Operations Coordinator

Is working with people you want to do life with important to you? It is to us, too.

At Triad, our motto is simple: #DBDL – Do Business, Do Life. While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members. Imagine working alongside a team that builds financial planning solutions capable of transforming the lives of thousands. If that excites you, we’d love to connect.

Triad was founded on a bold idea: business growth should never come at the expense of personal freedom. We’re leading a revolution in our industry—empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible.

We call this unique intersection of professional and personal success DBDL:
Doing Business and Doing Life. It’s more than a motto; it’s the foundation of everything we do.

At Triad, every team member is a leader. Regardless of experience or job title, you’ll have the opportunity to think strategically, innovate boldly, and make a measurable impact. You won’t just follow established processes—you’ll help create them. By driving new solutions, optimizing systems, and contributing to transformative initiatives, you’ll play a pivotal role in shaping the future of our industry.

Your work at Triad will be more than checking boxes—it’s about making a meaningful difference. As part of our team, you’ll collaborate on projects that directly contribute to the success of our clients and our company.

We understand that the best ideas happen when people feel refreshed and energized. That’s why we cultivate an environment where you can pause, recharge, and pursue what brings you joy outside of work. Whether it’s spending time with family, traveling, or exploring a passion project, we encourage you to bring balance to your life.

Let’s Build Something Extraordinary Together. If you’re ready to work in a place where innovation meets personal fulfillment, let’s talk. At Triad, you’ll find a team that not only shares your professional drive but also values the moments that make life worth living.

As an Operations Coordinator, you will play a crucial supportive role in the successful execution of projects for the Brand Development team within the House of Brands. You’ll work closely with the Operations Specialists, Relationship Coordinators and Managers to plan, coordinate, and oversee various project activities, ensuring that tasks are completed on time and within budget. Your responsibilities include maintaining project documentation, tracking progress, and communicating with stakeholders and members to provide updates and address concerns.

You’ll also help manage resources, identify potential risks, and implement solutions to mitigate issues that arise. By handling these operational details, you allow the Operations Specialists and Managers to focus on strategic decision-making and overall project leadership, contributing to the smooth and efficient delivery of project goals.

• Plan, prioritize, and track marketing-specific projects using Asana.
• Support coaches with clear, proactive communication about timelines, dependencies, and deliverables.
• Ensure projects, product launches, and initiatives are delivered on time and meet quality standards.
• Manage projects impacting multiple departments (e.g., compliance reviews, member-facing tools).
• Serve as the central point of coordination between compliance, RC, coaching, and other teams.
• Launch new prototypes to members, overseeing testing, iteration, and rollout.
• Operational management of Triad’s book program for members using Asana and communication across multiple departments and outside strategic partners.
• Provide administrative support to operations specialists and managers to help ensure project success.
• Work alongside operations specialists and managers to research and investigate complex business concepts and subsequently translate solutions into straight-forward creative briefs for members on your team.
• Maintain a daily pulse on…