RIA Operation Manager

3 weeks ago

Southfield, United States HireRightAway.AI Full time

About the Company:

Client is a premier Registered Investment Advisory (RIA) firm, committed to delivering comprehensive financial planning and investment management services to individuals, families, and institutions. Our dedication to excellence, integrity, and personalized client care drives us to empower our clients in achieving their financial objectives and securing a prosperous future.


About the Role:

We are on the lookout for a dynamic and seasoned Operations Manager to bolster our team. This pivotal role entails the oversight of our operations' efficiency and effectiveness, managing key processes, systems, and personnel to foster the firm's growth while maintaining our high standards of excellence. This is a stellar opportunity to play a significant part in the success of a flourishing financial advisory firm and positively impact our clients' lives.


Responsibilities:

  • Operational Efficiency: Spearhead the implementation and optimization of operational processes and procedures to boost efficiency, streamline workflows, and elevate productivity. Pinpoint areas for improvement and deploy solutions to achieve operational superiority.
  • Compliance and Regulatory Oversight: Ensure adherence to pertinent regulatory requirements, including SEC rules and internal policies. Stay abreast of regulatory changes and adjust operations as needed to maintain compliance.
  • Technology Management: Manage the firm's technological framework, including software systems and cybersecurity protocols. Assess and integrate technological solutions to improve operational efficiency, secure data, and enhance client interactions.
  • Client Onboarding and Service Delivery: Oversee client onboarding to ensure a smooth integration for new clients. Work closely with client service teams to deliver outstanding service and address inquiries promptly and professionally.
  • Risk Management: Identify and mitigate operational risks. Implement controls to protect firm assets, ensure data integrity, and maintain client confidentiality.
  • Vendor and Third-Party Relationships: Oversee interactions with vendors and third-party providers. Ensure service level agreements are met and manage contract negotiations.
  • Team Leadership and Development: Lead the operations team, promoting a culture of accountability and continuous improvement. Mentor team members to foster skill development and enhance capabilities.


Qualifications:

  • Bachelor’s degree in finance, business administration, or a related field. An advanced degree or relevant certifications (e.g., CFA, CFP, CAIA) is preferred.
  • Experience with industry software platforms like Orion, Money Guide Pro, and Microsoft 365.
  • Proven track record in operations management within the financial services industry, ideally within an RIA or wealth management firm.

  • RIA Operation Manager

    3 weeks ago

    Southfield, United States Infrahire Full time

    Job DescriptionJob DescriptionInfraHire is looking for an RIA Operation Manager in Southfield, MI.Job Description: This is an exceptional opportunity to contribute to the success of a thriving financial advisory firm and make a meaningful difference in the lives of our clients.Responsibilities:Lead the execution and enhancement of operational processes and...

  • RIA Operation Manager

    3 weeks ago

    Southfield, United States Cruxito Tech Full time

    Job DescriptionJob DescriptionAbout the jobWe are a premier Registered Investment Advisory (RIA) firm, committed to delivering comprehensive financial planning and investment management services to individuals, families, and institutions. Our dedication to excellence, integrity, and personalized client care drives us to empower our clients in achieving their...

  • RIA Operation Manager

    1 day ago

    Southfield, United States SkyOak Wealth Full time

    SkyOak Wealth is a premier Registered Investment Advisory (RIA) firm, committed to delivering comprehensive financial planning and investment management services to individuals, families, and institutions. Our dedication to excellence, integrity, and personalized client care drives us to empower our clients in achieving their financial objectives and...

  • RIA Operation Manager

    19 hours ago

    Southfield, United States SkyOak Wealth Full time

    SkyOak Wealth is a premier Registered Investment Advisory (RIA) firm, committed to delivering comprehensive financial planning and investment management services to individuals, families, and institutions. Our dedication to excellence, integrity, and personalized client care drives us to empower our clients in achieving their financial objectives and...

  • RIA Operation Manager

    2 weeks ago

    Southfield, United States Raya Workforce Full time

    Job DescriptionJob DescriptionPosition Overview:We are seeking a dynamic and experienced Operations Manager to enhance our team. This critical role involves overseeing operational efficiency, managing key processes and systems, and leading personnel to drive growth while upholding high standards of excellence. This position offers a significant opportunity...

  • Senior Operations Manager

    2 days ago

    Southfield, Michigan, United States HireRightAway Full time

    About the Company: HireRightAway is a leading provider of comprehensive financial planning and investment management services to individuals, families, and institutions. Our dedication to excellence, integrity, and personalized client care drives us to empower our clients in achieving their financial objectives and securing a prosperous future.About the...

  • Operations Manager

    4 days ago

    Southfield, Michigan, United States InZernet Technologies (IZT) Full time

    About InZernet Technologies (IZT)InZernet Technologies (IZT) is a leading-edge technology company specializing in the development and delivery of transformative tech solutions. We are a dynamic organization located in the United States and are currently seeking a seasoned Operations Manager to spearhead our operational procedures and team.Key...

  • Operations Manager

    5 days ago

    Southfield, Michigan, United States Jax Kar Wash Full time

    About Jax Kar WashWe are a family-owned company that has been serving the community since 1953. We pride ourselves on taking care of our team and providing excellent service to our customers.Job SummaryWe are seeking a career-minded and motivated Operations Manager to join our leadership team. As an Operations Manager, you will be responsible for providing...

  • IT Operations Manager

    1 day ago

    Southfield, Michigan, United States Insight Global Full time

    Job SummaryWe are seeking an experienced IT Operations Manager to lead our technology function at Insight Global. The successful candidate will be responsible for managing daily operations of all Information Technology for our company locations.Key ResponsibilitiesIT System Management: Ensure all critical IT systems, including network, servers, applications,...

  • Operations Manager

    2 weeks ago

    Southfield, Michigan, United States RXO Full time

    Elevate your career with RXO. RXO stands at the forefront of transportation solutions, utilizing innovative technology to transform the industry. Our extensive network and dedication to problem-solving enable us to enhance the efficiency of goods transportation across North America. As an Operations Manager at RXO, you will play a pivotal role in providing...

  • Operational Excellence Manager

    6 days ago

    Southfield, Michigan, United States Stefanini Group Full time

    Job SummaryWe are seeking a highly skilled Service Management Office Innovator to join our team at Stefanini Group. As a key member of our organization, you will be responsible for overseeing the NA/APAC Service Management Office functions, including Quality, Knowledge, Incident Control, and Training.Key ResponsibilitiesStrategic Leadership: Provide...

  • Site Operations Manager

    6 days ago

    Southfield, Michigan, United States Stellantis Full time

    Job SummaryWe are seeking a highly skilled and experienced Site Supervisor to join our team at Stellantis. As a Site Supervisor, you will be responsible for overseeing site activities, ensuring safe working conditions, and driving productivity and quality.Key ResponsibilitiesSite Operations: Supervise site activities, including timing, cost, and safe working...

  • Facilities Operations Manager

    4 days ago

    Southfield, Michigan, United States InZernet Technologies (IZT) Full time

    We are seeking a highly skilled and experienced Facilities Operations Manager to join our team at InZernet Technologies (IZT). As a key member of our organization, you will be responsible for the overall management of our facilities, ensuring a safe and productive work environment for our employees and activities.Key Responsibilities:Oversee the...

  • Floor Operations Manager

    6 days ago

    Southfield, Michigan, United States Evolution Full time

    Job Description:The Floor Operations Supervisor will be responsible for ensuring operational excellence at all times. This role requires a strong focus on balancing the needs of Game Presenters, the company's goals, and business needs.Main Responsibilities:Team Management: Monitor Game Presenters' productivity, provide coaching, motivation, and build team...

  • Sales Operations Manager

    2 weeks ago

    Southfield, United States Apex Digital Solutions Full time

    Job DescriptionJob DescriptionSales Operations CoordinatorJoin the culture-oriented team of Apex Warriors who use Microsoft Cloud Technologies to help customers achieve their goals.Apex Digital Solutions is a premier Microsoft Gold Partner based in Michigan. We use Microsoft Cloud Technologies to empower customers to be more secure, productive, and engaged....

  • Sales Operations Manager

    3 weeks ago

    Southfield, United States Apex Digital Solutions Full time

    Job DescriptionJob DescriptionSales Operations CoordinatorJoin the culture-oriented team of Apex Warriors who use Microsoft Cloud Technologies to help customers achieve their goals.Apex Digital Solutions is a premier Microsoft Gold Partner based in Michigan. We use Microsoft Cloud Technologies to empower customers to be more secure, productive, and engaged....

  • Project Manager, Operations

    2 months ago

    Southfield, United States RXO, Inc. Full time

    Accelerate your career at RXO.  RXO is a leading provider of transportation solutions. With cutting-edge technology at the center, we’re revolutionizing the industry with our massive network and commitment to finding solutions for every challenge. We create more efficient ways for shippers and carriers to transport goods across North America. ...

  • Property Operations Manager

    1 week ago

    Southfield, Michigan, United States Boydell Development Company Full time

    Job OverviewWe are looking for a skilled and motivated Property Operations Manager to supervise the management and upkeep of our diverse portfolio of residential and commercial properties. The successful candidate will be detail-oriented, proactive, and dedicated to providing exceptional service to our tenants, ensuring a safe and inviting...

  • Senior Operations and Facilities Manager

    2 weeks ago

    Southfield, Michigan, United States DENSO International America , Inc. Full time

    Position Overview:The Senior Operations and Facilities Manager plays a crucial role in shaping the strategic direction of campus operations. This position is pivotal in crafting both long-term and annual strategic initiatives that are in harmony with the overarching objectives of the organization.Key Responsibilities:1. Develop and implement strategic plans...

  • Maintenance Operations Manager

    3 days ago

    Southfield, Michigan, United States Marquette Management Full time

    Job SummaryMarquette Management Inc. is seeking a highly skilled and experienced Service Manager to oversee the maintenance operations of our properties in Southfield, MI.The Service Manager will play a critical role in ensuring the cleanliness, safety, and overall quality of our residents' living environments. Key responsibilities will include:Managing a...