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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 Specialist to 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 adecuado 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 m

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