Operations Manager

Overview

Become an integral part of Progressive Investment Management, a highly regarded, boutique environmental and social investment firm as their next Operations Manager!

This position is a good fit for someone who enjoys variety in day-to-day operations, including technology management, vendor management, compliance support, project support, recordkeeping, and office administration. Technical finesse and superb interpersonal skills will be your greatest assets, as you’ll serve as first-line technical and operational support, stay familiar with core business systems, act as primary contact for vendors, and review vendor contracts and invoices.

A keen eye for detail will serve you well as you draft agendas, observe cross-departmental workflows, deliver annual equipment inventory, and update internal resources upon request.

• Serve as first-line technical and operational support; stay familiar with core business systems.
• Act as primary contact for vendors; review vendor contracts and invoices.
• Draft agendas; observe cross-departmental workflows; deliver annual equipment inventory; update internal resources upon request.
• Translate strategy into organized, accurate execution; maintain clear documentation so systems, vendors, and internal resources stay reliable and audit-ready.

• 5+ years of relevant operations/administrative experience
• Relevant financial services industry experience, or relevant compliance focused industry experience preferred
• Proficiency in Microsoft 365
• Associate’s degree or some college coursework; bachelor’s degree preferred

Salary: $110K – $125K DOE

Industry: Financial Services

Location:

Hybrid schedule from office in downtown Lake Oswego

Progressive Investment Management is a local certified B Corp that values collaboration, continuous improvement, and providing an A+ client experience. The team is focused on the big picture, thrives on clear communication, and acknowledges the importance of life outside the office.

• 100% employer-paid medical and vision coverage
• HSA with generous employer contributions
• PTO, paid holidays, sick leave
• 401(k) with 6% employer match
• Commuter reimbursement, charitable giving matching, and company volunteer events

Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:

Welch. Click the apply button to get started. If you already are a Boly:

Welch candidate, connect directly with your recruiter.

Local candidates are strongly encouraged to apply.

Boly:

Welch is a full-service recruiting and executive search agency representing a Boly:

Welch partner in this search. We will be the liaison between our partner and you during the recruitment process. You will directly join our partner client’s team if selected.

We do not use AI to read resumes; every resume is reviewed by a member of our team to ensure a human, equitable hiring process.