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Operations Process Advisor Jobs (NOW HIRING)

Operations Advisor - DFW

Plano, TX ยท On-site

$99K - $105K/yr

... on in-restaurant processes, procedures, and execution fundamentals that drive great guest ... The Operations Advisor is responsible for improving operational performance across assigned ...

Operations Advisor - DFW

Plano, TX ยท On-site

$99K - $105K/yr

... on in-restaurant processes, procedures, and execution fundamentals that drive great guest ... The Operations Advisor is responsible for improving operational performance across assigned ...

Process: Manage the closed loop resolution process by monitoring and escalating Level 2 cases that ... Identify continuous improvement opportunities that result in operational efficiency and improved ...

As an Operations Advisor within PNC's Investment Operations organization, you will be based in ... These efforts may include process improvements, automation, system enhancements, and the ...

Process brokerage account documents with a high degree of accuracy and within established service ... Interact with financial advisors, clearing firms, custodians, and other external partners on ...

Process brokerage account documents with a high degree of accuracy and within established service ... Interact with financial advisors, clearing firms, custodians, and other external partners on ...

Academic Advisor

Raleigh, NC ยท On-site

$40K - $50K/yr

Contribute to improvement of advising portals, materials, and processes * Provide support to advising office operations * Serve as a resource on academic policies and procedures Student Engagement ...

Showing results 41-60

Operations Process Advisor information

See salary details

$30.5K

$78.4K

$147K

How much do operations process advisor jobs pay per year?

As of Sep 14, 2026, the average yearly pay for operations process advisor in the United States is $78,414.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $111,500.00 per year, depending on experience, location, and employer.

What cities are hiring for Operations Process Advisor jobs?

Cities with the most Operations Process Advisor job openings:

What states have the most Operations Process Advisor jobs?

States with the most job openings for Operations Process Advisor jobs include:

What are popular job titles related to Operations Process Advisor jobs?

For Operations Process Advisor jobs, the most frequently searched job titles are:

Infographic showing various Operations Process Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, 3% Contract, and 1% Nights. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $78,414 per year, or $37.7 per hour.

Knowledge Management Forms Manager

Atlanta, GA โ€ข On-site

Advisor Group
Finance and Insuranceย โ€ขย 1 - 5K employees

$105K - $108K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 13 days ago


Job description

Current Employees and Contractors Apply Here
Osaic Careers
Opportunity in Financial Services
Knowledge Management Forms Manager
Location(s):
Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
La Vista:12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.
Role Type: Full-time, Exempt
Salary: $105,000 to $108,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.
Summary:
Osaic is seeking a Forms Manager, Knowledge Management to lead the strategy, governance, modernization, and lifecycle management of business-critical forms within Trading and Operations. This role will focus on client onboarding, account maintenance, trading authorization, regulatory documentation, and related advisor- and client-facing processes.
The Forms Manager will ensure forms are accurate, compliant, easy to use, and aligned to operational workflows and technology platforms. This individual will lead a small team, partner across functions, and drive standardization, automation, data integrity, and continuous improvement to support a more seamless advisor and client experience.
Education Requirements:
  • Bachelor's degree in Business Administration, Operations, Information Management, Information Technology, Education, or a related field preferred.
  • Equivalent combination of education and relevant experience will be considered.

Responsibilities:
  • Strategic, organized, and detail-oriented, with a continuous improvement mindset.
  • Able to translate complex operational, regulatory, and system requirements into clear, practical form solutions and documentation.
  • Strong judgment, reasoning, problem-solving, and decision-making skills.
  • Comfortable working independently and collaboratively in a fast-paced, team-oriented environment.

Basic Requirements:
  • 3+ years of experience in forms management, operations, process management, knowledge management, documentation, or a related function.
  • Experience working in a matrixed environment with cross-functional stakeholders.
  • Demonstrated ability to manage competing priorities, coordinate deliverables, and drive work through completion.
  • Strong written and verbal communication skills, including business writing, editing, documentation, and stakeholder communications.
  • Working knowledge of project delivery, process improvement, change management, and operational documentation practices.
  • Proficiency with Microsoft Office Suite, including Word, PowerPoint, Excel, Outlook, Teams, and Forms.

Preferred Requirements:
  • Experience with dynamic forms, integrated systems, workflow tools, document management tools, or digital forms platforms.
  • Experience managing form libraries, including intake, publishing, version control, archiving, change documentation, and stakeholder communications.
  • Experience analyzing client-facing, advisor-facing, or operational processes and identifying improvement opportunities.
  • Project management experience or certification preferred.
  • Strong facilitation, presentation, consensus-building, and relationship management skills.
  • Financial services, wealth management, broker-dealer, or RIA experience preferred; SIE or Series 6 or 7 a plus.
Current Employees and Contractors Apply Here

Advisor Group logo

About Advisor Group

Sourced by ZipRecruiter

Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

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