Operations Manager

Operations Manager

Monumental Financial Planning
Location: Washington, DC
Position Type: Full-Time

Overview

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.