Operations Manager

About Leverage Planners

Leverage Planners is a boutique retirement wealth management firm headquartered in Bellevue, WA. We help clients achieve lifelong financial security, clarity, and peace of mind through structured, safety-first planning. Our team operates on defined processes, collaboration, and a consistent client experience—not individual advisor silos.

As an Operations Manager, you will:

• Own and execute the firm’s day-to-day operational and administrative workflows
• Manage HR and payroll administration processes to ensure accuracy, compliance, and consistency
• Coordinate scheduling, logistics, and follow-through across advisors, client service, and marketing activities
• Maintain operational and people-process consistency across systems, vendors, and compliance requirements
• Support leadership by translating priorities into organized, repeatable execution

This role is highly hands‑on and detail-oriented, with success measured by operational reliability, clarity, and continuity.

• Manage daily operational workflows to ensure tasks are completed accurately and on time
• Maintain and document standard operating procedures (SOPs)
• Coordinate internal deadlines, deliverables, and follow-ups
• Monitor operational capacity and flag bottlenecks or risks early

• Administer payroll processes in coordination with external payroll providers
• Ensure accurate tracking of:
  • Employee hours (where applicable)
  • PTO and holiday schedules
  • Payroll changes and updates
• Support onboarding and offboarding processes, including:
  • New hire paperwork
  • System access coordination
  • Benefits enrollment coordination
• Maintain employee records and HR documentation in compliance with firm policies
• Coordinate with external HR, benefits, or PEO partners as applicable
• Serve as the first point of contact for basic HR and administrative employee questions

This role does not set HR policy or compensation strategy, but executes and administers approved processes.

• Support advisors with scheduling, meeting preparation, and post‑meeting follow‑up workflows
• Ensure client service requests are routed, tracked, and resolved promptly
• Coordinate account‑related tasks in partnership with client service and compliance teams
• Maintain consistency in the client experience across touchpoints

• Coordinate seminar and event logistics, including:
  • Scheduling
  • Vendor coordination
  • Materials preparation
  • Attendee tracking
  • Maintain operational support for marketing initiatives (logistics and execution only; strategy owned elsewhere)
  • Track event‑related workflows and handoffs into the client meeting pipeline

• Maintain accurate records across CRM, scheduling, HR, and document management systems
• Ensure operational and people‑related data is up to date and reliable
• Support internal reporting related to operations, scheduling, and staffing
• Coordinate with IT and software vendors as needed

• Support compliance workflows in coordination with external compliance partners
• Ensure operational adherence to internal policies and regulatory requirements
• Coordinate with external vendors (IT, payroll, HR, compliance, marketing, facilities)
• Maintain organized records for audits and reviews

Candidates must demonstrate proficiency in the following areas:

• Operations & Administration
  
  Experience:
  
  3–6 years in operations, office management, HR administration, or business operations roles
• Payroll & HR Exposure: Hands‑on experience administering payroll and employee records
• Financial Services Exposure: Experience in an RIA, financial advisory firm, insurance firm, or other regulated environment strongly preferred
• Workflow Discipline: Ability to manage multiple concurrent workflows with accuracy and follow‑through
• Systems & Tools:
  • Payroll platforms (e.g., Gusto, ADP, Paychex, or similar)
  • CRM platforms (Hub Spot, Salesforce, Redtail, Wealthbox, or similar)
  • Scheduling tools (Calendly or similar)
  • Document management systems (Egnyte, SharePoint, or similar)
  • Google Workspace and/or Microsoft Office
• Communica…