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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