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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 initiatives.
Draft and improve messaging for outreach campaigns.
Assist with CRM management and sales operations projects.
Tools You'll Work With
Google Workspace
Slack
Notion
HubSpot
Linear
Ashby
Ramp
Claude AI
Codex
Modern AI & Automation Platforms
Required Qualifications
C2 / Near-native English proficiency.
8+ years of experience in Business Operations, Operations Management, Chief of Staff, or similar operational leadership roles.
Previous experience working in a fast-paced startup environment.
Strong experience supporting multiple business functions simultaneously.
Excellent organizational and project management skills.
Exceptional written and verbal communication.
Ability to independently prioritize multiple high-impact initiatives.
Strong systems thinking and process improvement mindset.
Hands-on experience using AI tools and building workflow automations.
High level of integrity and discretion with confidential information.
Comfortable working directly with founders and executive leadership.
Preferred Qualifications
Experience building automations using Zapier, Make, AI agents, or similar platforms.
Recruiting, HR, or People Operations experience.
Experience supporting investor relations, finance, or professional services organizations.
Experience implementing operational systems in growing startups.
Experience working directly with executive teams.
What We're Looking For
We're looking for someone who naturally takes ownership, solves problems before they become issues, and enjoys creating order in fast-growing organizations.
The ideal candidate is highly organized, curious, resourceful, and passionate about using AI and automation to build better business systems. Rather than simply maintaining processes, you'll continuously improve them, helping the company scale through smarter operations and technology.
Why Join?
Competitive salary paid in USD.
Fully remote position.
Work directly with founders and executive leadership.
High-impact role with significant ownership.
Opportunity to build AI-powered operational systems.
Fast-growing, technology-driven company.
Strong long-term growth opportunities.
Collaborative, entrepreneurial culture where your ideas will directly influence the future of the business.
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