Operations Manager – Wealth & Tax Services
Location: Peoria, AZ
Position Overview
Asset Preservation Wealth & Tax is seeking an experienced Operations Manager to oversee office operations, operational processes, technology systems, and workflow optimization within our growing organization.
This role serves as a key operational leader responsible for improving internal processes, enhancing technology utilization, developing and maintaining standard operating procedures, and supporting operational excellence across the firm. The Operations Manager will work closely with leadership to ensure workflows, systems, and procedures are efficient, scalable, and aligned with organizational goals.
The ideal candidate has experience within a wealth management, financial services, accounting, or professional services environment and enjoys building processes, solving operational challenges, and driving continuous improvement.
Key Responsibilities: Operations & Process Management
- Work with leadership to develop, implement, and improve operational processes and workflows across the organization.
- Create, maintain, and refine Standard Operating Procedures (SOPs).
- Identify operational inefficiencies and implement solutions that improve productivity, consistency, and scalability.
- Support strategic initiatives that enhance overall business operations.
- Partner with leadership to ensure departmental workflows align with firm-wide operational standards.
Technology & Systems Management
- Optimize utilization of CRM platforms, workflow tools, communication systems, and operational software.
- Assist with software implementation, system enhancements, testing, and staff adoption.
- Identify opportunities for automation and process improvement.
- Develop operational reporting and performance metrics that support decision-making.
- Collaborate with leadership to ensure technology solutions support business objectives.
Office Operations
- Oversee office supplies, inventory, snacks, beverages, and vendor relationships.
- Coordinate office maintenance, repairs, HVAC service, and facility management.
- Ensure the office environment remains professional, organized, and operationally efficient.
QualificationsRequired
- 5+ years of Operations Management experience within a Wealth Management, Financial Planning, RIA, Family Office, Accounting, Financial Services, or Professional Services environment.
- Experience developing and improving business processes, workflows, and SOPs.
- Experience with CRM platforms, workflow automation tools, and business systems.
- Strong project management, organizational, and problem-solving skills.
- Demonstrated ability to lead operational improvement initiatives and drive organizational efficiency.
Preferred
- Experience supporting multi-department operations within a growing organization.
- Experience with Redtail, Wealthbox, Salesforce, HubSpot, Monday.com, or similar platforms.
- Experience implementing software solutions, process automation, or operational technology initiatives.
- Practice management or multi-location operations experience.
What Success Looks Like
- Departments operate efficiently with clearly documented and scalable processes.
- Technology platforms effectively support employee productivity and organizational goals.
- Operational challenges are proactively identified and resolved.
- Office operations support a professional and efficient employee and client experience.
- Leadership has visibility into organizational performance through accurate reporting and operational metrics.
Experience in wealth management, financial services, accounting, or a related professional services environment is strongly preferred.
Pay: $80,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible schedule
- Flexible spending account
- Health insurance
- Paid time off
- Vision insurance
Experience:
- Operations management: 3 years (Required)
- Wealth management: 3 years (Required)
- Creating SOPS: 3 years (Required)
Location:
- Peoria, AZ 85382 (Preferred)
Ability to Commute:
- Peoria, AZ 85382 (Required)
Work Location: In person
