NewRetirement

Operations Manager – Services Assistant

NewRetirement

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $85,000 - $100,000 per year

About the role

  • 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

Requirements

  • 2+ years of experience in operations, client service, or administrative support within an RIA, wealth management firm, or financial services environment
  • 2+ years of supervisory or contractor management experience preferred
  • Working knowledge of RIA operations, compliance processes, billing, and advisor workflows
  • Strong proficiency in Google Sheets (dashboard building required)
  • Experience auditing work for quality and tracking performance metrics
  • High attention to detail and strong follow-through
  • Clear, professional written communication skills
  • Ability to manage recurring operational processes with consistency and reliability
Benefits
  • Competitive salary
  • Professional growth and development opportunities
  • Inclusive and diverse workplace culture
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
operations managementbilling processescompliance processesperformance metrics trackingdashboard buildingworkload trackingemail campaignsprocess improvementinvoicingreconciliation
Soft Skills
attention to detailprofessional written communicationfollow-throughaccountabilityconsistencysupervisory skillsclient serviceorganizational skillsproblem-solvinginterpersonal skills