AVP of Operations

We 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.

Qualifications:

• Experience in operations, practice management, training, or business leadership within financial services or a related business environment.
• Strong understanding of business models, operational effectiveness, and the drivers of sustainable growth for small to mid-sized practices.
• Ability to develop and facilitate engaging training programs for diverse audiences using both virtual and in-person formats.
• Familiarity with FINRA-regulated environments and the practical considerations of working with financial services practitioners.
• Proven skill in assessing business needs, recommending actionable improvements, and managing multiple initiatives effectively.
• Excellent communication, collaboration, and presentation abilities with a consultative approach to stakeholder engagement.
• Willingness to travel domestically as needed to support training and business development activities.

Compensation

$80,000.00-$125,000.00 Yearly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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