Operations Manager

Operations Manager

Gladstone Wealth Partners

Bedminster, NJ

About Gladstone Wealth Partners

Gladstone Wealth Partners was founded in 2012 and launched its RIA in 2015. It has expanded to now oversee more than $13 billion in assets under management, led by their leadership team consisting of Robert Hudson, Richard Frick, Keith Brothers, Kristopher Bonocore and Phil Marchetti. As one of the fastest growing hybrid RIAs in the wealth management industry, Gladstone is known for assisting advisors as they set up and establish their own independent advisory practice. This includes helping advisors better serve their clients, run their businesses more profitably, grow faster and enhance their enterprise value. Gladstone is based in Boca Raton, Florida. Gladstone Wealth Partners is a proud member of the Integrity Family of Companies.

Job Summary

We are seeking a highly motivated and skilled Operations Manager to oversee our day-to-day operations and lead a team of professionals. The Operations Manager will serve as a centralized point of contact for all firm operations, manage escalations, improve operational systems, and drive strategic and operational objectives to ensure the efficient and effective functioning of the organization.

Primary Responsibilities:

• Act as the primary point of contact for all firm operations, handling escalations, and providing timely resolutions to any operational issues.

• Identify and implement improvements in operational management systems, processes, and best practices to drive efficiency and productivity across the firm.

• Assist senior leadership with the execution of strategic and operational objectives, aligning daily operations with the firm's long-term goals.

• Oversee the maintenance of firm records and internal databases, ensuring they are up-to-date, secure, and compliant with industry standards and regulations.

• Manage, mentor, and develop the operations team, fostering a positive and collaborative environment to enhance team performance and ensure operational success.

Primary Skills & Requirements:

The ideal candidate will have 5-8 years of work-related experience in the financial services industry in addition to the following requirements:

• Bachelor’s degree or equivalent industry experience preferred

• Must be proficient with Windows-based technology and Microsoft Office

• Experience with Black Diamond or similar software preferred

• Experience with various CRM applications; such as Redtail or MS Dynamics preferred

• Proven experience in managing teams and driving operational performance.

• Must be detail-oriented; must possess strong analytical, organizational, and problem-solving skills

• Excellent oral and written communication skills

• Outstanding interpersonal skills with the ability to build and foster relationships

• Able to adapt to changes in the work environment, manage competing demands and work with frequent change, delays or unexpected events

• Self-directed and able to work within a team environment to complete critical projects with other departments within the firm

• Must understand the roles of key business partners and build impactful relationships

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.