Operations Manager

Monumental Financial Planning Location: Washington, DC Position Type: Full-Time Monumental Financial Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC, is a growing, client‑focused wealth management practice seeking a motivated and detail‑oriented Operations Manager to lead and optimize the day-to-day operations of the business. This role is ideal for a hands‑on professional who thrives on creating structure, driving accountability, and improving processes. The Operations Manager will play a critical role in supporting team development, enhancing operational efficiency, and ensuring a consistent, high‑quality client experience. This is a working manager role focused on execution, leadership, and continuous improvement. Key Responsibilities Operations & Process Management Oversee daily operations to ensure efficiency, consistency, and scalability Develop, implement, and refine workflows and operational procedures Identify inefficiencies and proactively implement solutions Team Leadership & Accountability Conduct regular performance and accountability conversations Provide coaching, guidance, and support to team members Partner with advisors to align team execution with business objectives Technology Optimization Drive adoption and effective use of CRM and operational systems Identify opportunities to streamline processes through technology Support implementation of new tools and enhancements Practice Management Establish structure and operational consistency across the practice Maintain high standards for client service and internal processes Support strategic initiatives tied to practice growth Qualifications 3–7+ years of operations, office management, or practice management experience Bachelor’s degree preferred or equivalent work experience Financial services, wealth management, or banking experience strongly preferred Proven ability to manage processes, workflows, and team accountability Strong organizational and problem‑solving skills Comfortable with CRM systems (Salesforce experience a plus) Ability to adapt quickly in a fast‑paced environment Strong interpersonal and leadership skills with a collaborative mindset Compensation & Benefits Base Salary Target Range: $90,000 – $110,000/annually - exempt Benefits Health insurance (employer-sponsored) 401(k) with 4% employer match Paid time off (PTO): 10 days annually Paid Holidays: All market holidays observed Ongoing professional development opportunities Practice Culture Collaborative and supportive 9-person team environment Brand-new, state‑of‑the‑art office space located just two blocks from the White House Strong team culture with close collaboration across the practice Quarterly team outings, team lunches, and an annual holiday party Commitment to work‑life balance, including early office closure at 4:00 PM every Friday Why Join Monumental Financial Planning? This is an opportunity to join a growing practice where your impact will be immediate and visible. You will help shape the operational foundation of the business, support a collaborative team, and play a key role in driving long‑term success. Equal Opportunity Employer Monumental Financial Planning is an Equal Opportunity Employer and welcome applicants from all backgrounds. A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws. #J-18808-Ljbffr