Career Opportunity
Operations Manager
Category
Wealth Management - Support/Operations
Location
Scottsdale, Arizona
Salary
$70,000 - $90,000
Job Reference
244635
Operations Manager – Wealth Management
Hirenexus is partnered with a local Multi-Family Office in their search for an Operations Manager. This individual will manage day-to-day operational functions, with a focus on improving processes & procedures, and will lead the operations team – mentoring & growing junior team members. The ideal candidate has at least 7 years of operations experience within an RIA environment and is comfortable in a leadership role.
Responsibilities:
- Lead, manage, and develop the operations team, fostering accountability, growth, and a high-performance culture
- Oversee the end-to-end client account lifecycle, including account opening and maintenance at Charles Schwab
- Serve as the primary liaison between custodians and internal teams to ensure seamless execution of operational processes
- Review and approve client transactions, including wires, deposits, journals, and other cash movements
- Ensure the accuracy and integrity of client and financial data through oversight of data entry, reconciliation, and auditing processes
- Identify, implement, and continuously improve operational workflows to increase efficiency and scalability
- Oversee and support account service requests initiated by advisors and clients
- Develop, document, and enforce operational policies, procedures, and best practices
- Partner with leadership on strategic initiatives, capacity planning, and infrastructure to support firm growth
The Qualifications
- 7+ years of operational experience within an RIA or wealth management environment
- Prior experience managing or mentoring a team
- Demonstrated ability to lead processes, manage competing priorities, and drive projects to completion
- Ability to thrive in a collaborative, fast-paced environment where adaptability is essential
- Exceptional attention to detail and commitment to accuracy
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and experience with CRM and operational systems
- Bachelor’s degree preferred
Operations Manager – Wealth Management
Hirenexus is partnered with a local Multi-Family Office in their search for an Operations Manager. This individual will manage day-to-day operational functions, with a focus on improving processes & procedures, and will lead the operations team – mentoring & growing junior team members. The ideal candidate has at least 7 years of operations experience within an RIA environment and is comfortable in a leadership role.
Responsibilities:
- Lead, manage, and develop the operations team, fostering accountability, growth, and a high-performance culture
- Oversee the end-to-end client account lifecycle, including account opening and maintenance at Charles Schwab
- Serve as the primary liaison between custodians and internal teams to ensure seamless execution of operational processes
- Review and approve client transactions, including wires, deposits, journals, and other cash movements
- Ensure the accuracy and integrity of client and financial data through oversight of data entry, reconciliation, and auditing processes
- Identify, implement, and continuously improve operational workflows to increase efficiency and scalability
- Oversee and support account service requests initiated by advisors and clients
- Develop, document, and enforce operational policies, procedures, and best practices
- Partner with leadership on strategic initiatives, capacity planning, and infrastructure to support firm growth
The Qualifications
- 7+ years of operational experience within an RIA or wealth management environment
- Prior experience managing or mentoring a team
- Demonstrated ability to lead processes, manage competing priorities, and drive projects to completion
- Ability to thrive in a collaborative, fast-paced environment where adaptability is essential
- Exceptional attention to detail and commitment to accuracy
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and experience with CRM and operational systems
- Bachelor’s degree preferred
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