Posted 01/27/2026
Job Number: 15393
Operations Manager
St. Louis, MO • Onsite
Industry: Financial Services
Job Category: Operations
Job Type: Direct Hire
Salary: $70,000 - $85,000/Annually
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Job Description
Position Title: Operations Manager
The Operations Manager plays a pivotal role in the company, serving as the central figure for operational activities. This position requires a candidate who can manage back-office operations while maintaining a focus on client service. The ideal candidate will be comfortable navigating the challenges of a dynamic work environment. A strong emphasis on adaptability and emotional intelligence is essential, as the individual will support a client-oriented advisor. The company values alignment with its Christian principles, which is integral to the workplace culture and daily operations.
Operations Manager Responsibilities:
- Oversee daily operations and ensure efficient workflow within the company
- Reconcile data and assist with paperwork
- Handle onboarding processes for new clients
- Provide client services while maintaining a focus on customer needs
- Collaborate with team members to adapt to urgent requests
- Utilize Orion software to support operational growth
- Maintain a high level of flexibility in a fast-paced environment
Operations Manager Requirements:
- Experience with Schwab
- Minimum of 5 years of relevant experience
- No specific licensing requirements
- Experience in a financial firm, preferred
- Familiarity with Orion software is strongly preferred
Benefits:
- 70% coverage of healthcare costs for employees and spouses through United Healthcare PPO
- 401k plan with a competitive matching contribution
- 20 days of paid time off plus NYSE holidays
If you are an Operations Manager looking to take the next step in your career, apply now! #LI-SB1
Job ID: a0CUm00003ht6sjMAA
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