Business Operations Manager (Syntrinsic) at Imafinancialgroup

Overview The Business Operations Manager is a strategic partner and operational linchpin, working closely with the Integrator role and the executive leadership to drive execution of core business priorities, oversee technology-enabled systems, ensure alignment, and advance firm-wide initiatives. The role amplifies executive effectiveness through streamlined operations, communication, accountability, and technology oversight. Key Responsibilities • Support the Integrator position in strategic planning, priority setting, decision-making, and follow-through on key initiatives. • Oversee the execution and progress of EOS tools such as Level 10 Meetings, scorecards, accountability charts, and Rocks to coordinate and monitor execution. • Coordinate cross-department projects, ensuring milestones align with company objectives and EOS principles. • Serve as a central point of contact between leadership and teams, unifying efforts, resolving bottlenecks, and ensuring alignment on strategic priorities. • Support company processes across client service delivery, project management, and business development. • Partner with the Integrator to translate strategic vision into measurable operational goals. • Collaborate with practice leaders to ensure consistent client service quality. • Serve as extension of the Integrator, supporting community, client, and employee engagement. • AI & Technology Responsibilities - Coordinate the communication and roll-out of new policies, systems, and technology initiatives – including supporting AI adoption in reporting, CRM, and note-taking tools, in partnership with operations and tech leads. • Lead confidential, special, and time-bound projects at the discretion of the Integrator. Qualifications • 5+ years of experience in operations, consulting, or project management, with experience in technology oversight, and digital systems implementation in professional services or financial consulting. • Experience supporting executive teams with Entrepreneurial Operating System (EOS) or similar business operating frameworks. • Superior organizational, project management, and communication skills. • Familiarity with systems selection, digital transformation, vendor management, and technology training practices. • Proficiency with Salesforce, Microsoft Office suite, Black Diamond, familiarity with AI Note-taking platforms, and other AI integration tools. Success Profile • Demonstrates Syntrinsic’s values of empower all people, service with intensity, prove ourselves dependable, innovate, and take initiative. • Demonstrates a proactive growth mindset and anticipates business and clients’ needs. • Trust oriented and proactive communicator. • Technologically fluent, analytical, and adaptive; able to drive digital change and build buy-in across teams. • Collaborative, resourceful, with strong planning and execution skills. Metrics For Evaluation • Project Completion Rate: Percentage of strategic initiatives and organization Rocks completed on time and within budget. • Milestone Adherence: Percent of key project milestones met per quarter. • Action Item Closure Rate: Percentage of assigned action items completed within agreed timelines after meetings. • Change Adoption Rate: Percent of employees effectively adopting new processes, systems, and strategic shifts. • Employee Engagement/Alignment: Employee sentiment or engagement score. • Personal Development: Number of relevant professional development activities pursued/completed annually. The anticipated posting timeline for this opportunity is 2/5/2026-3/5/2026. Salary Range$95,000—$99,000 USDCompensation & Benefits Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities. *These benefits do not apply to internship roles. Why Join IMA? We’ve built a reputation for putting our associates first What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing. We work in teams. We sell in teams. We win and prosper as a team We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly. We are recognized nationally as a leader in our industry • 2020-2023 Business Insurance Magazine Best Places to Work in Insurance • 2023 Inc. Magazine’s Best Workplaces • 2023 Denver Business Journal’s Best Places to Work • 2022-2023 Connecticut Top Work Places • 2021-2023 Inc. 5000’s List of Fastest Growing Companies • 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies • 2022-2023 Kansas City Business Journal’s Best Places to Work • 2021-2023 Charlotte Business Journal’s Best Places to Work • 2021-2023 Los Angeles Business Journal’s Best Places to Work • 2021-2023 The Salt Lake City Tribune Top Work Places • 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces • 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category • 2021 Dallas Business Journal’s Best Places to Work • 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska This Job Description is not a complete statement of all duties and responsibilities comprising this position. The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.