Business Manager

General Duties

• Management 
  • Organize, research, communicate, and lead projects to completion.
  • Support the Owner with tactical practice management work by analyzing & reporting on business

 metrics, developing new policies & practices, and pursuing new productivity initiatives.

• As needed, coordinate or cover for other staff/roles to ensure business continuity.
• Operational 
  • Partner with the CPA/bookkeeper & staff to coordinate internal financial reporting, data tracking and analytics, and financial/tax filing requirements for the firm.
  • Assist team in creating and documenting optimal procedures for each department in the firm.
• Human Resources
  • Hire the next generation of managers/staff for the firm and drive the training processes with the team.
  • Coordinate annual employee benefits renewals, staff performance reviews, and compensation programs.
  • Assist with staff search and recruitment processes for onboarding of new employees.
  • Maintain HR records and compliance requirements of the firm.
• Marketing
  • Assist the Owner/Advisors with marketing and business development activities for the firm.
  • Monitor and maintain the firm’s website, marketing collateral, and image profile.
• Technology
  • Liaison with outsourced technology firm to maintain, adopt, and evolve optimal office technologies.
  • Drive the testing, adoption, and training for bringing new technologies into the company.
• Compliance
  • Maintain knowledge and training to keep firm in compliance with Broker Dealer, RIA, FINRA, and

other industry requirements. Assist with compliance audits as needed.

Minimum Requirements and Capabilities 

• Bachelor’s or Master’s degree in Business Administration, Operations Management, or Human Resources.
• Minimum of 5 years of current & relevant work experience.
• Ability to maintain the highest standards of confidentiality and integrity.
• Demonstrated ability to manage projects and lead a team through project phases and completion.
• Strong PC and Microsoft Suite skills, internet applications & research, and comfort with new technologies.
• Exceptional organizational skills and the ability to multi-task in a small office environment.
• Professional appearance and demeanor.
• Strength in research, diligence, testing, financial evaluation/comparison, and synthesizing business concepts into a game plan that can be communicated and deployed to management and staff.
• Highly attentive to details and accuracy, timeliness, a positive attitude, support of management, and a willingness to embrace the firm's values and mission.
• Physical requirements include sitting for extended periods of time, lifting, and moving office files and supplies, and operating office machines and technology. Personal vehicle use at times.

• Commute time under 30 minutes.

Compensation

• Full time, in office with flexibility; M – F, 9 to 5, 1 day remote (after 6 months)
• Salary: $100,000, based on skills and experience described above.
• Bonus, based on firm Incentive Compensation Plan.
• Full benefits package including Medical, Dental, Vision, 401K + match, Life, STD, LTD, and CE support.

To apply, please submit your cover letter and resume to: info@noviellogroup.com