Operations & Personel Manager for Wealth Mgmt Firm

Operations Manager Financial Planning & Wealth Management Firm Location: In-Office Compensation: $90,000 $110,000 + Benefits Reports To: CEO Direct Reports: Administrative & Operations Staff About the Role We are seeking an experienced Operations Manager to oversee the day-to-day operations of a growing financial planning firm. This individual will serve as the operational leader of the organization, ensuring that people, processes, technology, compliance, marketing, and strategic initiatives are aligned to support business growth and deliver an exceptional client experience. This is a highly visible leadership role that works closely with advisors, administrative staff, compliance partners, vendors, and executive leadership. The ideal candidate is organized, proactive, process-driven, and comfortable balancing strategic planning with hands-on execution. Key Responsibilities Operational Leadership Lead and support daily business operations across the firm Drive accountability, efficie...