Operations Executive at Optimize Wealth Management

Join Optimize Wealth Management as our Operations Executive in Toronto, focusing on enhancing client services and operational strategies. Shape our growth and efficiency with innovative solutions.
We seek an experienced Operations Executive who can lead our operational strategies while collaborating with executive teams. In this full-time, in-office role, you will enhance our tech-enabled solutions and improve client servicing workflows, ensuring alignment with our financial goals.
Key Responsibilities:
• Manage core operations within client servicing departments
• Drive systems and process enhancements for internal workflows
• Optimize cloud systems and business processes
• Lead initiatives for compliance and efficiency
• Oversee project execution across operations
Requirements:
• 10+ years in senior operations roles, preferably in SaaS
• Demonstrated experience with project management
• Proficient in tools like GitHub and Google Workspace
• Strong ...