<p>The Operations Manager is responsible for overseeing the firm's operational infrastructure, human resources, compliance coordination, marketing execution, event management, technology, vendor relationships, systems administration, and strategic initiatives.</p><p>This role serves as the operational leader of the organization, ensuring that people, processes, technology, marketing, events, compliance, and projects are aligned with the firm's goals. The Operations Manager translates leadership vision into execution by driving accountability, improving operational efficiency, supporting team development, maintaining organizational systems, and managing firm-wide initiatives.</p><p>The Operations Manager serves as the central point of coordination between advisors, operations, client services, compliance partners, vendors, and leadership. This position is responsible for ensuring the firm operates efficiently, consistently, and in alignment with its strategic objectives.</p><p>The ideal candidate is highly organized, proactive, detail-oriented, and capable of balancing strategic planning with hands-on execution.</p><p><br></p><p><strong>The Operations Manager owns the health of the business.</strong></p><p>This role is responsible for ensuring the firm has the people, systems, processes, accountability, and operational infrastructure necessary to support growth while delivering an exceptional client and employee experience.</p><p><br></p><p><strong>Primary Responsibilities</strong></p><p><br></p><p><strong>Organizational Planning</strong></p><ul><li>Annual job description review and updates</li><li>Annual KPI review and alignment</li><li>Employee growth and development planning</li><li>Succession planning review and updates</li></ul><p><strong>Operational Audits</strong></p><ul><li>Technology audit</li><li>Vendor audit</li><li>SOP and Trainual audit</li><li>Compliance process audit</li><li>Employee file audit</li><li>Business continuity plan review</li></ul><p> <strong>Marketing & Event Planning</strong></p><ul><li>Annual event calendar development</li><li>Annual marketing review and planning</li><li>Budget planning and ROI analysis</li></ul><p><br></p><p>The Operations Manager is responsible for ensuring the firm's technology and vendor relationships remain effective, efficient, and aligned with business needs.</p><p><br></p>