
Jessica Quaid Menendez
@jessicaquaidmenendez
I build operating systems and drive execution as an executive right hand.
What I'm looking for
I've spent 11+ years turning leadership priorities, ambiguity, and operational problems into action. I build systems, create structure, and take ownership of the work that needs to move forward.
At Sandy Morris Financial & Estate Planning Services, I stepped into an operational crisis, rebuilt critical systems, documented workflows, reduced unnecessary spending, and led a transition to HubSpot. I also supported hiring, special projects, executive logistics, vendor issues, and day-to-day business operations.
At Northwestern Mutual NYC, I served as the operational backbone for a growing advisory practice, helping scale the team from three to eight people. I built onboarding, CRM, task-management, calendar, and account-opening systems that gave leadership more capacity for business development and client relationships.
Earlier at Northwestern Mutual Tampa, I grew from financial assistant into a trusted second-in-command, supporting a $30M+ increase in assets under management and building core operating processes across client service, investments, hiring, marketing, and team development.
Experience
Work history, roles, and key accomplishments
Chief Household Operations Officer
Menendez Family
Feb 2026 - Present (7 months)
Direct day-to-day operations for a six-person household, coordinating transportation, vendors, home projects, and competing priorities. Build and maintain systems, routines, and contingency plans to keep recurring responsibilities organized and moving forward.
Director of Operations
Sandy Morris Financial & Estate Planning Services
Aug 2025 - Feb 2026 (6 months)
Stepped into a business in operational crisis after the unexpected departure of the prior Director of Operations, quickly rebuilding critical systems, recovering institutional knowledge, and restoring structure across day-to-day operations. Built a comprehensive SOP and process library and reviewed P&L activity to identify unnecessary spending.
Director of Operations
Northwestern Mutual NYC - James Borchers & Kevin Hon
Aug 2022 - Jul 2025 (2 years 11 months)
Joined a lean three-person practice as the primary operations and client-service lead, quickly becoming the central point of execution across onboarding, account paperwork, client service, CRM management, and day-to-day business operations. Helped scale the organization from three team members to eight in approximately two years.
Director of Planning & Operations
Northwestern Mutual Tampa - Bast Financial Group
Oct 2013 - May 2021 (7 years 7 months)
Grew from a financial assistant into the operational right hand for a top-performing Northwestern Mutual practice, expanding scope over eight years across operations, investments, marketing, hiring, client experience, and strategic execution. Helped support significant business growth, including a $30M+ increase in assets under management.
Community Relations Ambassador & Guest/Member Relations Ambassador
Tampa Bay Buccaneers
Jan 2008 - Dec 2014 (6 years 11 months)
Represented the Buccaneers across community outreach, sponsorship activations, fan engagement, and high-visibility game-day events over four NFL seasons. Selected as one of 40 students to serve on the Buccaneers Student Advisory Board, contributing to community engagement and organizational initiatives.
Education
Degrees, certifications, and relevant coursework
Jessica hasn't added their education
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