Business Operations Manager - Wealth Management

twiceasnice Recruiting; Seattle (WA); On-site; USD 80,000 - 115,000; Full time

Benefits offered by this job

Medical & Dental Contribution

401k with match

Free Parking

Fitness Center

Professional Education Reimbursement

Holidays & PTO

Job summary

A financial services firm in Bellevue, WA is looking for a Manager of Operations to inspire and lead a team while implementing strategic initiatives to enhance efficiency. The ideal candidate will have over 4 years of experience in operations management, demonstrating proven leadership in relationship-driven industries. You will cultivate accountability and collaboration within the team, fostering an empowered environment. This full-time role offers a salary between $80,000 and $115,000, plus generous bonuses and benefits.

Qualifications

• 4+ years in operations management with proven leadership experience.
• Track record of driving operational improvements and fostering culture.
• Experience in a cyclical, relationship-driven industry required.

Responsibilities

• Lead, mentor, and inspire the operations team.
• Build a culture of trust, accountability, and collaboration.
• Implement strategic initiatives to enhance operational efficiency.

Skills

Operations management

Leadership

Strategic initiatives

Communication

Tools

CRM systems

MS Office

Google Workspace

Job description

Manager of Operations (Financial Services)
Location: Bellevue, WA – Onsite
Salary: Starting at $80,000 - $115,000 + Generous Bonus + Incredible Benefits
Benefits: Medical & Dental Contribution, 401k w/ match, Free Parking, Fitness Center, Professional Education Reimbursement, Holidays & PTO
Hours: Monday – Friday, 8:00 AM – 5:00 PM (flexible)
Job Type: Full-Time
Start Date: ASAP
Sponsorship not available

Overview

Our client, a small financial services firm in Bellevue, WA, is seeking a Manager of Operations who will lead through inspiration, trust, and vision. This role is about more than operational processes—it’s about empowering people to be their best, building a team culture rooted in accountability and collaboration, and driving operational excellence. You will lead a small team (approximately 9) through cyclical, relationship-driven markets, maintaining performance, fostering trust, and driving long-term results. The ideal candidate can motivate, inspire, and instill confidence—helping each team member reach their full potential while guiding the team toward collective goals. You’ll champion innovative strategies, enhance operational performance, and create a culture where people trust leadership, each other, and the future of the firm. This is a unique opportunity to combine visionary leadership with operational impact in a supportive, energetic environment with excellent perks, including free parking, a fitness center, and professional development opportunities.

Responsibilities

• Lead, mentor, and inspire the operations team, unlocking individual and collective potential
• Build a culture of trust, accountability, and collaboration, empowering team members to take ownership
• Implement strategic initiatives that enhance operational efficiency and client outcomes
• Monitor, analyze, and report key performance metrics to guide informed decisions
• Encourage bold ideas, calculated risk-taking, and creative problem-solving
• Foster open communication, ensuring every voice is heard and valued
• Attend professional development sessions and bring fresh insights back to the team

Qualifications

• 4+ years in operations management with proven leadership experience required
• Track record of driving operational improvements, fostering culture, and executing strategic initiatives required
• Experience in a cyclical, relationship-driven industry (e.g., financial services, real estate, luxury retail or similar) required
• Proficiency in CRM systems, MS Office, and Google Workspace required
• Strong presence and credibility to build trust and alignment across teams required