Salary
💰 $150,000 - $175,000 per year
About the role
- Partner with the Change Management Team to operationalize new workflows, systems, or initiatives across teams and locations.
- Establish and monitor KPIs and other success metrics to assess process effectiveness.
- Draft, publish, maintain, and revise SOPs for new and existing operational processes.
- Identify inefficiencies and propose refinements to enhance scalability and effectiveness.
- Serve as a liaison between Operations, Compliance, Technology, and Practices to ensure alignment and seamless integration of new processes.
- Participate in cross-departmental working groups to inform and support enterprise-wide initiatives.
Requirements
- Bachelor's degree in Business, Finance, Operations Management, or a related field.
- 3+ years of experience in operations, process improvement, or project implementation (RIA or financial services experience strongly preferred).
- Proven ability to write clear, structured process documentation and SOPs.
- Strong analytical skills with experience defining and tracking performance metrics.
- Excellent organizational and communication skills with a collaborative mindset.
- Familiarity with CRM platforms (e.g., Salesforce), workflow tools, and project management software.
- Lean Six Sigma, PMP, or process improvement certification a plus.
- Experience working in a multi-office or national organization.
- Proficiency with Excel, process mapping tools (e.g., Asana, Smartsheets, Visio), and data visualization platforms (e.g., Power BI, Tableau).
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
process improvementproject implementationperformance metricsprocess documentationSOPsdata visualizationprocess mapping
Soft skills
analytical skillsorganizational skillscommunication skillscollaborative mindset
Certifications
Lean Six SigmaPMPprocess improvement certification