Advisory Operations Manager

KSM (Katz, Sapper & Miller)•Indianapolis, IN

About The Position

KSM is hiring an Advisory Operations Manager to lead and develop the Advisory Support Coordinator team and strengthen operations across Advisory. The role oversees support quality and consistency, establishes operational standards, maintains procedures, and drives process improvements that improve scalability and efficiency. The manager leads cross-functional projects and coordinates the adoption of new processes, technologies, and firm initiatives. Working with Firm Operations and Advisory Practice Leaders, this person supports acquisitions, new service offerings, and organizational changes; helps create consistent engagement-letter and client-take-on processes; and removes operational barriers so professionals can focus on client service. KSM describes itself as an employee-owned firm, with a culture emphasizing collaboration, flexibility, professional growth, and meaningful work.

Requirements

  • Bachelor's degree in Business Administration, Operations, Management, or a related field.
  • At least 5 years of experience in operations, process improvement, project management, or professional services operations.
  • Previous experience leading people and managing direct reports.
  • Experience documenting business processes and developing standard operating procedures.
  • Strong project management, organizational, and change-management skills.
  • Excellent communication and relationship-building skills.
  • Strong analytical and problem-solving skills.

Responsibilities

  • Lead and develop the Advisory Support Coordinator team through workload balancing, prioritization, coaching, and performance management.
  • Monitor service quality, responsiveness, and consistency across the support function.
  • Develop, document, and maintain Advisory standard operating procedures and operational documentation.
  • Establish operational standards that improve consistency and reduce administrative complexity across Advisory.
  • Lead continuous process-improvement initiatives to improve scalability and operational efficiency.
  • Measure the effectiveness of operational improvements and adjust processes based on business needs and stakeholder feedback.
  • Lead cross-functional operational projects affecting multiple Advisory practices.
  • Coordinate implementation of new operational processes, technologies, and firm initiatives.
  • Partner with Firm Operations, including IT, People Operations, Finance, and Marketing, to execute Advisory initiatives.
  • Support operational integration activities related to acquisitions, new service offerings, and organizational changes.
  • Serve as a trusted operational advisor to Advisory Practice Leaders.
  • Recommend operational improvements that support practice growth and scalability.
  • Partner with leadership to create consistent engagement-letter and client-take-on processes across Advisory.
  • Help remove operational barriers so professionals can focus on client service.
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