Operations Manager

Limitless Advisor

OPERATIONS MANAGER

WHO YOU ARE

A seasoned, hands-on Operations Manager, you've successfully managed, improved and scaled a growing, entrepreneurial business. You know how to turn big ideas into operational excellence and you've owned day-to-day operations across multiple functions, managed people and performance, built scalable systems, and used technology and AI to make businesses run better.

You're equally comfortable improving how a business operates and rolling up your sleeves to ensure the details are handled accurately and efficiently. You have the experience, judgment, and initiative to recommend, design, and drive operations that continuously support our success.

WHO WE ARE

Limitless Advisor is an industry-leading coaching company helping financial advisors elevate their work, wealth, and well-being. We create results-driven coaching and growth experiences that help advisors build wildly successful businesses and lives they love.

We're a positive-mojo, people-first, continuous-growth kind of company. Expect meaningful work, real growth opportunity, personal flexibility, and the chance to work with a happy, high-performing team.

LOOKING FOR THAT SPECIAL SOMEONE

We have a reputation for quality, experience, and results. You should, too.

We're looking for an experienced business operator to strengthen our operating foundation, improve how the business runs, and build systems that delivery value at scale.

You've been there, done that, and know how to balance big-picture thinking with hands-on execution.

You don't just manage projects or delegate tasks. You take ownership, solve problems, improve systems, check the details, and make sure things get done right. You thrive in an entrepreneurial environment where priorities evolve, resources are lean, and making things happen matters more than managing layers of people.

THE IMPACTFUL WORK

- Make big ideas happen: Turn business priorities into plans, progress, and operational excellence across our Programs, Marketing, Coaching, and Services groups.

- Build systems for scale: Create clear SOPs, handoffs, decision rights, accountability, and operating rhythms. Manage cross-functional projects and team to goals and outcomes.

- Own our systems and CRM: Protect and optimize key business systems. Ongoing CRM implementation, testing, and optimization across enrollment, membership, marketing, and service workflows. Keep integrations, data, and reporting reliable.

- Support marketing operations: Support the technical setup, execution, and QA of email campaigns, nurture sequences, landing pages, lead funnels, webinar registrations, segmentation, and HubSpot automations. Partner with Marketing on launches and conversion reporting.

- Put AI and automation to work: Help define and Implement AI applications to improve team productivity, coaching experience, and business performance.

- Lead people and performance: Manage the Operations Specialist and assigned staff/contractors; set priorities, coach performance, remove obstacles, and hold team accountable.

- Make numbers actionable: Partner with the CEO and Finance on budgets, forecasts, profitability, resources, vendors, and costs. Build useful KPI dashboards and concise progress/risk reporting.

- Keep enrollment and the member journey seamless: Partner with Finance on billing, ACH/card checkout, subscriptions, and related automations; connect onboarding, delivery, and renewals.

THE AWESOME-SAUCE YOU BRING

- 7+ years of experience: Operations, project management, or organizational leadership, with success across functions in a growing entrepreneurial company.

- Real systems chops: Hands-on CRM implementation or redesign, marketing automation, email campaigns and funnels, and cross-functional workflows. HubSpot preferred; confident with integrations, testing, and data quality

- People management: A track record managing internal teams, specialists, and contractors with clear communication, coaching, and accountability.

- Practical AI experience: You’ve deployed AI or automation in a business and can show measurable results. No need to be a developer; you do need to turn opportunities into working solutions.

- Business judgment: Strong financial literacy, analytics, project management, and reporting; able to evaluate recurring payments, subscriptions, and customer-lifecycle workflows.

- A love of making things better: Ownership, organization, detail, and the ability to translate technical issues into simple business decisions.

- Bonus points: Financial services, coaching, consulting, membership, or professional services; HubSpot, Asana, Make, Zapier, Stripe, ChatGPT, Claude, Perplexity, EOS/Traction, multi-tier programs, or renewals.

THE RIDE & THE REWARDS

- Base salary: $90,000–$110,000, DOE and contribution with significant growth potential

- Performance bonus: Up to 10% of salary; paid quarterly

- Profit Sharing bonus: Up to 10% of salary; paid annually

- Time off: Two weeks PTO in Y1, three weeks from Y2-Y5 and four weeks Y5+, plus additional 11 days per year: flex days (3), 4-day weekends (3) and Christmas closure (5days).

- Benefits and flexibility: Medical & well-being allowance, remote position with flexible schedule.

IF YOU’RE THE ONE, LET’S CONTINUE THE PROCESS

If building smarter operations, making technology useful, and helping a high-performing team grow without losing what makes it special sounds like your kind of challenge, we’d love to hear from you.