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 provides broad oversight of personnel, facilities, equipment, customer partnerships, and commercial activity while ensuring dependable service and strong operational discipline. The ideal candidate brings sound business judgment, a hands-on leadership style, and the ability to strengthen performance, compliance, and long-term customer relationships.<br><br>Responsibilities:<br>• Lead day-to-day operations across the fuel distribution business, ensuring efficient execution, dependable service, and alignment with organizational objectives.<br>• Guide and support a team spanning fuel dock and distribution operations, promoting accountability, collaboration, and a positive workplace culture.<br>• Step into key administrative or operational duties when needed to maintain business continuity and support essential office functions.<br>• Partner with internal leadership to coordinate priorities, share operational updates, and contribute to decisions that affect cross-functional performance.<br>• Oversee the upkeep, safety, and readiness of operating sites, including fuel dock, cardlock locations, office space, and related assets.<br>• Direct maintenance and service planning for dispensing systems, cardlock equipment, and other operational machinery to reduce downtime and maintain reliability.<br>• Ensure daily activities meet applicable local, state, and federal requirements, with a strong focus on safety, environmental standards, and regulatory compliance.<br>• Monitor invoicing, payments, and financial documentation with staff and external vendors to support accurate and timely processing.<br>• Maintain strong relationships with existing customers while pursuing new business through market outreach, bids, partnerships, and other growth channels.<br>• Resolve customer concerns promptly and communicate clearly on service expectations and fuel pricing to preserve trust and satisfaction.