Office Manager- Wealth Management Career Growth Path - Premium Comp

Magellan Financial and Insurance Services
US - Florida - Fort Myers
November 6, 2024
Financial

Ready to Be the Backbone of a Growing Financial Services Firm? Are you the person everyone relies on to keep things running smoothly? The one who sees problems before they happen and handles them quietly behind the scenes? Keep reading if you're looking for a role where your organizational talents will be genuinely valued (and compensated accordingly).

Why You Might Be Perfect for This Role

You're probably already successful in your current position. But something's missing. Maybe you're:

Tired of being the capable person who keeps getting overlooked
Ready to step into a leadership role where you can shape how things are done
Looking for a position with real growth potential in the financial services industry
Wanting to work with a firm where your contributions directly impact people's lives

What Makes This Opportunity Different

This isn't just another office manager position. As our Operations Manager, you'll:

Be the operational backbone of a growing financial advisory firm
Have direct influence over how we scale and improve our processes
Work directly with the owner to shape the future of our practice
Join at the perfect time to establish your systems and procedures
Enjoy premium base compensation ($55,000-$70,000+) based on what you bring to the table, plus bonuses and revenue/profit sharing, so that as we grow and scale, your compensation does as well.

About Us - The Short Version

We're JD Financial Solutions & Insurance Group, a boutique wealth management firm in beautiful Sarasota, Florida. We help families and individuals make smart decisions about their financial futures. But what matters is that we're growing and need someone exceptional to help us manage that growth.

What Success Looks Like in This Role

Within your first year, you'll have:

Streamlined our operational processes
Implemented systems that make everyone's job easier
Become our go-to person for getting things done
Created a foundation for our continued growth
Established yourself as an invaluable leader in our firm

What We Need From You

Experience in financial services operations (wealth management, insurance, or similar)
A track record of making things work better
Strong attention to detail (because in our business, details matter)
The ability to anticipate needs before they become issues
A commitment to excellence in everything you do

What's In It For You

Beyond the competitive compensation, you'll get:

Real authority to implement your ideas
A clear path for professional growth
The satisfaction of helping build something special
A flexible schedule (with occasional evening events)
The chance to work with a team that values your contributions

Ready to Learn More?

If you're still reading and thinking, "This sounds like me," we should talk. This role is based in our Sarasota office and requires a full-time, in-office presenceremote applications will not be considered.

JD Financial Solutions & Insurance Group is an Equal Opportunity Employer. We value diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status.

Read the full job description and apply online on the recuiter's web-site

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