Business Process & Operations Manager (Part-Time | Hybrid)
Huntington Beach | 20–25 Hours/Week | $30–35/hr + Bonuses
We're looking for someone who genuinely enjoys making a business run better.
Not someone to simply document processes...
Someone who enjoys bringing order to complexity.
If you're the type of person who naturally organizes information, notices details others miss, and enjoys improving systems, we'd love to meet you.
We're a boutique wealth management firm that's been serving clients for more than 25 years. We have strong systems in place today and are looking for the right person to help refine, improve, and connect them as we continue to grow.
What You'll Be Doing
Improve Wealthbox CRM workflows
Organize and simplify our Box knowledge base
Improve SOPs and documentation
Connect workflows with supporting documents
Make information easy to find months later
Continuously improve how our business operates
One of our beliefs is simple:
Documentation isn't finished until someone can actually find it six months later.
If that makes perfect sense to you, this might be the right role.
Who We're Looking For
You're probably the person everyone comes to when something needs to be organized.
You enjoy solving problems, asking thoughtful questions, and making systems easier for everyone else.
Experience in operations, business process improvement, project coordination, CRM systems, or workflow design is helpful—but mindset matters more than checking every box.
To Apply
Please email your resume along with brief answers to these two questions:
What specifically attracted you to this position?
Tell us about one workflow, process, or system you've personally improved. What was your role, and what was the outcome?
We look forward to hearing from you.
