Wisepath Financial Group

Operations

• Oversee daily operational activities, campaign schedules, deliverables, and execution timelines
• Manage workflows from initial data requests and preparation through campaign coordination, delivery tracking, and reporting
• Establish priorities, assign responsibilities, monitor deadlines, and ensure timely completion of deliverables
• Identify operational bottlenecks, resolve issues, and implement process improvements
• Maintain accurate operational records, documentation, and project status updates
• Coordinate external vendors and service providers, including requests, pricing, specifications, deliverables, and turnaround expectations
• Monitor vendor performance, investigate discrepancies, and resolve operational issues
• Collaborate with Operations, Product, Technology, Quality Assurance, and supporting teams
• Oversee data preparation, validation, reconciliation, and quality-control processes
• Maintain secure handling of confidential information
• Coordinate team members and cross-functional contributors, delegate tasks, monitor progress, and provide feedback
• Support training, documentation, and adherence to established procedures
• Maintain project management platforms, workflow trackers, SOPs, and operational checklists
• Evaluate processes and recommend efficiency, accuracy, consistency, automation, and workflow improvements
• Support system testing, issue identification, and corrective actions
• Prepare weekly operational reports and leadership updates
• Track KPIs including turnaround times, completion rates, data accuracy, vendor performance, and operational efficiency
• Identify trends, recurring issues, risks, and corrective actions; provide data-supported recommendations
• Report to designated company leadership

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Operations Manager