Director of Operations / Practice Manager

About the role

The Practice Manager / Director of Operations (Integrator) role exists to ensure that everything behind the scenes runs smoothly at a growing, independent wealth management firm in the Santa Clarita Valley. The firm is led by a hands-on founder who spends significant time with clients and out of the office. This role provides a true right-hand opportunity for someone who can manage the day-to-day operations of the practice.

Responsibilities

• Oversee daily office operations, including bookkeeping, payroll, and HR administration
• Directly supervise and support two Client Service Associates, keeping workflows, deadlines, and accountability on track
• Maintain CRM cleanliness and documented SOPs so nothing falls through the cracks
• Serve as the day-to-day point of coordination with the firm's RIA partner on operational and compliance matters
• Run weekly team meetings and keep the practice's priorities and workflows moving forward
• Provide light executive-assistant style support to the founder, including calendar coordination, inbox triage, and keeping her organized and prepared
• Bring structure and consistency to a growing practice while staying flexible as priorities shift

Requirements

Experience managing operations for a financial advisory practice, RIA, or similar professional services office

A flexible, resilient, roll-with-it mindset

This is a fast-paced environment where the calendar changes often and quick pivots are the norm

Strong organizational and follow-through skills, balanced with the ability to move quickly and not get stuck chasing perfection

Experience as an EOS Integrator, or in a similar operational leadership capacity, is a strong plus

No securities or insurance licensing required. This is a non-client-facing role

Qualifications

Proven success in managing operations for a financial advisory practice, RIA, or similar professional services office

Ability to operate in a small, close-knit team where you wear multiple hats

Experience as an EOS Integrator, or in a similar operational leadership capacity

Skills

Strong organizational and follow-through skills

Ability to move quickly and adapt to changing priorities

Flexibility and resilience to handle a fast-paced environment

Benefits

Base salary up to $120,000, plus a quarterly bonus tied to revenue goals and KPIs (total target approximately $150,000)

401(k) with employer match

Profit sharing

Health, dental, and vision coverage

Pay

Base salary up to $120,000, plus a quarterly bonus tied to revenue goals and KPIs (total target approximately $150,000)

Schedule

This is a full-time, fully on-site role based in the Santa Clarita Valley, Monday through Friday