Business Operations Manager
Northwestern Mutual•Edina, MN
•Onsite
About The Position
KRM Generational Wealth Advisors is seeking a highly organized, proactive leader to serve as their Business Operations Manager. This role is a unique blend of executive support, operational leadership, and strategic execution. The Business Operations Manager will act as a trusted partner to the firm's advisors, driving key priorities, leading and developing operational team members, improving systems and processes, and ensuring the business runs efficiently.
Requirements
- 5+ years of operational leadership experience, including developing emerging leaders into management roles
- Familiarity with EOS or similar operating frameworks
- Proven ability to drive team accountability and performance
- Strong facilitation and communication skills
- High attention to detail, organizational capability and consistent follow-through
Responsibilities
- Manage complex advisor calendar with fluid, shifting schedules
- Handle inbound client service emails and requests, resolving them directly or delegating to appropriate internal departments
- Serve as the primary communication bridge when advisors are unavailable
- Communicate on behalf of advisors’ there are time-sensitive needs
- Manage personal appointments and commitments
- Handle personal correspondence and communication
- Assist with household vendor coordination and service scheduling
- Monitor and pay personal bills, as authorized
- Serve as a trusted point of contact for personal matters requiring discretion and confidentiality
- Lead recruiting, hiring, and onboarding for key operational positions
- Assist with onboarding of new employees
- Maintain personal records and employee documentation
- Support payroll processing and benefits administration
- Coordinate employee recognition and engagement activities
- Build working relationships with advisors, support staff, and partners across the firm
- Lead and develop the firm’s operational team across departments, and play an active role in developing second-line department leaders
- Coordinate the firm’s meeting cadence — team meetings, leadership meetings, one-on-ones — and ensure each drives clear outcomes
- Coordinate the performance management cycle: goal setting, reviews, and ongoing accountability
- Foster clear expectations, strong communication, and ownership across departments
- Help build a positive, high-performing culture
- Maintain and improve systems, workflows, and processes across client service and planning functions
- Ensure operational consistency across the firm
- Build infrastructure that scales with firm growth
- Serve as the integrator between firm vision and daily execution
- Translate partner priorities into actionable plans with clear owners and deadlines
- Give partners consistent visibility into operational health, team performance, and emerging issues
Benefits
- Comprehensive benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
