SKILLS

• Strong interpersonal and communication skills.
• Ability to provide informal leadership and support team development.
• Analytical and problem-solving abilities.
• Attention to detail and accuracy in operational tasks.
• Proficiency in Excel and familiarity with data tools such as SQL or BI platforms (preferred).

ABILITIES

• Work effectively in a fast-paced, results-driven environment.
• Adapt quickly to changing priorities and business needs.
• Manage multiple tasks while maintaining high quality standards.
• Collaborate across departments to support operational goals.

EDUCATION & PREVIOUS EXPERIENCE

• Bachelor’s degree in a related field and three (3) or more years of relevant experience in operational support within financial services.
• Experience supporting RIA and IBD operations is preferred.
• Prior experience in a lead or mentorship role is a plus.

EDUCATION

Bachelor’s, Bachelor’s: Business Administration, Bachelor’s: Finance

WORK EXPERIENCE

Manager Experience - 3 to 6 years

KEY RESPONSIBILITIES

• Oversee daily operational activities including person onboarding, offboarding and maintenance while ensuring accuracy and timeliness.
• Maintain and improve operational dashboards providing metrics to leadership team for capacity and resource planning
• Provide guidance and mentorship to team members, fostering a collaborative and high-performance culture.
• Act as a point of contact for operational questions and escalate issues as needed.
• Assist in monitoring team performance metrics and identifying areas for improvement.
• Contribute to documentation updates, job aids, and training materials.
• Participate in special projects and cross-functional initiatives as assigned.
• Perform operational processing tasks to support team workload and maintain service levels.
• Promote a team-oriented environment that encourages innovation and continuous improvement.
• All other duties as assigned.