Operations Manager

About the role

The Operations Manager / Assistant reports directly to the Head of Services and serves as a strategic right hand in scaling our Services business, which includes an advice-only RIA and a team of Financial Wellness Coaches.

Responsibilities

• Operational Leadership & Team Support
• Serve as operational partner and right hand to the Head of Services
• Oversee daily workflows to ensure alignment, accountability, and consistency across advisors and coaches
• Manage scheduling, email campaigns, workload tracking, and demand vs. capacity planning
• Support onboarding of new advisors and coaches; continuously improve the onboarding experience
• Billing & Revenue Operations
• Own the end-to-end billing process, including invoicing, reconciliation, audits, and revenue tracking, automating whenever possible
• Manage monthly advisor and coach compensation processes
• Compliance Oversight
• Maintain and manage the compliance calendar
• Ensure timely completion of filings, annual reviews, quarterly holdings reports, email reviews, attestations, vendor due diligence, and required testing
• Systems & Scalability
• Become the internal expert on our tech stack (CRM, financial planning software, billing software, scheduling tools, etc.)
• Build and maintain dashboards that provide accurate, real-time visibility into performance metrics
• Identify inefficiencies and implement scalable process improvements

Qualifications

• 2+ years of experience in operations, client service, or administrative support within an RIA, wealth management firm, or financial services environment
• Working knowledge of RIA operations, compliance processes, billing, and advisor workflows
• Strong proficiency in Google Sheets (dashboard building required)
• Experience auditing work for quality and tracking performance metrics
• High attention to detail and strong follow-through
• Clear, professional written communication skills
• Ability to manage recurring operational processes with consistency and reliability

Pay

$85,000 -100,000/annual DOE