# Operations Manager

**Company:** [Jambalaya Group](http://jobs.workable.com/companies/u2aCc74X936VMFeq9WZDER.md)
**Location:** Washington, United States
**Workplace:** on site
**Employment type:** Full-time

[Apply for this job](http://jobs.workable.com/view/04039647-c1bc-4dde-80dc-40347af69c0d)

## Description

**Operations Manager**

**Monumental Financial Planning**  
**Location:** 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