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Location: Remote – Latin America (Preference for LATAM; exceptional candidates in other regions with strong U.S. Eastern Time overlap are encouraged to apply.)

Work Arrangement: Fully Remote (Telecommute)

Employment Type: Full-Time

Salary:$2,000 – $3,000 USD/month

English Proficiency: C2 / Near-Native English (Written & Spoken)

Schedule: Full-Time | Must overlap with U.S. Eastern Time business hours

Start Date: As Soon As Possible

About the Company

This opportunity is with a fast-growing U.S.-based investment management firm that combines technology, operational excellence, and institutional-quality investment strategies to serve wealth advisors, family offices, and financial professionals.

The company is experiencing significant growth and is building a lean, highly talented team where every individual has meaningful ownership and direct exposure to company leadership. The culture blends the speed and innovation of a startup with the sophistication of the financial industry, creating an exciting environment for professionals who enjoy solving complex operational challenges and leveraging AI to build scalable systems.

About the Role

We are looking for an experienced Senior Business Operations Specialistto become the operational backbone of the organization.

This is a high-impact, high-ownership position supporting leadership across business operations, recruiting, people operations, investor relations, executive support, finance coordination, and AI-driven process automation.

Unlike a traditional operations role, this position is responsible not only for running business processes but also for continuously improving them through automation, AI agents, and scalable operational systems. The ideal candidate enjoys building efficient workflows, eliminating manual work, and creating systems that allow a growing company to operate at scale.

Key Responsibilities

Business Operations

Coordinate day-to-day business operations across multiple departments.
Manage calendars, scheduling, and cross-functional coordination.
Support weekly leadership meetings, quarterly business reviews, and operational planning.
Maintain internal documentation, SOPs, and operational playbooks.
Manage vendors, software subscriptions, and business tools.
Build operational dashboards and automate recurring reporting whenever possible.

Recruiting & People Operations

Own the recruiting process from interview scheduling through onboarding and offboarding.
Coordinate candidate communications and interview logistics.
Maintain HR records and people operations processes.
Help create a positive employee and candidate experience.
Organize team culture initiatives for a distributed workforce.

Investor Relations & Executive Support

Manage investor communications and inbox organization.
Coordinate meetings, board materials, travel arrangements, and executive calendars.
Track leadership action items and ensure follow-through across departments.

Finance & Administrative Operations

Coordinate payroll support and expense management.
Manage company expenses, receipts, reimbursements, and corporate cards.
Coordinate vendor invoices and payment schedules.
Support accounting and finance teams by maintaining organized operational records.

AI, Systems & Process Automation

Become the internal expert on the company's operational systems and technology stack.
Continuously identify opportunities to eliminate manual work.
Build AI-powered workflows and automation using modern AI platforms.
Develop AI agents and automated processes that improve efficiency and scalability.
Measure operational improvements through time savings and workflow reliability.

Sales & Marketing Support

Support outbound sales campaigns and communication initiativ

**PLEASE SUBMIT YOUR RESUME/CV IN ENGLISH**

Senior Business Operations Specialist at Entrepreneur Cooperative