Head of Operations - The Well Recruiting Solutions : Job Details

Overview

We're hiring an Operations Director on behalf of our client—a growing retirement planning firm based in Maryland. All candidates MUST have experience working in a financial advisory firm.

Base pay range

$80,000.00/yr - $100,000.00/yr

Compensation

Compensation: $80,000–$100,000 base + quarterly bonus + 401(k) + health stipend

Location

Location: On-site in Annapolis, MD

Additional compensation types

Annual Bonus

Responsibilities

This role is the operational heartbeat of the firm. You'll oversee all new business applications, account transfers, and document processing to ensure every client transition is accurate, timely, and seamless.

Why this opportunity stands out

• Faith-based, family-run team with a strong culture of care and service
• Opportunity to own and scale the business processing function
• High-impact, detail-oriented work that supports lifelong client relationships
• Come from a financial planning, insurance, or broker-dealer environment (must-have)
• Love paperwork, systems, and improving processes
• Are tech-savvy and curious about AI and automation
• Thrive in small-team, no-drama workplaces with deep client care

Ready to join a purpose-driven firm that puts people first? Apply now!!

Job details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Accounting/Auditing and Administrative
• Industries: Financial Services and Insurance

Inferred from the description for this job

• Medical insurance
• Vision insurance
• 401(k)

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