Summary
Bloom Financial Associates is a purpose-driven financial planning and wealth management team serving women and couples navigating life transitions. We believe money means more. We lead with proactive planning, exceptional care, and living generously.
We are hiring an Operations Manager who will serve as the operational backbone of our growing advisory practice. This is a high-trust, high-impact role supporting client experience, workflow execution, and the strategic focus of the lead advisor.
This position is ideal for a high-capacity integrator who thrives on ownership, loves bringing order to complexity, and wants to grow into expanded operational leadership over time.
This position is located in Mendota Heights and is an in-person position.
Job Description
Responsibilities
Serve as first point of contact for client communications, screening and triaging emails and calls, researching responses, delegating appropriately, and documenting all activity in CRM to support a timely, high-touch client experience.
Act as a time multiplier for the lead advisor by organizing priorities, protecting focus time, anticipating needs, and reducing administrative friction
Prepare and support client meetings, including case prep, documentation coordination, tracking follow-up, and managing workflows with accuracy and urgency
Own pending business tracking and service task execution, proactively monitoring items through completion and providing status updates to clients and team members while coordinating required documentation and forms.
Own the tracking of pending business and client service items, including following workflows, providing proactive status updates to clients and team members, and researching inquiries
Support annual client service initiatives and value-add projects throughout the year.
Identify opportunities to streamline processes and improve systems as the practice grows
Position qualifications
Ability to manage multiple priorities with strong attention to detail and maintain a high level of accuracy and follow-through in a fast-paced environment.
Willingness to learn and develop knowledge of the firm's products, services, planning approach and processes. Willingness and ability to obtain future securities and insurance licensing.
Demonstrated professionalism and discretion, with the ability to communicate confidently and professionally while maintaining confidentiality of sensitive client and firm information.
Strong technical aptitude and comfort using business tools such as Microsoft Word, Excel, PowerPoint, and CRM systems, or the ability to learn new technology quickly.
Securities, insurance, or financial services experience preferred but not required.
Executive administration or project management experience preferred but not required.
Core competencies
Judgment, Critical Thinking, and Problem Solving: Applies sound judgment and critical thinking when researching account inquiries, determining next steps, managing client expectations, and identifying when escalation is appropriate.
Ownership and Execution: Takes responsibility for assigned work from start to finish, proactively tracks pending items, follows through on commitments, and supports timely completion of client service and business needs.
Planning and Organizing: Effectively prioritizes work, tracks details, and manages multiple tasks and deadlines with accuracy and consistency in a fast-paced environment.
Client-Centered Communication: Communicates clearly, professionally, and proactively with clients and team members to support a positive, responsive, and consistent client experience.
Learning Agility and Adaptability: Demonstrates openness to feedback, a willingness to learn new systems and processes, and flexibility as responsibilities evolve and the practice grows.
Growth Opportunity
This role offers a clear pathway for expanded responsibility over time. As the practice grows, the right candidate may assume broader operational leadership, workflow management, and team coordination responsibilities.
Why Join Us:
Career Development: Tuition reimbursement, mentorship, licensing support
Competitive Salary: commensurate with experience and licensing ($55,000-$75,000 annually)
Benefits: Generous PTO, Retirement matching, Employer Health Reimbursement Account
Additional Perks: Volunteer day off, complimentary Thrivent membership
To Apply
Please submit your resume and a brief cover letter that includes:
Why this role interests you.
An example of how you improved a process or saved time for a leader or team.
What ownership means to you in a professional setting.
We are looking for someone who wants to build a long-term career, not just fill a position.
As part of Bloom Financial Associates' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving.
