NewRetirement

Operations

• Serve as operational partner and right-hand to the Head of Services
• Oversee daily workflows to ensure alignment, accountability, and consistency across advisors and coaches
• Manage scheduling, e-mail campaigns, workload tracking, and demand vs. capacity planning
• Support onboarding of new advisors and coaches; continuously improve the onboarding experience
• Own the end-to-end billing process, including invoicing, reconciliation, audits, and revenue tracking, automating whenever possible
• Maintain and manage the compliance calendar
• Build and maintain dashboards that provide accurate, real-time visibility into performance metrics
• Identify inefficiencies and implement scalable process improvements

Operations Manager – Services Assistant