Operations Manager

The Operations Manager is responsible for overseeing key operational functions that support organizational efficiency, growth, and financial performance.

This role provides leadership for the Financial Planning team, Event Center operations, and Facilities Management while partnering closely with the Director of Operations to drive strategic initiatives, process improvement, budget management, and cross-functional workflow optimization.

The ideal candidate is a highly organized and analytical leader who can balance day-to-day operational oversight with long-term planning and continuous improvement efforts across multiple business units.

Key Responsibilities

Business Operations Leadership

• Partner with the Director of Operations to execute strategic business initiatives and operational priorities.
• Evaluate, develop, and improve business processes to increase efficiency, productivity, and service quality.
• Lead cross-functional projects involving operations, client services, finance, facilities, and administrative teams.
• Identify operational risks and implement solutions to improve organizational performance.
• Develop metrics, dashboards, and reporting tools to measure operational effectiveness.

Financial Planning Team Oversight

• Provide leadership and oversight to the Financial Planning department.
• Monitor team productivity, service quality, and client experience standards.
• Partner with department leadership to establish operational goals and performance metrics.
• Assist with resource planning, staffing recommendations, and capacity management.
• Support process improvements that enhance advisor and client workflows.
• Ensure adherence to company policies, regulatory requirements, and operational best practices.

Event Center Management

• Oversee all business operations related to the company Event Center.
• Manage facility scheduling, utilization, vendor relationships, and event logistics.
• Develop revenue strategies and operational standards for internal and external event usage.
• Monitor customer satisfaction and implement continuous improvements to event services.
• Establish pricing recommendations, operational procedures, and service-level standards.
• Collaborate with Marketing and Sales teams to maximize Event Center utilization and business opportunities.

Facilities Management

• Oversee day-to-day facilities operations and workplace services.
• Manage relationships with property managers, maintenance vendors, contractors, and service providers.
• Ensure facilities are maintained in a safe, clean, and professional manner.
• Coordinate office space planning, furniture, equipment, and facility improvements.
• Monitor facility-related expenditures and identify cost-saving opportunities.
• Ensure compliance with applicable safety, security, and building requirements.

Standard Operating Procedures (SOPs) & Workflow Management

• Assist the Director of Operations with creating, documenting, implementing, and maintaining Standard Operating Procedures (SOPs).
• Analyze current workflows and recommend improvements to increase consistency and efficiency.
• Establish process documentation standards across departments.
• Coordinate process improvement initiatives and change management efforts.
• Facilitate cross-department alignment on policies, procedures, and operational standards.

Budgeting & Financial Management

• Assist in the development and management of departmental and operational budgets.
• Monitor expenses and identify opportunities for cost optimization.
• Support annual planning cycles and forecasting activities.
• Provide operational insights and reporting to assist leadership decision-making.
• Track budget performance and recommend corrective actions when necessary.

Team Leadership

• Manage, coach, and develop direct reports and operational staff.
• Establish clear performance expectations and accountability measures.
• Conduct performance evaluations and support employee development plans.
• Foster a culture of collaboration, service excellence, and continuous improvement.

Qualifications

Education

• Bachelor's degree in Business Administration, Operations Management, Finance, or a related field preferred.
• Equivalent combination of education and operational leadership experience will be considered.

Experience

• 3-5 years of progressive experience in business operations, administration, financial services operations, or related leadership roles.
• Experience managing multiple business functions and cross-functional teams.
• Experience with budgeting, operational planning, and process improvement initiatives.
• Experience developing SOPs and operational workflows preferred.
• Experience managing facilities, office operations, or event venues is highly desirable.

Knowledge, Skills & Abilities

• Strong business acumen and operational leadership capabilities.
• Excellent project management and organizational skills.
• Proven ability to develop and improve business processes.
• Strong financial analysis and budgeting experience.
• Exceptional communication and interpersonal skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office Suite and business management systems.
• Data-driven decision-making and problem-solving skills.