Advisory Operations Manager

KSM • Indianapolis, IN

1d

About The Position

KSM is seeking an Advisory Operations Manager to lead and develop the Advisory Support Coordinator team and strengthen operational consistency and scalability across Advisory. The role oversees workload balancing, prioritization, coaching, performance management, and service quality. It also develops and maintains standard operating procedures and operational documentation, and establishes standards that reduce administrative complexity.

The manager leads continuous improvement and cross-functional operational projects, coordinates implementation of new processes, technologies, and firm initiatives, and partners with Firm Operations teams. The position supports operational integration related to acquisitions, new service offerings, and organizational changes. As a trusted operational advisor to Advisory Practice Leaders, the manager recommends improvements that support practice growth, partners with leadership on consistent engagement letter and client take-on processes, and removes barriers so professionals can focus on client service.

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, including 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 teams, including IT, People Operations, Finance, and Marketing, to execute Advisory initiatives.
• Support operational integration activities associated with 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager