Business Operations Director

3 days ago


Braintree, Massachusetts, United States Napier Financial Full time
Job Title: Business Operations Manager

Napier Financial is seeking a highly skilled Business Operations Manager to join our team. As a key member of our operations team, you will play a critical role in ensuring the smooth functioning of our business.

Key Responsibilities:
  • Project Management: Manage the Mid-Year and End of Year client meeting processes, Annual outreach programs to clients, and ClientWise Practice Management Champion.
  • Team Coordination: Set weekly agendas in line with 1-year goals, disseminate minutes, resulting tasks, and timelines for completion, and keep team members accountable for 90-day plan tasks.
  • Operations Management: Manage maintenance and operations for all clients' accounts, ACH on demand, Beneficiary updates, RMD withdrawals, Daily cash reports, and Weekly client transition reports.
  • Staff Management: Manage the process for coaching and training operations staff, assist in hiring and review processes, onboard new team members, and handle miscellaneous operational activities.
Requirements:
  • Leadership: Proven ability to manage large groups of people with different needs, delegate tasks, motivate teams, and resolve conflict.
  • Collaboration: Excellent interpersonal skills, strong writing and communication skills, and the ability to thrive in a team environment.
  • Technical Skills: Experience with Microsoft Excel, Word, PowerPoint, Outlook, and technology in general.
  • Client Focus: A genuine interest in serving and caring for other people, excellent client service orientation, and a passion for delivering exceptional results.

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