Operations Director

The Well; Washington; On-site; USD 145,000 - 155,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

PTO and holidays

Job summary

The Well is seeking an Operations Director in Battleground, WA or Tacoma, WA to own and scale the operations across multiple sites. This builder role requires strong process design, systems thinking, and direct communication with resilience.

Lead client service, administration, financial planning, and CRM governance while driving capacity planning and mergers integration. Join an EOS-driven, growth-focused firm with real ownership and cross-office accountability.

Qualifications

• Bachelor's degree required; financial services experience is a plus, not a requirement.
• Strong process design and systems thinking skills.
• A direct communicator who can coach, hold accountability, and receive feedback with resilience.

Responsibilities

• The full Operations department: Client Service, Client Administration, and Financial Planning
• Compliance monitoring, documentation, and remediation
• Client experience standards across all offices
• Merger and acquisition integration from handoff through completion
• Process design, rollout, and adoption- end to end
• CRM administration, data integrity, and scorecard production
• Coaching and developing section managers and running performance reviews
• Capacity planning and org structure for a growing, distributed team

Skills

Multi-site leadership

Growth mindset

Process design

Systems thinking

Direct communication

Education

Bachelor's degree

Tools

CRM software

EOS

Job description

Operations Director - Battleground, WA or Tacoma, WA

$145,000 - $155,000 base + 10-15%bonus

We are hiring on behalf of our client - a growing Ameriprise-affiliated wealth management firm based in Washington State - and this one is worth your attention.

The opportunity:

This firm manages approximately $1 billion in AUM across seven Pacific Northwest offices. They run on EOS. They are scaling fast. And they need an Operations Director to own the department, build the infrastructure, and hold the standard.

This is not a maintenance role. It is a builder's role.

What you will own:

• The full Operations department: Client Service, Client Administration, and Financial Planning
• Compliance monitoring, documentation, and remediation
• Client experience standards across all offices
• Merger and acquisition integration from handoff through completion
• Process design, rollout, and adoption- end to end
• CRM administration, data integrity, and scorecard production
• Coaching and developing section managers and running performance reviews
• Capacity planning and org structure for a growing, distributed team

What they are looking for:

• A proven operations leader with multi-team or multi-site experience
• Someone with a genuine growth mindset who is energized by building, not just maintaining
• Strong process design and systems thinking skills
• A direct communicator who can coach, hold accountability, and receive feedback with resilience
• Bachelor's degree required; financial services experience is a plus, not a requirement

What makes this firm different:

• Every team member is treated as an equal contributor - ops is not second to sales here
• Real ownership: if you are in the seat, you own the seat
• A feedback-rich, collaborative culture where your voice matters
• Genuine growth trajectory - this person joins the executive leadership team
• A firm that is still building, which means real opportunity to shape how things are done

Compensation and Benefits:

• Base: $145,000- $155,000
• Bonus: 10-15%potential
• Medical, dental, and vision insurance
• 401(k) with 5% company match
• PTO, paid holidays, life insurance, and Washington state leave benefits