We are looking for a strategic operations leader to strengthen practice management programs that support financial professionals and Financial Center owners in Carpinteria, California. This role focuses on building practical learning experiences, guiding business growth initiatives, and partnering across teams to improve productivity, consistency, and long-term enterprise value. The ideal candidate brings strong financial services insight, a talent for facilitation, and the ability to turn business needs into effective training and consulting solutions.<br><br>Responsibilities:<br>• Design, update, and manage a comprehensive portfolio of practice management learning resources for new and established Financial Center owners and financial professionals.<br>• Partner with sales, marketing, recruiting, and other internal stakeholders to evaluate business challenges and translate identified gaps into targeted educational content.<br>• Create instructional materials in multiple formats, including guides, digital learning modules, presentations, and video-based resources that support clear learning outcomes.<br>• Lead virtual and in-person training sessions, workshops, and webinars that help participants strengthen operational effectiveness and business performance.<br>• Conduct structured consultations with Financial Centers and financial professionals to assess needs, set priorities, and recommend actionable annual practice initiatives.<br>• Organize and document coaching plans, follow-up activities, and resource alignment to support implementation of agreed business improvement strategies.<br>• Facilitate orientation programming for new Financial Center owners and ensure a consistent, high-quality onboarding experience.<br>• Identify opportunities to expand services, improve business models, and support revenue growth through practical practice management recommendations.<br>• Apply sound instructional design principles to maintain consistency, engagement, and quality across all training and consulting deliverables.
We are looking for an experienced operations leader to direct the daily performance of our fuel distribution business in Santa Barbara, California. This role is responsible for guiding teams, maintaining safe and efficient facilities, strengthening customer partnerships, and supporting continued business growth. The ideal candidate brings strong commercial judgment, operational discipline, and the ability to lead across people, assets, and service delivery.<br><br>Responsibilities:<br>• Lead day-to-day business operations across the fuel distribution organization, ensuring consistent service, strong execution, and alignment with company objectives.<br>• Direct and support staff across the McCormix and fuel dock teams, fostering accountability, collaboration, and a positive workplace culture.<br>• Step in to cover essential administrative or operational duties when needed to maintain business continuity.<br>• Partner with leadership to coordinate priorities, share operational updates, and support decisions that affect multiple teams or locations.<br>• Oversee the upkeep, safety, and regulatory readiness of facilities, fueling sites, office spaces, and related operational assets.<br>• Manage equipment performance and service needs, including dispensers, cardlock systems, and other critical machinery used in daily operations.<br>• Monitor compliance with applicable local, state, and federal requirements and ensure operating practices meet industry standards.<br>• Support accurate and timely processing of invoices, payments, and financial records in coordination with internal staff and external partners.<br>• Maintain strong relationships with existing customers while pursuing new business through strategic outreach, bids, partnerships, and market development efforts.<br>• Respond to customer concerns promptly, provide clear communication on pricing and service expectations, and protect long-term customer trust.