Operations Manager

Job Description

Job Description

Join a predominantly female-led firm where fresh thinking and real collaboration is valued at every level.

About the Role:

AdviceOne is growing, and we're looking for a leader to manage a team within our Operations department. We're looking for someone with 2-5 years’ experience managing people, with real moments to show for it: holding a team accountable, developing someone's skills, making the tough call when something went sideways, and cultivating confidence when it went great.

We're less interested in how long you've been managing and more interested in the leader you are becoming because of those moments. If you're early-to-mid in your leadership career and ready for the next big step, this is it.

You bring the leadership mindset. We'll bring you up to speed on the rest: the nuances of our industry, our Operations department, and everything specific to AdviceOne. Zero financial services experience expected. Leadership is the one thing we can't teach, and it's the one thing we're hiring for. If your favorite part of the job is having an impact on people, we want to talk.

Responsibilities include:

Our Operations Manager will lead and develop the team that drives all processes both client-facing and behind the scenes that enable our firm to run smoothly. Here's what really matters: this person has to thrive on developing people. Not tolerate it, not check the box on it. Get energy from it. We're a team-managed firm, and we grow by growing our people.

• Run the day-to-day management of your team, keeping work moving and priorities clear
• Build and maintain a culture of ownership, collaboration, and accountability
• Coach, train, and develop your team; take real ownership of their growth
• Mentor team members through challenges, not just tasks, and invest in where they grow next
• Spot what's broken or inefficient and build better ways of doing things
• Partner with leadership to shape and execute strategy for your area

About You:

• You’re a natural leader and get energy from it
• A proven track record of holding a team accountable and developing them, not just supervising them
• An out-of-the-box thinker who is comfortable proposing new ideas and questioning how things are being done.
• A true people-person who gets work done through people, not by themselves
• You enjoy digging into complex problems and finding practical solutions
• You communicate expectations, feedback, and process changes clearly and directly
• You receive feedback well and act on it immediately
• You're organized, detail-oriented, and can manage multiple moving parts at once
• 2-5 years of professional experience, including 2 years directly managing people
• BA/BS degree

About AdviceOne:

AdviceOne is a growing advisory firm that specializes in retirement decisions and asset management for clients. Join a team with a strong, women-led presence, within a firm that values fresh thinking and real accountability at every level. We're fee-only and act in a fiduciary capacity for our clients. Become a part of the AdviceOne team!

About Balance:

• Hybrid position
• In-person on Tuesdays in Glastonbury, CT. Every other day is work-from-home
• Flexibility to ensure a total of 40 hours for work/life balance
• We provide full work-from-home functionality

About Benefits:

• Revenue sharing bonus opportunities (quarterly and long-term)
• 401(k) plan with 3% employer contribution
• Medical/Dental/Vision/Life insurance
• Generous PTO policy
• Short- and long-term disability
• Healthy work/life balance

Check out our culture at AdviceOneRetirement.com/About/Careers

NO PHONE CALLS PLEASE!