Executive Operations Manager

Optima Office•San Diego, CA

just now

About The Position

The Executive Operations Manager will work directly with the Founder to translate vision into structured execution. This individual will help structure operational infrastructure, coordinate underwriting and distributor activity, and drive forward key initiatives that enable scale. This role goes beyond traditional administrative support and requires operational leadership, ownership, and strong judgment. It requires close collaboration with the Founder and comfort operating in an evolving, growth-stage environment.

Requirements

6+ years in operations, executive operations, or founder-facing leadership roles
Experience in financial services, insurance, or regulated industries preferred
Demonstrated ability to structure and improve operational systems in growing environments
Strong project management and execution skills
Comfortable reviewing structured agreements and documentation
High ownership mindset with strong independent judgment
Advanced proficiency in Microsoft Office

Nice To Haves

Experience in financial services, insurance, or regulated industries preferred

Responsibilities

Translate strategic goals into actionable project plans
Drive execution of key initiatives with minimal direction
Anticipate operational needs and proactively move priorities forward
Provide structured updates and progress tracking
Develop scalable workflows for underwriting coordination (15–25 cases simultaneously)
Build documentation standards and internal operational procedures
Identify bottlenecks and implement process improvements
Coordinate independent distributors
Plan and execute training workshops and strategic meetings
Manage logistics, scheduling, and materials preparation
Review agreements for completeness and operational alignment (non-legal review)
Update and maintain internal collateral and documentation
Support documentation practices aligned with regulatory and partner requirements
Coordinate with external marketing and website vendors
Manage timelines and deliverables for collateral development
Oversee cross-functional initiatives to ensure timely execution