Ready to Build an Empire Without Limits?
At Retirement Capital, we're not just another financial planning firm-we're on a mission to empower our clients and team members to experience More Life, Less Limits. We don't just adapt to change; we drive it, crafting unparalleled financial experiences through groundbreaking operational excellence, bold innovation, and unstoppable energy.
We're seeking a seasoned Operations Leader ready to redefine what's possible in financial services. You'll build scalable, high-impact systems, lead and inspire powerhouse teams, and deliver exceptional client experiences-all within a thriving, dynamic culture that celebrates ownership, freedom, fun, and relentless excellence.
If you're hungry to make an immediate, lasting impact and want to join a team that's redefining what retirement can look like, Retirement Capital is your home. Let's move mountains together.
What You Will Do:
- Lead Operations Excellence - Oversee the day-to-day operations of the organization, ensuring all departments are aligned and running efficiently. Establish operational systems, policies, and processes to foster a culture of scalability and continuous improvement.
- Enhance Client Experience - Drive initiatives to enhance client touchpoints throughout the sales process, ensuring an outstanding experience from onboarding to ongoing relationship management. Implement client journey mapping and feedback loops to optimize client satisfaction.
- Drive Operational Strategy - Analyze data and KPIs to identify areas for improvement, report performance updates to leadership, and implement strategies that drive operational efficiency and financial growth.
- Team Leadership & Development - Provide leadership and mentorship to direct reports and the broader team. Develop and manage training programs, promote team-building activities, and foster a positive, inclusive culture that aligns with the company's vision and values.
- Compliance & Risk Management - Ensure all operational processes comply with industry regulations, mitigate operational risks, and maintain up-to-date systems and procedures manuals. Lead audits and compliance examinations in adherence to financial services regulations.
- Strategic Growth & Partnerships - Manage vendor relationships, strategic partnerships, and growth initiatives that support the organization's expansion and long-term success.
What Sets This Role Apart?
- High-Impact Leadership: Shape the future of a fast-growing, client-focused financial services firm by leading critical operational initiatives.
- Growth Opportunities: Work closely with leadership and partners in a role that offers significant strategic influence and the opportunity to drive business growth.
- Purpose-Driven Impact: Help drive operational excellence while aligning with the company's core mission of transforming financial services through meaningful client relationships.
- Competitive Compensation and Benefits: We invest in our team with competitive pay, career development, and growth opportunities.
Who You Are:
- A results-driven operations leader with 1-7 years of experience managing operational functions, including HR, marketing, and strategic partnerships, preferably in the financial services or wealth management industry.
- A strategic thinker with a strong ability to develop and implement scalable processes that improve operational efficiency and client experience.
- Highly analytical with expertise in tracking and analyzing data, identifying areas for improvement, and making data-driven decisions.
- A proactive leader with a track record of building and mentoring teams, cultivating talent, and driving performance.
- Experienced in budget management, compliance, risk mitigation, and optimizing workflows to reduce costs while improving quality and efficiency.
- Tech-savvy and familiar with CRM systems, project management platforms, and financial services-specific tools.
Ready to Lead with Purpose and Passion?
We're looking for a visionary Operations Leader who doesn't just see challenges-they see opportunities for unprecedented growth. If you're driven to create operational systems that amplify client satisfaction, streamline efficiency, and propel our firm forward, this is your moment to shine. Step up and help us set a new standard in financial services excellence.