Operations Manager

My Senior Health Plan•San Diego, CA

About The Position

The Operations Manager oversees key operational functions that support organizational efficiency, growth, and financial performance. The role provides leadership for the Financial Planning team, Event Center operations, and Facilities Management, and partners closely with the Director of Operations on strategic initiatives, process improvement, budget management, and cross-functional workflow optimization. The ideal candidate is an organized and analytical leader who can balance day-to-day operational oversight with long-term planning and continuous improvement across multiple business units.

Requirements

  • 3–5 years of progressive experience in business operations, administration, financial services operations, or related leadership roles.
  • Experience managing multiple business functions and cross-functional teams.
  • Experience with budgeting, operational planning, and process improvement initiatives.
  • Strong business acumen and operational leadership capabilities.
  • Excellent project management and organizational skills.
  • Proven ability to develop and improve business processes.
  • Strong financial analysis and budgeting experience.
  • Exceptional communication and interpersonal skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Proficiency with Microsoft Office Suite and business management systems.
  • Data-driven decision-making and problem-solving skills.
  • Bachelor's degree in Business Administration, Operations Management, Finance, or a related field preferred; an equivalent combination of education and operational leadership experience will be considered.

Nice To Haves

  • Experience developing SOPs and operational workflows.
  • Experience managing facilities, office operations, or event venues is highly desirable.

Responsibilities

  • Partner with the Director of Operations to execute strategic business initiatives and operational priorities.
  • Evaluate, develop, and improve business processes to increase efficiency, productivity, and service quality.
  • Lead cross-functional projects involving operations, client services, finance, facilities, and administrative teams.
  • Identify operational risks and implement solutions to improve organizational performance.
  • Develop metrics, dashboards, and reporting tools to measure operational effectiveness.
  • Provide leadership and oversight to the Financial Planning department, monitoring team productivity, service quality, and client experience standards.
  • Partner with department leadership to establish operational goals and performance metrics; assist with resource planning, staffing recommendations, and capacity management.
  • Support process improvements that enhance advisor and client workflows, and ensure adherence to company policies, regulatory requirements, and operational best practices.
  • Oversee business operations related to the company Event Center, including facility scheduling, utilization, vendor relationships, and event logistics.
  • Develop revenue strategies and operational standards for internal and external event usage; monitor customer satisfaction and improve event services.
  • Establish Event Center pricing recommendations, operational procedures, and service-level standards, and collaborate with Marketing and Sales to maximize utilization and business opportunities.
  • Oversee day-to-day facilities operations and workplace services; manage relationships with property managers, maintenance vendors, contractors, and service providers.
  • Ensure facilities are safe, clean, and professional; coordinate office space planning, furniture, equipment, and facility improvements.
  • Monitor facility expenditures and identify cost-saving opportunities; ensure compliance with applicable safety, security, and building requirements.
  • Assist the Director of Operations with creating, documenting, implementing, and maintaining Standard Operating Procedures (SOPs).
  • Analyze workflows and recommend improvements; establish process documentation standards across departments.
  • Coordinate process improvement and change management initiatives, and facilitate cross-department alignment on policies, procedures, and operational standards.
  • Assist in developing and managing departmental and operational budgets; monitor expenses and identify cost optimization opportunities.
  • Support annual planning and forecasting, provide operational insights and reporting for leadership decisions, and track budget performance with recommended corrective actions when necessary.
  • Manage, coach, and develop direct reports and operational staff; establish performance expectations and accountability measures.
  • Conduct performance evaluations, support employee development plans, and foster collaboration, service excellence, and continuous improvement.
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