Compensation: $100,000 – $120,000 Base Salary + 20% Incentive Bonus (Paid Annually)
Location: Tempe, AZ
A growing wealth management organization is seeking a highly analytical and collaborative Business Operations Manager to lead strategic business initiatives, operational improvements, and cross-functional projects across the organization. This role combines business operations, process improvement, project management, and business analysis to drive operational efficiency, scalability, and data-driven decision-making.
The ideal candidate has experience within a broker-dealer, Registered Investment Advisor (RIA), custodian, clearing firm, or wealth management organization and enjoys partnering with Operations, Technology, Business Intelligence, and Executive Leadership to improve business processes and execute strategic initiatives. This position offers significant exposure to executive leadership and the opportunity to influence enterprise-wide operational strategy.
Lead enterprise-wide business initiatives from concept through implementation.
Gather, analyze, and document business requirements while recommending operational solutions.
Partner with stakeholders across multiple departments to drive execution of strategic initiatives.
Support executive leadership by providing operational insights and business recommendations.
Analyze existing operational workflows and identify opportunities for increased efficiency.
Conduct process mapping, workflow optimization, benchmarking, and gap analyses.
Develop business cases and recommend operational enhancements based on data and business needs.
Drive continuous improvement initiatives across multiple business units.
Manage multiple strategic projects simultaneously from planning through execution.
Develop project charters, timelines, action plans, project trackers, and RACI matrices.
Coordinate project meetings, monitor milestones, and communicate project status to stakeholders.
Ensure projects remain on schedule while proactively managing risks and dependencies.
Analyze operational data to identify trends, risks, and improvement opportunities.
Partner with Business Intelligence teams to develop dashboards, KPIs, and executive reporting.
Prepare reports and presentations that support strategic business decisions.
Utilize Power BI, Tableau, Salesforce, Excel, and other reporting tools to provide actionable insights.
Document business requirements, workflows, process maps, and functional specifications.
Maintain project documentation within Jira and other project management platforms.
Facilitate meetings, support organizational change initiatives, and communicate project updates.
Translate complex operational and technical concepts into clear business language for stakeholders.
Bachelor's degree in Business, Finance, Operations, or a related field.
3+ years of operations, business analysis, project management, or operational consulting experience within a broker-dealer, RIA, custodian, clearing firm, or wealth management organization.
Demonstrated experience leading cross-functional business initiatives and operational improvement projects.
Strong process improvement experience including workflow mapping, gap analysis, and business process optimization.
Advanced analytical skills with the ability to interpret operational data and develop business recommendations.
Experience developing dashboards, KPIs, and reporting using Power BI, Tableau, Salesforce, or similar business intelligence tools.
Experience utilizing project management methodologies including project plans, timelines, RACI matrices, Jira, or similar platforms.
Excellent written, verbal, presentation, and stakeholder communication skills.
Strong collaboration skills with the ability to partner across Operations, Technology, Business Intelligence, and Executive Leadership.
MBA.
Experience within wealth management, broker-dealer, custodian, clearing firm, or financial services consulting environments.
Experience supporting PMO, operational transformation, or strategic business initiatives.
Certifications such as PMP, Six Sigma, Data-Driven Decision Making (DDM), CompTIA Data+, Associate Certified Analytics Professional (aCAP), or similar.
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at
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