Team Operations Manager

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit  New Market, MD team is hiring a Team Operations Manager. The Team Operations Manager is responsible for overseeing the day-to-day operations of a wealth management office, ensuring an exceptional client experience, efficient business processes, and a productive team environment.

This role serves as the operational leader of the office, supporting financial advisors and staff by improving workflows, managing administrative functions, coordinating office resources, and driving operational excellence. The Team Operations Manager acts as a key liaison between advisors, support staff, clients, home office departments, and external vendors. Unique Role

Purpose:

Create an operational environment where advisors can focus on deepening client relationships and growing the business while ensuring a seamless, compliant, and exceptional client experience.

This role is a hybrid position (usually on-site 2 days per week). In the spirit of pay transparency, we are excited to share the base salary range for this position is $105,,000.00 to $, exclusive of bonuses and benefits. The role is also eligible for a discretionary performance-based bonus. We encourage you to apply and provide us with your compensation expectations when you do.

We're big on open conversations, so, let's have one. Candidates with more or less experience are also welcome to apply - title and compensation to be commensurate with experience

Key Responsibilities Office Operations & Administration Oversee daily office operations to ensure a professional, efficient, and client-focused environment.

Develop, document, and maintain office procedures, workflows, and best practices.

Manage office facilities, supplies, equipment, technology resources, and vendor relationships.

Delegate execution & specific item procurement/ordering to appropriate staff.

Identify and implement process improvements to increase operational efficiency and scalability.

Coordinate office projects, initiatives, and special events.

Team Leadership & Staff Management Supervise administrative and client service team members.

Assist with hiring, onboarding, training, and development of office personnel.

Establish performance expectations and accountability standards for support staff in coordination with SVP Team Leads.

Foster a culture of teamwork, professionalism, and continuous improvement.

Serve as a resource for problem-solving and conflict resolution.

Coordinate office schedules, meetings, and internal communications.

Assist advisors and client service team members with administrative and operational needs.

Help maintain team accountability for operational standards and service expectations.

Serve as a resource for office procedures and technology systems.

Foster a positive, collaborative office culture.

Client Experience & Service Excellence Ensure consistent delivery of exceptional client service standards.

Monitor client workflows to ensure timely processing of requests and follow-up activities.

Oversee client communication processes and service models.

Manage office-level client events, educational workshops, and appreciation programs.

Marketing support to be discussed.

Identify opportunities to enhance the overall client experience.

Resolve routine client service issues and escalate complex matters appropriately.

Support maintenance and consistency across the team of client and prospect records within CRM systems.

Monitor data accuracy and completeness.

Assist with workflow management and task tracking.

Coordinate client meeting preparation and follow-up.

Oversee document management, scanning, e-filing, and record retention processes.

Help ensure timely completion of client service requests.

Communicate process changes and/or improvements to ensure CSM compliance.

As needed, support CSMs with paperwork preparation.

Compliance & Risk…