Operations Manager - Retirement Advisors

Full Time
Bellevue, WA 98005
$55,000 - $170,000 a year
Posted
Job description

$55,000 - $85,000 GUARANTEED
$90,000 - $170,000 POSSIBLE
(*_Quarterly BONUSES can DOUBLE*_ your pay!)
PLUS tons of extra benefits (see below.)

Are you a financial admin veteran ready to grow?
Are you a ‘wizard behind the curtain’ type?
We want to talk with you!

Operations Manager, Retirement Advisors
Meet Our team: https://vimeo.com/684049967
Tour Our office: https://kbs.com/property/ridgewood-corporate-square/

This is an ‘Vision Builder & Team Manager’ position

YOUR CORE MISSION:
BUILD THE FOUNDER’S BLUEPRINTS/VISION

  • Create & manage systems for success.
  • Recruit & train achievers to run the systems.
  • Maintain morale, stability, unity, focus, & drive.
  • Manage task ‘Load Balancing’ among the team.
  • Track & report on key performance metrics.
  • Build, and maintain internal Wiki (Q&A database.)

We KEEP our clients Wealthy,
We GROW our team Wealthy.

REQUIRED: 3 Years' prior Operations experience.
REQUIRED: A personal drive to succeed

This is an on-site, full-time (40 hours weekly) position in our Bellevue headquarters, with traditional 8a-5p business hours (on non-event days,) and flexibility to adjust for events.

We are RESULTS focused, not ‘clock hours’ focused.
We believe in working hard & flexible, but NOT BURNING OUT!

Although you will ‘own’ certain baseline tasks, responsibilities, and results, everyone cross-trains to cover for anybody else when it’s useful. Our team mission is to do whatever it takes to succeed. Our culture is casual/informal and friendly, but intense and serious about the success of our clients, and everyone on our team.

YOUR Everyday Super-Powers:

  • You OBSESS about systems.
  • You’re an amazing persuader!
  • You dream of flowcharts & checklists.
  • You LOVE making IDEAS BECOME REAL.
  • You're RELENTLESS in driving The Mission.
  • You lead by example, and love changing peoples’ lives.
  • You LOVE everything ON time, and IN place!
  • You’re unbreakable in the start-up environment.
  • You are a self-driven problem-solver!
  • You have a healthy sense of humor, emotional resilience, and social flexibility.
  • You LOVE working with millionaires because YOU want to become one yourself!

Qualifications

  • (required) *Freaky* Attention to Detail, Hustle, & Ambition
  • (required) 3+ years in business administration, with operations experience.
  • (required) bachelor’s degree (or equivalent) in business administration.
  • (required) Google Apps, Calendar, Sheets, & Docs
  • (required) Microsoft Outlook, PowerPoint, Excel and Word
  • Experience beats degrees. Show us what you've been up to!

WHY JOIN THE LEVERAGE PLANNERS TEAM?

  • Competitive bi-weekly salary
  • Bonuses paid QUARTERLY
  • Generous PTO and holidays off
  • Medical & dental insurance contribution
  • 401K plan with employer match
  • Free Parking
  • Free First Friday Lunches
  • Free Yoga studio with Spin Bikes, Mats, Foam rollers, etc.
  • Free Olympic Free Weight Gym, Pelotons, Stairmasters, Treadmills,
  • Free Showers & Locker rooms onsite with Free Towel Service
  • Onsite Breakfast & Lunch Cafe',
  • Walking distance to lots of other great eats
  • Travel allowances for events
  • Reimbursement for professional education costs

Keywords: #Operations, #Leadership, #Management, #Administration, #Financial Services, #Business Systems

Job Type: Full-time

Pay: $55,000.00 - $170,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Professional development assistance

Physical setting:

  • Office

Schedule:

  • 8 hour shift
  • Monday to Friday

Supplemental pay types:

  • Bonus pay

COVID-19 considerations:
We follow all current sanitization & personal protection best practices.

Ability to commute/relocate:

  • Bellevue, WA 98005: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

  • Have you uploaded your personal intro video?
  • Have you watched our intro videos?

Experience:

  • Business management: 3 years (Required)

Work Location: In person

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