What are the responsibilities and job description for the Financial Operations Manager position at Peak Asset Management, LLC, Colorado?
Company Overview
Peak Asset Management, LLC, Colorado is a fee-only investment management and financial planning firm that empowers clients by earning their trust, sharing expertise, simplifying complex issues, and building and maintaining their financial security. The company values independence, compassion, and entrepreneurial spirit.
Salary and Benefits
We offer a competitive salary range of $75,000 - $95,000 based on level of experience and a fully paid medical plan available at over 24 hours per week. You will also participate in our 401(k) plan with a 6% matching contribution and enjoy variable compensation including a profit-sharing bonus based on personal performance and company success. Additionally, you will have the opportunity for educational reimbursement for obtaining and maintaining professional designations.
Job Description
The Business Manager is a key role responsible for overseeing the firm's administrative, HR, IT, finance, compliance, and operational functions. This role ensures Peak Asset Management operates efficiently, securely, and in compliance with industry regulations while maintaining an exceptional client and employee experience. Key responsibilities include operations & office management, human resources & payroll administration, IT & systems administration, compliance & regulatory support, accounting & financial administration, vendor & custodian management, and client & advisor support.
Required Skills and Qualifications
To be successful in this role, you will need to possess high attention to detail and accuracy, strong problem-solving skills, self-directed work ethic, entrepreneurial mindset, excellent active listening and communication skills, and a team player attitude. Preferred qualifications include a bachelor's degree and 5 years of related experience in business operations, HR, payroll, finance, or compliance, preferably within a financial services firm. You should also be proficient in Microsoft Office, CRMs, and portfolio management reporting software and have experience with payroll preparation, benefits administration, and IT systems.
Peak Asset Management, LLC, Colorado is a fee-only investment management and financial planning firm that empowers clients by earning their trust, sharing expertise, simplifying complex issues, and building and maintaining their financial security. The company values independence, compassion, and entrepreneurial spirit.
Salary and Benefits
We offer a competitive salary range of $75,000 - $95,000 based on level of experience and a fully paid medical plan available at over 24 hours per week. You will also participate in our 401(k) plan with a 6% matching contribution and enjoy variable compensation including a profit-sharing bonus based on personal performance and company success. Additionally, you will have the opportunity for educational reimbursement for obtaining and maintaining professional designations.
Job Description
The Business Manager is a key role responsible for overseeing the firm's administrative, HR, IT, finance, compliance, and operational functions. This role ensures Peak Asset Management operates efficiently, securely, and in compliance with industry regulations while maintaining an exceptional client and employee experience. Key responsibilities include operations & office management, human resources & payroll administration, IT & systems administration, compliance & regulatory support, accounting & financial administration, vendor & custodian management, and client & advisor support.
Required Skills and Qualifications
To be successful in this role, you will need to possess high attention to detail and accuracy, strong problem-solving skills, self-directed work ethic, entrepreneurial mindset, excellent active listening and communication skills, and a team player attitude. Preferred qualifications include a bachelor's degree and 5 years of related experience in business operations, HR, payroll, finance, or compliance, preferably within a financial services firm. You should also be proficient in Microsoft Office, CRMs, and portfolio management reporting software and have experience with payroll preparation, benefits administration, and IT systems.
Salary : $75,000 - $95,000
