Operations Manager

Operations Manager – KMT Wealth Management

Hermosa Beach, CA | In Person | Full-Time | Salaried | Target Range: $90,000 – $110,000

KMT Wealth Management is an Independent Registered Investment Advisor (RIA), dedicated to giving clients power and peace over their wealth. We are seeking a highly organized, detail-oriented Operations Manager to run the back-office operations of the firm.

What You’ll Do

• Own day-to-day back-office operations
• Build out and continuously update the firm’s Client Relationship Management system (CRM)
• Organize and maintain digital and paper filing systems that integrate with the CRM system
• Track Key Performance Indicators (KPIs) measuring: value added to the client experience & the consistence of follow-through
• Set-up and manage bookkeeping system to maintain up-to-date and organized records
• Create, document, and improve systems and Standard Operating Procedures (SOPs)

Who You Are

• A process-driven professional experienced with systems and operations
• Detail-oriented, proactive, and service-minded
• Tech-savvy, exceptionally organized, and skilled at creating sustainable systems
• Comfortable working behind the scenes
• Experienced with CRM systems, spreadsheets, and sensitive information

Location & Benefits

• Hermosa Beach office (onsite)
• Benefits include: 401(k), PTO, Monthly executive coaching
  

This is a high-ownership, behind-the-scenes operations role. Please apply only if the statements below genuinely describe you. This role is a strong fit if you:

·      Take pride in building systems that others rely on

·      Enjoy creating order, clarity, and consistency

·      Are energized by spreadsheets, checklists, documentation, and process improvement

·      Feel responsible for details even when no one is watching

·      Prefer preventing problems rather than reacting to them

·      Are comfortable working in a highly regulated industry, with strict confidentiality requirements

This role is likely NOT a fit if you:

·      Want a highly visible or client-facing position

·      Dislike documentation, structure, or repetitive processes

·      Feel frustrated by compliance rules or audits

·      Struggle with follow-through or attention to detail

·      Prefer fast-paced chaos over calm, controlled systems

·      Are looking for a stepping stone into advising or sales

About the work:

·      You will work closely with the Founder and CEO, Karen Tatman.

·      You will own systems, deadlines, and operational risk

·      You will be trusted with important tasks and sensitive information

Success looks like:

Clear, current and standardized client records

Simple, documented and scalable systems

Excellence in execution

If reading this made you think, “This is exactly how I like to work,” we encourage you to apply.

If it gave you pause, this role likely won’t be fulfilling for you—and that’s okay.