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 presence—remote 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.
