatives, certifications such as PMP, Six Sigma, Data-Driven Decision Making (DDM), CompTIA Data+, Associate Certified Analytics Professional (aCAP), or similar.