Operations Manager

Operations Manager at a client-first financial planning and wealth management firm in Northwest Baltimore leads client service and operations across the business, optimizing technology/workflows, and driving marketing initiatives. Responsibilities include ensuring exceptional client and team experiences, managing daily tasks by priority, providing backup client service, facilitating communication between advisors and client service, documenting repeatable processes for onboarding and new account openings, implementing workflow improvements within the technology stack, owning CRM accuracy and automation, supporting new business and marketing activities (social media, emails, content management, seminars, client appreciation events), overseeing HR responsibilities, and ensuring compliance. The role requires a Bachelor’s degree or equivalent, 5+ years in client service/operations in investment management or financial planning, strong leadership, and proficiency with industry software such as Salesforce, eMoney, ClientWorks, JumpAI, plus familiarity with LPL and Prudential systems; also demands strong communication, organizational, and analytical skills.