Operations Manager

Forward Bank • Marshfield, WI

6d

About The Position

Forward Investment Services is seeking a highly organized, technology-minded Operations Manager to lead the operations and support team that helps deliver an exceptional advisor and client experience. This role oversees workflows, internal controls, process improvement initiatives, and day-to-day operational execution while managing the support staff. The ideal candidate is a strong people leader who enjoys improving processes, leveraging technology, and ensuring work is completed accurately and efficiently.

Requirements

• Bachelor’s degree in Business, Finance, or a related field
• 3–5+ years of experience in financial services, banking, investment operations, or a related operational leadership role
• Strong understanding of technology, operational systems, and CRM platforms
• Exceptional attention to detail and commitment to accuracy
• Ability to improve processes and implement operation best practices

Nice To Haves

• Supervisory or team leadership experience preferred

Responsibilities

• Supervise, coach, and support the support staff while fostering a positive, accountable, service-oriented culture
• Ensure timely and accurate completion of client onboarding, account maintenance, servicing requests, and advisor support workflows
• Identify inefficiencies, implement standardized procedures, and improve scalability and operational effectiveness
• Oversee CRM usage, support system enhancements, and promote technology solutions that improve accuracy and efficiency
• Ensure adherence to regulatory requirements, broker-dealer policies, internal procedures, and audit readiness standard
• Help create a consistent, high-quality service experience and resolve escalated operational issues when needed

What This Job Offers

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