Operations Manager

3 weeks ago


Reston, Virginia, United States Denver Wealth Management, Inc. Full time

Are you a detail-oriented professional with experience in the financial services industry? We are seeking an Operations Manager to join our team at Denver Wealth Management, Inc. in Greenwood Village, CO.

About the Role

This is a 'working manager' position that requires strong organizational and critical thinking skills. As an Operations Manager, you will be responsible for managing the operations team, developing and enhancing operational processes and procedures, and communicating directly with advisors and clients.

Key Responsibilities

  • Manage and train operations team members
  • Develop and enhance operational processes and procedures
  • Communicate directly with advisors and clients
  • Manage work tasks and workflow
  • Research complex situations and take ownership of resolving inquiries
  • Coordinate with other teams to ensure timely service delivery

Requirements

  • Strong attention to detail and organizational skills
  • Excellent phone communication and listening skills
  • Ability to explain complex information clearly and simply
  • Ability to manage multiple projects and deadlines
  • Experience with CRM tools and financial services software

What We Offer

  • Competitive compensation and benefits package
  • Financial Health: Retirement plan match and personalized advice
  • Work/Life Balance: Paid vacation and sick days

Compensation range is $80,000 - $120,000 (depending on experience and licenses)



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