The Agency is recruiting for a Team Operations Manager on behalf of our client.

Strategic Leadership: Play a key role in driving operational excellence and supporting high-performing financial advisory teams.

Impactful Collaboration: Work closely with leadership and stakeholders to enhance client engagement and streamline business processes.

Professional Growth: Be part of an organization that values continuous improvement and provides opportunities to lead strategic initiatives.

• Oversee daily team operations, managing communications, scheduling, and client engagement activities.
• Drive efficiency by improving team processes, monitoring business metrics, and ensuring compliance with internal and regulatory standards.
• Support business planning, reporting, and performance tracking while liaising with branch management on key initiatives.
• Lead HR-related functions such as onboarding, training, performance management, and team development.
• Coordinate internal partnerships, manage marketing activities, and lead team meetings to ensure alignment and productivity.

• Proven experience in operations or team management within financial services or a related professional environment.
• Strong organizational and leadership skills with the ability to manage multiple priorities and stakeholders.
• Solid understanding of business planning, compliance standards, and process optimization.
• Excellent communication, problem-solving, and relationship management abilities.

If this sounds like a good match for you and you would like to learn more, we would welcome your application. Go ahead and apply.

We believe in inclusive workplaces and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email mary-clare@theagency.ky