Operations Manager

Duties and Responsibilities

 Oversees operational systems, processes, and infrastructure while looking for opportunities of

improvement or revision.

 Anticipates and tracks operational and tactical risks and providing strategic solutions.

 Manages day to day business of the operations department while balancing the

responsibilities of various business lines such as business analysis, vendor, and risk

management.

 Works with sales teams to help set and meet goals.

 Plays a significant role in long-term planning, project status reporting, and implementing

change control processes.

 Works closely on other special planning and departmental projects.

 Oversees and reports weekly, monthly, quarterly, and annual metrics.

 Identifies trends and assess opportunities to improve processes and execution.

 Completes reasonability testing and information validation prior to circulating findings and

recommendations to key stakeholders.

 Collaborates with other back-office team members to ensure seamless business execution,

reinforce positive morale, and uphold company values.

 Collaborates with transitions and onboarding team as needed.

 Raises and tracks issues and conflicts, remove barriers, resolve issues of medium complexity

involving stakeholders and escalate to appropriate level when required.

 Assesses a variety of situations and provide clarity to team and stakeholders.

 Establishes and maintains credible, professional relationships with clients, internal business

lines, and external vendors.

 Solicits and responds to feedback while gaining commitment and support.

 Supports back-office and firm-wide training programs, reinforcing tech and operations

infrastructure between departments to ensure consistency and quality standards are met.

 Stays up to date on industry regulations, trends, and technology.

 Works closely with management team to ensure all operational, administrative, and

compliance functions within the firm are being properly executed in accordance to regulatory-

based best practices.

 Addressing operational concerns and issues, monitoring overall customer satisfaction

 Developing and implementing operational procedures and policies

 Analyzing training needs/requirements