Operations Manager

Advice One is growing, and we're looking for a special person to lead a team within our Operations department. Someone who has never led an operations team, but led or managed people in a different industry and has a natural knack for it.

We recently developed a manager who came to us from a retail background in personal and commercial selling, with a gift for developing salespeople wherever they went. At our insistence, they had absolutely zero financial services experience. Today, that person successfully manages all Advisors-in-Training at our firm. We're looking for someone with that very same potential. Our sweet spot is more than 2 years leading, but absolutely no more than 6.

We want to teach you our way, not un-teach another firm's.

We're really looking for a culture fit, and we think this is a pretty cool opportunity. You bring the leadership mindset and the culture fit. We'll teach you the rest.

Our Operations Manager will lead and develop the team that drives all processes both client-facing and behind the scenes that enable our firm to run smoothly. Here's what really matters: this person has to thrive on developing people. We're a team-managed firm, and we grow by growing our people.

• Run the day-to-day management of your team, keeping work moving and priorities clear
• Build and maintain a culture of ownership, collaboration, and accountability
• Coach, train, and develop your team; take real ownership of their growth
• Mentor team members through challenges, not just tasks, and invest in where they grow next
• Spot what's broken or inefficient and build better ways of doing things
• Partner with leadership to shape and execute strategy for your area

• You’re a natural leader and get energy from it
• Thrive on holding a team accountable and developing them
• An out-of-the-box thinker who is comfortable proposing new ideas and questioning how things are being done.
• A true people-person who gets work done through people, not by themselves
• You enjoy digging into complex problems and finding practical solutions
• Communicate expectations, feedback, and process changes clearly and directly
• Receive feedback well and act on it immediately
• Organized, detail-oriented, and can manage multiple moving parts at once
• 2-6 years of professional experience, including 2 years directly managing people

Advice One is a growing advisory firm that specializes in retirement decisions and asset management for clients. Join a team with a strong, women-led presence, within a firm that values fresh thinking and real accountability at every level. We're fee-only and act in a fiduciary capacity for our clients.

• Hybrid position
• In-person on Tuesdays in Glastonbury, CT. Every other day is work-from-home
• Flexibility to ensure a total of 40 hours for work/life balance
• We provide full work-from-home functionality

• Revenue sharing bonus opportunities (quarterly and long-term)
• 401(k) plan with 3% employer contribution
• Generous PTO policy
• Short- and long-term disability
• Healthy work/life balance

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