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Posted 4 months ago
Requirements and responsibilities
About the RoleThe Operations Manager/Services Assistant reports directly to the Head of Services and serves as a strategic right hand in scaling our Services business, which includes an advice-only RIA and a team of Financial Wellness Coaches.This role is ideal for someone who loves building structure behind the scenes - someone who thrives on creating order, improving systems, and helping a growing business scale with clarity and excellence. You will play a critical role in strengthening our operational foundation so we can serve more clients without sacrificing quality.You’ll oversee day-to-day operations, manage key compliance and billing processes, support and coordinate our 1099 advisors and coaches, and continuously improve workflows, dashboards, and systems. You are energized by efficiency, precision, and proactive problem-solving, and you take pride in helping leaders operate at a higher level.Key ResponsibilitiesOperational Leadership & Team SupportServe as operational partner and right-hand to the Head of ServicesOversee daily workflows to ensure alignment, accountability, and consistency across advisors and coachesManage scheduling, email campaigns, workload tracking, and demand vs. capacity planningSupport onboarding of new advisors and coaches; continuously improve the onboarding experienceBilling & Revenue OperationsOwn the end-to-end billing process, including invoicing, reconciliation, audits, and revenue tracking, automating whenever possibleManage monthly advisor and coach compensation processesCompliance OversightMaintain and manage the compliance calendarEnsure timely completion of filings, annual reviews, quarterly holdings reports, email reviews, attestations, vendor due diligence, and required testingSystems & ScalabilityBecome the internal expert on our tech stack (CRM, financial planning software, billing software, scheduling tools, etc.)Build and maintain dashboards that provide accurate, real-time visibility into performance metricsIdentify inefficiencies and implement scalable process improvementsQualifications2+ years of experience in operations, client service, or administrative support within an RIA, wealth management firm, or financial services environment2+ years of supervisory or contractor management experience preferredWorking knowledge of RIA operations, compliance processes, billing, and advisor workflowsStrong proficiency in Google Sheets (dashboard building required)Experience auditing work for quality and tracking performance metricsHigh attention to detail and strong follow-throughClear, professional written communication skillsAbility to manage recurring operational processes with consistency and reliabilitySalary RangeThis is a fully remote position.This position offers a competitive salary between $85,000 and $100,000, depending upon experience and qualifications. Salary may vary by location based on factors, including the cost of living. We are committed to paying our employees fairly and providing opportunities for professional growth and development.We want to be as inclusive as possible in our hiring process. If you don’t have 100% of what we’re looking for, but feel like you’re pretty close to growing into the role — please still apply. If a candidate has only 80% of the skills but a fantastic attitude and perspective, they might be the perfect fit.Boldin values the unique perspectives and contributions of all individuals and we strive to foster a diverse and inclusive culture. We encourage applications from individuals of all backgrounds, including and not limited to people of any race, ethnicity, or national origin, individuals with differing abilities, members of the LGBTQ+ community, veterans, gender minorities, women and people from underrepresented communities.We are committed to providing reasonable accommodations for applicants with differing abilities throughout the recruitment process. If you require any accommodations, please let us know, and we will work with you to meet your needs. We are committed to fostering an environment where everyone can bring their authentic selves to work. If you are comfortable doing so we invite you to share your preferred pronouns in your application.About the CompanyAt Boldin, we believe financial confidence should be accessible to everyone. Money decisions shape our lives, yet too often people are left without the clarity or tools they need to make informed choices. We exist to change that.Boldin is a comprehensive financial planning platform that helps people understand their financial picture, make smarter decisions with their money and time, and plan for the future with confidence.With over $20M raised and strong momentum, Boldin is entering a pivotal phase of growth. This is an opportunity to join a mission-driven team and help shape the future.
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