The Role
The Operations Manager will support regional leadership by managing client organizational tasks, coordinating travel logistics, overseeing office management, and partnering with HR and business development teams to enhance client and employee experiences.
Summary Generated by Built In
At Brighton Jones, we're not just looking for high performers—we're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it.
Our mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives.
This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic.
At Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our values—Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community—drive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives.
We've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally.
Join our #OneTeam of 300+ passionate individuals who bring a "How can I help?" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives.
Take our Values in Action Self-Assessment to see how our values align!
Your Role - Get/Keep Client Organizational & Administrative
- Act as a versatile support resource for the Regional Managing Director (RMD), willingly taking on a diverse array of tasks and executing on special projects as required, including client service operations tasks and initiatives. (e.g. CTA, revenue realignment).
- Support the Senior Lead Advisor (SLA) in communicating key metrics to the pod and keeping the team accountable for completing projects/meeting metrics.
- Arrange and coordinate travel logistics, including flights, accommodation, and transportation for Get/Keep Clients needs.
- Manage client transition assignments, ensuring timely collaboration with key stakeholders (SLA, Leads, HRBPs). Responsible for bringing the larger team along with communication.
- Partner with SLA and Business Development Specialists (BDS) to assign new client service team.
- Assist the RMD and SLAs in scheduling for client-related activities.
- Plan and execute a wide range of remarkable experiences for clients and prospective clients to help drive client referral metrics.
- Provide strategic direction for client gifting and partner with Client Service Administrators to execute.
Your Role - Get/Keep People Organizational & Administrative
- Take on projects from the HRBPs around People and Operations (scheduling development conversations and internal pod communication).
- Provide strategic and administrative support planning and executing a wide range of remarkable experiences for the team ranging from volunteering, social events, celebrations, retreats, to personalized gifts for teammates, fostering team member bonding and engagement.
- Arrange and coordinate travel logistics, including flights, accommodation, and transportation for Keep People needs and team retreats.
- Assist the RMD, SLA and HRBP in scheduling team and people related meetings.
- Partner with the recruiting team to drive campus recruiting, local intern hiring, including managing project calendars, coordinating intern champions, and ensuring effective collaboration with the recruiting team and other stakeholders to deliver a seamless and impactful intern experience.
- Partner with the recruiting team to drive candidate sourcing, conducting initial pre-screen calls, scheduling interviews and candidate communication.
- Track and ensure there is follow up and communication around any asks of the team/ teammates.
- Manage HRIS/payroll platform on behalf of the pods they support, including PTO requests, expense tracking & approval for employee expenses, T&E, marketing and spot bonuses, nonexempt timecard review and approval, and provide monthly/quarterly budget reports to SLA and RMD. Ensure appropriate staffing during peak days for Client Service.
- Oversee team member movement, including seating arrangements and location assignments.
Your Role - Regional Office Organizational & Administrative
- Oversee office management, including supply ordering and delivery through vendor partners, managing incoming deliveries and mail distribution, ensuring timely outgoing shipments, and serving as the main point of contact for building service requests and communications from local building management.
- Oversee project management of office space planning and potential office expansions.
Your Experience:
- Bachelor’s Degree preferred.
- 4-6 years of professional work experience in operations; financial services industry is a plus.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) required; Salesforce experience is a plus.
- Organizational Skills | Effectively prioritize and manage tasks and projects in a fast-paced environment.
- Time Management | Plan and organize time for self and others efficiently, ensuring tasks are completed within set timelines.
- Takes Initiative | Think and proactively plan and work ahead while being responsive to competing demands and shifting priorities. Able to anticipate needs and provide proactive solutions or proposals.
- Attention to Detail | Thoroughly and accurately manage information and tasks while minimizing errors.
- Communication Skills | Communicate written and verbal information with precision, efficiency, and accuracy.
- Confidentiality | Show discretion, ensure secure handling of sensitive information and maintain high standards of privacy and trust.
- This role is an in-office, full-time, and exempt position. We are a work-from-office culture with lots of flexibility.
Compensation:
- Pay: $80,000 - $110,000 per year
- Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits.
Our Company
At Brighton Jones, we're building a future for wealth management that's about more than managing wealth. Our #OneTeam is united by a shared commitment to our mission, vision, and values. We believe that when you thrive, we thrive, which is why we've created an environment where every team member can genuinely love their work and feel supported by colleagues.
Diversity enriches our lives and our work. We're committed to fostering an inclusive culture where all members of the Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential. This commitment is woven throughout our business and shapes how we hire, empower our teammates, create learning opportunities, and support our communities.
At Brighton Jones, you'll have the freedom to be yourself and the support to be your best. If you're excited about redefining wealth management and making a positive impact, we want to meet you. We offer you competitive compensation, excellent (and unique!) benefits, and rewarding career opportunities—including a path to ownership for every teammate.
In your application, tell us why you're eager to join our growing #OneTeam and how this opportunity aligns with your career objectives and personal values.
What to Expect in the Hiring Process
1. Values in Action Self-Assessment - At Brighton Jones we don’t just talk about our values, we live by them! We’ve operationalized our values into observable behaviors and part of the application process includes completing a brief self-assessment on our Values in Action.
2. Initial Interview - This 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company.
3. Role Alignment - Next you’ll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferrable experiences.
4. Full Loop - You’ll meet the team in two, back-to-back interviews with team members you’re likely to work with. During these conversations, we’ll be listening to examples of your technical skills as well as how core values show up in your experience. There may also be a writing sample, role play, hiring, or technical assessment depending on the position.
5. Personal Reference Calls - In this final step in the hiring process, you will be asked to arrange 1-2 personal reference calls with past managers of our choosing.
6. What’s Next - Interviewing is time-consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we’ll let you know our decision as quickly as we can. If this role isn’t a good fit, we invite you to stay connected and apply again.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Top Skills
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The Company
What We Do
Whether you want to save for the future or celebrate today, give back to the community or explore the globe, your values are every bit as unique as your fingerprints. The challenge is aligning your time and resources to those values, so you can go after the things you truly care about.
For us, protecting and growing your wealth is a foundational part of that journey. But our goal is bigger than your financial peace of mind—it’s your happiness. We want to be the partner that helps you align your wealth, your passions, and your purpose, so you can pursue the life that truly fulfills you—your richer life.
