What are the responsibilities and job description for the Operations Lead position at AdviceOne?
About the Role:
You already know you're the person who takes the wheel. Captain of your team. The one who always ended up running the group project. The one who can't watch something go sideways without stepping in to help fix it. Maybe you dont have the manager title yet or maybe youre even a year or two in - you just need a little extra room to grow into a Leadership role.
AdviceOne is growing, and we're looking for that person to lead within our Operations team. Someone our team can invest in and build into a leader. You'll work side by side with our leadership team, sharpening your leadership, management, and accountability skills as you grow with mentorship towards becoming a manager. If you feel your greatest wins have come from influencing and developing others to their greatest potential, this role could take that to the next level.
Responsibilities include:
- Own the day-to-day management of your team, keeping work moving and priorities clear
- Build and maintain our culture of urgency and accountability
- Coach, train, and develop your team; take real ownership of their growth
- Mentor team members through challenges, not just tasks, and invest in where they go next
- Spot what's broken or inefficient and create better ways of doing things
- Partner with leadership to shape and execute strategy for your area
About You:
- Youre a natural leader and get energy from it. Maybe you've managed before, maybe you haven't, but you're ready to hold people accountable and own outcomes
- An out-of-the-box thinker who isn't afraid to take a risk or challenge how things have always been done
- A true people-person who gets work done through people, not by themselves
- You think analytically and enjoy solving complex problems
- You communicate your expectations, feedback, and process changes clearly and directly
- You receive feedback well and immediately act upon it
- You're organized, detail-oriented, and can manage multiple moving parts at once
- BA/BS degree
- No financial experience required
About AdviceOne:
AdviceOne is a growing advisory firm that specializes in retirement decisions and asset management for our clients nationwide. Join a team with a strong, women-led presence, within a firm that values fresh thinking and real accountability at every level. We are a fee-only firm acting in a fiduciary capacity for our clients. Become a part of the AdviceOne team!
About Balance
- Hybrid position
- In-person on Tuesdays in Glastonbury, CT every other day is work from home
- 1 evening a week required (Monday through Thursday)
- Flexibility in the remainder of the week to ensure a total of 40 hours for work/life balance
- We provide full work-from-home functionality
About Benefits:
- Competitive starting salary commensurate with experience
- Revenue sharing bonus opportunities (quarterly and long-term)
- 401(k) plan with 3% employer contribution
- Medical/Dental/Vision/Life insurance
- Generous PTO policy
- Short- and long-term disability
- Healthy work/life balance
Check out our culture at AdviceOneRetirement.com/About/Careers
Currently we are not offering internships. NO PHONE CALLS PLEASE!