Posted 01/30/2026
Job Number: 14706

Operations Manager

Naples, FL Hybrid

Industry:  Financial Services

Job Category: Wealth Management

Job Type:  Direct Hire

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Job Description

Position Title: Operations Manager

The Operations Manager plays a critical role in ensuring that the Deal Team remains on track and that operational tasks are executed efficiently. This position requires a proactive problem solver who can anticipate issues before they arise and maintain a cohesive team environment. The ideal candidate will possess extensive experience in financial services operations and demonstrate strong technical proficiency. This role demands independence and initiative, as the individual will be responsible for creating processes that enhance operational effectiveness. A polished and adaptable communicator is essential for interacting with diverse stakeholders and contributing to a collaborative culture.

Operations Manager Responsibilities:

  • Maintain client billing with oversight of a small number of active clients
  • Spearhead the utilization of the CRM platform (Monday.com)
  • Support the Deal Team by ensuring accountability on timelines and deliverables
  • Serve as the main contact for advisors across various locations
  • Ensure compliance with broker/dealer regulations
  • Enhance operational efficiency through process improvements
  • Expand responsibilities to include marketing initiatives and client engagement
  • Manage LinkedIn postings and coordinate onboarding for new clients
  • Facilitate communication and document management during the hiring process

Operations Manager Requirements:

  • 10+ years of experience in financial services operations, with exposure to both large and small companies
  • Proficiency in Microsoft Office, including PowerPoint, Word, and Excel
  • Tech-savvy with a strong ability to leverage technology for operational improvements
  • A bachelor’s degree is preferred
  • Experience with QuickBooks Online is preferred
  • A creative marketing background is preferred

Benefits:

  • Full premium coverage for medical insurance for individuals and families
  • Contributions to a Health Savings Account starting the first of the month after hire
  • Comprehensive dental and vision coverage
  • 401k plan with a 6% safe harbor match after 90 days
  • Flexible PTO policy with trust in employee accountability
  • Autonomy in the role with opportunities for annual bonuses and compensation increases

If you are an Operations Manager looking to take the next step in your career, apply now! #LI-KR1

Job ID: a0CUm00003NeHWQMA3

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