Financial Business and Operations Manager

Responsibilities :

HR & Benefits Administration

Handle internal  benefits administration , PTO tracking, onboarding, and HR policy documentation

Act as the go-to resource for employee support around internal processes and tools

Finance & Reporting

Own the firm’s P&L , monthly financial reporting, and internal financial documentation

Coordinate with advisors and external partners on estate analysis and related administrative tasks

Compliance & Documentation

Maintain the firm’s compliance calendar , coordinate audits, and ensure documentation meets required standards

Manage vendor contracts, renewals, and ensure policies and SOPs are up to date

Systems & Process Optimization

Own and maintain internal systems used for time tracking, workflow, reporting, and AI tools

Lead implementation of new tools and improvements to support firm-wide efficiency

Vendor & Expense Management

Oversee vendor relationships, payments, and expense reporting across the firm

Ensure consistent processes for documentation, tracking, and approvals

Qualifications :

6–10 years of experience in  business operations , financial services, benefits, compliance, or professional services

Comfortable managing multiple priorities and working independently across departments

Strong systems and process orientation, with the ability to evaluate and implement tools and tech

Sound judgment, problem-solving skills, and attention to detail

Team-oriented mindset with strong communication and collaboration skills

95K-$115K + Bonus and a strong 401K

Onsite

KBW789

LI-JS1