33101

Company: Mohr Talent
Location: Fort Worth
Posted on: April 17, 2025

Job Description:

We're seeking an -experienced and solutions-driven Operations Manager -to lead, streamline, and elevate day-to-day operations. This is a key leadership role that will work closely with advisors and internal teams to optimize systems, improve workflows, and support exceptional client service.

Key Responsibilities

• 
  
• Oversee and optimize daily operations to support firm growth and ensure top-tier service across a 4,000+ client base.
  
• Design and implement process maps and operational controls for greater workflow efficiency.
  
• Manage and enhance CRM usage (Redtail), ensuring data accuracy and tracking client engagement effectively.
  
• Serve as an internal expert on investment products (e.g., equities, 529 plans) and support advisor recommendations with operational clarity.
  
• Lead cross-functional projects (e.g., tech implementation, process redesign) aligned with strategic firm goals.
  
• Oversee data management - input, accuracy, analysis - to inform smarter business decisions.
  
• Set a high bar for collaboration, communication, and accountability within the operations function.
  
• Act as a bridge between operations, advisors, and support teams to ensure seamless internal communication.
  
• Maintain high attention to detail while managing multiple priorities in a fast-paced environment.
  
• Foster a culture of continuous improvement, embracing new technologies and efficiencies.
  
  
  Requirements
  
  
  • 
    
  • Bachelor's degree in Business, Finance, or related field.
    
  • 5+ years in operations management, ideally within financial services or advisory firms.
    
  • Strong leadership skills with experience managing teams.
    
  • Experience in project management and process design (process mapping, controls).
    
  • CRM proficiency (Redtail preferred), especially around data optimization and system usage.
    
  • Familiarity with investment products: equities, mutual funds, 529 plans, etc.
    
  • Excellent written and verbal communication skills.
    
  • Highly organized, deadline-driven, and solution-oriented.
    
    
    Preferred Qualifications
    
    
    • 
      
    • 5-6+ years of experience in financial advisory operations, especially supporting large client bases.
      
    • Advanced Redtail CRM knowledge.
      
    • PMP or related project management certification a plus.
      

Keywords: Mohr Talent, McKinney , 33101, Other , Fort Worth, Texas