Operations Manager

Jambalaya Group; Washington; On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Paid time off

Paid Holidays

Professional development

Job summary

Monumental Financial Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC, is seeking an Operations Manager to lead and optimize day-to-day operations, driving efficiency and client experience.

This hands-on role emphasizes execution, leadership, and continuous improvement, with responsibility for workflows, team development, CRM optimization, and cross-functional collaboration to support growth and service standards.

Qualifications

• 3–7+ years of operations, office management, or practice management experience.
• Bachelor’s degree preferred or equivalent work experience.
• Financial services or wealth management experience preferred.
• Proven ability to manage workflows and team accountability.
• Strong organizational and problem-solving skills.

Responsibilities

• Oversee daily operations to ensure efficiency, consistency, and scalability.
• Develop, implement, and refine workflows and operational procedures.
• Identify inefficiencies and proactively implement solutions.
• Conduct performance and accountability conversations with staff.
• Partner with advisors to align execution with business objectives.
• Drive adoption and effective use of CRM and operational systems.
• Establish structure and operational consistency across the practice.

Skills

Operations management

Team leadership

Process improvement

CRM systems

Adaptability

Education

Bachelor's degree

Tools

Salesforce

Job description

Operations Manager

Monumental Financial Planning
Location:Washington, DC
Position Type:Full-Time

Overview

Monumental Financial Planning,a private wealth advisory practice of Ameriprise Financial Services, LLC, is a growing, client-focused wealth management practice seeking a motivated and detail-orientedOperations Managerto lead and optimize the day-to-day operations of the business.

This role is ideal for a hands-on professional who thrives on creating structure, driving accountability, and improving processes. The Operations Manager will play a critical role in supporting team development, enhancing operational efficiency, and ensuring a consistent, high-quality client experience.

This is a working manager role focused on execution, leadership, and continuous improvement.

Key Responsibilities

Operations & Process Management

• Oversee daily operations to ensure efficiency, consistency, and scalability
• Develop, implement, and refine workflows and operational procedures
• Identify inefficiencies and proactively implement solutions

Team Leadership & Accountability

• Conduct regular performance and accountability conversations
• Provide coaching, guidance, and support to team members
• Partner with advisors to align team execution with business objectives

Technology Optimization

• Drive adoption and effective use of CRM and operational systems
• Identify opportunities to streamline processes through technology
• Support implementation of new tools and enhancements

Practice Management

• Establish structure and operational consistency across the practice
• Maintain high standards for client service and internal processes
• Support strategic initiatives tied to practice growth

Practice Culture:

• Collaborative and supportive 9-person team environment
• Brand-new, state-of-the-art office space located just two blocks from the White House
• Strong team culture with close collaboration across the practice
• Quarterly team outings, team lunches, and an annual holiday party
• Commitment to work-life balance, including early office closure at 4:00 PM every Friday

Why Join Monumental Financial Planning?

This is an opportunity to join a growing practice where your impact will be immediate and visible. You will help shape the operational foundation of the business, support a collaborative team, and play a key role in driving long-term success.

Equal Opportunity Employer

Monumental Financial Planningis an Equal Opportunity Employer and welcome applicants from all backgrounds.

A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.

Qualifications

• 3–7+ years of operations, office management, or practice management experience
• Bachelor’s degree preferred or equivalent work experience
• Financial services, wealth management, or banking experience strongly preferred
• Proven ability to manage processes, workflows, and team accountability
• Strong organizational and problem-solving skills
• Comfortable with CRM systems (Salesforce experience a plus)
• Ability to adapt quickly in a fast-paced environment
• Strong interpersonal and leadership skills with a collaborative mindset

Compensation & Benefits

Base Salary:

• Target Range:$90,000 – $110,000/annually - exempt

Benefits:

• Health insurance (employer-sponsored)
• 401(k) with 4% employer match
• Paid time off (PTO): 10 days annually
• Paid Holidays: All market holidays observed
• Ongoing professional development opportunities