Operations Manager

Job Description

Job Description

Operations Manager

Revolution Group | Omaha, Nebraska | Full-Time | In-Office

Build the Operating System Behind a Growing Financial Services Firm

Revolution Group is looking for an experienced, highly organized Operations Manager to build and own the systems, processes, technology, and accountability infrastructure that keeps our growing firm running at a high level.

This is not a traditional administrative or support role . This is a high-ownership position for someone who enjoys tackling complexity, creating order, building systems, and ensuring things actually get done.

You will work directly with Megan Fleischer, COO , and closely with Ryan Fleischer, Founder/President/CIO , as well as our administrative, advisory, tax, and marketing teams. You will have the opportunity to build and improve the operating infrastructure of a growing, entrepreneurial financial services firm.

We operate using the Entrepreneurial Operating System (EOS/Traction) and are building a centralized, technology-driven operating platform that gives leadership visibility, accountability, and consistency across the firm.

The ideal candidate is a builder and operator — someone who doesn’t wait to be told what is broken, enjoys solving problems, can create structure where there isn’t any, and naturally closes the loop.

What You’ll Own

• Firm Operating System & Technology: Own the evaluation, implementation, and ongoing management of a centralized operating platform. Build workflows, dashboards, task structures, pipelines, and accountability systems that provide leadership with real-time visibility into priorities, client workflows, team capacity, and progress. Create automated workflows that move work forward, assign ownership, trigger next steps, and notify the appropriate team members. Manage user access, permissions, seats, and system organization. Serve as the internal expert on the firm’s operating platform, including training, troubleshooting, adoption, and continuous improvement. Evaluate new technology, lead implementations, improve integrations, and eliminate tools that no longer add value. Manage relationships with technology vendors and oversee subscriptions, renewals, and integrations. Help ensure that the firm's technology and processes meet appropriate financial-services security and compliance expectations.

EOS & Accountability

• Own the firm’s EOS operating cadence and help keep the organization focused on its most important priorities.

• Facilitate weekly Level 10 meetings and maintain the scorecard, Rocks, milestones, and Issues List.

• Help drive issues through IDS (Identify, Discuss, Solve).

• Track 90-day priorities and hold team members accountable to measurable outcomes.

• Coordinate quarterly and annual planning and ensure decisions and priorities are carried through after meetings.

• Identify when priorities or commitments are falling behind and address issues before they become larger problems.

Processes, Workflows & SOPs

• Build, document, maintain, and continuously improve the firm’s workflows and Standard Operating Procedures.

• Own and improve the firm’s Operations Playbook.

• Manage the current Hubly workflow environment and lead its transition to or integration with the firm’s centralized operating platform.

• Identify bottlenecks, inefficiencies, and breakdowns between departments and develop practical solutions.

• Create processes that allow the firm to scale without adding unnecessary complexity.

• Help develop new operating processes as Revolution Group expands its services, including its in-house tax practice.

People Operations & Onboarding

• Own the operational side of new-hire onboarding, including systems access, training, the Operations Playbook, and 90-day onboarding plans.

• Maintain scorecards, accountability tools, and performance-tracking systems.

• Help ensure strong communication and handoffs between administration, advisory, tax, and marketing.

• Make sure responsibilities are clearly assigned and important tasks don’t fall through the cracks.

General Firm Operations

• Oversee day-to-day office operations, vendor relationships, supplies, subscriptions, and other infrastructure that keeps the firm running efficiently.

• Support compliance-related operational processes, including documentation, audit trails, and process management.

• Handle sensitive firm and client information with a high degree of confidentiality and professionalism.

• Serve as a reliable operational partner to firm leadership and the broader team.

What We’re Looking For

We are looking for someone who has built and improved systems , not someone who simply maintains systems that someone else created.

Required Qualifications

• 5+ years of experience in operations, business operations, practice management, project management, or a similar role.

• Demonstrated experience building or significantly improving operational systems, workflows, and SOPs.

• Hands-on experience with project management or workflow platforms such as ClickUp, Airtable, Monday.com, Notion, or similar.

• Strong technology fluency and the ability to learn, evaluate, implement, and manage new technology.

• Exceptional organization, follow-through, attention to detail, and time management.

• Strong written and verbal communication skills.

• Ability to take complex processes and make them simple, clear, and repeatable.

• Ability to hold others accountable while maintaining strong working relationships.

• Proactive mindset — you identify problems, take ownership, and bring solutions.

• High level of discretion and professionalism when handling confidential information.

Strongly Preferred

• Experience working within an EOS/Traction organization .

• Experience running or facilitating Level 10 meetings.

• Background in an RIA, wealth management firm, family office, financial advisory firm, accounting firm, or other professional services organization .

• Familiarity with Redtail CRM, Schwab Advisor Center, Orion, DocuSign, Microsoft 365, Hubly, or similar financial-services technology.

• Experience managing technology vendors and integrations.

• Experience building a centralized operating platform across multiple teams or service lines.

• Exposure to alternative investments, private markets, capital calls, or related operational workflows.

This Role Is a Great Fit If You…

• Naturally create order out of chaos.

• Like building systems from the ground up.

• See a problem and think, “How can we fix the process so this doesn’t happen again?”

• Are comfortable owning projects from idea through implementation.

• Don’t need to be reminded to follow up or close the loop.

• Can move between big-picture thinking and detailed execution.

• Are comfortable working directly with company leadership.

• Enjoy technology and figuring out how different systems can work better together.

• Are willing to hold people accountable respectfully

• Take pride in making the business run better, even when your work happens behind the scenes.

About Revolution Group

Revolution Group is a growing financial services firm headquartered in Omaha, Nebraska. Our team works across wealth management, family office services, business consulting, exit planning, and tax.

We believe great client service starts with a great internal organization. That means clear communication, strong systems, accountability, and consistent execution.

Our culture is built around seven core values:

• Client First – Our clients are the heart of everything we do.

• Teamwork – Win together with grit and passion.

• Urgency – Move fast and make it happen.

• Execution – Deliver excellence.

• Communication – Early, clearly, honestly, and often.

• Problem Solving – Tackle challenges wisely.

• Accountability – Own it, and win it.

Why Join Revolution Group?

This is an opportunity to have a meaningful impact on how a growing firm operates .

You will work directly with leadership, have significant ownership over your area, and help build the systems and infrastructure that will support the firm’s next stage of growth.

If you are energized by building, organizing, improving, and making things happen , we’d like to hear from you.

Position Details

Position: Operations Manager
Location: Omaha, Nebraska
Schedule: Full-Time, In-Office
Reports To: Chief Operating Officer
Industry: Financial Services / Wealth Management

Compensation: Competitive and commensurate with experience.Benefits

Revolution Group offers a competitive benefits package, including:

• Health insurance
• Dental insurance
• Vision insurance
• Retirement plan

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