Operations Manager for Financial Advisory Firm

Operations Manager (Financial Services) California | Full-Time | On-Site Base Salary: $70,000 annually (up to $100,000 with bonus)About UsWe are a growing retirement-planning and employee-benefits advisory firm that helps individuals and companies achieve confident, secure retirements. Our firm is known for white-glove service, proactive communication, and disciplined execution.We are seeking a professional, highly organized Operations Manager who thrives in a high-trust environment and wants to play a key role in supporting leadership and keeping our operations running smoothly as we grow.This is a trusted partner role, ideal for someone who takes pride in being the steady, reliable presence that keeps people, systems, and priorities aligned.About the RoleAs our Operations Manager, you will support the leadership team, coordinate client-service workflows, and help ensure our firm delivers a consistently exceptional client experience. You will be deeply involved in scheduling, communications, process coordination, client support, and operational organization.This role is perfect for someone who enjoys creating order, anticipating needs, and making sure nothing falls through the cracks.What You’ll DoExecutive & Team SupportManage executive calendars, priorities, meetings, and preparationEnsure meeting materials and logistics are prepared in advanceTrack commitments and follow-ups so nothing is missedSupport executive communications with clarity and professionalismClient & Sponsor Service SupportSupport a smooth, professional onboarding experience for new clientsHelp coordinate service delivery and communications for our retirement-plan sponsor relationshipsMaintain a proactive, attentive, white-glove client experience — ensuring details are handled, expectations are clear, and follow-through is consistentOperations & Workflow ManagementManage tasks, notes, and workflows in our CRM systemHelp create and maintain process documentation and best practicesSupport task routing, prioritization, and execution across the teamIdentify opportunities to streamline workflows and improve efficiencyCulture & Team ImpactSupport positive communication and collaborationMaintain professionalism, confidentiality, and reliabilityServe as a grounded, steady presence for our internal team and clientsWho Thrives in This RoleThe ideal candidate is someone who:✨ Loves organization, systems, and structure✨ Is proactive and always thinking one step ahead✨ Communicates clearly, calmly, and professionally✨ Takes pride in accuracy and follow-through✨ Enjoys supporting others and being relied upon✨ Operates with discretion, integrity, and maturityIf people often describe you as dependable, thoughtful, sharp, and composed, you’ll feel at home here.QualificationsExperience as an Executive Assistant, Operations Coordinator, Office Manager, or similar role in a professional-services environmentStrong organizational, project-coordination, and time-management skillsExcellent written and verbal communication abilitiesHigh attention to detail and accuracyAbility to manage multiple priorities professionally and calmlyComfort working with CRM and workflow tools (experience in financial services is a plus, but not required)Strong professional judgment, confidentiality, and integrityThis role does not require managing direct reports, but you must be comfortable leading processes.CompensationBase Salary: $70,000 annuallyAdditional performance-based compensation ($30,000 annually) opportunities available and will be discussed during the interview processWe offer a professional, supportive work environment where your contributions truly matter.Why This Role MattersYou won’t be “just an assistant.”You will be a key partner in helping our firm deliver exceptional service — while growing the right way.Your work will directly support:✔ better client experiences✔ more organized workflows✔ smoother operations✔ leadership effectivenessAnd you’ll be part of a firm that values people, integrity, and excellence.How to ApplyIf this sounds like the right environment for you, please submit:1️⃣ Your resume2️⃣ A brief note sharing why you believe you’re a strong fit for this role3️⃣ An example of how you improved a process, system, or workflow in a past positionWe look forward to connecting with professionals who take pride in doing great work.Company DescriptionExceed Wealth & Retirement Group Inc. advises and services both group health and retirement plan programs. Our insurance division focuses on delivering tailored group health, dental, vision, life, and disability insurance solutions to our clients. We pride ourselves on providing exceptional service and support, particularly to small and medium-sized businesses. We are looking to expand this part of our business by adding team members who align with our organizational culture and values. Our mission is to help businesses thrive by offering top-tier group benefits packages that meet their employees' needs.

Salary : $70,000 - $100,000