Operations Manager

Operations Manager

Monumental Financial Planning
Location:Washington DC
Position Type:Full-Time

Overview

Monumental Financial Planning a private wealth advisory practice of Ameriprise Financial Services LLC is a growing client-focused wealth management practice seeking a motivated and detail-oriented Operations Managerto lead and optimize the day-to-day operations of the business.

This role is ideal for a hands-on professional who thrives on creating structure driving accountability and improving processes. The Operations Manager will play a critical role in supporting team development enhancing operational efficiency and ensuring a consistent high-quality client experience.

This is a working manager role focused on execution leadership and continuous improvement.

Key Responsibilities

Operations & Process Management

• Oversee daily operations to ensure efficiency consistency and scalability
• Develop implement and refine workflows and operational procedures
• Identify inefficiencies and proactively implement solutions

Team Leadership & Accountability

• Conduct regular performance and accountability conversations
• Provide coaching guidance and support to team members
• Partner with advisors to align team execution with business objectives

Technology Optimization

• Drive adoption and effective use of CRM and operational systems
• Identify opportunities to streamline processes through technology
• Support implementation of new tools and enhancements

Practice Management

• Establish structure and operational consistency across the practice
• Maintain high standards for client service and internal processes
• Support strategic initiatives tied to practice growth

Qualifications

• 37 years of operations office management or practice management experience
• Bachelors degree preferred or equivalent work experience
• Financial services wealth management or banking experience strongly preferred
• Proven ability to manage processes workflows and team accountability
• Strong organizational and problem-solving skills
• Comfortable with CRM systems (Salesforce experience a plus)
• Ability to adapt quickly in a fast-paced environment
• Strong interpersonal and leadership skills with a collaborative mindset

Compensation & Benefits

Base Salary:

• Target Range:$90000 $110000/annually - exempt

Benefits:

• Health insurance (employer-sponsored)
• 401(k) with 4% employer match
• Paid time off (PTO): 10 days annually
• Paid Holidays: All market holidays observed
• Ongoing professional development opportunities

Practice Culture:

• Collaborative and supportive 9-person team environment
• Brand-new state-of-the-art office space located just two blocks from the White House
• Strong team culture with close collaboration across the practice
• Quarterly team outings team lunches and an annual holiday party
• Commitment to work-life balance including early office closure at 4:00 PM every Friday

Why Join Monumental Financial Planning

This is an opportunity to join a growing practice where your impact will be immediate and visible. You will help shape the operational foundation of the business support a collaborative team and play a key role in driving long-term success.

Equal Opportunity Employer

Monumental Financial Planningis an Equal Opportunity Employer and welcome applicants from all backgrounds.

A background check will be conducted as part of the hiring process and successful completion is required for employment in accordance with applicable laws.