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Operations Manager
Job Description
Onsite
A growing financial services firm is seeing an experienced operations manager join its team! This role will be responsible for overseeing and enhancing its back-office operations. The Operations Manager is integral to the firm s success, requiring strong organizational skills and the ability to collaborate with a high-energy group of professionals. The ideal candidate has thorough knowledge of the platforms, Orion and Schwab, and experience in operations within the financial services industry. If you thrive in a dynamic environment and want to work in a team with aligned values and goals, this role is for you!
Operations Manager Responsibilities:
- Serve as the central operational figure for the company, ensuring seamless day-to-day functions
- Utilize deep knowledge of Orion and Schwab platforms to maintain accurate client data and streamline processes
- Handle client onboarding, reconciliation of accounts, and preparation of paperwork with attention to detail
- Provide support for client service needs, balancing priorities and addressing urgent matters efficiently
- Work closely with the advisor, adapting to varying workloads and high-pressure situations
- Manage back-office operations while maintaining minimal direct client interaction
- Lead the implementation and optimization of Orion to prepare the company for future growth
- Foster a positive work environment by collaborating effectively with team members and maintaining strong communication
Operations Manager Requirements:
- Minimum of five years of experience in operations within financial services or a related field
- Expertise in Orion and Schwab platforms is mandatory
- Strong interpersonal skills to adapt to a dynamic office environment and work alongside high-energy advisors
- Ability to embrace and contribute to a collaborative, mission-driven culture
- Bachelor's degree preferred
- Preferred experience within an RIA or wealth management firm
Benefits:
- Competitive base salary
- Health insurance coverage
- 401(k) with company match
- Paid time off, personal days, holidays
- Opportunities for professional growth and increased leadership responsibilities
Apply now!
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