Operations Manager

H Cap Connect • Avon, OH

13d • Onsite

About The Position

Our client is a well-established and growing wealth management firm dedicated to delivering thoughtful financial guidance and exceptional client service. They are seeking an experienced Operations Manager to oversee the daily operations of the business, support the team, and ensure the office operates with consistency, efficiency, and professionalism. This role is ideal for someone who enjoys leading from the front—creating structure, supporting people, solving problems, and helping a professional office perform at a high level every day. The Operations Manager serves as the operational leader of the office, partnering closely with firm ownership to ensure the business runs smoothly while maintaining an exceptional experience for both clients and employees. This individual provides day-to-day leadership to the administrative and client service team, establishes priorities, removes obstacles, improves workflows, and promotes accountability across the organization. Because collaboration and accessibility are important to the firm's culture, this is a highly visible, on-site leadership position.

Requirements

• Five or more years of operations experience within wealth management or financial services.
• Previous experience leading or supervising employees.
• Strong organizational, planning, and project management skills.
• Excellent communication and interpersonal abilities.
• Demonstrated ability to manage multiple priorities in a fast-paced environment.
• Strong attention to detail and commitment to follow-through.

Nice To Haves

• Experience working within an RIA, broker-dealer, or financial advisory firm.
• FINRA licenses (Series 7 and 66 or equivalent) are a plus.
• Experience with wealth management technology platforms and CRM systems.

Responsibilities

• Oversee the day-to-day operations of the firm.
• Maintain efficient workflows across client service, administration, and internal operations.
• Evaluate, improve, and document business processes to increase consistency and efficiency.
• Coordinate operational activities with custodians, vendors, and other business partners.
• Support implementation of technology, systems, and operational improvements.
• Provide daily leadership, coaching, and support to administrative and client service team members.
• Establish priorities and help balance workloads.
• Be an accessible resource for employees by answering questions, resolving issues, and removing operational roadblocks throughout the day.
• Foster accountability while promoting a collaborative, team-oriented culture.
• Conduct regular follow-up to ensure projects and responsibilities are completed accurately and on time.
• Partner with firm leadership on operational initiatives and process improvements.
• Monitor workflow and identify opportunities to improve efficiency and client service.
• Assist with planning, coordinating, and executing firm projects.
• Help ensure adherence to operational policies and industry procedures.
• Champion the firm's commitment to exceptional client service.
• Support complex client service situations when needed.
• Ensure onboarding, account maintenance, and service requests are handled accurately and efficiently.

Benefits

• competitive compensation package commensurate with experience
• benefits
• opportunity to become a valued member of a collaborative, growing organization that is committed to delivering an exceptional client experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed