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Job Requirements of HR Operations Manager - Hybrid San Carlos - Up to $150K:
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Employment Type:
Full-Time
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Location:
San Carlos, CA (Hybrid)
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HR Operations Manager - Hybrid San Carlos - Up to $150K
A boutique finance firm is seeking an Operations Manager to be responsible for overseeing the daily operations of the firm to ensure efficiency, client satisfaction, and compliance. Additionally they will manage client onboarding, pre/post-appointment workflows, and ongoing service processes. They will support HR functions, coordinate marketing events, implement operational systems, and ensure seamless communication between clients, team members, and external partners.
Client Details
A boutique finance firm is seeking an Operations Manager to join their team hybridly in San Carlos. Salary is up to $150K with discretionary bonus depending on years of experience.
Description
- Manage client onboarding and account setup
- Oversee appointment prep, follow-up, and service execution
- Maintain operational systems, compliance, and workflow efficiencies
- Plan and execute client marketing events
- Lead, train, and review performance of support staff
- Support HR, payroll, and hiring processes in collaboration with leadership
Profile
- 8+ years in financial services, 3+ in a leadership role
- Strong organizational, client service, and communication skills
- Proficient in MS Office; experience with RedTail, Albridge, Riskalyze, and eMoney is a plus
- Able to commute to the office in-person in San Carlos, CA
Job Offer
- Competitive salary of $120K - $150K depending upon years of experience.
- Discretionary bonuses.
- Hybrid flexibility.
- Opportunity to work with a close-knit team at a boutique financial services firm.
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.