Current jobs related to Business Operations Manager - Philadelphia - NexWealth
-
Business Operations Manager
1 week ago
Philadelphia, Pennsylvania, United States Limitless Real Estate Full timeWe are seeking a highly skilled Business Operations Manager to join our team at Limitless Real Estate. As a key member of our operations team, you will play a critical role in driving the success of our commercial real estate business.The ideal candidate will have a strong background in operations management, with experience in managing multiple...
-
Business Operations Manager
7 days ago
Philadelphia, Pennsylvania, United States Publicis CoLab Full timeJob OverviewPublicis CoLab is seeking a highly skilled Business Operations Manager to support business and financial operations and analysis for a product specialty track within a large, complex pharmaceutical client account.This is a client-facing role that requires a combination of business operations, project management, account management, and client...
-
Business Operations Manager
3 days ago
Philadelphia, Pennsylvania, United States Publicis Groupe Full timeJob SummaryAs a Senior Business Manager at Publicis Groupe, you will play a critical role in supporting business and financial operations for a product specialty track within a large, complex pharmaceutical client account. This is a client-facing role that requires a combination of business operations, project management, account management, and client...
-
Business Development Manager
2 weeks ago
Philadelphia, Pennsylvania, United States Konica Minolta Business Solutions Full timeJob Title: Dealer Business ManagerOverview:The Dealer Business Manager plays a critical role in driving sales growth through our largest dealers. This position serves as the primary liaison between Konica Minolta and the Dealer channel, advocating for our technology product portfolio. The ideal candidate will develop and execute strategies to drive sales,...
-
Senior Business Operations Manager
4 weeks ago
Philadelphia, Pennsylvania, United States Publicis CoLab Full time{"h1": "Senior Business Manager Job Description", "p": "At Publicis CoLab, we are seeking a highly skilled Senior Business Manager to join our team. As a key member of our business operations team, you will be responsible for supporting business and financial operations and analysis for a product specialty track within a large, complex pharmaceutical client...
-
Senior Business Operations Manager
2 days ago
Philadelphia, Pennsylvania, United States Publicis Groupe Full timeJob SummaryThe Senior Business Manager will support business and financial operations and analysis for a product specialty track within a large, complex pharmaceutical client account. This is a client-facing role that requires a combination of business operations, project management, account management, and client relationship management skills within the...
-
Senior Business Operations Manager
2 days ago
Philadelphia, Pennsylvania, United States Publicis Groupe Full timeJob SummaryAs a Senior Business Manager at Publicis Groupe, you will play a critical role in supporting business and financial operations for a product specialty track within a large, complex pharmaceutical client account. This is a client-facing role that requires a combination of business operations, project management, account management, and client...
-
Business Operations Manager
1 week ago
Philadelphia, Pennsylvania, United States Publicis CoLab Full timeJob DescriptionCoLab is a fully integrated, cross-discipline team that provides best-in-class services in a fluid and modular way. With our clients at the center, we create brand movement at the speed of people's lives by connecting real-time data with world-class creative, content, and media in service of growth and Return on investment.We pride ourselves...
-
Senior Business Operations Manager
1 week ago
Philadelphia, Pennsylvania, United States Publicis Groupe Full timeJob SummaryWe are seeking a highly skilled Senior Business Operations Manager to join our team at Publicis Groupe. The successful candidate will be responsible for supporting business and financial operations and analysis for a product specialty track within a large, complex pharmaceutical client account.Key ResponsibilitiesReview estimates and statements of...
-
Surgical Supply Operations Manager
2 weeks ago
Philadelphia, Pennsylvania, United States Canon Business Process Services Full timeJob Title: Surgical Supply Operations ManagerCanon Business Process Services is seeking a highly skilled Surgical Supply Operations Manager to oversee the efficient operations of central supply functions.Key Responsibilities:Plan and manage central supply functions to ensure efficient operations in processing, sterilization, and distribution of medical...
-
Business Operations Manager
4 weeks ago
Philadelphia, Pennsylvania, United States InsideHigherEd Full timeBusiness Manager Job DescriptionAs a key member of Wharton Finance & Administration's GAAP Team, the Business Manager plays a crucial role in managing the financial activity, accounting, and compliance for Wharton Executive Education, Wharton Online, Wharton Research Data Services, and Wharton Interactive. The successful candidate will have a strong...
-
Philadelphia, Pennsylvania, United States University of Pennsylvania Full timeJob SummaryThe University of Pennsylvania seeks an experienced IT Operations Manager to join the Business Services Division. This role will lead the Division's IT Operations team, supporting 375 users/devices across 15 business units.The successful candidate will have a strong background in IT operations, with experience in managing IT support teams,...
-
Senior Business Operations Manager
1 week ago
Philadelphia, Pennsylvania, United States Publicis CoLab Full timeJob Title: Senior Business ManagerCoLab is a fully integrated, cross-discipline team that provides best-in-class services in a fluid and modular way. With our clients at the center, we create brand movement at the speed of people's lives by connecting real-time data with world-class creative, content, and media in service of growth and Return on...
-
Philadelphia, Pennsylvania, United States University of Pennsylvania Full timeJob SummaryThe University of Pennsylvania seeks an experienced IT Operations Manager to lead the Business Services IT Team (BSD IT). This critical role is responsible for managing the Division's IT Operations team, supporting 375 users/devices across 15 business units.The IT Operations Manager will directly supervise the division's two Senior IT Support...
-
Surgical Supply Operations Manager
3 days ago
Philadelphia, Pennsylvania, United States Canon Business Process Services, Inc. Full timeJob SummaryAs a Surgical Supply Operations Manager at Canon Business Process Services, Inc., you will be responsible for overseeing the efficient operations of central supply functions. This includes managing the processing, sterilization, and distribution of medical supplies. You will coordinate the activities of employees engaged in furnishing sterile and...
-
Philadelphia, Pennsylvania, United States University of Pennsylvania Full timeJob SummaryThe University of Pennsylvania seeks a highly skilled IT Operations Manager to join the Business Services Division. This key role will lead the Division's IT Operations team, providing technical support to 375 users/devices across 15 business units.The successful candidate will directly supervise two Senior IT Support Specialists and collaborate...
-
Senior Business Operations Manager
2 weeks ago
Philadelphia, Pennsylvania, United States Publicis CoLab Full timeJob OverviewCoLab is a fully integrated, cross-discipline team that provides best-in-class services in a fluid and modular way. With our clients at the center, we create brand movement at the speed of people's lives by connecting real-time data with world-class creative, content, and media in service of growth and Return on investment.We pride ourselves on...
-
Philadelphia, Pennsylvania, United States University of Pennsylvania Full timeJob SummaryThe University of Pennsylvania seeks a highly skilled IT Operations Manager to join the Business Services Division. This key role will lead the Division's IT Operations team, supporting 375 users/devices across 15 business units.Key ResponsibilitiesLead and manage the IT support team, ensuring timely and accurate customer service.Develop and...
-
Surgical Supply Operations Manager
4 weeks ago
Philadelphia, Pennsylvania, United States Canon Business Process Services, Inc. Full timeJob SummaryWe are seeking a highly skilled and experienced Surgical Supply Operations Manager to join our team at Canon Business Process Services, Inc. The successful candidate will be responsible for planning and managing central supply functions to ensure efficient operations in processing, sterilization, and distribution of medical supplies.Key...
-
Senior Business Operations Manager
4 weeks ago
Philadelphia, Pennsylvania, United States Publicis CoLab Full timeJob OverviewCoLab is a fully integrated team that provides best-in-class services in a fluid and modular way. We create brand movement at the speed of people's lives by connecting real-time data with world-class creative, content, and media in service of growth and Return on investment.We pride ourselves on combining the atmosphere of a startup company with...
Business Operations Manager
3 months ago
The Business Operations Manager will plan, organize, and control the daily operations of two separately-registered RIA firms. One firm is a multi-family office and the other firm oversees a mutual fund. Candidates must have previous experience at a financial services firm in a business operations position.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
• Plan, organize, and control the daily operations of two separately-registered RIA firms. One firm is a multi-family office and the other firm oversees a mutual fund.
• Manage team members; establish clear expectations, emphasizing accountability, conduct regular performance evaluations, and provide quality and timely feedback
• Ensure team is responding to client needs regarding service, trading, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
• Oversee new account setup, money movement, portfolio accounting, trading and performance reporting
• Review account transactions daily to monitor trade requests placed, confirm deposits posted, transfers received, confirm client withdraw requests sent, etc.
• Maintain and oversee CRM databases
• Manage firm’s vendors
• Other responsibilities as assigned by the CEO
• Serves as project manager on large firm projects
• Participates in business planning meetings
• Work with Chief Compliance Office to ensure adherence to all regulatory compliance and risk-related requirements.
• Contribute to the culture and values of the organization by introducing and maintaining initiatives and policies that support the firm’s vision.
• This position reports to the CEO of both companies
KNOWLEDGE, SKILLS, AND/OR ABILITIES:
• Management of individuals and teams
• Customer Service
• Vendor Management
• Advanced computer skills (Outlook, Word, Excel and PowerPoint) are essential
• Excellent communication skills, both verbally and in writing
• Strong time management and organizational skills
• Ability to work independently and effectively manage multiple tasks at once
• Ability to build relationships with clients and internal partners
• Experience with financial planning/reporting software preferred
EDUCATION AND/OR EXPERIENCE:
• Bachelor’s degree in a business-related field preferred
• Previous COO experience in the financial services industry is required.
• 7+ years overseeing operations within the financial services industry allowing for a good understanding of broker/dealer operations and financial services products
• Familiarity with industry regulations and regulatory exams
• Previous experience in the independent financial services culture preferred
• Management experience
• Candidate must be able to pass a background check
The firms are committed to a diverse and inclusive workplace. Each firm is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law.
