Operations Manager

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

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

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

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.