Operations Analyst

Bragg Financial Advisors is a growing, independent wealth management firm serving families for generations. We are seeking a detail-oriented, systems-minded Operations Analyst to join our operations team. This individual will play a critical role in maintaining the integrity of our client and firm data, supporting operational excellence across systems and processes, and assisting the COO with key initiatives as Bragg continues to scale.The ideal candidate has strong analytical and technical skills, thrives in a collaborative environment, and enjoys improving systems and processes to create consistency, accuracy, and efficiency.Key ResponsibilitiesCRM and Data Management (Dynamics 365)Serve as an additional point person for Microsoft Dynamics 365 CRM administration and maintenance.Manage data integrity across client, prospect, and contact records.Create and maintain dashboards, workflows, and automated reports to support advisory, client service, and business development teams.Partner with IT and external CRM consultants on updates, troubleshooting, and integrations with other systems (e.g., Outlook, DocuSign, Tamarac, etc.).Document and assist in the training of other team members on CRM processes to ensure consistent adoption and accurate reporting.Project Management and Software ImplementationAssist the COO in managing operational and technology-related projects from conception through implementation.Maintain project plans, timelines, and communication updates for key initiatives.Coordinate across departments to ensure alignment of resources, deadlines, and deliverables.Support evaluation, selection, and implementation of new software tools and integrations (e.g., HRIS, compliance systems, client portals, document management, workflow automation).Collaborate with internal stakeholders and external vendors to test, train, and roll out new systems.Track and report progress, collaborating with COO to identify risks and recommend adjustments to keep projects on schedule.Process Documentation and StandardizationPartner with department leaders to document and establish standard operating procedures (SOPs) for key business functions.Create templates, checklists, and workflow documentation to promote operational consistency and reduce errors.Maintain a central repository of operational procedures and ensure regular updates as systems and processes evolve.Identify opportunities for automation and improved efficiency across departments.QualificationsBachelor’s degree in Business, Finance, Information Systems, or related field.2–5 years of experience in operations, data management, or systems administration—preferably within a Registered Investment Advisor (RIA), family office, or financial services firm.Proficiency in Microsoft Dynamics 365 and/or other CRM platforms.Working knowledge of Tamarac Reporting/Rebalancing or similar portfolio management systems.Strong organizational and project management skills. Preferred experience coordinating software implementation or process improvement initiatives.Advanced Excel skills; experience with Power BI, SharePoint, or Dynamics365 a plus.Exceptional attention to detail, analytical thinking, and ability to manage multiple priorities.Strong written and verbal communication skills; ability to collaborate across departments and communicate technical information clearly.