Operations Manager

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 organize...