Operations Lead

Carolina PRG is partnering with a financial services firm on an Operations Lead search.

This is a highly visible position that will serve as the operational backbone of a growing advisory practice. The Operations Lead will partner closely with the firm's advisors and support team to drive process improvements, enhance client service workflows, and ensure the day-to-day operations of the business run smoothly and efficiently.

The ideal candidate is someone who enjoys building structure, improving processes, and creating scalable systems. This person must be equally comfortable thinking strategically while remaining hands-on in the execution of day-to-day operational activities.

Responsibilities

Operations & Process Improvement

• Evaluate current workflows and identify opportunities to improve efficiency, organization, and scalability
• Design, document, and implement operational processes and standard operating procedures
• Build structure around client service workflows, internal communication, meeting preparation, and follow-up activities
• Identify operational gaps and proactively implement solutions
• Support technology optimization and CRM best practices
• Drive continuous improvement initiatives across the organization

Executive & Advisor Support

• Provide high-level support to financial advisors
• Manage complex calendars, scheduling, and meeting coordination
• Prepare meeting materials, reports, presentations, and client documentation
• Attend meetings, capture notes, and track action items and follow-up activities
• Assist with special projects and strategic initiatives

Client Service & Office Operations

• Serve as a key point of contact for clients and help deliver an exceptional client experience
• Coordinate client onboarding and ongoing service workflows
• Maintain accurate client information and workflow tracking within the CRM system
• Oversee day-to-day office operations and administrative functions
• Partner closely with internal team members to ensure accountability, communication, and execution

Qualifications

• 5+ years of experience in operations, business management, practice management, chief of staff, office management, or a similar role
• Experience improving processes, building systems, and creating operational efficiencies
• Strong project management and organizational skills
• Ability to balance strategic thinking with hands-on execution
• Experience supporting executives, advisors, business owners, or senior leadership teams
• Excellent written and verbal communication skills
• Strong technology aptitude and experience working with CRM systems
• Financial services, wealth management, professional services, consulting, or small business experience preferred