Operations Manager Jobs

Overview

This role maintains and enhances the infrastructure of our client relationship support through managing and gathering client data; helping to update financial plans and other client deliverables; working with advisors to resolve client issues; and other practice management tasks as needed.

Ideal candidate is team-oriented while also able to work autonomously, great communicator, tech adaptable, detail-oriented and has a passion for helping others. Ideal candidate is also proactive, flexible, and seeks to enhance the client experience.

Examples of role include, but are not limited to:

• Gathers, enters, and maintains client data and documentation in financial planning and CRM systems
• Work with advisors to support all operational needs on advisory and planning activities
• Enters and tracks follow up tasks, provides progress updates so the current status is easily understood by teammates
• Schedules and assists in preparation of client meeting meetings
• Initiates and tracks ACATs.
• Assist advisors on various client requests and help resolve administrative client issues
• Maintains, and develops, where appropriate, written systems of assigned duties
• Maintains and update client portfolios and firm’s models
• Review and maintain client information on CRM and other applicable portals

Qualifications:

• Experience building workflows and tasks within software systems a plus
• Well organized and self-driven (will be expected to self-manage and meet deadlines)
• Excellent attention to detail and high follow through
• Preference given to candidates with a bachelor’s degree
• Committed to ongoing growth and education
• Ability to follow and meet clear expectations, favors direct communication
• 1+ years of operations / client service experience in a RIA
• Background check required
• Open to a long-term position and growth with the firm
• Independent and resourceful in problem solving
• Preference for candidates with experience clearing through Schwab
• Excellent verbal and written communication skills

We are committed to finding the right person for this role and are willing to compensate them well for their contribution to the firm and our clients.In addition to competitive salary, we offer individual metric-oriented bonuses, and flexible schedule, as appropriate.

Additionally, the person in this part-time position can embrace the support role and transition to a full time role as firm grows, if desired.