What are the responsibilities and job description for the Operations Manager position at Accredited Investors Wealth Management?
Accredited Investors Wealth Management® is currently seeking an organized and collaborative individual to join our operations team as the Operations Manager. This role is responsible for driving cross-departmental strategic initiatives, improving operational efficiency, and leading administrative and technology management efforts across the firm. The Operations Manager will work closely with the Director of Operations and executive team to identify opportunities for continuous improvement and implement data-driven enhancements to support our mission. With a focus on operational excellence and high-end colleague support, this role is an exciting opportunity to shape key processes and contribute to the growth of a thriving, client-centered organization.
Who We Are
We are a high-performing group of over 60 team members who are passionate about delivering exceptional service for our clients and being a sought-after place to work. Founded in 1987, Accredited is focused on delivering industry leading wealth management services to approximately 600 families, providing an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Fiercely independent and 100% owned by a group of actively engaged employee shareholders, Accredited manages approximately $3.7 billion of investment assets as of 12 / 31 / 2024.
We demonstrate our commitments – to our clients, our colleagues, and our community – through our values, culture, and mindset :
Values-Based : Our values are embedded within our work through our deep relationships with our clients, connection and camaraderie with colleagues, philanthropic contributions, and sustainability efforts within our community.
Culture-Focused : The Cultural Constitution from which we operate at Accredited is not meant to be aspirational; it is practiced in our daily work. By actively applying gratitude and compassion, and functioning as one team, we strive to influence the future of our firm through our core values.
Curiosity-Minded : We are building a diverse team of individuals who are comfortable asking questions, not simply answering them.
What It is Like to Work Here
Purposeful - At Accredited Investors Wealth Management, our guiding principles are centered on improving the individual and collective lives of all those we serve – clients, colleagues, and the community.
Challenging – Our work is frequently challenging and fast-paced, yet we believe challenges bring out the best in others and ourselves. It is one of the many reasons why Accredited’s workplace culture has often been recognized by media outlets within our community and our industry .
Energizing – Surrounded by thoughtful, charismatic leaders, laughter echoes through our hallways and egos are checked at the door. While collaboration is engrained, camaraderie is organic. New learnings are fostered and shared. Fun is encouraged on most days ending in y.
Who You Will Work With
As the Operations Manager, you will work closely with the Director of Operations, the executive team, and key stakeholders across departments to ensure operational initiatives align with the company’s mission. You’ll also collaborate with the Administrative Services team, Policies & Procedures specialists, and IT vendors, serving as a primary contact for internal and external partnerships that enhance operational efficiency and improve service quality.
What Responsibilities You Will Have
- Lead and support cross-departmental projects to advance firm-wide strategic initiatives, ensuring alignment with the company's mission and values.
- Collaborate with the Operations Director to develop, implement, and monitor policies, procedures, and quality assurance measures, including regular compliance tests and risk assessments.
- Oversee the Administrative Services team to manage daily operations, ensure high standards in client and staff experiences, and develop success metrics for continuous improvement.
- Serve as the primary point of contact for IT services, supporting staff technology needs, managing asset inventory, and ensuring smooth operations through effective change management, disaster recovery, and security protocols.
- Partner with stakeholders to continuously analyze operational workflows, identifying and implementing data-driven improvements and innovative solutions.
- Champion a culture of continuous improvement by analyzing processes, introducing automation opportunities, and attending industry events to remain at the forefront of technology and operational trends.
- Oversee vendor management and facilities operations to ensure alignment with organizational goals, optimize cost efficiency, and deliver seamless experiences for staff by supporting vendor relationships, maintaining accurate records, and collaborating with internal teams and external partners on building operations and technology integration.
Who Will Be Successful
A successful candidate will be passionate about operational excellence, strategic thinking, and continuous improvement. You will thrive in a collaborative environment, possess a keen eye for detail, and exhibit a proactive approach to problem-solving. Adaptability, high organizational competency, and a focus on service are essential to succeed in this role.
What You Offer
What We Offer
Accredited Investors Wealth Management® offers a competitive compensation and benefits package including medical; dental; vision; disability and life insurance. We offer a 401k plan with generous employer contributions and match. In addition to our core benefits package, Accredited also offers enhanced benefits including pet insurance; adoption and fertility assistance; financial support for professional development and certifications; personal financial and investment planning services; charitable match; a marketplace-leading time-off allowance, including paid parental and grandparental leave and paid volunteer time; and firm-wide profit sharing. Our employees enjoy a sustainably focused, beautifully appointed facility, including a fitness center, pickleball courts, outdoor patio, state-of-the-art technology, electric vehicle charging stations, and amenities that enhance our work environment.
Accredited is committed to promoting diversity and inclusion in our hiring process and is proud to be an equal opportunity employer. We welcome qualified applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity or expression), national origin, genetics, disability, age, veteran status, and any other characteristic protected by federal, state, or local laws.
For more information about our firm, please visit our website at Accredited.com. If you’re interested in applying for this role, please apply via our LinkedIn job posting and include a cover letter.
Note to Recruiters & Staffing Agencies : We appreciate your interest in assisting with our hiring needs. However, we are currently managing our recruitment process internally and are not seeking external support at this time. We kindly ask that you refrain from contacting us about this role, as we will not respond to these inquiries. Thank you for your cooperation in respecting this request.
