Operations Manager - Brotherhood Retirement

Brotherhood Mutual Careers•Colorado Springs, CO

About The Position

The Operations Manager is a key leadership role within Brotherhood Retirement’s home office team, responsible for ensuring the firm operates efficiently, consistently, and in alignment with its mission and values. This role supports the firm’s vision by overseeing day-to-day operational processes and internal workflows, while partnering closely with the Retirement Plan and Private Wealth teams to drive firm-wide alignment and scalability. The Operations Manager also plays a central role in onboarding, training, and supporting team members to ensure a high standard of excellence across the organization. This position requires a proactive, self-directed leader who takes ownership of responsibilities and follows through with precision. The ideal candidate demonstrates strong judgment, clear communication, and a high level of integrity, along with the ability to prioritize competing demands in a fast-paced environment. Success in this role requires exceptional organizational skills, attention to detail, and a commitment to continuous improvement in support of both the team and the clients we serve.

Requirements

Bachelor’s degree in business, operations management, finance, or related field required
FINRA Series 65 license required (or willingness to complete within 60 days of hire)
At least 5 years of financial services experience required
Strong written, verbal, and interpersonal communication skills, with the ability to work effectively across teams and with external partners.
Advanced organizational and time management skills, with the ability to prioritize competing responsibilities and anticipate potential issues before they arise.
Exceptional attention to detail and commitment to accuracy in a regulated financial services environment.
Working proficiency with Microsoft Office Suite, particularly Excel, for reporting, reconciliation, and operational analysis.
Solid understanding of RIA operations and regulatory expectations, or the ability to develop this knowledge quickly, with an appreciation for compliance-driven processes and documentation.
Demonstrated integrity, sound judgment, and the ability to handle confidential and sensitive information with discretion.
Adaptability and resilience in a dynamic, growing organization, with a proactive mindset toward continuous improvement.
High integrity, professionalism, and alignment with BWR’s mission and values.

Nice To Haves

Familiarity with industry technology platforms such as CRM, Charles Schwab and Matrix, RightCapital, or similar RIA tools, with the ability to quickly learn and oversee new systems.

Responsibilities

Develop, document, and continuously improve core operational systems, workflows, and best practices to ensure efficiency, consistency, and scalability across the firm.
Partner with Retirement Plan and Private Wealth teams to ensure consistent onboarding of new clients and adherence to established firm processes.
Coordinate the systematic delivery of quarterly client reports and annual firm communications in alignment with service standards and regulatory expectations.
Oversee the client billing process, including fee generation, processing, reconciliation, and resolution of billing-related issues.
Manage departmental onboarding, and ongoing human resources processes for employees and advisors, ensuring established procedures are followed and required documentation and training are completed.
Coordinate advisor transitions and onboarding, working closely with leadership and external partners to ensure a smooth and compliant transition experience.
Support ongoing training and operational enablement of team members to promote consistency, accountability, and operational excellence.
Serve as the primary liaison with the firm’s custodian and third-party vendors, managing relationships, issue resolution, and service expectations.
Coordinate with external providers and internal stakeholders to support technology reliability, data integrity, and operational security.
Administer payroll processes using firm-approved software, ensuring accurate and timely processing and reporting.
Establish, monitor, and report on key performance indicators (KPIs) related to operations, service delivery, and firm efficiency to support leadership decision-making and continuous improvement.