Operations LeaderWe are looking for an experienced operations leader to support the growth and effectiveness of practice management programs for financial professionals in Carpinteria, California. This role focuses on designing and delivering high-impact learning experiences, consulting with business owners on operational improvement opportunities, and partnering across teams to strengthen performance and consistency. The ideal candidate brings strong financial services knowledge, a practical understanding of business operations, and the ability to translate complex needs into clear, actionable programs.Responsibilities:Design, update, and manage a comprehensive practice management curriculum for new and established financial professionals and Financial Center owners.Partner with sales, recruiting, marketing, and other internal stakeholders to identify operational skill gaps and create learning solutions that address business needs.Produce instructional content in multiple formats, including guides, presentations, digital courses, videos, and reference materials, to support varied learning preferences.Lead virtual and in-person training sessions, workshops, and orientation programs that help participants improve productivity, consistency, and long-term business performance.Evaluate the needs of Financial Centers and advisors, then develop tailored annual practice management plans supported by coaching, resources, and follow-up documentation.Advise business owners on growth strategies, service expansion opportunities, and practice development initiatives that can increase revenue and enterprise value.Maintain high standards for instructional design, program quality, and learner engagement across all training materials and facilitation methods.