Operations Manager/Services Assistant

Boldin•Mill Valley, CA

10h•$85,000 - $100,000•Remote

About The Position

The Operations Manager/Services 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. This role is ideal for someone who loves building structure behind the scenes - someone who thrives on creating order, improving systems, and helping a growing business scale with clarity and excellence. You will play a critical role in strengthening our operational foundation so we can serve more clients without sacrificing quality. You’ll oversee day-to-day operations, manage key compliance and billing processes, support and coordinate our 1099 advisors and coaches, and continuously improve workflows, dashboards, and systems. You are energized by efficiency, precision, and proactive problem-solving, and you take pride in helping leaders operate at a higher level.

Requirements

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

Nice To Haves

2+ years of supervisory or contractor management experience preferred

Responsibilities

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, e-mail campaigns, workload tracking, and demand vs. capacity planning
Support onboarding of new advisors and coaches; continuously improve the onboarding experience
Own the end-to-end billing process, including invoicing, reconciliation, audits, and revenue tracking, automating whenever possible
Manage monthly advisor and coach compensation processes
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
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