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Description We are looking for a dedicated Operations Manager to oversee and enhance our firm's core processes and team dynamics in Santa Barbara, California. This role is integral to driving organizational growth, managing daily operations, and ensuring seamless collaboration between various departments. The ideal candidate will possess strong leadership skills, an analytical mindset, and the ability to foster a positive workplace culture while maintaining high standards of performance.

Responsibilities:

• Lead and execute firmwide growth initiatives, ensuring smooth implementation of projects and strategies.

• Develop and deliver engaging presentations for retreats, meetings, and team events.

• Organize and facilitate monthly team meetings with operations and advisory teams to ensure alignment.

• Update and maintain the policies and procedures manual to reflect ongoing amendments and best practices.

• Manage billing processes across the firm and oversee office expenses, including regular supply orders and bank deposits.

• Provide mentorship and development support to Associate Advisors and Client Service Administrators.

• Handle hiring and termination processes, including job postings, interviews, offer letters, background checks, and onboarding.

• Coordinate payroll approvals, manage time-off requests, and conduct annual team reviews to evaluate compensation and performance.

• Enhance client relationships by organizing appreciation events, creating personalized gift ideas, and addressing complex service needs.

• Research and implement innovative technology solutions, provide team training, and ensure accurate data management through audits and backups. Requirements • Proven experience in operations management within a detail-focused services or wealth management firm.

• Strong knowledge of human resources practices, including hiring, termination, payroll, and employee relations.

• Exceptional leadership and mentoring skills to effectively support and develop team members.

• Excellent organizational and project management abilities with a keen attention to detail.

• Ability to manage billing processes and oversee financial transactions with accuracy.

• Proficiency in leveraging technology for operational improvements and troubleshooting.

• Capability to enhance client relationships through strategic initiatives and exceptional service.

• Commitment to ethical standards and continuous development in compliance and industry practices.

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) .