Operations Manager/Services Assistant

Overview

Job Description

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

Required Skills

• - 2+ years of experience in operations, client service, or administrative support within an RIA, wealth management firm, or financial services environment
• - 2+ years of supervisory or contractor management experience preferred
• - 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

Benefits

• - Competitive salary
• - Opportunities for professional growth and development
• - Fully remote position