Advisory Operations Manager

Job Description:

Responsibilities:

• Lead and develop the Advisory Support Coordinator team, including workload balancing, prioritization, coaching, and performance management.
• Monitor service quality, responsiveness, and consistency across the support function.
• Develop, document, and maintain Advisory standard operating procedures (SOPs) and operational documentation.
• Establish and maintain operational standards that improve consistency and reduce administrative complexity across Advisory.
• Lead continuous process improvement initiatives that improve scalability and operational efficiency.
• Measure the effectiveness of operational improvements and adjust processes based on business needs and stakeholder feedback.
• Lead cross-functional operational projects impacting multiple Advisory practices.
• Coordinate implementation of new operational processes, technologies, and firm initiatives.
• Partner with Firm Operations (IT, People Operations, Finance, Marketing, etc.) to execute Advisory initiatives.
• Support operational integration activities associated with acquisitions, new service offerings, and organizational changes.
• Serve as a trusted operational advisor to Advisory Practice Leaders.
• Recommend operational improvements that support practice growth and scalability.
• Partner with leadership to create consistent engagement letter and client take-on processes across Advisory.
• Help remove operational barriers that allow professionals to focus on client service.

Qualifications:

• Bachelor's degree in Business Administration, Operations, Management, or a related field.
• 5+ years of experience in operations, process improvement, project management, or professional services operations.
• Previous experience leading people and managing direct reports.
• Experience documenting business processes and developing standard operating procedures.
• Strong project management, organizational, and change management skills.
• Excellent communication and relationship-building skills.
• Strong analytical and problem-solving skills.