Executive Operations Manager

Job Summary

The Executive Operations Manager serves as a trusted operational partner to the Chief Operating Officer, helping translate strategic priorities into organized execution across the firm. This role provides direct support to the COO while working closely with the broader management team to coordinate initiatives, drive accountability, improve organizational effectiveness, and ensure critical priorities continue moving forward.

Acting as an extension of the COO, this individual helps create organizational leverage by bringing structure, visibility, accountability, and follow-through to the firm's most important initiatives. The Executive Operations Manager serves as a key connector between leadership, departments, and strategic priorities, ensuring decisions are translated into action and organizational momentum is maintained.

Success in this role requires exceptional organizational skills, sound judgment, strong communication abilities, attention to detail, project management capabilities, and a passion for helping leaders execute at a high level. The ideal candidate enjoys solving problems, coordinating across teams, and bringing order to complex and fast-moving priorities.

As MCF continues to grow, this role offers exposure to executive leadership, strategic planning, organizational development, and operational management, creating opportunities for increased responsibility and long-term career growth.

Duties and Responsibilities

Executive & Management Team Support

• Serve as a strategic operational partner to the COO, helping manage priorities, initiatives, and key deliverables.
• Coordinate follow-up and accountability for strategic decisions, commitments, and action items.
• Assist Leadership in monitoring progress against quarterly projects, annual goals, and strategic initiatives.
• Prepare briefing materials, presentations, reports, and meeting content for managing partner discussions.
• Maintain visibility into project status, milestones, deadlines, and organizational priorities.
• Support communication and coordination between the COO and department leaders.
• Help ensure leadership decisions are translated into accountable execution across the organization.
• Assist in identifying potential bottlenecks, resource constraints, or execution risks and escalate as appropriate.
• Maintain accountability tools, reporting dashboards, and priority tracking systems.
• Facilitate follow-up with initiative owners and department leaders.
• Assist in documenting and refining operating rhythms, management systems, and governance processes.
• Help drive consistency and accountability across leadership and departmental planning processes.

Strategic Project Coordination

• Coordinate cross-functional initiatives involving operations, technology, compliance, advisor teams, client service teams, and firm leadership.
• Develop and maintain project plans, milestone schedules, stakeholder communications, and status reporting.
• Maintain project documentation, action logs, and decision records.
• Support implementation of major strategic initiatives, technology projects, process improvement efforts, and organizational change initiatives.
• Assist in creating organizational alignment around firm priorities and key projects.
• Help ensure strategic initiatives remain on schedule and aligned with desired outcomes.

Strategic Planning & Executive Support

• Assist with preparation for regularly scheduled Managing Partner Meetings, Management Team meetings, Partner meetings, Board meetings, and strategic planning sessions.
• Prepare executive summaries, research, analyses, and recommendations to support business decisions.
• Support the COO with administrative items, as needed.
• Support executive communication efforts and organizational messaging.
• Participate in strategic discussions and assist in translating decisions into actionable plans.

Operational Excellence

• Identify opportunities to improve processes, workflows, communication, and accountability.
• Assist with process documentation, standardization, and continuous improvement initiatives.
• Support organizational efforts designed to improve efficiency, scalability, and consistency.
• Promote alignment across departmental planning and execution activities.
• Contribute to the ongoing evolution of MCF's operating systems and business processes.
• Assist Management in developing scalable processes that support long-term growth.

• Bachelor's degree or equivalent combination of education and relevant professional experience.
• Five or more years of experience in business operations, project management, executive support, management consulting, financial services, or a related field.
• Experience coordinating multiple projects and priorities simultaneously.
• Proficiency with Microsoft 365, including Outlook, Teams, Word, Excel, PowerPoint, and SharePoint.
• Exceptional organizational, planning, and time management skills.
• Excellent written and verbal communication abilities.
• Proven ability to work independently while managing competing priorities.
• Demonstrated ability to maintain discretion and confidentiality.
• Strong analytical and problem-solving capabilities.
• Sound judgment with exceptional attention to detail and follow-through.
• Strong project management and coordination capabilities.
• High emotional intelligence and relationship-management skills.
• Excellent written and verbal communication abilities.
• A proactive and solution-oriented mindset.
• The ability to influence and coordinate without direct authority.
• A commitment to continuous learning and improvement.