Operations Manager

Harrison Wealth Management Group, Ltd.; Dayton (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

Harrison Wealth Management Group in Dayton, Ohio seeks an organized Director of Operations to lead practice operations. You will ensure workflows run smoothly, tasks are completed, and clients receive consistent service.

The ideal candidate is process-driven, capable of accountability, and able to build scalable systems that support growth and succession.

Qualifications

• Wealth management or related financial services experience preferred.
• Experience with CRM and workflow management systems.

Responsibilities

• Oversee all operational workflows to ensure timely completion of tasks.
• Coordinate activities across advisors and operations staff for efficient service.
• Track task completion and hold team accountable through CRM records.
• Identify workflow inefficiencies and implement scalable improvements.
• Assist with technology implementation and process automation to support growth.
• Manage office operations and hiring/onboarding activities.
• Maintain client communication protocols and coverage to ensure responsive service.

Skills

Wealth management experience

CRM workflow management

Tools

CRM software

Job description

Harrison Wealth Management Group is an independent wealth management practice in Dayton, Ohio, serving approximately 1,000 client relationships and overseeing approximately $600 million in assets under management. We have grown consistently while maintaining the personal, high-touch approach that has always defined our firm.

Our culture is one of the things we're most proud of. With the exception of our next-generation team member, every member of our current team has been with the firm for more than 10 years. We have built a close-knit, collaborative environment where people genuinely enjoy working together, have the freedom to work in the way that suits them best, and share a commitment to taking exceptional care of our clients.

That same philosophy extends to our client relationships. Many of the families we serve have been with us for decades and across multiple generations. Our clients know our entire team, and delivering a level of service that makes them feel genuinely cared for is central to how we operate.

For the right person, this is an opportunity to join a stable, successful firm while having a meaningful voice in how the next chapter is built. As we continue to grow, we are seeking a highly organized operations leader to help build the infrastructure necessary for the next phase of our firm's growth.

Position Summary

The Director of Operations serves as the operational leader of the practice.

This person is responsible for ensuring that workflows are executed, tasks are completed, team members remain accountable, and clients receive a consistent service experience.

The ideal candidate is highly organized, process-oriented, and thrives on creating structure, accountability, and operational excellence.

Primary Responsibilities

Workflow & Task Management

• Oversee all operational workflows
• Ensure client service tasks are properly assigned
• Track completion of tasks within CRM
• Follow up on outstanding action items

Team Coordination

• Coordinate activities across advisors and operations staff
• Assist with resource allocation and capacity planning
• Conduct regular workflow reviews

Client Service Oversight

• Ensure service requests are completed promptly
• Maintain service standards
• Improve response times and consistency

Process Improvement

• Document and maintain standard operating procedures
• Identify workflow inefficiencies
• Improve operational scalability
• Assist with technology implementation and process automation

Practice Management

• Office operations
• Project management
• Hiring and onboarding support

Phone & Service Coverage Oversight

• Ensure incoming calls are handled appropriately
• Develop and maintain client communication protocols
• Create systems that allow advisors to remain focused on client-facing work

Qualifications

Preferred

• Wealth management or other financial services experience strongly preferred
• CRM and workflow management experience

Personal Characteristics

• High level of care and responsibility for the wellbeing of clients
• Exceptional organizational skills
• Strong follow-through
• Detail-oriented
• Process-focused
• High accountability standards
• Professional communication skills
• Ability to calmly manage multiple priorities

What Success Looks Like

Within the first year:

• Clear ownership of workflows and responsibilities
• Improved team accountability
• Documented operating procedures
• Advisors spending more time with clients and less time managing processes
• A scalable operational framework supporting future growth and succession