Business Operations Manager

Kestra Holdings • Tempe, AZ

1d • Hybrid

About The Position

Lead with Purpose. Partner with Impact. We are seeking a dynamic and analytical professional to join our Operations Group as an Operations Analyst & Business Initiatives Consultant. In this hybrid role, you will lead strategic initiatives, analyze operational processes, and develop solutions that enhance efficiency and effectiveness across the organization. You will collaborate with cross-functional teams, including business intelligence and executive leadership, to drive data-informed decisions and support our advisor-first culture.

Requirements

• Advanced proficiency in Microsoft Outlook, Word, Excel, PowerPoint.
• Experience with Power BI, Tableau, Salesforce, Smartsheet.
• Strong technical writing and presenting skills.
• Ability to articulate risks and propose solutions to various levels of staff and management.
• Experience in explaining complex processes to non-expert audiences.
• Bachelor's degree required
• Minimum of 3 years in financial industry.

Nice To Haves

• MBA preferred
• Data-Driven Decision Making (DDM)
• Project Management Professional (PMP)
• Six Sigma Black Belt
• CompTIA Data+
• Associate Certified Analytics Professional (aCAP)

Responsibilities

• Facilitate business initiatives by gathering and analyzing partner information, recommending solutions, and influencing implementation strategies.
• Review and map current processes, conduct benchmarking activities, and recommend changes to improve operational procedures.
• Lead complex projects with well-defined plans, including project charters, action plans, progress trackers, and RACI matrices.
• Collaborate with business intelligence teams to create dashboards and metrics that provide insights for business units and executive leadership.
• Support organizational change by identifying resistance, facilitating meetings, and guiding decisions around project prioritization and strategic plans.
• Document business requirements in Jira, including data definitions, descriptions, dimensions, and assumptions, to ensure clarity and alignment across teams.
• Conduct gap analyses, develop business cases, and create visual references such as process maps and data models to identify opportunities for enhancement of efficiency.

What This Job Offers

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