Business Operations Manager

Business Operations Manager

Tempe, AZ | $100K–$130K + Bonus + Benefits

A growing wealth management platform is seeking a Business Operations Manager to support operations, process improvement, reporting, and cross-functional business initiatives.

This is a strong fit for someone with experience in financial services operations who enjoys improving workflows, leading projects, working with data, and helping leadership make better business decisions.

What You’ll Be Doing

• Lead cross-functional business initiatives from discovery through implementation

• Review current workflows and identify gaps, bottlenecks, and improvement opportunities

• Build process maps, business cases, project plans, trackers, and RACI matrices

• Partner with Operations, Technology, and Business Intelligence teams on dashboards, metrics, and reporting

• Document business requirements, data definitions, assumptions, and project needs in Jira

• Translate operational and technical concepts into clear business-friendly language

• Support change management, stakeholder alignment, and project prioritization

• Present findings and recommendations to business units and leadership

What We’re Looking For

• 3+ years of operations, business analysis, project management, or process improvement experience

• Financial services experience required

• Broker-dealer, RIA, custodian, clearing firm, or wealth management home office experience strongly preferred

• Strong process improvement, workflow mapping, gap analysis, and documentation skills

• Experience with Power BI, Tableau, Salesforce, Smartsheet, Jira, Excel, or similar tools

• Ability to work cross-functionally with Operations, Technology, BI, and leadership

• Bachelor’s degree required

• MBA, PMP, Six Sigma, or data analytics certification preferred

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at ***email_hidden***