Operations Manager

Egermier Wealth Management Group; Omaha (NE); On-site; USD 50,000 - 80,000; Full time

Job summary

A financial services firm in Omaha, NE is seeking an experienced Operations Manager. This full-time role entails overseeing internal processes, managing office operations, and implementing strategies for enhanced organizational effectiveness. The ideal candidate will have strong organizational skills and experience in financial services, as well as a Bachelor's degree in a related field. Competitive salary range and potential year-end bonus offered, along with a focus on client-centric operations.

Qualifications

• Strong organizational and operational management skills.
• Proficiency in administrative and leadership tasks.
• Understanding of compliance standards.
• Effective communication, problem-solving, and decision-making skills.
• Ability to work collaboratively and independently.

Responsibilities

• Oversee and improve internal processes and office operations.
• Support implementation of strategies to enhance effectiveness.
• Ensure compliance with industry regulations.
• Analyze operational performance and streamline workflows.
• Manage client service operations and resource allocation.

Skills

Organizational management

Operational management

Process improvement

Problem-solving

Communication skills

Education

Bachelor's degree in Business, Finance, Operations Management, or a related field

Tools

Relevant software tools and applications

Job description

Salary Range: $50,000–$80,000 annually, plus potential year-end bonus

Egermier Wealth Management Group, based in Omaha, NE, is an independent financial services firm with over 30 years of experience. Specializing in Retirement Income Distribution, the firm offers comprehensive services to help clients build wealth, navigate life’s financial decisions, and transition into retirement. The team comprises knowledgeable CERTIFIED FINANCIAL PLANNER™ professionals dedicated to aligning with clients' goals without the influence of sales quotas or proprietary products. With a client-focused approach, Egermier Wealth Management Group delivers objective and personalized financial solutions.

Role Description

This is a full-time Operations Manager position located on-site in Omaha, NE. The Operations Manager will oversee and improve internal processes, manage office operations, and support the implementation of strategies to enhance organizational effectiveness. Responsibilities include overseeing administrative staff, ensuring compliance with industry regulations, analyzing operational performance, and collaborating with management to streamline workflows. The Operations Manager will also handle resource allocation, maintain quality standards, and manage client service operations within the firm.

Qualifications

• Strong organizational and operational management skills, including process improvement and workflow optimization
• Proficiency in administrative and leadership tasks, such as team management and resource allocation
• Understanding of compliance standards and attention to detail for adherence to industry regulations
• Effective communication, problem-solving, and decision-making skills
• Proficiency in relevant software tools and applications
• Ability to work collaboratively as part of a team and independently
• Experience in financial services or wealth management is a plus
• Bachelor's degree in Business, Finance, Operations Management, or a related field