Hybrid Wealth Office Operations Lead

Wealth Enhancement Group; New Market (MD); Hybrid; USD 105,000 - 115,000; Full time

Benefits offered by this job

Comprehensive benefits overview

Health insurance

Dental coverage

Vision coverage

401k with match

Paid time off (PTO) – 18 days

Job summary

Wealth Enhancement Group is hiring a Team Operations Manager for our New Market, MD office. This hybrid role (on-site 2 days/week) leads daily operations, supports advisors and staff, and drives client experience excellence while managing processes, budgets, and vendor relations.

The role emphasizes teamwork, compliance, and scalable operations to empower advisors to deepen client relationships. We seek a candidate with 5+ years in operations or leadership within wealth management or financial

Qualifications

• 5+ years of operations, office management, client service, or leadership experience.
• Experience in wealth management, financial services, banking, or related industry preferred.
• Strong leadership, communication, and organizational skills.

Responsibilities

• Oversee daily office operations to ensure a professional, efficient, client-focused environment.
• Develop and document office procedures, workflows, and best practices.
• Manage facilities, supplies, equipment, technology resources, and vendor relationships.
• Coordinate office projects, initiatives, and events.
• Supervise administrative and client service staff; support onboarding and training.

Skills

Operations management

Team leadership

Client service

CRM systems

Microsoft Office

Education

Bachelor’s degree or equivalent

Tools

CRM systems

Microsoft Office

Job description

Wealth Enhancement Group is hiring a Team Operations Manager for our New Market, MD office. This hybrid role (on-site 2 days/week) leads daily operations, supports advisors and staff, and drives client experience excellence while managing processes, budgets, and vendor relations.

The role emphasizes teamwork, compliance, and scalable operations to empower advisors to deepen client relationships. We seek a candidate with 5+ years in operations or leadership within wealth management or financial