Operations Manager
Monumental Financial PlanningLocation: Washington, DC Position Type: Full-Time
Overview
Monumental Financial Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC, is a growing, client-focused wealth management practice seeking a motivated and detail-oriented Operations Manager to lead and optimize the day-to-day operations of the business.
This role is ideal for a hands-on professional who thrives on creating structure, driving accountability, and improving processes. The Operations Manager will play a critical role in supporting team development, enhancing operational efficiency, and ensuring a consistent, high-quality client experience.
This is a working manager role focused on execution, leadership, and continuous improvement.
Key Responsibilities
Operations & Process Management
- Oversee daily operations to ensure efficiency, consistency, and scalability
- Develop, implement, and refine workflows and operational procedures
- Identify inefficiencies and proactively implement solutions
Team Leadership & Accountability
- Conduct regular performance and accountability conversations
- Provide coaching, guidance, and support to team members
- Partner with advisors to align team execution with business objectives
Technology Optimization
- Drive adoption and effective use of CRM and operational systems
- Identify opportunities to streamline processes through technology
- Support implementation of new tools and enhancements
Practice Management
- Establish structure and operational consistency across the practice
- Maintain high standards for client service and internal processes
- Support strategic initiatives tied to practice growth
Practice Culture:
- Collaborative and supportive 9-person team environment
- Brand-new, state-of-the-art office space located just two blocks from the White House
- Strong team culture with close collaboration across the practice
- Quarterly team outings, team lunches, and an annual holiday party
- Commitment to work-life balance, including early office closure at 4:00 PM every Friday
Why Join Monumental Financial Planning?
This is an opportunity to join a growing practice where your impact will be immediate and visible. You will help shape the operational foundation of the business, support a collaborative team, and play a key role in driving long-term success.
Equal Opportunity Employer
Monumental Financial Planning is an Equal Opportunity Employer and welcome applicants from all backgrounds.
A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.
Requirements
Qualifications
- 3–7+ years of operations, office management, or practice management experience
- Bachelor’s degree preferred or equivalent work experience
- Financial services, wealth management, or banking experience strongly preferred
- Proven ability to manage processes, workflows, and team accountability
- Strong organizational and problem-solving skills
- Comfortable with CRM systems (Salesforce experience a plus)
- Ability to adapt quickly in a fast-paced environment
- Strong interpersonal and leadership skills with a collaborative mindset
Benefits
Compensation & Benefits
Base Salary:
- Target Range: $90,000 – $110,000/annually - exempt
Benefits:
- Health insurance (employer-sponsored)
- 401(k) with 4% employer match
- Paid time off (PTO): 10 days annually
- Paid Holidays: All market holidays observed
- Ongoing professional development opportunities