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#twiceasnice Recruiting

#twiceasnice Recruiting

via LinkedIn

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Business Operations Manager - Wealth Management

Seattle, WA
Full-time
Posted 2/19/2026
Verified Source
Key Skills:
Executive Operations & Prioritization
Strategic Planning & Execution
Cross-Functional Collaboration

Compensation

Salary Range

$80K - 115K a year

Responsibilities

Lead and manage operations teams to improve efficiency, culture, and performance in a relationship-driven environment.

Requirements

You have over 4 years of operations leadership experience with strategic initiative execution and team mentoring, though not specifically in financial services.

Full Description

Manager of Operations (Financial Services) Location: Bellevue, WA – Onsite Salary: Starting at $80,000 - $115,000 + Generous Bonus + Incredible Benefits Benefits: Medical & Dental Contribution, 401k w/ match, Free Parking, Fitness Center, Professional Education Reimbursement, Holidays & PTO Hours: Monday – Friday, 8:00 AM – 5:00 PM (flexible) Job Type: Full-Time Start Date: ASAP Sponsorship not available Manager of Operations (Financial Services) Description Our client, a small financial services firm in Bellevue, WA, is seeking a Manager of Operations who will lead through inspiration, trust, and vision. This role is about more than operational processes—it’s about empowering people to be their best, building a team culture rooted in accountability and collaboration, and driving operational excellence. You will lead a small team (approximately 9) through cyclical, relationship-driven markets, maintaining performance, fostering trust, and driving long-term results. The ideal candidate can motivate, inspire, and instill confidence—helping each team member reach their full potential while guiding the team toward collective goals. You’ll champion innovative strategies, enhance operational performance, and create a culture where people trust leadership, each other, and the future of the firm. This is a unique opportunity to combine visionary leadership with operational impact in a supportive, energetic environment with excellent perks, including free parking, a fitness center, and professional development opportunities. Manager of Operations (Financial Services) Responsibilities • Lead, mentor, and inspire the operations team, unlocking individual and collective potential • Build a culture of trust, accountability, and collaboration, empowering team members to take ownership • Implement strategic initiatives that enhance operational efficiency and client outcomes • Monitor, analyze, and report key performance metrics to guide informed decisions • Encourage bold ideas, calculated risk-taking, and creative problem-solving • Foster open communication, ensuring every voice is heard and valued • Attend professional development sessions and bring fresh insights back to the team Manager of Operations (Financial Services) Qualifications • 4+ years in operations management with proven leadership experience required • Track record of driving operational improvements, fostering culture, and executing strategic initiatives required • Experience in a cyclical, relationship-driven industry (e.g., financial services, real estate, luxury retail or similar) required • Proficiency in CRM systems, MS Office, and Google Workspace required • Strong presence and credibility to build trust and alignment across teams required

This job posting was last updated on 2/23/2026

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