Konvergent Wealth Partners (Gig Harbor, WA) Seeking Operations Manager

Operations Manager

Konvergent Wealth Partners

Gig Harbor, WA 98335

Job details

Salary: From $65,000 a year

Job Type: Full-time

Number of hires for this role: 1


  • Bachelor’s (Preferred)
  • Financial services: 2 years (Preferred)

Full Job Description

Join a fast growing practice as a key player in helping the organization succeed. This person needs to have the “Take Charge” attitude. When a problem appears, they are able to find the right people or person to develop a solution. Highly motivated to get things done. This person should have experience in process improvement and an appreciation for technology. To be successful as an Operations Manager, you should be highly organized and self-motivated.

  • Manages the day to day operations of a financial planning practice
  • Manages and tracks the daily tasks and goals for team members as a part of our focus on execution
  • Assists in maintaining a compliant practice
  • Handles all cashiering and money movement for the practice
  • Provide back up support to all team members when necessary
  • Maintains defined system flows and CRM systems, particularly Salesforce
  • Troubleshoot issues and ensure tasks and projects are being completed on time
  • Handles complex issues and problems
  • Track service follow-ups and escalate when necessary
  • Handle various client requests
  • Lead a culture in the firm of best in class service for clients
  • Ensure clients receive the proper level of reach out and communication from the office
  • Update client info as necessary in CRM to ensure integrity of database
  • Pull any forms that are required for service meetings
  • Maintain and service existing client relationships

Job Type: Full-time

Pay: From $65,000.00 per year


  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off


  • Monday to Friday

Supplemental Pay:

  • Bonus pay


  • Bachelor’s (Preferred)


  • Financial services: 2 years (Preferred)

Work Location:

  • One location

Work Remotely:

  • No

COVID-19 Precaution(s):

  • Remote interview process
  • Personal protective equipment provided or required
  • Temperature screenings
  • Social distancing guidelines in place
  • Virtual meetings
  • Sanitizing, disinfecting, or cleaning procedures in place

Find the formal ad and application here: https://www.indeed.com/jobs?q=operations%20manager&l=Gig%20Harbor%2C%20WA&advn=9673012539739283&vjk=72efc2660ebb16f0