We are looking for a dedicated Operations Manager to oversee and enhance our firm's core processes and team dynamics in Santa Barbara, California. This role is integral to driving organizational growth, managing daily operations, and ensuring seamless collaboration between various departments. The ideal candidate will possess strong leadership skills, an analytical mindset, and the ability to foster a positive workplace culture while maintaining high standards of performance.<br><br>Responsibilities:<br>• Lead and execute firmwide growth initiatives, ensuring smooth implementation of projects and strategies.<br>• Develop and deliver engaging presentations for retreats, meetings, and team events.<br>• Organize and facilitate monthly team meetings with operations and advisory teams to ensure alignment.<br>• Update and maintain the policies and procedures manual to reflect ongoing amendments and best practices.<br>• Manage billing processes across the firm and oversee office expenses, including regular supply orders and bank deposits.<br>• Provide mentorship and development support to Associate Advisors and Client Service Administrators.<br>• Handle hiring and termination processes, including job postings, interviews, offer letters, background checks, and onboarding.<br>• Coordinate payroll approvals, manage time-off requests, and conduct annual team reviews to evaluate compensation and performance.<br>• Enhance client relationships by organizing appreciation events, creating personalized gift ideas, and addressing complex service needs.<br>• Research and implement innovative technology solutions, provide team training, and ensure accurate data management through audits and backups.
