[Remote] Senior Manager, Strategy & Operations
Note: The job is a remote job and is open to candidates in USA. Broadstreet Impact Services is an impact financial services company focused on supporting impact investing. The Senior Manager of Strategy & Operations will drive process improvements, manage cross-functional projects, and enhance internal communications to optimize firm operations.
Responsibilities
- Identify where the firm is losing time, where handoffs are failing, and where work is being duplicated; design and drive improvements
- Lead operational and business-process redesign initiatives end-to-end
- Maintain operational documentation, runbooks, and process standards for repeatable work
- Identify where teams are losing time or struggling with workflow friction; partner with the Senior Manager, Business Systems & Data to evaluate whether tools or system changes would solve real business needs
- On any work that requires a system or tool change: own the operational redesign and adoption; the Senior Manager, Business Systems & Data owns the technical build
- Partner with the MSP on processes that touch IT and security execution such as onboarding/offboarding workflows, access management, change management, audit coordination, cybersecurity training, etc
- Lead operational and cross-functional projects end-to-end: scoping, planning, stakeholder coordination, execution, post-mortem
- Run project meetings, status reporting, and decision logs; bring blockers to the VP for resolution
- Coordinate technology projects in partnership with the MSP and Senior Manager, Business Systems & Data - running the project, not the technical work
- Support the VP on cross-functional initiatives, including company-wide planning cycles, goal-setting and tracking, and other firm-wide priorities
- Drive internal communications cadence across the firm: planning communication for major changes, coordinating firm-wide messages, supporting consistent flow of information across teams
- Coordinate firm-wide training and change management workshops to support adoption of new tools, processes, and ways of working
- Own the operational side of People Ops: onboarding and offboarding process design, performance and review cycle coordination in partnership with HR, professional development logistics in partnership with HR
- Own the firm's approach to knowledge management: how we document what we know, where information lives, what standards apply, and how institutional knowledge is captured and preserved
- Define and maintain documentation standards across the firm - what gets documented (processes, decisions, deal structures, lessons learned), at what level of detail, and where it lives
- Establish and enforce a logical information architecture across our systems (Box, SharePoint, intranet, Salesforce) so people can find what they need without asking
- Build trusted working relationships with leaders across both business lines (NMTC and Fund Services) and the President; serving as the operations function's connective tissue across the firm
- Take on cross-functional operational work that needs senior judgment but does not have a natural home elsewhere
- Provide the VP with monthly operational health reporting (project status, process improvement progress, organizational issues to surface)
Skills
- 7-10+ years of operations, project management, or chief-of-staff-style experience. Comfortable in a small/mid-sized firm where roles flex
- Strong project management background - comfortable running cross-functional projects with senior stakeholders
- Process orientation - identifies friction, designs improvements, drives adoption
- Strong written and verbal communication. Comfortable being the messenger for cross-firm communications
- Comfort with ambiguity and self-direction. This is a senior IC role with broad scope
- People Ops fluency - comfortable with the operational pieces of HR, training, and change management
- Financial services or professional services background a huge plus
Benefits
- This position is also eligible for a discretionary annual bonus.
Company Overview