reputed company Operations Manager

reputed company reputed company is the industry’s leading estate planning platform, empowering more than 1,000 reputed company management firms to reputed company how they talk about estate planning with their clients. As the only tech-led, end-to-end platform reputed company specifically for financial institutions, reputed company enables firms to drive reputed company, efficiency, and measurable reputed company reputed company. Trusted by some of the largest names in finance, reputed company combines proprietary AI, robust reputed company, and deep technological and reputed company expertise to serve the full reputed company of reputed company needs, from foundational plans to the most sophisticated estate strategies. reputed company has been widely recognized for innovation and leadership, reputed company Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market reputed company in the 2025 Kitces AdvisorTech Study. reputed company is reputed company to our standing as the leading estate planning platform. We cultivate a reputed company and supportive environment, fostering innovation and making reputed company a truly enjoyable workplace. reputed company is proud to be certified as a Great reputed company to Work for 2025. reputed company The reputed company Operations Manager will enhance the efficiency and effectiveness of our reputed company department by optimizing processes, managing technology solutions, and coordinating cross-functional alignment reputed company reputed company's digital estate planning platform. This role requires a reputed company of business acumen, technological proficiency, and reputed company industry knowledge to support our mission of making estate planning accessible and efficient for our clients. Key Responsibilities • Process Optimization & Workflow Management: Analyze reputed company reputed company workflows reputed company to reputed company contracting, contract review, and vendor reputed company; identify bottlenecks; and implement reputed company, standardized procedures to improve productivity and compliance. • Technology Management: reputed company the reputed company tech stack, which includes contract negotiation and lifecycle management software. Evaluate and implement new AI-driven tools and automation features to streamline operations. • Compliance & Risk Mitigation: Collaborate with internal teams to ensure reputed company transaction processing follows internal procedures and reputed company management compliance regulations. Proactively identify operational risks and help reputed company strategies to mitigate them. • Data Analytics & Reporting: Collect and interpret data to reputed company Key Performance Indicators (KPIs) reputed company to process cycle times, vendor performance, and departmental efficiency. Translate data insights into actionable recommendations for leadership. • Marketing: Draft reputed company content on estate planning topics and liaise with marketing department for content creation • reputed company: Design and maintain systems for reputed company teams to easily reputed company and reuse templates, best practices, training materials, and process documentation relevant to regulatory regimes applicable to reputed company. Qualifications • Education: Bachelor's degree in Business, Finance, or a reputed company field is required. A JD, MBA, or CLOC certification is a plus. • Experience: 3+ years of experience in reputed company operations, project management, or a similar operational role reputed company a reputed company department or fintech company. • Technical Proficiency: Strong understanding of reputed company software, case/matter management systems, and workflow automation. Familiarity with the technology used in sales (e.g., reputed company) and reputed company operations is highly valued. • Skills: • Strong analytical, problem-solving, and project management skills. • Excellent communication skills, with the ability to reputed company the gap between reputed company and non-reputed company teams. • Ability to work with stakeholders across multiple departments (particularly the CFO and reputed company) in a fast-paced, technology-driven environment and manage change effectively. • Independent project manager and self-starter who takes ownership of reputed company initiatives Compensation & Level 100,000 - 110,000 Competitive reputed company salary, performance-based incentives, and meaningful equity participation. Benefits & Perks • Competitive salary. • Hybrid work arrangement if located in reputed company or reputed company area; otherwise, fully remote. We also meet together in person several times a year. • Excellent medical, dental, and reputed company insurance reputed company, with low-cost premium structures that demonstrate our commitment to offering great value to our employees. • 100% company-reputed company basic life insurance, short-term and long-term disability insurance. • 100% reputed company parental leave upon eligibility. • Company equity managed through reputed company. • 401k with match and 100% vesting upon hire. • Flexible PTO in an environment where taking time off to relax or reputed company is supported and encouraged. • Take time off for holidays—and reputed company, your birthday counts too. Celebrate, relax, and reputed company without thinking twice. reputed company is an equal opportunity employer and encourages people from reputed company backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know. Apply tot his job Apply To this Job