Operations Manager

Doyle & Associates, a Private Wealth Advisor Practice of Ameriprise Financial, is seeking highly motivated and experienced Operations Manager to oversee the day-to-day operations of our firm and ensure seamless workflow, compliance, and business management. We are a well-established private wealth advisory practice committed to delivering exceptional financial planning and investment management services.

Key Responsibilities:
Operations & Business Management:

• Oversee all operational workflows, ensuring efficiency and compliance.
• Develop and implement career paths and professional development plans for team members.
• Manage business needs, including lease agreements, contracts for equipment, and office supply management.
• Collaborate with advisors to track progress and ensure business goals are met.
• Manage processes and procedures using the firm's CRM system.
• Serve as the practice’s key operational leader in the absence of the principal advisor.
• Understand and train staff on the tools and systems necessary for the firm's success.
• Organize and manage weekly team meetings, ensuring advisors have the resources they need.

HR & Talent Management:

• Oversee hiring, recruiting, and onboarding of new employees.
• Lead training initiatives to develop staff capabilities.
• Address people-related challenges and foster a positive, growth-oriented work environment.

Client & Compliance Management:

• Communicate effectively with clients, compliance teams, and the home office.
• Develop a strong understanding of the client base over time to better support business operations.
• Ensure the practice maintains compliance with all regulatory requirements.

Ideal Candidate Qualifications:

• Proven experience in operations management within a financial services or wealth management firm.
• Strong understanding of workflow optimization, compliance, and CRM systems.
• Ability to take ownership of business operations and lead the team effectively.
• Excellent communication skills to interact with clients, advisors, and corporate partners.
• Strong problem-solving skills and a proactive approach to business needs.
• Desire for longevity and commitment to the firm’s long-term success.

Compensation and Benefits:

• $130,000-$150,000 per year
• Medical, Vision, and Dental Insurance (Employer contributes $825 toward premiums, with three plans available through Blue Cross Blue Shield)
• Flexible Spending Account (FSA) with a $1,250 employer contribution
• 401(k) with a 3% employer match
• Profit Sharing
• Short- and Long-Term Disability

If you are a strategic and detail-oriented professional looking to make a lasting impact in a dynamic wealth advisory practice, we invite you to apply.

Salary : $130,000 - $150,000