Operations Manager

Operations Manager

Location: Lancaster, PA
Employment Type: Full-Time | 40 Hours/Week
Classification: Non-Exempt

About Vantus Wealth

Vantus Wealth is committed to providing thoughtful, personalized wealth management and exceptional service to our clients. Our team values professionalism, integrity, collaboration, innovation, and a commitment to doing things the right way.

We are seeking an experienced Operations Manager to serve as a central point of operational execution, project coordination, technology enablement, and process improvement across the firm.

This is a high-impact, individual-contributor role for someone who enjoys taking approved priorities and turning them into organized action. The ideal candidate is highly organized, proactive, technology-minded, and comfortable creating structure from ambiguity, managing multiple priorities, and driving projects from planning through implementation and completion.

The Operations Manager will play an important role in making Vantus Wealth easier and more efficient to work with while helping deliver the “Edge Over Ordinary” client experience.

Position Summary

The Operations Manager is responsible for managing projects, improving processes, coordinating cross-functional initiatives, and helping the firm maximize its existing technology and systems.

This position works closely with employees, Senior Advisors, committees, vendors, and other stakeholders to ensure projects move forward, responsibilities are clear, deadlines are met, and improvements are successfully implemented.

The Operations Manager does not have direct reports or supervisory authority. Instead, success in this role comes from organization, communication, technology, judgment, relationship-building, and consistent follow-through.

The ideal candidate is someone who sees a problem and thinks, “How can we make this easier, more efficient, and more consistent?”

Essential Responsibilities

Project & Initiative Execution

• Develop clear project plans for approved initiatives, including desired outcomes, responsibilities, dependencies, milestones, and deadlines.
• Manage multiple projects and priorities simultaneously while maintaining organization and accountability.
• Keep projects moving forward by tracking progress, following up on commitments, and identifying obstacles.
• Coordinate with employees, Advisors, vendors, committees, and other stakeholders as needed.
• Communicate concise and useful project updates, including status, responsibilities, risks, outstanding items, and next steps.
• Identify potential delays or roadblocks and work to resolve them or escalate them appropriately.
• Ensure completed projects are properly implemented, adopted, documented, and integrated into day-to-day operations.
• Take ownership of assigned initiatives from planning through implementation and completion.
• Maintain accurate project documentation and records.

Technology & Systems Improvement

• Develop a strong working knowledge of Vantus Wealth’s CRM, including Advyzon, Microsoft 365, and other core business systems.
• Identify opportunities to improve how existing technology is configured and utilized.
• Help develop and implement workflows, automation, integrations, templates, and system-based controls that improve efficiency and consistency.
• Partner with employees, Advisors, and outside vendors to implement practical technology solutions.
• Identify opportunities to reduce manual work, duplicate data entry, avoidable errors, and inconsistent processes.
• Research and evaluate emerging technologies and tools that may improve firm operations, subject to applicable security, compliance, and approval requirements.
• Serve as a resource to team members in understanding and effectively utilizing approved systems and technology.
• Continuously look for ways technology can improve the experience of clients, employees, and Advisors.

Process Improvement & Cross-Firm Coordination

• Proactively identify operational friction, bottlenecks, redundancies, communication gaps, and inconsistent processes.
• Work directly with employees and teams closest to the work to understand challenges and identify practical solutions.
• Design and recommend simpler, clearer, and more consistent workflows.
• Coordinate approved process changes across affected teams to ensure responsibilities and expectations are clearly understood.
• Document and standardize processes when doing so improves efficiency, accountability, service, or the client experience.
• Help ensure process improvements are effectively implemented and maintained.
• Identify opportunities to improve the overall employee and Advisor experience by reducing unnecessary administrative burden.
• Support initiatives designed to enhance the Vantus Wealth client experience.

Administrative & Operational Support

• Coordinate operational activities across departments and teams as needed.
• Maintain organized documentation related to projects, processes, systems, and procedures.
• Assist with special projects and other operational responsibilities as assigned.
• Coordinate with outside vendors, technology providers, and professional partners.
• Assist with implementation of new systems, processes, and tools.
• Prepare reports, presentations, spreadsheets, documentation, and other materials as needed.
• Support meetings, initiatives, and projects through preparation, follow-up, documentation, and execution.
• Maintain appropriate confidentiality when working with client, employee, compliance, financial, and proprietary firm information.

Professional Expectations & Confidentiality

• Maintain a professional, collaborative, accountable, service-oriented, and solutions-oriented approach.
• Take initiative and consistently move work toward resolution.
• Be comfortable creating structure when priorities or processes are unclear.
• Exercise sound judgment when balancing competing priorities and determining when to act independently versus when to seek direction.
• Communicate clearly and proactively, particularly when deadlines, risks, responsibilities, or expectations are unclear.
• Take ownership of responsibilities and commitments through completion.
• Maintain accurate documentation and records.
• Protect confidential client, employee, financial, compliance, and proprietary information.
• Follow all applicable firm policies, procedures, compliance requirements, and information-security protocols.
• Remain open to feedback and continuously develop knowledge of Vantus Wealth, its systems, workflows, and the financial services industry.
• Build positive working relationships across the firm and contribute to a collaborative environment.
• Approach challenges with curiosity, resourcefulness, and a focus on practical solutions.

Qualifications & Skills

• Bachelor’s degree from an accredited college or university required; degree in business, finance, operations, management, project management, information systems, or a related field preferred.
• Minimum of 5 years of relevant professional experience in operations, project management, business administration, professional services, technology-enabled operations, or a comparable role required; 7+ years preferred.
• Experience in wealth management, financial services, registered investment advisors (RIAs), or other professional services environments strongly preferred.
• Demonstrated experience managing complex, multi-stakeholder projects and driving follow-through without direct supervisory authority.
• Demonstrated ability to create structure from ambiguous priorities and manage competing deadlines.
• Strong technology aptitude and ability to learn new software and systems quickly.
• Experience improving workflows through technology, automation, integrations, or system configuration strongly preferred.
• Excellent written and verbal communication skills.
• Strong organizational skills and exceptional attention to detail.
• Strong judgment, problem-solving, and decision-making abilities.
• Ability to work independently while maintaining appropriate communication with leadership and project owners.
• Ability to take direction and feedback positively and apply it effectively.
• Strong follow-through and demonstrated ability to take ownership of projects from beginning to completion.
• Strong proficiency with Microsoft Word, Excel, Outlook, Teams, OneDrive, and Adobe Acrobat Pro.
• Experience with CRM platforms and business management systems; experience with Advyzon preferred.
• Ability to handle confidential and sensitive information with a high degree of discretion.
• Professional demeanor and communication style appropriate for a client-focused wealth management environment.

What We Offer

• Full-time, Monday–Friday schedule
• Professional and collaborative work environment
• Opportunity to work closely with experienced wealth management professionals and Senior Advisors
• Opportunity to make a meaningful impact on firm operations and the client experience
• Exposure to technology, project management, process improvement, and financial services
• Opportunity for continued professional learning and development
• Opportunity to help shape and improve how a growing wealth management organization operates
• Meaningful cross-functional interaction across the firm

Work Environment & Expectations

• Primarily on-site position at the Vantus Wealth office in Lancaster, PA
• Regular computer and technology-based work
• Ability to sit or stand for extended periods
• Occasional bending, lifting, and stretching
• Ability to lift approximately 10–25 pounds
• Occasional local travel or attendance at off-site meetings, events, or appointments as needed

Hours

• Monday–Friday, 8:00 AM – 4:30 PM
• 40 hours per week

Compensation

· $34.00 - $36.00 per hour, based on experience and qualifications

Make an Impact at Vantus Wealth

At Vantus Wealth, we believe great operations should make it easier for everyone to do great work.

We’re looking for someone who is naturally curious, organized, resourceful, and motivated by making things better. Someone who can look at a process, identify what is creating unnecessary friction, and help turn it into something simpler, more efficient, and more effective.

If you enjoy taking ideas from “we should fix this” to “this is now working better,” and you want to play a meaningful role in improving both the employee and client experience, we’d like to hear from you.

Pay: $34.00 - $36.00 per hour

Expected hours: 40.0 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person