Operations Manager - Succession Opportunity + Leadership Gro

DescriptionPlease apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPASome operations roles are about keeping the lights on.This one is about helping shape how a growing $2B wealth management firm operates.California Financial Advisors is a well-established, rapidly growing RIA in San Ramon—and they’re looking for an Operations Manager to step into a high-impact role created through a planned succession.💰 $90K–$110K + Bonus + 3% 401(k) Match📍 San Ramon 📈 $2B AUM | ~30 years in business🚀 Why This Role Is DifferentYou’ll work directly with the COO and current Operations Manager, receiving hands-on training and significant knowledge transfer as you grow into the role.This isn't a narrow operations position. You’ll have visibility across operations, HR, technology, compliance coordination, process improvement, and firmwide initiatives.You’ll be expected to spot problems, build solutions, and actually get things done.🛠️ What You’ll OwnLead operational projects from planning through implementationIdentify opportunities to improve workflows and efficiencyPartner with leadership on firmwide initiativesSupport technology implementations and process improvementsCoordinate HR initiatives, onboarding/offboarding, and employee mattersWork cross-functionally with ComplianceServe as a go-to resource for operational questionsHelp drive projects that improve the way the firm operatesRequirements🧠 Who They’re Looking ForSomeone who is:️ Operationally sharp and highly organized️ Tech-savvy and comfortable learning new systems️ A strong communicator who can work across departments️ Proactive, hands-on, and solutions-oriented️ Comfortable wearing multiple hats in a ~20-person organization️ Interested in growing into a broader operations leadership roleFinancial services or wealth management experience is a plus—but the right operational mindset matters most.🌟 The OpportunityThis is a chance to join a firm that has been around for 30 years, is continuing to grow, and genuinely invests in its people.You’ll get direct mentorship from senior leadership, meaningful exposure across the business, and the opportunity to build the operational foundation for your next stage of career growth.Plus:🏥 Medical / Dental / Vision💰 3% 401(k) match🌴 PTO + holidays🤝 Hands-on training & mentorship📈 Growing $2B RIAJob typePerm