Executive Business Partner / Business Operations Manager

The Trium Group • San Francisco, CA

1d • Hybrid

About The Position

At The Trium Group, we are trusted strategists and advisors to CEOs and senior leaders of some of the world’s most consequential companies. Join our team for the opportunity to work with esteemed business leaders on the front lines of the most transformative strategy and leadership work in the world. We are seeking a talented Operations Manager to join our team in the San Francisco Bay Area. This role is deeply involved in client relationships while handling the logistics of consulting and coaching engagements, client offsites, and business development. You will support two Partners, a senior client-facing Partner and Trium's Founder & Chairman, and you will work directly with highly skilled consulting practitioners through the entire business development and delivery process of their work. This is a particularly exciting time in Trium's history as we are celebrating more than 27 years of successful client engagements and thought leadership. If you are looking for a place where you can make a huge impact, where each member of the team is constantly bringing their A-game, and where you will be perpetually challenged to grow and evolve personally and professionally, The Trium Group is the place for you.

The Role
This role supports two Partners and their teams and is highly involved in client relationships while handling the logistics of consulting and coaching engagements, client offsites, and business development. Most of your time will be spent with a senior client-facing Partner and the project teams around her. The balance, roughly 30%, will be spent supporting Trium's Founder & Chairman, whose work centers on CEO coaching, relationship building, and business development. His priorities span firm business and his wider professional commitments, and some are personal in nature. In this role, you will be responsible for enabling the Partners and project teams you support to focus on the most important objectives. This involves simultaneously maintaining long-range visibility into future needs and constraints, ensuring that the flow of work across many client engagements is being serviced, and managing a variety of internal operations projects that touch every part of the firm. Utmost professionalism is important, but also a casual comfort in your capabilities. This role is Bay Area based. Our team is centered around the SF Bay Area, and our SF-based team is in the office two days per week, with additional days as needed when client offsites and other commitments call for it. We will consider an exceptional candidate based in Los Angeles, with the expectation of substantial time in the Bay Area during onboarding and regular travel thereafter.

Requirements

• 6-10 years' experience in executive administrative or project management roles
• Exposure to strategy, business development, and high-profile external stakeholders at the C-level
• A high level of emotional intelligence coupled with a detailed & analytical approach to your work
• Hyper-organization and conscientiousness with outstanding execution skills
• A confident and concise communicator, both written and verbal, who enjoys getting to know people and leverages strong EQ to establish new relationships internally and with clients
• A strong initiative and “can do” attitude, with an ability to self-motivate, work independently and anticipate needs
• A knack for getting in the weeds and taking immense pride in attention to detail coupled with the ability to zoom out to keep one eye on the bigger picture
• A clear focus and passion around enabling people to do their best work
• Interest in personal development, human potential and growth
• A strong interest in AI and an instinct for what should be automated rather than done by hand
• Sound judgment and discretion in handling confidential information and high-profile relationships
• Ability to be in the San Francisco office two days per week, plus additional days as needed for client offsites and important meetings

Nice To Haves

• Exceptional candidate based in Los Angeles, with the expectation of substantial time in the Bay Area during onboarding and regular travel thereafter.

Responsibilities

• Work closely with both Partners providing direct support around high volume scheduling, inbox and priority management, expenses, and correspondence
• Draft articulate client communications for Partners and Consultants
• Prioritize responsibilities based on shifting dynamics and proactively determine appropriate course of action, referral, or response with a high level of confidentiality
• Serve as a primary point of contact for scheduling coordination with clients, prospects, and/or third-party vendors
• Manage business development process, including updating Partners’ LinkedIn profiles, creating and maintaining contact lists for Partners, updating CRM, drafting business development communications, and driving opportunity tracking of potential business development and networking opportunities
• Keep the Founder & Chairman well informed of upcoming commitments and responsibilities, and track follow-ups through to closure
• Book domestic and international travel and plan/manage complex itineraries
• Adapt and collaborate within various project team configurations to execute all operational aspects of complex client projects from start to finish, including scheduling client diagnostic interviews and other client meetings
• Accurately capture and synthesize large quantities of information during interactions with clients and EAs, internal team meetings, interviews, etc.
• Coordinate events for internal and external activities, including space rental, catering, AV setup, collaborating with client teams, including travel to client sites as needed
• Create clear, compelling, and visually appealing documents using PowerPoint, Excel, Word, AI-enabled tools, and other mediums to bring a story or concept to life
• Build effective relationships with the support staff of our clients
• Engage in special projects as needed for the firm
• Work with the larger operations team to develop strategies and systems that elevate the firm’s capabilities for seamless operations internally and an excellent client experience
• Use AI tools to raise both the quality and the speed of your own work
• Identify where AI can improve how the firm operates, build and document workflows others can adopt, and share what you learn with the operations community
• Be seen as a go-to resource on project and event logistics
• Actively participate in and contribute to the culture of the operations community through collaboration, sharing of best practices, periodic facilitation of internal Operations meetings, fostering connection and relationship, supporting one another, etc.
• Anticipate needs of Partners and clients - be the connecting thread and help to paint the full picture, providing perspective and advocating for changes in approach or plans where needed, ensure team stays on track for desired outcomes
• Engage as a cross-functional ambassador across multiple Partners and supporting teammates, including connecting the dots across the firm for the Founder & Chairman and surfacing the context he needs
• Collaborate, partner, and pitch in; everyone on the Trium team rolls up their sleeves, regardless of position, title, or experience, and is accountable for creating amazing experiences for our clients

Benefits

• Excellent health insurance
• 17 paid vacation days and 11 paid holidays per year, plus a soft close between Christmas and New Year’s Day
• Paid Parental Leave
• Company 401K contribution
• Home office stipend

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed