Growth & Operations Manager at Tactica Wealth

Become a pivotal part of Tactica Wealth as their Growth and Operations Manager. This role emphasizes client experience, operational excellence, and relationship management in a thriving financial practice. Tactica Wealth, based in Ottawa, seeks an organized and proactive Growth and Operations Manager.

This position bridges client service, operations, marketing, and business development. Candidates will be involved in enhancing workflows and contributing to the growth of a high-trust, relationship-driven firm. Key Responsibilities: • Support preparation of financial planning and compliance documentation • Maintain and optimize operational workflows and processes • Coordinate client meetings and manage the advisor's calendar • Develop and execute marketing initiatives for client engagement • Provide strategic support to the principal advisor Requirements: • Experience in financial services or professional services environments • Exceptional organizational and multi-priority management skills • High attention to detail and accuracy • Strong interpersonal and client-focused communication skills • Familiarity with CRM platforms and digital tools Elevate your career while supporting client experiences and operational growth at Tactica Wealth. #J-18808-Ljbffr