Business Operations Manager

4 weeks ago

Salem, United States FirstPRO Full time

Operations Manager

North Andover, MA, OR Windham, NH

In-office expectations: 3-4 days a week



Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck.

Responsibilities Summary:

  • Oversee office operations, including staff management and task supervision.
  • Design and implement operational systems for efficiency and revenue maximization.
  • Ensure transaction accuracy, account maintenance, and regulatory compliance.

Key Responsibilities:

Operational Procedures:

  • Revise and monitor internal and external procedures.
  • Provide timely reports on firm operations and establish performance indicators.
  • Implement process improvements and growth strategies.
  • Collaborate with management on operational infrastructure.
  • Maintain and update office procedures manual annually.

Staff Supervision and Training:

  • Manage work delegation and provide feedback to support staff.
  • Recruit, retain, and mentor high-performance team members.
  • Set comprehensive performance and growth goals.

Technology Management:

  • Enhance the functionality of technology platforms.
  • Develop performance indicator dashboards.
  • Address technology issues and facilitate training.

Client Service Oversight:

  • Ensure regular client reviews and develop service models.
  • Manage client advisory panels and address escalated issues.

Advisory Oversight:

  • Explore expansion opportunities and oversee due diligence processes.
  • Establish transition team and strategic alliances.

Marketing Oversight:

  • Utilize social media and networking to enhance brand recognition.
  • Expand public exposure through partnerships and marketing efforts.

CFO Functions Oversight:

  • Review budgets, analyze expenses, and suggest cost-saving measures.
  • Collaborate with accounting and executive management.

Required Skills:

  • 10+ years management experience, preferably in financial services.
  • Bachelor's or Master's degree in Business.
  • Detail-oriented with strong analytical and communication skills.
  • Experience in supervision and leadership.

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