Operations Specialist

Bluespring Wealth; Herndon (VA); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

401k with Matching

Health insurance

Hybrid opportunities

Generous PTO

Job summary

Hughes Financial Services is seeking an organized, detail-oriented professional to join our team in a hybrid role supporting leadership and client operations. You will help with billing, vendor relations, and process improvements while advancing internal workflows and client experiences across wealth management platforms.

We value professional development, teamwork, and a culture of integrity. The role offers growth toward senior operations leadership within the firm.

Qualifications

• 3-5 years of relevant professional experience in wealth management or RIA
• Marketing, communications, or client experience background preferred
• Familiarity with CRM platforms and wealth management software

Responsibilities

• Provide operational and executive support to leadership, assisting with daily management priorities
• Coordinate billing and accounts payable processes, assist with vendor relationships, and resolve operational issues
• Improve internal workflows, Salesforce administration, client experience, and tech processes
• Support marketing and project coordination, including campaigns and client communications
• Assist operations with client account administration and maintenance requests
• Collaborate with custodians and platform providers (e.g., Charles Schwab, Nationwide)

Skills

3-5 years experience

Marketing/communications background

Client experience background

Education

Bachelor’s degree in business, finance, or marketing

Tools

Salesforce

Charles Schwab

Job description

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Lead with Purpose. Partner with Impact.

Founded in 2009, Hughes Financial Services LLC (HFS) is an independent, fee-only Registered Investment Advisor (RIA) dedicated to helping individuals and families navigate all aspects of their financial lives with confidence. We specialize in working with public servants, and executives in government contracting. As fiduciaries, we are committed to providing objective, unbiased advice that is always in our clients' best interests. Our mission is to empower and partner with those who lead and serve, by helping them secure their financial futures and impact generations to come. At HFS, we believe exceptional client service begins with exceptional teamwork. Every member of our organization plays an important role in delivering a seamless, high-quality experience for the families we serve. As our firm continues to grow, we are seeking a highly organized, detail-oriented individual to join our team. This position plays a critical role in delivering an exceptional client experience by supporting account administration, and a variety of operational and administrative initiatives. This is an excellent opportunity for someone looking to build a career within the financial services industry while working alongside a collaborative team that values continuous learning, professional growth, and service excellence. The long-term goal of the role would be to grow into a senior operational leader within the firm.

What you’ll Do:

• Provide operational and executive support to leadership, assisting them with daily management priorities and follow-through
• Coordinate billing and accounts payable processes, assist with vendor relationships, and help resolve operational issues
• Work to improve internal workflows, Salesforce administration, the client experience, and the firm’s broader software/technology processes
• Provide marketing and project coordination support, including campaigns, events, client communications, or other initiatives designed to improve the client experience
• Assist the operations team with client account administration
• Process account openings, maintenance requests, updates
• Work closely with custodians and platform providers such as Charles Schwab, Nationwide, and College America

What You Bring:

• Bachelor’s degree in business, finance, or marketing, or equivalent professional experience
• 3-5 years of relevant professional experience, preferably within an RIA or Wealth Management
• Marketing, communications, or client experience background preferred
• Experience with CRM platforms, Salesforce experience strongly preferred
• Familiarity with custodial platforms, and financial services technology preferred; experience with Charles Schwab is a plus

Why join Hughes Financial Services?

• Join a team that is passionate about helping clients achieve financial confidence and independence. Your work will directly contribute to improving the lives of the families we serve
• We are committed to investing in our team members’ professional development and long-term career advancement (firm paid education, certifications, and professional designations related to career growth)
• Work within a close-knit, supportive organization where every voice matters.
• Enjoy a culture built on teamwork, integrity, and continuous improvement
• An emphasis on work life balance: hybrid opportunities, reduced summer hours, generous PTO policy
• Competitive Benefits including a 401k with Matching, Company paid health insurance options available, etc
• Join a team that is passionate about helping clients achieve financial confidence and independence. Your work will directly contribute to improving the lives of the families we serve
• We are committed to investing in our team members’ professional development and long-term career advancement (firm paid education, certifications, and professional designations related to career growth)
• Enjoy a culture built on teamwork, integrity, and continuous improvement
• An emphasis on work life balance: hybrid opportunities, reduced summer hours, generous PTO policy
• Competitive Benefits including a 401k with Matching, Company paid health insurance options available, etc.

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Disclosure

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.