Clinical operations manager h1.location_city

About Leverage PlannersLeverage Planners is a boutique retirement wealth management firm headquartered in Bellevue, WA. We help clients achieve lifelong financial security, clarity, and peace of mind through structured, safety-first planning. Our team operates on defined processes, collaboration, and a consistent client experiencenot individual advisor silos.Role OverviewAs an Operations Manager, you will:Own and execute the firms day-to-day operational and administrative workflowsManage HR and payroll administration processes to ensure accuracy, compliance, and consistencyCoordinate scheduling, logistics, and follow-through across advisors, client service, and marketing activitiesMaintain operational and people-process consistency across systems, vendors, and compliance requirementsSupport leadership by translating priorities into organized, repeatable executionThis role is highly hands-on and detail-oriented, with success measured by operational reliability, clarity, and continuity.Key ResponsibilitiesFirm Operations & Workflow ManagementManage daily operational workflows to ensure tasks are completed accurately and on timeMaintain and document standard operating procedures (SOPs)Coordinate internal deadlines, deliverables, and follow-upsMonitor operational capacity and flag bottlenecks or risks earlyHR & Payroll AdministrationAdminister payroll processes in coordination with external payroll providersEnsure accurate tracking of:Employee hours (where applicable)PTO and holiday schedulesPayroll changes and updatesSupport onboarding and offboarding processes, including:New hire paperworkSystem access coordinationBenefits enrollment coordinationMaintain employee records and HR documentation in compliance with firm policiesCoordinate with external HR, benefits, or PEO partners as applicableServe as the first point of contact for basic HR and administrative employee questionsThis role does not set HR policy or compensation strategy, but executes and administers approved processes.Advisor & Client Service SupportSupport advisors with scheduling, meeting preparation, and post-meeting follow-up workflowsEnsure client service requests are routed, tracked, and resolved promptlyCoordinate account-related tasks in partnership with client service and compliance teamsMaintain consistency in the client experience across touchpointsMarketing & Event OperationsCoordinate seminar and event logistics, including:SchedulingVendor coordinationMaterials preparationAttendee trackingMaintain operational support for marketing initiatives (logistics and execution only; strategy owned elsewhere)Track event-related workflows and handoffs into the client meeting pipelineSystems, Tools & Data ManagementMaintain accurate records across CRM, scheduling, HR, and document management systemsEnsure operational and people-related data is up to date and reliableSupport internal reporting related to operations, scheduling, and staffingCoordinate with IT and software vendors as neededCompliance & Vendor CoordinationSupport compliance workflows in coordination with external compliance partnersEnsure operational adherence to internal policies and regulatory requirementsCoordinate with external vendors (IT, payroll, HR, compliance, marketing, facilities)Maintain organized records for audits and reviewsRequired Experience & CompetenciesCandidates must demonstrate proficiency in the following areas:Operations & Administration Experience: 36 years in operations, office management, HR administration, or business operations rolesPayroll & HR Exposure: Hands-on experience administering payroll and employee recordsFinancial Services Exposure: Experience in an RIA, financial advisory firm, insurance firm, or other regulated environment strongly preferredWorkflow Discipline: Ability to manage multiple concurrent workflows with accuracy and follow-throughSystems & Tools:Payroll platforms (e.g., Gusto, ADP, Paychex, or similar)CRM platforms (HubSpot, Salesforce, Redtail, Wealthbox, or similar)Scheduling tools (Calendly or similar)Document management systems (Egnyte, SharePoint, or similar)Google Workspace and/or Microsoft OfficeCommunication: Clear, professional communication with advisors, vendors, and staffExecution Mindset: Comfortable operating in a hands-on, execution-first roleQualificationsRequiredPrior experience in operations, HR administration, payroll, or office management rolesHigh attention to detail and confidentialityAbility to work within defined processes and improve them incrementallyStrong follow-through and accountabilityProfessional, calm, and collaborative working stylePreferredExperience in a regulated or compliance-driven environmentFamiliarity with RIA or financial advisory firm operationsExperience supporting leadership teams or small professional officesComfort working in a lean, growing firm environmentCompensation & BenefitsBase Salary: $65,000 $85,000, depending on experienceMedical & dental contributions401(k) with employer matchPaid holidays and PTOProfessional development supportFree parking and on-site fitness centerWork Model & LocationLocation: Bellevue, WA (In-Person)Schedule: MondayFriday, 8:00am5:00pm (flexible)Travel: MinimalSponsorship: Not availableEqual Opportunity EmployerLeverage Planners is an equal opportunity employer and values diversity. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.How to ApplySubmit your resume and a brief cover letter describing:Your experience managing operations, HR administration, or payroll processesHow you bring clarity and consistency to day-to-day operationsWhat tools or systems have you used to automate workflows, reduce manual effort, or improve day-to-day operational efficiency? Please include specific examples.
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