Regional Operations Manager

Company Description A Neumann & Associates, LLC is a trusted business advisory and brokerage firm specializing in guiding business owners through the transition and sale of their companies. Founded in 2003 and led by President Achim Neumann, the firm has maintained an A BBB rating for over 20 years, completed more than 5,000 valuations, and closed over 500 deals. With multiple field offices from Massachusetts to Florida, the organization leverages a proprietary database of thousands of qualified investors and sellers worldwide and maintains daily contact with hundreds of investors and business owners along the East Coast. The firm’s success is driven by strict client confidentiality, rigorous business valuation processes, professional marketing materials for investors, and thorough investor pre-qualification. A Neumann & Associates is widely recognized by legal and accounting professionals and is actively involved with more than 35 Chambers of Commerce and other networking platforms across the region.
Role Description The Regional Operations Manager is a full-time remote role responsible for overseeing and optimizing business advisory and brokerage operations within an assigned region. This role includes managing regional workflows, coordinating with senior advisors and support staff, and ensuring that client engagements adhere to the firm’s standards for confidentiality, valuation quality, and investor pre-qualification. The Regional Operations Manager will monitor performance metrics, streamline processes, and support the implementation of the firm’s proven marketing approach. Day-to-day activities involve reviewing deal pipelines, resolving operational issues, supporting regional business development efforts, and collaborating with leadership to detect and respond to emerging market trends. This position also entails fostering strong relationships with local professional partners and chambers of commerce to enhance regional visibility and client acquisition.
Qualifications

• Operational management and process improvement skills, including experience overseeing regional or multi-site business functions.
• Strong organizational, planning, and time-management abilities to handle multiple client engagements and priorities.
• Business analysis and financial acumen, with familiarity in valuations, deal structures, or related advisory services.
• Client relationship and stakeholder management skills, with a focus on confidentiality, professionalism, and service quality.
• Communication and collaboration skills, including clear written and verbal communication and effective remote teamwork.
• Experience in professional services, consulting, brokerage, or financial services is highly beneficial.
• Comfort working in a remote environment, using digital tools and CRM or database systems to manage operations.
• Bachelor’s degree in Business, Finance, Management, or a related field; advanced education or relevant certifications are a plus.
• Proven ability to work independently, make informed decisions, and adapt to evolving market conditions.