Posted 02/10/2026
Job Number: 15540
Operations Manager
Bellevue, WA • Onsite
Industry: Financial Services
Job Category: Wealth Management
Job Type: Direct Hire
Salary: $65,000 - $85,000 / Annually
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Job Description
Position Title: Operations Manager
The Operations Manager plays a crucial role in overseeing the daily operations of the firm, ensuring that all processes run smoothly and efficiently. This position is essential for maintaining workflow and keeping projects on track. The ideal candidate will be responsible for managing various departments and ensuring that technology and automation systems are optimized. Challenges include maintaining complex automated systems and managing multiple priorities effectively. The Operations Manager will contribute significantly to the overall success of the firm by fostering a collaborative and productive work environment.
Salary Range: $65000 – $85000 / Year DOE
Operations Manager Responsibilities:
- Oversee management of processes and procedures
- Monitor project status and ensure departmental timelines are met
- Facilitate department meetings across sales, marketing, client experience, and servicing
- Manage human resources functions, including payroll and benefits
- Provide backup support for front desk operations
Operations Manager Requirements:
- 3+ years of operations experience in a professional setting, with 5+ years preferred for office managers
- Proficiency in technology, including Google Calendars and intermediate Excel formulas
- Experience in RIA or financial advisory firm operations is preferred
- A bachelor’s degree is preferred
- Familiarity with Hubspot or Salesforce is preferred
Benefits:
- 80% employer contribution to employee health insurance premiums
- 401k plan with 3% matching after six months
- 15 days of paid time off plus 5 sick days
- Onsite gym and yoga studio at no cost
- Free parking available
- Professional development reimbursement for licenses and designations
If you are an Operations Manager looking to take the next step in your career, apply now! #LI-KL1
Job ID: a0CUm00003mBurWMAS
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