Business Process & Operations Manager (Part-Time | Hybrid)
Location: Huntington Beach, CA (Hybrid)
Hours: Approximately 20–25 hours per week
Compensation: $30–35/hour, plus milestone bonuses
We're Not Looking for Someone to Simply Document Processes.
We're looking for someone who genuinely enjoys making a business run better.
If you're the type of person who naturally organizes information, notices details others miss, enjoys improving systems, and gets satisfaction from creating order out of complexity, we'd love to meet you.
We've spent more than 25 years building a successful boutique wealth management firm. We have strong systems in place today, and we're looking for the right person to help refine, strengthen, and connect those systems as we continue to grow.
What You'll Do
Working directly with the owner, you'll help improve the operational side of our business by:
- Refining Wealthbox CRM workflows
- Organizing and simplifying our Box knowledge base
- Improving Standard Operating Procedures (SOPs)
- Connecting workflows with supporting documentation
- Making information intuitive, searchable, and easy to retrieve
- Identifying opportunities to simplify how we operate
One of our guiding beliefs is simple:
Documentation isn't finished until someone can actually find it six months later.
If that idea resonates with you, you'll probably enjoy this role.
Who Thrives Here
You might be the person everyone comes to when something needs to be organized.
You naturally create systems, simplify complexity, and enjoy making things easier for everyone around you.
You notice details that others overlook. You ask thoughtful questions before jumping to solutions. You can take an idea from a conversation or Loom video and turn it into a clear, organized process.
You don't need to know everything on day one—you simply enjoy figuring things out and making them better.
Experience with operations, process improvement, CRM systems, project coordination, or workflow software is helpful, but the right mindset is far more important than checking every box.
What Success Looks Like
Six months from now, our systems should be easier to understand, easier to maintain, and easier to find. Instead of asking, "Where is that document?" or "Which version is current?" the answer should be obvious.
Compensation
- $30–35/hour, depending on experience
- Approximately 20–25 hours per week
- Flexible hybrid schedule
- Milestone bonuses tied to key operational improvements
How to Apply
Please submit your resume along with a brief introduction answering these two questions:
1. What specifically attracted you to this position?
2. Tell us about one workflow, process, or system you've personally improved. What was your role, and what was the outcome?
Applications that do not include responses to these questions may not be considered.
If you're the kind of person who gets genuine satisfaction from making a business run better, we'd love to hear from you.
Pay: $30.00 - $35.00 per hour
Benefits:
- Flexible schedule
- Paid time off
Work Location: Hybrid remote in Huntington Beach, CA 92647
