Advisor & Operations Manager

Fora•New York, NY

2d•$90,000 - $130,000•Onsite

About The Position

We are looking for an entrepreneurially minded Advisor & Operations Manager, Fora X to serve as the operational owner and execution partner for Fora’s top-performing advisors, known as Fora X. This is a high-trust, high-impact role at the center of one of Fora’s most important advisor segments. As Advisor & Operations Manager, you will serve as a trusted advisor, thought partner, and force multiplier for the Head of Advisor Experience. The ideal candidate is a hands-on operator who brings structure to ambiguity, builds scalable processes, owns projects end-to-end, and drives cross-functional execution. This role reports directly into the Head of Advisor Experience and will work closely with other senior leaders across the organization as well as directly with our highest producing advisors.

Requirements

Entrepreneurial mindset — a self-starter who thrives in ambiguity, moves quickly, and relentlessly seeks improvement
Exceptional written and verbal communication skills, with the ability to distill complex analysis into executive-ready insights
Proven experience leading cross-functional initiatives on aggressive timelines
Highly organized, detail-oriented, and accountable, with strong ownership and follow-through
Ability to influence without direct authority and collaborate effectively across teams

Responsibilities

Serve as a strategic thought partner and trusted advisor to the Head of Advisor Experience, providing insights, recommendations, and decision support on critical initiatives
Own Fora X advisor operations across training, events, community, and integrity, ensuring a consistent, efficient, and high-quality experience for our top advisors
Design, launch, and continuously improve programs and operating models that support top-performing advisors at scale
Design and implement processes, dashboards, and KPIs that improve visibility, efficiency, and execution quality
Oversee Fora X programmatic offerings such as hosted conference allocations, exclusive trainings and event offerings working closely with the Advisor Events team
Develop communication to Fora X advisors, including monthly newsletters
Quickly adapt and pivot, translating insights and learnings into action with minimal direction.
Manage timelines, stakeholders, dependencies, and follow-through to ensure work gets done
Handle highly escalated advisor, partner, and internal issues with sound judgment and discretion
Anticipate risks, identify bottlenecks, and proactively solve problems before they escalate
Uphold the standards, integrity, and expectations of Fora X Advisors