Description We are looking for a highly skilled Operations Manager to lead and optimize the operational functions of our firm in Santa Barbara, California. This role requires a dynamic individual capable of managing firm-wide initiatives, overseeing team collaboration, and improving processes to drive organizational success. The ideal candidate will have a strong background in operations management, human resources, and wealth management. Responsibilities: • Lead firm-wide projects and oversee their successful implementation while aligning with organizational growth strategies. • Organize and manage monthly team meetings, ensuring effective communication across operations and advisory teams. • Maintain and update firm policies and procedures manuals, ensuring compliance and relevance. • Prepare presentations and materials for retreats, meetings, and other firm events. • Oversee billing processes and office expenses, ensuring accurate and timely transactions. • Manage employee relations, including hiring, onboarding, termination processes, payroll approvals, and annual reviews. • Foster a positive workplace culture by organizing team-building activities, appreciation events, and addressing employee concerns. • Enhance client relationships by developing creative appreciation initiatives, resolving complex service issues, and ensuring high satisfaction levels. • Research and implement technology solutions to improve efficiency, train team members, and ensure accurate data reconciliation. • Monitor compliance by staying informed about industry trends, attending relevant training, and adhering to ethical and meticulous standards. Requirements • Proven experience in operations management, preferably within the wealth management or financial services industry. • Strong knowledge of human resources practices, including hiring, payroll, and employee relations. • Exceptional organizational and leadership skills, with the ability to manage multiple projects simultaneously. • Proficiency in technology systems such as Salesforce and Orion, with experience in data reconciliation and troubleshooting. • Excellent interpersonal and communication skills to build strong relationships with clients and team members. • Ability to analyze and adapt to changes in regulatory and industry environments. • Detail-oriented and results-driven, with a focus on achieving goals efficiently and accurately. • Bachelor's degree in business administration, operations management, or a related field is preferred. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .