Operations Manager | Ridgewood Investments
Remote | Full-Time | $80,000 - $100,000+ Total Compensation (Base + Bonus)
Drive growth. Lead with precision. Build what’s next.
Ridgewood Investments is seeking a strategic and execution-focused Operations Manager to help scale our business and lead critical initiatives. In this high-impact role, you’ll be responsible for managing internal systems, building efficient workflows, and recruiting and developing top-tier talent—while operating quickly and independently to execute the firm’s strategic priorities.
If you are a performance-driven operator with a passion for continuous improvement and the ability to align daily execution with long-term vision, this is the opportunity for you.
About Ridgewood Investments
Ridgewood Investments is a respected, independent investment advisory firm dedicated to helping clients grow and protect their wealth through disciplined, personalized strategies. We pride ourselves on integrity, transparency, and client-first decision-making.
Key Responsibilities
- Drive top-line growth by identifying operational bottlenecks, improving client service processes, and enabling sales and advisory teams to operate at full capacity
- Lead and manage internal workflows and daily operations across the business
- Oversee and optimize systems for client onboarding, reporting, compliance, and communication
- Recruit, onboard, and manage team members to build a high-performance culture
- Act quickly and independently to execute strategic initiatives and meet the CEO’s vision and priorities
- Own special projects end-to-end, delivering measurable results with speed and accuracy
- Improve and maintain tools including the CRM, financial reporting systems, and project management platforms
- Ensure compliance with regulatory standards and maintain accurate documentation
- Coordinate with external vendors, service providers, and partners to support core business functions
- Analyze business performance and provide actionable insights to leadership
- Oversee and track marketing spend and marketing kpis working with others to make sure we are getting a good roi and being able to keep us accountable and driving results on this
✅ Qualifications
- 3+ years of experience in operations, project management, or business administration
- Background in financial services, investment management, or a similar industry preferred
- Demonstrated ability to lead people, manage teams, and recruit top talent
- Skilled in process improvement, systems implementation, and performance measurement
- Strong analytical and organizational skills; able to work fast without sacrificing quality
- Familiar with CRMs, spreadsheets, and project management tools (e.g., Asana, Trello, Notion)
- Excellent written and verbal communication skills
- Bachelor’s degree in business, finance, or a related field (preferred)
What We Offer
- Total compensation of $80,000 - $100,000+/year (base salary + performance-based bonus)
- The opportunity to make a direct impact on the firm’s growth and future
- A supportive, high-integrity team focused on long-term results
- Career development, leadership exposure, and room to grow with the company
- A values-driven culture focused on excellence, trust, and accountability
Ready to Build the Future with Ridgewood?
If you’re a high-level operator who thrives in entrepreneurial environments and knows how to scale smart, we want to hear from you.
Apply now to join Ridgewood Investments and help us deliver lasting value—both to our clients and our company.