Advisory Operations Manager

Posted 3 Days Ago
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Indianapolis, IN, USA
In-Office
Senior level
Angel or VC Firm • Information Technology
The Role
Leads the Advisory Support Coordinator team, oversees service quality, develops SOPs, drives process improvement, and manages cross-functional operational initiatives. Partners with firm functions and Advisory leaders on technology implementation, acquisitions, new offerings, engagement processes, and organizational changes. Recommends scalable improvements that reduce administrative complexity and enable professionals to focus on client service.
Summary Generated by Built In

Job Description:

We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success.

We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence  – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you.

At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.

Responsibilities:

  • Lead and develop the Advisory Support Coordinator team, including workload balancing, prioritization, coaching, and performance management.
  • Monitor service quality, responsiveness, and consistency across the support function.
  • Develop, document, and maintain Advisory standard operating procedures (SOPs) and operational documentation.
  • Establish and maintain operational standards that improve consistency and reduce administrative complexity across Advisory.
  • Lead continuous process improvement initiatives that improve scalability and operational efficiency.
  • Measure the effectiveness of operational improvements and adjust processes based on business needs and stakeholder feedback.
  • Lead cross-functional operational projects impacting multiple Advisory practices.
  • Coordinate implementation of new operational processes, technologies, and firm initiatives.
  • Partner with Firm Operations (IT, People Operations, Finance, Marketing, etc.) to execute Advisory initiatives.
  • Support operational integration activities associated with acquisitions, new service offerings, and organizational changes.
  • Serve as a trusted operational advisor to Advisory Practice Leaders.
  • Recommend operational improvements that support practice growth and scalability.
  • Partner with leadership to create consistent engagement letter and client take-on processes across Advisory.
  • Help remove operational barriers that allow professionals to focus on client service.

 

Qualifications:

  • Bachelor's degree in Business Administration, Operations, Management, or a related field.
  • 5+ years of experience in operations, process improvement, project management, or professional services operations.
  • Previous experience leading people and managing direct reports.
  • Experience documenting business processes and developing standard operating procedures.
  • Strong project management, organizational, and change management skills.
  • Excellent communication and relationship-building skills.
  • Strong analytical and problem-solving skills.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category. 

KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.

Skills Required

  • Bachelor's degree in Business Administration, Operations, Management, or a related field
  • 5+ years of experience in operations, process improvement, project management, or professional services operations
  • Experience leading people and managing direct reports
  • Experience documenting business processes and developing standard operating procedures
  • Strong project management, organizational, and change management skills
  • Excellent communication and relationship-building skills
  • Strong analytical and problem-solving skills
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The Company
HQ: Indianapolis, IN
690 Employees
Year Founded: 1942

What We Do

KSM (Katz, Sapper & Miller) is a nationally recognized advisory, tax, and audit firm. Through our deep experience across multiple disciplines and industries, we help our clients make sense of where they’ve been, what’s on the horizon, what’s changing, and what they need to do to prosper in the years ahead. We leverage emerging technologies, combined with our people’s differing perspectives, ingenuity, and creativity, to help our clients solve their most difficult challenges. KSM’s mission is also our passion and our commitment: We inspire great people to do great things. Our success starts with our people, the true assets of our firm. KSM is a place where you’ll be encouraged to find your purpose, exercise your creativity, and drive innovation forward. It’s a place where you’ll be challenged, advance quickly, and work in a stimulating, flexible, and supportive environment. At KSM, we’re always looking for remarkable people to join our team. Check our Jobs section to explore a career full of possibilities

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