Operations Manager, Business Systems and Integration

Job Responsibilities

• Cross-Practice Project Leadership
• Lead execution on operational projects that span multiple practices, departments, and systems
• Translate executive priorities into project plans, timelines, deliverables, and measurable outcomes
• Drive accountability across functional leaders to ensure projects deliver on time and on scope
• Identify operational gaps and bring forward proposals that improve how the firm operates
• Technology and Systems Integration
• Serve as the operational owner of the integration layer connecting our core platforms, including Applied Epic (AMS), HubSpot (CRM), and other systems in our tech stack
• Partner with vendors and integration partners to evaluate, deploy, and optimize technology solutions
• Support the practical rollout of AI tools and support automation initiatives across the firm
• Continuously evaluate the technology stack and bring forward recommendations on consolidation, replacement, or new investments

Required Experience

• Bachelor's degree or equivalent experience
• 5 to 8 years in operations, business systems, project management, or consulting
• Insurance brokerage, financial services, or professional services experience strongly preferred, with Applied Epic, HubSpot, or comparable platform experience
• Proven track record leading cross-functional projects from concept to delivery, ideally with AI, automation, or systems integration exposure
• Strong project management discipline and pragmatic execution
• Technology fluency without being a technologist, able to translate between business needs and technical solutions
• Sharp analytical, problem-solving, and communication skills, able to simplify complexity and influence senior leaders
• Collaborative, comfortable with ambiguity, and able to build relationships at all levels while championing the corporate vision
• Bias toward action, with the judgment to know when to pause and align
• Able to participate in all methods of travel