Forward Investment Services is seeking a highly organized, technology-minded Operations Manager to lead the operations and support team that helps deliver an exceptional advisor and client experience.
This role oversees workflows, internal controls, process improvement initiatives, and day-to-day operational execution while managing the support staff. The ideal candidate is a strong people leader who enjoys improving processes, leveraging technology, and ensuring work is completed accurately and efficiently.
Key Responsibilities:
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Supervise, coach, and support the support staff while fostering a positive, accountable, service-oriented culture
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Ensure timely and accurate completion of client onboarding, account maintenance, servicing requests, and advisor support workflows
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Identify inefficiencies, implement standardized procedures, and improve scalability and operational effectiveness
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Oversee CRM usage, support system enhancements, and promote technology solutions that improve accuracy and efficiency
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Ensure adherence to regulatory requirements, broker-dealer policies, internal procedures, and audit readiness standard
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Help create a consistent, high-quality service experience and resolve escalated operational issues when needed
Qualifications:
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Bachelor’s degree in Business, Finance, or a related field
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3–5+ years of experience in financial services, banking, investment operations, or a related operational leadership role
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Supervisory or team leadership experience preferred
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Strong understanding of technology, operational systems, and CRM platforms
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Exceptional attention to detail and commitment to accuracy
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Ability to improve processes and implement operation best practices
Join our team and help us live our mission…..To Move Our Communities Forward!
