Business Operations Manager

$100,000 - $100,000/Yr

Napier Financial - Braintree, MA

Full-time - Mid Level

Braintree, MA

Professional, Scientific, and Technical Services

About the position

The Business Operations Manager at Napier Financial is responsible for overseeing the day-to-day operations and back-office details of the firm. This role is critical in ensuring smooth functioning and enhancing the client experience. The manager will lead a team, manage projects, and ensure operational excellence while maintaining a professional and personable demeanor.

Responsibilities

• Manage the day-to-day operations and back-office details of the firm.
• Oversee the Mid-Year and End of Year client meeting processes.
• Coordinate annual outreach programs to clients, including sending cards twice a year.
• Act as the ClientWise Practice Management Champion.
• Manage projects based on 1-year and 90-day plans.
• Set weekly agendas for team meetings aligned with 1-year goals.
• Disseminate meeting minutes, resulting tasks, and timelines for completion.
• Keep team members accountable for 90-day plan tasks.
• Coordinate firm meetings and off-site partnership meetings.
• Manage maintenance and operations for all client accounts, including ACH on demand and beneficiary updates.
• Prepare daily cash reports and weekly client transition reports.
• Update client data and maintain the integrity of internal client files.
• Optimize CRM systems and workflow management, ensuring tasks are completed.
• Oversee and improve the technology stack, ensuring full integration and adequacy.
• Train and manage staff on proper use of technology and evaluate new technologies.
• Manage the new client onboarding process to ensure operational efficiency.
• Coach and train operations staff, assist in hiring and review processes, and onboard new team members.
• Document and follow compliance procedures, developing written systems for all activities.
• Assist in client events.

Requirements

• Leadership skills to manage large groups and delegate tasks effectively.
• Ability to collaborate and thrive in a team environment.
• Strong interest in the financial planning process.
• Excellent attitude and extraordinary client service orientation.
• Experience with Microsoft Excel, Word, PowerPoint, and Outlook.
• Excellent interpersonal, writing, and communication skills.
• Detail-oriented with excellent organizational and time management skills.
• Ability to handle multiple tasks and meet deadlines.

Nice-to-haves

• Experience in project management.
• Familiarity with CRM systems and workflow management.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance