Business Operations Manager (PMO)

About This Role

Compensation Transparency

Salary Range: $85,000 \- $100,000

Bonus eligible

At Earned, we are committed to fair and transparent compensation. Base salary is market\-driven and determined at the time of offer based on benchmarks such as role\-specific market data, company stage, and factors such as internal equity, relevant experience, interview performance, location, and level.

About Earned

Earned is a category\-defining, first\-in\-kind tax\-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice\-based solutions to maximize their wealth potential and drive better financial outcomes.

We bring together tax, accounting, wealth management, insurance, and legal services under one platform not as a generic one\-stop shop, but to deliver better advice through an integrated view of a doctor’s full financial life. Our differentiation is relationship\-led, trust\-based selling paired with disciplined execution across the ecosystem.

Earned manages $3\.4B\+ in assets, serves more than 20,000 clients, and is one of the fastest\-growing doctor\-focused platforms in the country. Backed by $200M of committed capital, we are scaling rapidly through acquisitions and organic growth across multiple service lines.

We are building this platform from the ground up, leveraging modern technology, data, and AI to simplify the client experience and make it easier for advisors and sales teams to deliver high\-quality advice at scale. Operating across multiple service lines, acquired entities, and client entry points requires a highly disciplined yet relationship\-driven go\-to\-market model that can scale without losing trust.

Join us as we build the future of financial services for doctors faster, smarter, and at scale.

Job Summary

The Business Operations Manager is a proactive, highly organized professional responsible for driving some of our most important cross\-functional initiatives. In this role, you’ll oversee multiple projects at once; keeping teams aligned, tracking milestones and dependencies, and addressing risks before they become blockers.

This role will also partner closely with multiple organizational functions on special projects and key company priorities, helping bring structure, clarity, and momentum to complex work. This is a great opportunity for someone who enjoys operating at the center of the action and turning strategy into execution.

Key Responsibilities

Project Management

• Define clear project scope, milestones, deliverables, and timelines.
• Build and manage project plans, including tracking dependencies and resource needs.
• Keep cross\-functional teams aligned and accountable to shared goals.
• Monitor progress, flag risks early, and remove obstacles to keep work moving.
• Ensure projects are delivered on time and within scope.
• Run retrospectives and implement process improvements.

Drive Operational Excellence

• Spot inefficiencies and implement scalable improvements to make projects more repeatable and effective.
• Establish and refine operating rhythms (planning cycles, reporting cadences, and team meetings).
• Bring structure to how decisions are documented and communicated.
• Support budgeting, forecasting, and resource planning processes as applicable.

Use Data to Inform Decisions

• Build dashboards and reporting frameworks to track KPIs and initiative performance.
• Analyze project and business data to generate practical, actionable insights.
• Turn data into clear, compelling updates for stakeholders.
• Ensure reporting is accurate, consistent, and easy to understand.

Stakeholder Communication

• Provide clear, consistent updates to leadership and key stakeholders.
• Facilitate cross\-functional discussions to drive alignment and informed decision\-making.
• Manage expectations and communicate trade\-offs transparently.
• Act as a connector across teams, ensuring strong collaboration and follow\-through.

• Key Requirements

• Bachelor’s degree in related field
• 4–8\+ years of experience in program management, project management, business operations, consulting, or a related field
• Experience leading complex, cross\-functional initiatives in a fast\-paced environment
• Strong organizational skills and a clear bias toward action and results
• Analytical mindset with experience using data to inform decisions
• Excellent communication skills and the ability to influence stakeholders at different levels
• Comfort operating in ambiguity and juggling multiple priorities
• Advanced PowerPoint and Excel skills; experience with project management tools is a plus

Benefits

• An attractive total compensation package
• Employer\-sponsored health insurance (medical, dental, vision)
• 401k \+ 5% match

Earned is committed to offering equal employment opportunity in all employment practices and employment decisions are based on an individual’s job qualifications and abilities. Earned prohibits discrimination based on race, creed, color, religion, national origin, ancestry, sex, gender (including gender identity, gender expression and being transgender), sexual orientation, marital status, registered domestic partner status, citizenship status, age, military and veteran status, medical condition, genetic information, political affiliation, disability, medical condition, or any other basis protected by federal, state, or local law or ordinance or regulation. Earned also prohibits discrimination based on the perception that anyone has any of these characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.