Senior Operations Specialist

Is working with people you want to do life with important to you? It is to us, too.

At Triad, our motto is simple: #DBDL - Do Business, Do Life. While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members. Imagine working alongside a team that builds financial planning solutions capable of transforming the lives of thousands. If that excites you, we'd love to connect.

Who Are We?

Triad was founded on a bold idea: business growth should never come at the expense of personal freedom. We're leading a revolution in our industry-empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible.

We call this unique intersection of professional and personal success DBDL: Doing Business and Doing Life. It's more than a motto; it's the foundation of everything we do.

At Triad, every team member is a leader. Regardless of experience or job title, you'll have the opportunity to think strategically, innovate boldly, and make a measurable impact. You won't just follow established processes-you'll help create them. By driving new solutions, optimizing systems, and contributing to transformative initiatives, you'll play a pivotal role in shaping the future of our industry.

What Does DBDL Look Like for You?

Do Business : Your work at Triad will be more than checking boxes-it's about making a meaningful difference. As part of our team, you'll collaborate on projects that directly contribute to the success of our clients and our company.

Do Life : We understand that the best ideas happen when people feel refreshed and energized. That's why we cultivate an environment where you can pause, recharge, and pursue what brings you joy outside of work. Whether it's spending time with family, traveling, or exploring a passion project, we encourage you to bring balance to your life.

Let's Build Something Extraordinary Together.

If you're ready to work in a place where innovation meets personal fulfillment, let's talk. At Triad, you'll find a team that not only shares your professional drive but also values the moments that make life worth living.

What Are Our Benefits?

• Competitive compensation
• Fully paid health, dental and vision insurance for employee, spouse and family
• Generous PTO
• 401k Plan
• Team events (minimum of monthly)

As a Senior Operations Specialist at Triad Wealth Partners, LLC ("Triad Wealth"), you will play a key role in supporting the accuracy, efficiency, and consistency of day-to-day operations across the platform.

In this role, you will work closely with the Vice President of Operations to carry out core operational workflows, implement scalable processes, and ensuring operational excellence while supporting the firm's continued growth. You bring strong attention to detail, a problem-solving mindset, and the initiative to see your work through without needing to be managed step-by-step.

As Triad continues to grow, this role offers the opportunity to expand into greater process ownership within the team and operational leadership.

Key Responsibilities

• Own core operational workflows including account maintenance, billing support, and advisor service requests
• Ensure consistent execution of processes with a strong focus on accuracy, timeliness, and client experience
• Act as the first point of escalation for complex operational issues, working to resolve quickly and effectively
• Partner with the Vice President of Operations to implement strategic initiatives and operational improvements
• Identify inefficiencies, bottlenecks, and risks within workflows and implement solutions to improve scalability
• Monitor operational KPIs, ensuring accountability and continuous improvement
• Collaborate cross-functionally with Billing, Compliance, Finance, and Technology teams
• Assist in developing and maintaining standard operating procedures (SOPs) and training materials
• Drive adoption of systems and tools such as Salesforce and Orion to improve workflow efficiency
• Promote a culture of accountability, ownership, and member obsession within the team
• Ensure delivery of a consistent 11-star advisor and client experience

Qualifications

• Bachelor's degree preferred
• 2-4 years of experience in financial services operations (RIA, TAMP, or wealth platform preferred)
• Strong understanding of operational workflows including onboarding, billing support, and custodial processes
• Proven ability to manage multiple priorities and drive execution in a fast-paced environment
• Strong analytical, problem-solving, and process improvement mindset
• Excellent communication and interpersonal skills
• Experience with Orion, Salesforce, and custodial platforms preferred
• High attention to detail with a focus on accuracy and accountability

This position offers in-office, hybrid, and remote work arrangements. You'll work with your leader to determine which option best aligns with your situation.

As an access person of Triad Wealth this position is subject to SEC restrictions on personal political contributions, personal securities transactions, and gifts & entertainment.