Heck Capital Advisors, LLC is an independent investment advisory firm with a strong foundation. We have been serving individual and institutional clients with comprehensive investment services from the heart of Wisconsin, where Robert Heck first began the family's investment legacy in the 1950's. Heck Capital's managers and advisors offer small-town values and an exceptional work ethic with competitive investment services for our clients. Client referrals are a testament to our work and have allowed us to cultivate a national reach with over $10 billion of assets under management, consultation, and advisement. Bringing Wisconsin values to our client relationships in 40 states with offices in Rhinelander WI, Milwaukee WI, Green Bay WI, and Minneapolis MN.
Job Characteristics
Job Level: Director
Type of Position: Full Time, In-person
Based out of Heck Capital's Rhinelander, Milwaukee, or Green Bay offices
Exempt
Anticipated Start Date: 2025
Essential Job Functions
The Business Manager is an integral part for the growth and efficiency of the firm, responsible for overseeing operations, driving strategic initiatives, and managing resources to ensure business success. We are seeking a candidate that is highly motivated, has a positive attitude, willing to work in a fast-paced environment, and willing to grow and take on new tasks and assignments.
Oversee human resources functions, including recruitment, onboarding, performance management, and employee relations, ensuring compliance with labor laws and company policies
Facilitate communication and collaboration across departments to align business functions with company objectives
Develop and implement business strategies to improve efficiency and profitability
Lead and mentor team members to enhance performance and productivity. Coordinate and monitor project timelines and deliverables
Prepare detailed business reports and presentations for management and communication
Identify opportunities for process improvements within current operations and implement solutions
Other duties as assigned
Requirements
Bachelor's degree in finance, Business Administration, Business Management, or a related field. In addition, a master's degree is preferred.
Previous HR experience
Experience in administrative or support within a business environment
Strong understanding of business principles, financial management, and operational strategies
Ability to adapt to changing business needs and learn new technologies
Strong leadership qualities, with the ability to motivate and manage teams effectively
Knowledge/familiarity with markets and investments
Ensures confidentiality with respect to all information pertaining to clients and potential clients
Excellent oral, written, and interpersonal communication skills
Computer skills: Microsoft Office (especially Excel), Adobe suite of products and the ability to learn and adapt to changes in technology
Possess a commitment to professionalism, honesty, and strong work ethic
Benefits
Enjoy peace of mind with comprehensive insurance coverage, including health, dental, vision, short-term and long-term disability. Embrace work-life harmony with generous leave and holiday benefits, including sick leave and paid holidays/vacations. Secure your future with a matching 401K retirement plan and a Health Savings Account (HSA), ensuring financial stability and proactive health management. Enjoy sponsored certifications, health memberships, and a cell phone subsidy to enhance your well-being and job satisfaction.
How to Apply
Send Resumé and Cover Letter to:
Heck Capital Advisors
Email: heckcapital@heckcapital.com (Attn: Business Manager)