Was I imaging things or was there a site we could post job openings on?

We’re hiring an Operations Manager at Concentric Private Wealth, an independent, fee-based firm. This role is for an experienced operator who enjoys owning day-to-day firm execution in a client-centered, regulated environment. You’d be responsible for keeping core systems running smoothly, overseeing client service operations, managing processes and vendors, and partnering closely with the CEO to support both firm execution and the client experience. Ideal background: - 5+ years in operations or client service within a financial planning or wealth management firm - Brings a thoughtful eye to both systems and experience—designing engaging client and team touchpoints (events, gifting, communications) with care and discretion, while building and maintaining SOPs, workflows, and CRM systems that enable consistent execution - Steady, detail-oriented operator who values follow-through, sound judgment, and doing things the right way Fully remote, with occasional travel to Northern VA for team and client events. Full details and application here:👉 https://www.indeed.com/viewjob?jk=7ab0185bc343c711&from=shareddesktop_copy Happy to answer questions! #hiring #operations

🚨 We’re Hiring: Sales & Marketing Specialist!! 💻 Remote | 💰 $70K base + 5% commission Simplicity Ops is growing, and we’re looking for a dynamic, AdvisorTech-savvy professional to take the lead on sales and marketing. In this role, you'll: ✅ Run all intro calls and sell our $3K Operational Assessment ✅ Own our email campaigns, LinkedIn, IG, and X presence ✅ Host webinars + community events ✅ Help drive growth by turning interest into impact We’re looking for someone who understands the RIA ops, knows how to connect with financial advisors, and loves both the strategy and execution side of sales & marketing. Check out the attached job description and explanation of benefits! If this sounds like you, please send your resume and a short note about why you’d be a great fit to 📧 [email protected]!!

Role Description Seeking a Client Service & Operations professional for a full-time on-site role located in Neptune Beach, FL. As a Client Service & Operations professional, you will report directly to the owner, assisting with all aspects of client service and operations. Day-to-day tasks will include portfolio accounting, trading, quarterly reporting, account management, money transfers, and compliance. Qualifications Proficiency in MS Office Suite and CRM software Excellent communication and customer service skills to build strong, positive relationships with clients Strong analytical and problem-solving ability to identify and resolve operational complexities Ability to think critically, manage multiple projects, prioritize, and meet deadlines Good organizational skills to manage multiple priorities, projects, and tasks Ability to work independently and in a team-oriented environment Prior experience in the financial services industry is required. Experience with a variety of financial services fintech including Schwab Advisor Center and Tamarac Portfolio Reporting is required. Pay Range: 90,000 to 120,000 annually based upon experience CRM: Redtail Custodian: SCHWAB/TD Financial Planning: EMONEY Apply here

We are hiring! If anyone has any leads on someone who wants to work with Track That Advisor & is passionate about data metrics send them my way: [email protected]. TIA!