Frisch Financial (Melville, NY) is seeking an Operations Manager

Frisch Financial is a fee-only financial planning and investment management firm in Melville, NY and we are seeking an Operations Manager to join our team. Learn more about the firm at

Job Responsibilities:

  • Project Management – oversee, coordinate, and execute projects as directed by our three partners
  • Oversee quarterly client billing
  • Coordinate with and oversee outsource partners who specialize in IT and marketing
  • Manage HR software – BambooHR
  • Track and report on project status and KPIs
  • Track and oversee quarterly firm and team member goals
  • Lead weekly staff meeting and regular meetings with client service, investment, and financial planning teams
  • Internal firm administration


  • Five years of experience in a senior operations position – this is NOT an entry-level position
  • Strategic business planning experience is a plus
  • Experience with Traction and the EOS system is a big plus
  • Leadership, communication, and organizational skills are a MUST
  • Great problem-solving skills and the ability to multi-task
  • Undergraduate degree required
  • Team-player mentality and always willing to chip in and help others
  • Detail oriented
  • Proficiency using excel and ability to learn new software quickly


Salary range for this position will be $75,000-$95,000 commensurate with industry-specific experience


Health insurance, 401K, profit share, bonus

Qualified candidates will start the process by having a 15-30 minute phone interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments on detail orientation, excel proficiency, and a Caliper assessment. A background and credit check will be required.

We are an Equal Opportunity Employer.