Operations Manager at Brightonjones

Ready to make a meaningful impact?   At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.   We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam.  As an Operations Manager, you will manage key operational functions of the pod, serving as a strategic partner to the Managing Director (MD) and collaborating closely with the HR Business Partner, Sr. Growth Advisor, and Lead Advisor. This role is accountable for driving execution, alignment, communication, and operational excellence across client, people, and office operations.   Take our Values in Action Self-Assessment to see how our values align!  Your Role - Get/Keep Client Operations: • Act as a versatile support resource for the Managing Director, willingly taking on a diverse array of tasks and executing on special projects as required. • Managing client service operational tasks and initiatives and holding the team accountable. (Revenue Realignment) • Support the MD/Sr. Growth Advisor/Lead Advisor in communicating key metrics to the pod and keeping the team accountable for completing projects/meeting metrics. • Proactively track, manage, and close the loop on requests and action items across the team, ensuring clear follow-up, communication, and accountability. • Support the Managing Director in facilitating weekly team and leadership meetings including setting the agenda, documenting action items, and supporting alignment between the teams and leadership. • Arranges and coordinates travel logistics, including flights, accommodation, and transportation, for Get/Keep Client needs. • Manage client transition assignments, ensuring timely collaboration with key stakeholders (MD, Leads, HR Business Partners). Responsible for bringing the larger team along with communication. • Partner with MD, SGA and Business Development Specialists to assign new client service team and update system. • Assist the MD and SGA/LA in scheduling for client-related activities. • Manage administrative permissions for technology systems for service teams (Salesforce, Box). • Plan and execute a wide range of remarkable experiences for clients and prospective clients to help drive client referral metrics. • Provide strategic direction for client gifting and partner with Client Service Administrators to execute. Your Role - Get/Keep People Operations: • Take on projects from the HRBPs around People and Operations (scheduling development conversations and internal pod communication). • Provide strategic and administrative support planning and executing a wide range of remarkable experiences for the team ranging from volunteering, social events, celebrations, retreats, to personalized gifts for teammates, fostering team member bonding and engagement. • Arrange and coordinate travel logistics, including flights, accommodation, and transportation for Keep People needs and team retreats. • Assist the MD and HRBP in scheduling team and people related meetings/events. • Partner with the HR team to drive campus recruiting, local intern hiring, including managing project calendars, coordinating intern champions, and ensuring effective collaboration with HR Team and other stakeholders to deliver a seamless and impactful intern experience. • Partner with the Recruiting team to drive candidate sourcing, conducting initial pre-screen calls, scheduling interviews and candidate communication. • Manage HRIS requests on behalf of the pods they support, including PTO requests, expense tracking & approval for employee expenses, T&E, marketing and spot bonuses, nonexempt timecard review and approval, and provide monthly/quarterly budget reports to the MD. Ensure appropriate staffing during peak days for Client Service. • Oversee team member movement, including seating arrangements and location assignments. Your Role - Regional Office Organization & Oversight: • Oversee office management, including supply ordering and delivery through vendor partners, managing incoming deliveries and mail distribution, ensuring timely outgoing shipments, and serving as the main point of contact for building service requests and communications from local building management. • Oversee project management of office space planning and potential office expansions or moves. Skills & Experience: • Minimum of 4–6+ years of experience in a similar role, with demonstrated success managing operations and overseeing complex projects. Project management experience within financial services is preferred • Bachelor's degree required • Highly adaptable and decisive, with the ability to think strategically while effectively managing competing priorities in a fast‑paced environment • Strong attention to detail and exceptional organizational skills, with the ability to exercise independent judgment and drive outcomes with minimal oversight • This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility • Pay: Competitive annual salary. Ownership & Financial Wellbeing • Fully paid medical, dental, and vision coverage for employees • 401(k) with 100% match up to 3% of annual compensation • Equity ownership opportunities for every employee • New Business Incentive Program • Generous employee referral bonus • Cell phone data reimbursement • Financial planning services discount for employees and immediate family members Time & Flexibility • Minimum 3 weeks PTO starting Day 1 • Winter Break, Summer Friday flex-days, and 10 paid holidays • Unlimited Volunteer Time Off plus company grant matching • Heavily subsidized transit Growth & Development • 100% reimbursement for required training, certifications, licensing, and dues • Personal career development plans • Richer Life Business Partner (coaching for all employees) • Mindful Emotional & Social Intelligence training • Annual professional & personal wellbeing stipend Connection & Community • Quarterly team-building events • Regular social events • Employee-led book clubs, committees, and affinity groups Family & Milestones • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent) • Adoption benefits • Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.  We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.   Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.   To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.  Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.