Peloton is Seeking an Operations Manager
Peloton Wealth Strategists, an independent, principal-owned investment management boutique with offices in Indianapolis and Bloomington, Indiana, is hiring an operations manager. Please review the job description below and/or access the PDF.
Position Description
Title: Operations Manager
Location: Indianapolis, IN
Reports to: Executive Director
Benefits: Yes
Status: Full time
Start date: before January 31, 2012
Job Summary
The Operations Manager is responsible for leading Peloton’s internal business operations. Anticipated allocation of time:
• Business process initiation & management: 40%
• General administrative support (including database management): 30%
• Client service (direct & indirect): 30%
Duties and Responsibilities
The Operations Manager can expect to focus in the following areas:
• Initiate and complete the account set up process for new clients
• Manage client relationship management (CRM) database and client portfolio reporting software applications
• Assist the firm’s principals in organizing business development activities
• Implement and manage client referral program
• Maintain office equipment and supplies
• Back-up day-to-day administrative responsibilities including:
o Manage accounts payable—paying vendors and suppliers, coordinating payroll
o Manage accounts receivable and billing process
o Administer benefits
Essential Qualities
The successful Operations Manager will:
• Exhibit a desire to “take ownership” of business processes and initiatives
• Possess the self-confidence to challenge the status quo in order to improve processes
• Display an eye for detail and a passion for organization and efficiency
• Be able to work successfully in a small business environment
• Willingly sacrifice ego for company success; be a team player
Credentials & Skills
Requirements:
• Bachelor’s Degree
• Proficiency with Word, Excel, Outlook, and PowerPoint
• Good written and verbal communication skills
Additional beneficial qualifications:
• Work experience in professional services environment
• Familiarity with specific accounting/financial software applications including Junxure, Portfolio Center, PackMan, and/or QuickBooks
Salary & Benefits
Compensation is competitive and based on industry standards.
• Salary will be based on experience
• Eligible to participate in the employee profit sharing pool
• Benefits include health insurance, paid leave, and participation in company retirement plan
About Peloton Wealth Strategists
Peloton is an independent, principal-owned investment management boutique with offices in Indianapolis and Bloomington, Indiana. Since our founding in 1984, Peloton has offered private households and not-for-profit organizations a unique, fully-customized approach to managing investment portfolios. The Peloton culture embodies our industry’s highest professional standards, yet is distinctively collaborative and entrepreneurial. We are dedicated to building upon our solid foundation by investing in motivated team members.
Resumes and serious inquiries should be directed to:
Matt Bradley, Executive Director
mbradley@pelotonwealth.com
317-863-0311 (w)
Peloton Wealth Strategists is an Equal Opportunity Employer
Posted in Peloton News