Operations Associate

Posted Thursday, November 6, 2025 at 8:00 AM

Blue spring Wealth Partners is a fast-growing acquirer of wealth management firms throughout the United States. We take a relationship-based approach to partnering with and supporting best-in-class teams who provide financial planning and investing services to retail clients. Blue spring takes majority-stake positions in high-quality firms and provides its partners with an unparalleled depth of operating support, business consulting expertise and strategic investments in key areas of growth.

At KDI Wealth Management, we believe in excellence through collaboration, growth, and service. We operate as a high-functioning, high-energy team that moves quickly, adapts readily, and continuously elevates our standards to deliver a 5-Star, 5-Diamond client experience. We embody the values of
integrity, ownership, teamwork, and growth
, balancing structure and accountability with warmth and relational depth.

The Operations Associate plays a pivotal role in ensuring smooth, accurate, and proactive operational support for our advisors and clients. This role blends precision, process, and human connection — perfect for someone who is self-led, highly organized, and motivated to grow within a collaborative, fast-evolving industry.

• Serve as a trusted point of contact for clients and deliver timely, accurate, and high-touch service.
• Build lasting relationships by understanding client preferences, anticipating needs, and exemplifying our hospitality-driven culture.
• Communicate clearly and confidently across phone, email, and in-person interactions, ensuring every client feels valued and supported.

• Process new accounts, transfers, distributions, and contributions with precision and timeliness.
• Monitor account activity and ensure all records and reports reflect accurate data.
• Maintain operational efficiency by following structured workflows — while continuously seeking better ways to serve clients and streamline processes.

• Prepare, review, and submit client paperwork, ensuring regulatory and firm compliance at every step.
• Track open items and follow through to completion with accountability and urgency.
• Support the implementation of new systems, custodians, and processes with a growth-oriented mindset.
• Partner with advisors, portfolio management, compliance, and leadership to ensure exceptional execution and service delivery.
• Contribute ideas and solutions that strengthen our culture of learning and performance.
• Participate actively in team meetings, growth initiatives, and firm projects that advance our mission and vision.

• High Integrity: You do what you say you’ll do — with transparency and care.
• Self-Led & Accountable: You take initiative, manage priorities, and hold yourself to high standards.
• Relationally Intelligent: You enjoy connecting with others and understand that details create trust.
• Growth-Minded: You seek feedback, embrace change, and find fulfillment in continuous improvement.
• Calm Under Pressure: You stay composed and solutions-oriented when priorities shift or timelines compress.
• Team-Oriented: You contribute to a culture of respect, collaboration, and celebration of collective wins.

• 2+ years in a financial services, hospitality or operations role with a focus on client service preferred.
• Proficiency with CRM and Microsoft Suite software
• Strong written, verbal, and organizational skills with an ability to manage multiple priorities.

• Competitive salary and performance-based bonus.
• Opportunities for professional growth, continued education, and leadership development within a dynamic, expanding firm.

This role is ideal for someone who loves structure and growth — someone who values excellence, initiative, and client advocacy. If you’re energized by continuous improvement, thrive in a fast-moving environment, and want to be part of a purpose-driven, high-performance team, we’d love to meet you.

Internal applicants must be in good standing and have a minimum of 1 year of service with…