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Operations Manager

Employer
Figure 8 Investment Strategies
Location
Boise, Idaho
Salary
$70k-$85k + bonus + comprehensive benefits
Closing date
Feb 3, 2023

View more

Job Function
Operations
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

OPERATIONS MANAGER

Figure 8 Investment Strategies is seeking an experienced Operations Manager to propel our business operations, use of technology, and organizational impact to the next level. This is a leadership position that sets the tone and rhythm for our business and helps us achieve great things – including an above-and-beyond client experience and real impact on climate change and social justice.

As a successful candidate, you are exceptionally organized and highly driven, have strong knowledge of financial industry software and systems, thrive on collaboration, and are passionate about finding new and better ways to make all the parts work together to accomplish our mission. This position is based in our home office in Boise, Idaho; remote or hybrid arrangements may be considered for the right fit.

Figure 8 Investment Strategies is an independent Registered Investment Advisor dedicated to providing clients with sustainable investment management, personalized financial planning, and innovative strategies that deliver social and environmental impact. We are fee-only, employee-owned, and a certified B Corp.

KEY RESPONSIBILITIES

As Operations Manager, you’ll use your organizational skills, project management acumen, and systems expertise in two key areas: 

1. Client Services and back-office operations

  • Ensure smooth and efficient execution of Client Services including timely response to client service requests and professional, confidence-inspiring client meetings
  • Supervise Client Service Team; oversee team member training, work allocation, and scheduling; lead Client Service team meetings
  • Oversee and optimize the use of Redtail CRM and all related activities and workflows Oversee delivery of quarterly reporting to clients and other client communications
  • Design, implement, and maintain standards and procedures for client service operations; document and maintain operations manual
  • Manage relationships with custodian Charles Schwab, issuers of directly-placed impact investments, and other key vendors

2. Firmwide business administration

  • Participate on leadership team in setting, implementing, and managing the firm’s strategic priorities
  • Oversee firmwide use of technology, including selection, maintenance, and integrations of key software & systems; serve as liaison with vendors and coordinate all staff training
  • Oversee the onboarding and training of new employees
  • Lead B Corp and other certification processes; serve as relationship manager with B Corp and other strategic alliances and community partnerships
  • Help conceptualize, design, and implement new strategic initiatives and special projects, with involvement in business planning, systems design, scaling, and budgeting
  • Play key role in launch of new initiative to bring Figure 8’s vaues-aligned planning and investment services at scale to the underserved end of the wealth spectrum

WHAT IT TAKES

  • 5+ years operational experience, at least 2 of which are within the financial services industry, preferably in a Registered Investment Advisor environment
  • 2+ years experience in managing a team
  • Bachelor’s degree required; training in HR management or project management a plus
  • Series 65 (may be obtained within 6 months as a condition of employment)
  • Passion for creating impact around environmental sustainability, social justice, multiculturalism and/or community economic development
  • Tech-savvy and highly proficient in Microsoft Excel, Word & PowerPoint; strong ability to learn and apply new software systems quickly
  • Experience with financial industry software and systems, including CRM (Redtail), portfolio reporting and rebalancing (Black Diamond), and financial planning programs
  • Strong project management skills; organized, detail-oriented, and able to prioritize
  • Ability to work both independently and as part of the team, in a fast-paced and collaborative environment
  • A commitment to ongoing professional development

THE BENEFITS
We offer a competitive compensation package that includes a base salary plus bonus, 401k with company match, health insurance including dental and vision coverage, paid and volunteer time off, and opportunities for training, career growth, and potential firm ownership down the road. The base salary for this position is $70,000-$85,000.

EQUAL EMPLOYMENT OPPORTUNITY

Figure 8 provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

HOW TO APPLY

Please send resume and cover letter to candidates@figure8investing.com, or to Figure 8 Investment Strategies, 1410 W. Washington, Boise, ID 83702.

 

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