Operations Manager

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Sycamore Financial Planning was founded in 2011 as a fee-only financial planning firm with offices in Durham, NC and Charlotte, NC. The firm provides financial advice and services to a diverse clientele helping them meet their goals for spending, saving, funding college, entering retirement, managing risk, making career changes, and more. Learn more here: https://sycamorefinancialplanning.com/about/careers

Job summary:
The Operations Manager is responsible for providing operational support to the firm including but not limited to daily workflow, financial, human resources, regulatory compliance, and facilities support.

Office workflow
• Manage client engagement workflow
• Manage team planning assignments
• Manage ongoing deliverables to clients
• Continuously review and revise firm processes to increase efficiency for team members and to standardize processes to scale the firm to meet demand
• Support team members in effectively fulfilling their responsibilities
• Facilitate & promote a positive team environment enabling employees to enjoy their work
Financial operations
• Consistently execute payroll for all staff on time and with high accuracy
• Consistently invoice all clients on time and with high accuracy
• Interface with the firm’s accountant to ensure accurate records
Regulatory compliance operations
• Manage team compliance deliverables
• Conduct an annual review of the firm’s compliance program
• Other tasks as needed to support the firm’s Chief Compliance Officer
Office infrastructure operations
• Manage office facilities through interactions with property managers in both our Durham & Charlotte offices
• Manage team information technology by interfacing with various IT support organizations
Human resources operations
• Manage employee benefits program
• Manage employee on-boarding and training programs
• Assist with employee performance review system

• Must possess a bachelor’s degree in business or related field of study
• Five years of operations management experience with a preference for three of these years in a financial services firm
• Commitment to Sycamore’s core values and mission
• Friendly, confident, sincere approach to interpersonal relationships with high emotional intelligence
• Demonstrated experience using Microsoft Word, Excel, and Outlook

• Competitive compensation
• 401(k) retirement plan with company matching
• Employer subsidized health insurance and access to dental and vision insurance plans
• Employer paid life insurance
• Formalized professional development program
• Generous paid time off and holiday schedule
• Comfortable and friendly office environment