We are seeking a highly motivated, outgoing Sales Assistant in Jackson, TN to support a premier client for an Investment Advisor office. This role is central to our ability to scale responsibly while preserving our culture and mission. As the firm grows and operational leadership expands, this role is expected to evolve significantly in scope and compensation. In a successful execution scenario aligned with our long-term growth objectives, total compensation could reasonably scale into a senior operations leadership range.
Key Responsibilities
- Translate ownership’s strategic objectives into operational plans across all affiliated entities
- Optimize billing automation, contract management, and pricing to help target maximized firm profitability and efficiency
- Coordinate workflows, systems, and communication across accounting, tax, investment advisory, private equity, and philanthropic functions
- Document operational procedures, internal workflows, and firm policies
- Support firm-wide and departmental goal setting, accountability, and execution rhythms
- Provide limited HR-related support focused on onboarding, role clarity, internal documentation, and staff coordination
- Provide front-office and administrative coordination during non-peak periods and remain hands-on during peak tax seasons to support operational continuity
- Support the implementation of an Entrepreneurial Operating System style operating framework—adapted to the firm’s values—by translating strategic objectives into clear priorities, integrating those priorities into individual responsibilities, and establishing measurable execution with accountability
Role Evolution
Because the firm’s client volume is highly seasonal, the Operations Manager will initially assume primary responsibility for front-office and administrative coordination during non-peak periods, when overall client activity is lower. This allows the role to maintain continuity of service while dedicating the majority of time to operational initiatives such as billing automation, pricing optimization, contract management, and process documentation. Administrative responsibilities during this period are intentionally paired with substantial operational projects and are not intended to define the long-term scope of the role. Even as administrative responsibilities are delegated over time, the Operations Manager is expected to remain sufficiently hands-on during peak tax seasons to ensure operational continuity, staff support, and informed leadership decision-making. The intent is for this role to develop a deep, ground-up understanding of the firm and then help lead its successful scaling.
Qualifications
- Some experience in operations, office management, or professional services administration ideal, but not required for an exceptional, recent graduate
- Strong organizational, documentation, and process-development skills
- Ability to manage multiple priorities in a dynamic, growth-oriented environment
- Strong written and verbal communication skills essential
- Comfort working closely with firm ownership and leadership
- Bachelor’s degree in Business, Management, or a related field preferred
- Advanced education or equivalent professional experience valued
- Familiarity with EOS or similar operating systems is helpful but not required
BR1
Work Location: In person
