Business Operations Manager

1 week ago

braintree, United States Napier Financial Full time

Responsibilities & Activities

This position plays a critical role in the smooth functioning of Napier Financial. With responsibility for the day-to-day and back-office details, this person will manage the team operations by being proactive, organized and detail oriented. Additionally, this person will continue to improve the client experience operationally and when seeing us face to face. This person must be professional, personable, and genuinely interested in making other people feel empowered to help the lives of the families and businesses we work with. 


Project management

  • Manages the Mid-Year and End of Year client meeting processes
  • Annual outreach programs to clients (i.e., 2x/year cards)
  • ClientWise Practice Management Champion
  • Manage projects based around 1 year and 90 day plans

Coordinate team meetings

  • Sets weekly agenda in line with 1-year goals
  • Disseminates minutes, resulting tasks, and timelines for completion
  • Keep team members accountable for 90-day plan tasks
  • Coordinates firm meetings and off-site partnership meetings

Operations Manager

  • Manage maintenance and operations for all clients accounts
  • ACH on demand, Beneficiary updates, RMD withdrawals, Daily cash reports
  • Weekly client transition reports (ACATs, Rollovers, change of advisor forms)
  • Update client data when appropriate
  • Maintain and improve the integrity and organization of internal client files
  • Optimize CRM systems and workflow management; Ensure workflows and tasks are utilized & completed
  • Oversee and improve technology stack
  • Ensure that our technology is adequate and fully integrated
  • Train and manage staff on proper use of technology
  • Evaluate new technologies as it relates to meeting entity goals and objectives
  • Manages the process for new client onboarding; Ensuring nothing “falls through the cracks” operationally in onboarding process

Staff Management

  • Manages process for coaching and training operations staff
  • Assists in hiring and review processes with current and future staff
  • Onboards new team members
  • Handles miscellaneous operational activities
  • Documents and follows compliance procedures
  • Develops and maintains written systems of all their activities
  • Assist in client events


Knowledge, Skills & Abilities Requires:

  • Leadership: Managing large groups of people with different needs, delegating tasks, motivating teams, and resolving conflict
  • Collaborate and thrive in a team environment
  • Enthusiastically interested in the financial planning process
  • Excellent attitude and an extraordinary client service orientation
  • Experience with Microsoft Excel, Word, PowerPoint, Outlook, and technology in general
  • Excellent interpersonal skills
  • Strong writing and communication skills
  • Detail oriented
  • Excellent phone skills
  • A genuine interest in serving and caring for other people
  • Excellent organizational and time management skills
  • An ability to handle multiple tasks and time deadlines

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