Head of Operations Management (m/w/d)

Operations Manager
Heartfire, an Ameriprise Private Wealth Advisory Practice, is seeking an experienced, highly proactive Operations Manager to play a critical leadership role within our growing wealth management practice in Dunedin, Florida.
The Operations Manager will be responsible for helping translate the firm's vision and strategic priorities into consistent day-to-day execution. This person will oversee practice operations, establish accountability, improve processes, implement technology, analyze practice data, and help ensure that priorities are completed accurately and on time.
Foster a culture of ownership, collaboration, and continuous improvement
Help create an environment where team members understand what is expected and take responsibility for delivering results
Practice Operations & Accountability

Establish and maintain processes that create consistency, accountability, and a high-quality client experience
Monitor CRM tasks and workflows to ensure responsibilities are being completed
Hold team members accountable for deadlines, processes, and quality standards
Regularly review and refine SOPs and workflows as technology and practice needs evolve, while developing and documenting processes for initiatives such as client acquisitions.
Help establish clear ownership and accountability across the team
Technology & Process Improvement

Help the team maximize the capabilities of the firm's technology stack
Help ensure technology is being used effectively and consistently
Lead projects from concept through implementation
Monitor practice reports and key performance indicators
Pull, filter, organize, and manipulate CRM and other practice data to generate meaningful insights
Help leadership understand what is working, what is not, and where changes should be made
Help maintain a consistently high level of service across the practice
Help identify operational issues before they impact clients
Maintain a high standard of professionalism consistent with a private wealth management environment
Help turn the firm's strategic vision and quarterly priorities into actionable plans
Support implementation of marketing, business development, and practice-growth initiatives
Help identify and implement new roles, processes, and resources as the practice grows
Participate in recruiting and help evaluate future team members
Help integrate new employees into the practice
Develop plans for incorporating additional advisors, employees, or acquired practices into the firm's operating structure
Help the practice scale while maintaining its standards of quality and client service
5+ years of relevant financial services, wealth management, practice management, or operations experience

• Experience working within a financial planning or wealth management practice strongly preferred
• Experience as a financial advisor, operations leader, practice manager, senior client service professional, or similar role preferred
• Bachelor's degree preferred, but not required for a highly experienced candidate
• Strong understanding of how a financial planning/wealth management practice operates
• Experience with CRM systems, preferably Salesforce
• Experience with financial planning and wealth management technology, preferably including MoneyGuide
• Strong Excel, reporting, and data analysis skills
• Ability to analyze practice data and turn it into actionable recommendations
• Strong project management skills and demonstrated ability to take initiatives from beginning to end
• Strong understanding of client service and the expectations of a high-net-worth/private wealth environment
• Quality – Quality is our foundation. 100% employer-paid health insurance for the employee
• 50% employer-paid health insurance for dependents/family
• Employer-paid life/AD&D insurance
• Dental insurance
• Health Care Flexible Spending Account
• Voluntary life insurance
• Voluntary disability insurance
• Approximately 9 paid holidays per year
• The opportunity to have a meaningful impact on a growing wealth management practice

The opportunity to help shape the future structure, processes, technology, and team of the practice
Heartfire is building for the future. Recognized as a Forbes Best-in-State Wealth Management Team, our practice is committed to delivering an exceptional experience for our clients while continuing to grow and evolve.
If you are an experienced financial services professional who takes ownership, cares deeply about quality, enjoys solving problems, and wants to make a difference in the client and team experience, we'd love to hear from you.
Growth Opportunity
As you demonstrate initiative and make meaningful contributions to the firm’s growth objectives, opportunities for increased responsibility, leadership, and career advancement will evolve with the needs of the practice.