Operations Manager

Our client is an LPL-affiliated wealth management practice in Pittsburgh. The team includes two advisors, a planning analyst, and administrative staff, and is growing to the point where operations need a dedicated owner. The Opportunity Our client is hiring an Operations Manager to run the practice day-to-day. This frees the Lead Advisor to focus on advising clients, growing the business, and making high-level decisions.

This isn't an office-manager role. You'll own the entire client-service workflow: scheduling, meeting prep, task assignment, follow-through. You're comfortable holding the team accountable, including leadership.

Key Responsibilities:

• Manage the advisors' calendars, targeting roughly 10 client meetings per advisor per week.
• Get meeting-prep assignments and deadlines to the planning team early enough to produce quality work. Confirm statements, forms, and outside-account information are collected before meetings.
• Monitor LPL notifications for funded accounts, money movement, and deposits. Route them for timely action.
• Review meeting notes and AI-generated summaries after every meeting. Convert them into clearly assigned tasks with owners and deadlines.
• Delegate and track work across the team. Follow up about a week later to confirm it actually got done.
• Keep clients updated when paperwork, transfers, or service requests are pending.
• Oversee new-account opening, transfers, money movement, beneficiary changes, and other LPL operational processes. Serve as the firm's primary internal contact for LPL issues.
• Triage routine client email requests.
• Identify recurring bottlenecks and fix the process, not just the symptom.
• Run a short weekly operations meeting.
• Build, document, and maintain written procedures.
• Coordinate vendors, technology, office logistics, and client events.
• Turn leadership's ideas into organized projects with owners, deadlines, and follow-through.

What Success Looks Like

One year in, operations run smoothly without the Lead Advisor's day-to-day involvement. Every meeting gets clear next steps. Nothing slips through the cracks.

Who You Are

• Warm, professional, and reassuring with clients. Assertive enough to hold every team member accountable, including leadership.
• Extremely organized without becoming rigid or bureaucratic.
• Proactive. You see what needs to be done without waiting to be told, and you're comfortable making routine decisions on your own.
• A direct, authentic communicator who values substance over formality.
• Able to manage different personalities without creating drama.
• Focused on closure. You don't just assign tasks, you verify they got done.
• High ownership mentality. You thrive in fixing a broken process or creating a better one.
• Doesn't take yourself too seriously. You enjoy a lighthearted office and a good joke as much as getting the work done.

Experience \& Qualifications

• 3\+ years of experience in wealth management operations.
• LPL platform experience is a strong plus, particularly in the Pittsburgh market.
• Series 7 and/or Series 66 licensing is helpful but not required.