Executive Operations Manager at Optima Office

San Diego, California, United States -

Full Time

Start Date

Immediate

Expiry Date

27 May, 26

Salary

120000.0

Posted On

26 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Operations Management, Strategic Execution, Project Planning, Operational Infrastructure Development, Workflow Development, Process Improvement, Distributor Coordination, Training Coordination, Documentation Standards, Agreement Review, Vendor Management, Project Management, Independent Judgment, Microsoft Office Proficiency

Industry

Business Consulting and Services

Description

Description 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. Key Responsibilities Founder Partnership & Strategic Execution 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 Operational Infrastructure & Scaling Develop scalable workflows for underwriting coordination (15–25 cases simultaneously) Build documentation standards and internal operational procedures Identify bottlenecks and implement process improvements Distributor & Training Coordination Coordinate independent distributors Plan and execute training workshops and strategic meetings Manage logistics, scheduling, and materials preparation Agreements & Documentation 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 Vendor & Project Management Coordinate with external marketing and website vendors Manage timelines and deliverables for collateral development Oversee cross-functional initiatives to ensure timely execution 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 We are an equal opportunity employer and value diversity at all levels of the organization.

Responsibilities

The Executive Operations Manager will partner directly with the Founder to translate strategic vision into structured execution, driving key initiatives and building operational infrastructure. Key duties include coordinating underwriting and distributor activities while developing scalable workflows and documentation standards.