Operations Specialist

Seventy2 Capital Wealth Management; Bethesda (MD); On-site; USD 60,000 - 95,000; Full time

Job summary

Seventy2 Capital Wealth Management is seeking an Operations Specialist in Bethesda, MD. You will support the CEO/COO, drive firm-wide operational initiatives, and help optimize onboarding, technology, compliance, HR, and client experience.

The role offers hands-on responsibility in a dynamic, collaborative environment with a chance to influence scalable processes and strategic growth for advisors and the firm.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field.
• 1–4 years of experience in operations, project management, or business administration.
• Strong organizational and attention to detail.
• Effective communication and cross-department collaboration.
• Proficiency with Microsoft Office and CRM or PM tools.

Responsibilities

• Partner with CEO/COO to plan, coordinate, and execute operational initiatives.
• Collaborate with leadership and teams to ensure alignment and progress toward goals.
• Maintain project plans, timelines, and deliverables with clear updates.
• Support rollout of new technology platforms and processes for efficiency.
• Assist in onboarding new advisors, staff, and client teams.
• Work with Compliance on special projects to ensure regulatory excellence.
• Analyze operational data to identify improvements and trends.
• Prepare presentations and internal communications for leadership.
• Contribute to a culture of operational excellence and continuous improvement.
• Provide executive support, schedule management, and confidential handling of information.

Skills

Organizational skills

Project management

Communication

Microsoft Office

CRM tools

Education

Bachelor's degree in Business, Finance, Economics, or related field

Tools

CRM software

Project management tools

Job description

Seventy2 Capital Wealth Management is an independent, full-service wealth management firm built on a foundation of trust, transparency, and teamwork. We partner with individuals, families, and institutions to help them achieve their financial goals through personalized advice, institutional-quality investment management, and an unwavering commitment to service excellence. We form a deep understanding of our clients' goals and values and then develop and implement customized strategies that fit those objectives. For more information, please visit www.seventy2capital.com.

Our team is driven by collaboration and a shared mission: to deliver exceptional outcomes for our clients and continued growth for our advisors and our firm.

Position Overview

The Operations Specialist plays an integral role in supporting Seventy2 Capital's operational and strategic initiatives. Working directly with the Chief Executive Officer and Chief Operating Officer, this individual will contribute to the planning and execution of firm-wide projects that touch every aspect of our business - from advisor onboarding and technology optimization to compliance, HR, and client experience.

This is a high-impact, hands-on position suited for a motivated professional who thrives in a dynamic environment, enjoys solving problems, and takes pride in driving results. The Operations Associate serves as both a connector and an executor - helping to ensure that ideas move from strategy to successful implementation.

Key Responsibilities

• Partner with the CEO and/or COO to plan, coordinate, and execute key operational and strategic initiatives across all departments.
• Collaborate with leadership, advisors, and functional teams to help ensure alignment, accountability, and progress toward firm goals.
• Maintain project plans, timelines, and deliverables, providing updates and clear communication across stakeholders.
• Support the rollout and adoption of new technology platforms, workflows, and processes that enhance efficiency and scalability.
• Assist in the operational onboarding of new advisors, staff, and client teams.
• Partner with the Compliance team on special projects and operational initiatives to help ensure the firm continues to meet regulatory and procedural excellence.
• Collect and analyze operational data to identify process improvements and performance trends.
• Prepare presentations, reports, and internal communications for leadership meetings and firm updates.
• Contribute to building a culture of operational excellence, collaboration, and continuous improvement.

Executive support

• Provides targeted administrative assistance to senior leadership, helping to ensure priorities and deadlines are consistently met.
• Coordinates meetings, schedules, and time blocks to maximize executive productivity and reduce conflicts.
• Drafts, organizes, and manages executive-level correspondence with clarity, professionalism, and discretion.
• Maintains files, prepares materials, and supports workflow efficiency across shifting priorities.
• Oversees meeting prep, agendas, follow-ups, and cross-team coordination.
• Handle sensitive information with a high level of trust, judgment, and professionalism.
• Anticipates needs, identifies gaps, and helps to ensure the executive’s time is spent on high-value activities.
• Provides reliable support even in a part-time capacity, reinforcing consistency and organizational excellence.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field.
• 1-4 years of experience in operations, project management, or business administration (preferably in financial services or wealth management).
• Strong organizational and project management skills, with exceptional attention to detail.
• Effective communicator with the ability to work collaboratively across departments and levels of leadership.
• Proficiency with Microsoft Office Suite (Excel, PowerPoint, Word) and experience with CRM or project-management tools.
• Proven ability to manage multiple priorities in a fast-paced, evolving environment.
• Self-starter with intellectual curiosity, initiative, and a team-first mindset.

Why Join Seventy2 Capital

• Direct mentorship from firm leadership, including the Chief Operating Officer.
• Exposure to all aspects of the firm’s business operations and strategic growth initiatives.
• Collaborative, high-performance culture that values innovation, integrity, and impact.
• Opportunity to be sponsored for all relevant securities licensing (e.g., FINRA Series 7, 66, and other applicable registrations) as your career grows within the firm.
• Chance to help shape the systems, processes, and culture that fuel Seventy2 Capital's continued growth.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Seventy2 Capital Wealth Management is a separate entity from WFAFN.