Business Operations

2 weeks ago

Portland Oregon Metropolitan Area, United States Russell Tobin Full time $80,000 - $120,000 per year

Title:
Business Operations & Service Manager

Location:
Vancouver, WA or Portland, Oregon

Employment Type:
Full-Time

Job ID:
3262830

Position Summary

The
Business Operations & Service Manager (BOSM)
plays a critical leadership role in delivering operational excellence and an exceptional client experience across assigned branch locations. Reporting to the
Complex Business Service Executive
, this position is responsible for managing the branch service platform, leading a team of support professionals, and ensuring consistent execution of the firm's operational and compliance standards.

The BOSM partners with complex and regional leadership, risk management, and human resources to implement business priorities, drive service initiatives, and foster a culture of accountability, professionalism, and teamwork.

Key Responsibilities

Leadership and People Management

  • Lead, coach, and develop a team of branch service and support professionals, ensuring consistent delivery of high-quality client service and operational efficiency.
  • Collaborate with Human Resources and senior management on recruitment, onboarding, and performance management of new hires, including support staff and newly recruited Financial Advisors.
  • Conduct regular performance reviews and one-on-one meetings focused on professional development, goal alignment, and career progression.
  • Promote a collaborative, inclusive, and high-performance culture aligned with the firm's core values and standards of excellence.
  • Oversee branch coverage models to ensure adequate staffing and seamless client and advisor support.
  • Recognize and reward team achievements, share best practices, and facilitate continuous learning and cross-training.

Operational Oversight and Risk Management

  • Oversee all operational functions within the branch to ensure compliance with firm policies, regulatory requirements, and internal controls.
  • Act as the primary escalation point for client and advisor service issues, ensuring timely resolution and proactive communication.
  • Manage branch expense reporting, budget tracking, and adherence to firm expense policies.
  • Partner with Sales, Risk, and Compliance teams to monitor adherence to operational and supervisory standards.
  • Participate in complex and firmwide calls to stay informed of new initiatives, policy changes, and platform enhancements.
  • Identify process improvements to increase operational efficiency, reduce risk, and enhance the overall client experience.
  • Support the Complex Business Service Executive in executing service initiatives and operational projects.

Qualifications

Education & Experience

  • Bachelor's degree required or equivalent professional experience.
  • Active FINRA licenses: Series 7, Series 9/10 (or 8), and Series 66 (or 63 and 65).
  • Minimum 5 years of experience in financial services, preferably within a wealth management or banking environment.
  • Prior supervisory or leadership experience strongly preferred.

Knowledge, Skills & Abilities

  • Strong leadership and interpersonal skills with the ability to manage and motivate teams.
  • Exceptional communication, organizational, and analytical skills.
  • Proven ability to manage multiple priorities in a fast-paced, deadline-driven environment.
  • High level of attention to detail and sound judgment in decision-making.
  • Demonstrated knowledge of firm policies, supervisory procedures, and regulatory compliance.
  • Ability to influence change and drive strategic initiatives across the complex.

Reports To:

Complex Business Service Executive

Direct Reports:

Service and Support Professionals

  • Business Operations Specialist

    2 weeks ago

    Peoria Metropolitan Area, United States Swoon Full time

    1 year contract for aBusiness Operations Specialistrole with a leading client inMossville, IL area. APPLY NOWTitle: Business Operations SpecialistLocation: Mossville, ILWorkplace type: 100% onsite (M-F, 40 hour work week)Type: ContractPay: $ /hour on w2IV type: 2 rounds-first phone/virtual and second round onsite panel IVLength: 12 months- possibility to...

  • Business Development Manager

    2 weeks ago

    Portland, Oregon Metropolitan Area, United States IFF Full time $80,000 - $120,000 per year

    Job Description SummaryIFF Health Sciences is a solution provider in the Health & Wellness space, delivering high quality functional ingredients and solutions backed by innovative science. Those ingredients are being sold as raw materials but can also be purchased in the final delivery dosage form: as capsule or stick. IFF is a global leader in probiotics,...

  • Business Analyst with Semiconductor exp

    5 days ago

    Portland, Oregon Metropolitan Area, United States Quantum World Technologies Inc. Full time

    Job Title: Business Analyst with Semiconductor expLocation: Portland – Oregon – ONSITEo5 years experience as a Business Analyst in a hightech or manufacturing environmentoPrior exposure to semiconductor fabs automationrobotics or Cobotic systems strongly preferredoExperience writing URS and functional specifications for automation or manufacturing...

  • Business Operations Associate

    2 weeks ago

    Los Angeles Metropolitan Area, United States Ghost Full time $100,000 - $120,000 per year

    Company OverviewGhost is a data-driven distribution platform for the best brands in the world. We partner with leading streetwear, apparel, footwear, beauty, and home goods brands to unlock new revenue for all types of inventory. Through transparency, data insights, and a network of vetted buyers, Ghost empowers sellers to diversify and optimize their...

  • Senior Manager, BD Operations

    2 weeks ago

    Portland, Oregon Metropolitan Area, United States Orrick, Herrington & Sutcliffe LLP Full time $110,000 - $155,000 per year

    OverviewOrrickcurrently has an excellent opportunity for a Senior Manager of Business Development (BD) Operations. This position could be based inany of our U.S. offices(Austin; Chicago; Boston; Houston; Los Angeles; New York; Menlo Park; Orange County; Portland; Sacramento; San Francisco; Santa Monica; Seattle; Washington DC; or Wheeling, WV).The...

  • Local Operator/Area Manager

    2 weeks ago

    Portland, Oregon Metropolitan Area, United States LifeCycle Adventures LLC Full time $40,000 - $60,000 per year

    LifeCycle Adventures — Local Operator / Area Manager (Oregon)Location:Portland, OR (greater metro)Engagement:Independent contractorTravel Area:Willamette Valley, Mt. Hood, Columbia River GorgeOverviewLifeCycle Adventures is seeking a Local Operator to deliver our private, self-guided cycling tours in Oregon. This role is ideal for a small local business or...

  • Business Operations Assistant

    1 week ago

    Los Angeles Metropolitan Area, United States Onward Search Full time

    Onward Search is a specialized staffing and talent solutions company that helps professionals find top jobs with the nation's leading brands. We're hiring aBusiness Operations Assistant (Project Coordinator with experience working with sales teams)for a hybrid role inCulver City, California.This is a full-time contract opportunity through May 2026, with...

  • Business Banking Operations Assistant

    2 weeks ago

    Lincoln, Nebraska Metropolitan Area, United States West Gate Bank Full time $60,000 - $90,000 per year

    Primary Job Purpose:The Business Banking Operations Assistant provides essential support for treasury management and business banking clients by administering services, processing requests, and delivering high-quality client service. This role ensures smooth implementation and maintenance of products, supports the Business Banking Solutions sales team, and...

  • Director of Business Operations

    1 week ago

    New York City Metropolitan Area, United States Curacity Full time

    Position:Director of Business OperationsLocation:New York, NY (Hybrid)Salary Range:$120-135K dependent on experienceReports to:SVP Business OperationsAbout CuracityCuracity is the leading media brand network driving measurable revenue for luxury and lifestyle hotels through brand-elevating exposure to high-value travelers. Leveraging proprietary technology...

  • Business Analysts

    2 weeks ago

    Portland, OR, United States Strategic Business Solutions Inc Defunct Full time

    Job Description Strategic Business Solutions is committed to fostering a diverse and inclusive workplace. We provide equal employment opportunities to all qualified candidates, regardless of race, gender, age, disability, sexual orientation, or any other protected characteristics. We believe in fair hiring practices and a work environment that values...