Operations Manager

Operations Manager

Location: Dunedin, FL
Employment Type: Full-Time | In-Office

Heartfire, an Ameriprise Private Wealth Advisory Practice, is seeking an experienced, highly proactive Operations Manager to play a critical leadership role within our growing wealth management practice in Dunedin, Florida.

The Operations Manager will be responsible for helping translate the firm's vision and strategic priorities into consistent day-to-day execution. This person will oversee practice operations, establish accountability, improve processes, implement technology, analyze practice data, and help ensure that priorities are completed accurately and on time.

• Oversee the day-to-day operational execution of the practice
• Establish and maintain processes that create consistency, accountability, and a high-quality client experience
• Monitor CRM tasks and workflows to ensure responsibilities are being completed
• Hold team members accountable for deadlines, processes, and quality standards
• Identify gaps in execution and work with team members and leadership to resolve them
• Develop and improve standard operating procedures
• Regularly review and refine SOPs and workflows as technology and practice needs evolve, while developing and documenting processes for initiatives such as client acquisitions.
• Help establish clear ownership and accountability across the team

• Evaluate and implement new technology, tools, and workflows
• Help the team maximize the capabilities of the firm's technology stack
• Identify opportunities to leverage AI and automation to improve efficiency
• Help ensure technology is being used effectively and consistently
• Stay current on new tools and industry developments that may benefit the practice
• Lead projects from concept through implementation

• Monitor practice reports and key performance indicators
• Analyze trends and identify areas for improvement
• Pull, filter, organize, and manipulate CRM and other practice data to generate meaningful insights
• Help leadership understand what is working, what is not, and where changes should be made
• Develop reporting processes that support better decision-making

• Help maintain a consistently high level of service across the practice
• Understand the client experience from initial contact through ongoing service
• Identify opportunities to improve the client experience and ensure those standards are reflected throughout the team
• Help identify operational issues before they impact clients
• Maintain a high standard of professionalism consistent with a private wealth management environment

• Help turn the firm's strategic vision and quarterly priorities into actionable plans
• Track initiatives and ensure progress continues
• Support implementation of marketing, business development, and practice-growth initiatives
• Help identify and implement new roles, processes, and resources as the practice grows
• Participate in recruiting and help evaluate future team members
• Help integrate new employees into the practice
• Develop plans for incorporating additional advisors, employees, or acquired practices into the firm's operating structure
• Help the practice scale while maintaining its standards of quality and client service

• Provide operational leadership and accountability to the entire team
• Partner closely with the leadership team to execute the firm's goals
• Be comfortable respectfully challenging leadership when agreed-upon processes or commitments are not being followed
• Foster a culture of ownership, collaboration, and continuous improvement
• Help create an environment where team members understand what is expected and take responsibility for delivering results

• 5+ years of relevant financial services, wealth management, practice management, or operations experience
• Experience working within a financial planning or wealth management practice strongly preferred
• Experience as a financial advisor, operations leader, practice manager, senior client service professional, or similar role preferred
• Ameriprise experience is a plus
• Securities licensing preferred
• Bachelor's degree preferred, but not required for a highly experienced candidate
• Strong understanding of how a financial planning/wealth management practice operates
• Experience with CRM systems, preferably Salesforce
• Experience with financial planning and wealth management technology, preferably including Money Guide
• Strong Excel, reporting, and data analysis skills
• Ability to analyze practice data and turn it into actionable recommendations
• Strong project management skills and demonstrated ability to take initiatives from beginning to end
• Experience developing or improving processes and procedures
• Strong understanding of client service and the expectations of a high-net-worth/private wealth environment
• Comfortable working with and implementing new technology and AI tools
• Strong communication and…