Who is AdvisorEngine:
We believe that the future of financial advice is personal, scientific and beautiful – these three ideals drive everything that we do.
AdvisorEngine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors, and business management personnel. Our wealth management platform enables financial advisors to deliver an engaging, personalized client experience and to operate at scale through smart automation.
Our team is made up of designers, enterprise technologists, data scientists, futurists, and business builders. We are based in NYC and Raleigh, NC. If you love data and are driven to create the future of financial advice, we’d love to hear from you.
About the role:
The Business Operations Manager will serve a key supporting role to the Chief Operating Officer (COO).
The role involves three responsibilities, performed in close collaboration with leaders at AdvisorEngine:
(1) Operations - optimize and implement our company operating system to help our team operate at a high level
(2) Corporate finance - own our projections model to help our leadership team make well-informed decisions
(3) Special projects - lead strategic projects using a combination of analytical and organizational skills
Across all these responsibilities, the Business Operations Manager should:
Our operating system is the ‘way we do things around here.’ The AdvisorEngine operating system (AOS) It is our collection of processes, communication methods, analysis frameworks, decision-making guidelines and ways to measure success that enable us to execute effectively (crush it).
Given our current business stage and operating environment, an effective AOS will be rigid enough to provide clarity – but flexible enough to allow for agility. To drive adoption of the AOS, the Business Operations Manager will:
Specific example activities include:
The COO is looking for a hands-on leader to manage the budgeting process, the corresponding corporate finance forecasting process and prepare key financial reports. The expectations are high for this person, as the role often requires moving quickly while still ensuring accuracy. To support the COO and help our leadership team make well-informed decisions, the Business Operations Manager will:
Special projects are initiatives that require creative and analytical thinking. One of the most challenging and rewarding things about working at a growth company is dealing with ad-hoc, unplanned items – special projects often fall in this category. Examples include:
Our Product Ideals
These three values characterize what we believe is the future of financial advice – we strive to achieve them with everything we create.
Our Company Ideals (The 6 C's)
These six concepts describe what we value as an organization - in the collective and in the individual. They are things that we strive to be – they are meant to inspire and to hold each other accountable.
Banding together, having fun, embracing differences, caring for one another, communicating, assuming the best, giving the benefit of the doubt, being patient, building people up, supporting each other during difficult times, looking for ways to share wins together
Finding your individual purpose, staying present, removing noise and distractions, seeing clearly, remembering what’s important, asking for direction when you’ve lost your way, achieving balance, seeking personal fulfillment
Always asking ‘why?’, paying attention, being drawn towards how things can be better, exploring how things works, caring about what’s underneath the surface, seeking the truth
Solving problems, thinking differently, exploring new ways to do things, designing, creating, bringing new ideas to the table, believing in Option C, not taking ‘no’ for an answer, charting a new course
Making things happen, executing, being in the zone, feeling the flow, winning, delivering results for our clients/team/shareholders, achieving success
Appreciating, stepping back, enjoying the journey, being thankful, having fun, laughing, enjoying, calling out small improvements, recognizing success