We have other current jobs related to this field that you can find below
-
RIA Market Consultant
3 weeks ago
Philadelphia, United States Zacks Investment Management Full timeLocation: US Northeast- New York, Boston, Pennsylvania.About the Job:Zacks Investment Management is seeking an RIA Business Consultant with experience and insight into the RIA advisor market. The successful candidate will be able to engage independent advisors and raise assets by providing solutions from Zacks RIA Services.About Us:Zacks Investment...
-
RIA Market Consultant
2 months ago
Philadelphia, United States Zacks Investment Management Full timeLocation: US Northeast- New York, Boston, Pennsylvania.About the Job:Zacks Investment Management is seeking an RIA Business Consultant with experience and insight into the RIA advisor market. The successful candidate will be able to engage independent advisors and raise assets by providing solutions from Zacks RIA Services.About Us:Zacks Investment...
-
Business Operations Manager
2 months ago
Philadelphia, United States NexWealth Full timeThe Business Operations Manager will plan, organize, and control the daily operations of two separately-registered RIA firms. One firm is a multi-family office and the other firm oversees a mutual fund. Candidates must have previous experience at a financial services firm in a business operations position. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Plan,...
-
Business Operations Manager
2 months ago
Philadelphia, United States NexWealth Full timeThe Business Operations Manager will plan, organize, and control the daily operations of two separately-registered RIA firms. One firm is a multi-family office and the other firm oversees a mutual fund. Candidates must have previous experience at a financial services firm in a business operations position. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Plan,...
-
Assistant Manager of Business Operations
5 days ago
Philadelphia, Pennsylvania, United States Liberty Center For Rehabilitation And Nursing Full timeLiberty Center For Rehabilitation And Nursing is seeking a meticulous Assistant Manager of Business Operations to enhance our team. The successful candidate will be tasked with managing all aspects of the Business Office, which includes Accounts Payable, Accounts Receivable, and financial documentation for residents. This position demands an individual who...
-
Clinical Operations Manager
5 days ago
Philadelphia, Pennsylvania, United States Resources for Human Development Full timeJob OverviewPosition Title: Clinical ManagerReports To: Program DirectorAre you seeking a rewarding role in healthcare? Resources for Human Development is currently looking for a Full-Time Clinical Manager to oversee our Family House NOW initiative in West Philadelphia. This role includes a competitive sign-on bonus, comprehensive healthcare benefits, and a...
-
Clinical Operations Manager
5 days ago
Philadelphia, Pennsylvania, United States Resources for Human Development Full timeJob OverviewPosition Title: Clinical ManagerReports To: Program DirectorAre you seeking a rewarding career opportunity? Resources for Human Development is currently in search of a dedicated Clinical Manager for our Family House NOW initiative. This full-time role includes a competitive sign-on bonus, comprehensive healthcare benefits, and a generous paid...
-
Operations Manager
2 months ago
Philadelphia, United States BEAT THE BOMB Full timeJob DescriptionJob DescriptionThe CompanyBEAT THE BOMB is the next generation of immersive group entertainment, where customers step into real-life video games. We use an innovative digital, interactive game system to reimagine the intersection of technology and human social connection. In our classic Mission experience, teams wearing hazmat suits go through...
-
Operations Manager
2 months ago
Philadelphia, United States Team Clean Full timeJob DescriptionJob DescriptionJoin Team Clean as an Operations Manager!Location: Philadelphia RegionAbout Us: At Team Clean, we pride ourselves on delivering top-notch cleaning services across the Philadelphia region. We are dedicated to maintaining the highest standards and ensuring our clients' satisfaction.Position Overview: We are seeking a dynamic...
-
Customer Success Manager
5 days ago
Philadelphia, Pennsylvania, United States ROAR for Good Full timeAbout ROAR for Good: ROAR for Good is a pioneering technology firm dedicated to improving workplace safety through innovative solutions. Our state-of-the-art panic alarm technology provides bi-directional protection, ensuring the safety of employees at the touch of a button. By equipping sectors such as hospitality and healthcare with wearable panic...
-
Customer Success Manager
5 days ago
Philadelphia, Pennsylvania, United States ROAR for Good Full timeAbout ROAR for Good: ROAR for Good is a pioneering technology firm dedicated to improving workplace safety through innovative solutions. Our state-of-the-art panic alarm technology provides bi-directional protection, ensuring at-risk employees are safeguarded at the press of a button. By equipping sectors such as hospitality and healthcare with wearable...
-
Customer Success Manager
5 days ago
Philadelphia, Pennsylvania, United States ROAR for Good Full timeAbout the Company: Welcome to ROAR for Good, a pioneering technology firm dedicated to improving workplace safety through innovative solutions. Our state-of-the-art panic alarm technology, designed for bi-directional protection, aims to safeguard vulnerable employees at the touch of a button. By equipping sectors such as hospitality and healthcare with...
-
Operations Manager
3 weeks ago
Philadelphia, United States The Kintock Group Full timeJob DescriptionJob DescriptionGeneral Description: This full-time non-exempt position will supervise well-trained, competent staff of Monitors, who will perform all duties related to safety, security, control of residents and the sanitation of the facility, in accordance with Company and contract requirements.JOB REQUIREMENTS (PERFORMS OTHER WORK-RELATED...
-
Operations Manager
2 months ago
Philadelphia, United States Join Our Team Full timeJob DescriptionJob DescriptionDescription:City Fitness is looking for an Operations Manager who can execute strategy, lead a team, and manage the day-to-day without skipping a beat! This is a front-facing leadership role, that services both staff and members. Qualified candidates will possess excellent communication skills, with the ability to manage...
-
Operations Manager
4 weeks ago
Philadelphia, United States Hampton Inn Philadelphia Center City Convention Center Full timeOverview Opportunity: Operations Manager Manage front of the house operations including but not limited to: complimentary breakfast service, banquets, catering functions, and front office in accordance with established guest service and sustainability standards. Your Growth Path Front Desk Supervisor Front Office Manager Assistant General Manager Your...
-
Regional Operations Manager
3 weeks ago
Philadelphia, United States H-S International Full timeRenewable Operations Center (ROC) ManagerCommercial and Utility Scale O&M Services15 miles outside of Philadelphia, PACompany Profile:A top 5 solar O&M service provider in the US is actively recruiting a Regional/Portfolio Manager to join the team! Operational assets include AZ, TX, LA, OH, SD, and MT. This team of engineers, operators, and field technicians...
-
Operations Manager
4 weeks ago
Philadelphia, Pennsylvania, United States Hampton Inn Philadelphia Center City Convention Center Full timeOverviewOpportunity: Operations ManagerManage front of the house operations including but not limited to: complimentary breakfast service, banquets, catering functions, and front office in accordance with established guest service and sustainability standards.Your Growth PathFront Desk Supervisor Front Office Manager Assistant General ManagerYour FocusTrain,...
-
Pharmacy Operations Manager
5 days ago
Philadelphia, Pennsylvania, United States Resiliency LLC Full timeJob OverviewThe Pharmacy Operations Manager at Resiliency LLC is responsible for overseeing the pharmacy's daily functions, ensuring compliance with all regulatory standards while fostering a productive and safe work environment.Key Responsibilities:Leadership: Directs and supervises pharmacy staff, ensuring effective operations and high employee...
-
Program Operations Manager
5 days ago
Philadelphia, Pennsylvania, United States L3Harris Technologies Full timeJob Overview: Key Responsibilities: The Program Operations Manager (POM) will act as the principal representative for Production Operations, ensuring the fulfillment of cost and timeline commitments to both the Program Office and external stakeholders. The POM will serve as the main liaison between Operations and the Program Management Office (PMO),...
-
Program Operations Manager
18 minutes ago
Philadelphia, Pennsylvania, United States L3Harris Technologies Full timeJob Overview: Role Responsibilities: The Program Operations Manager (POM) will act as the principal representative for Production Operations, ensuring the fulfillment of cost and schedule commitments to both the Program Office and external stakeholders. The POM will serve as the main liaison between Operations and the Program Management Office (PMO),...
![NexWealth](https://media.trabajo.org/img/noimg.jpg)
Operations Manager for RIA
3 months ago
Operations Manager will plan, organize, and control the daily operations of two separately-registered RIA firms. One firm is a multi-family office and the other firm oversees a mutual fund. Candidates must have previous experience at a financial services firm in a business operations position.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
• Plan, organize, and control the daily operations of two separately-registered RIA firms. One firm is a multi-family office and the other firm oversees a mutual fund.
• Manage team members; establish clear expectations, emphasizing accountability, conduct regular performance evaluations, and provide quality and timely feedback
• Ensure team is responding to client needs regarding service, trading, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
• Oversee new account setup, money movement, portfolio accounting, trading and performance reporting
• Review account transactions daily to monitor trade requests placed, confirm deposits posted, transfers received, confirm client withdraw requests sent, etc.
• Maintain and oversee CRM database
• Manage firm’s vendors
• Other responsibilities as assigned by the CEO
• Serves as project manager on large firm projects
• Participates in business planning meetings
• Work with Chief Compliance Office to ensure adherence to all regulatory compliance and risk-related requirements.
• Contribute to the culture and values of the organization by introducing and maintaining initiatives and policies that support the firm’s vision.
• This position reports to the CEO of both companies
KNOWLEDGE, SKILLS, AND/OR ABILITIES:
• Management of individuals and teams
• Customer Service
• Vendor Management
• Advanced computer skills (Outlook, Word, Excel and PowerPoint) are essential
• Excellent communication skills, both verbally and in writing
• Strong time management and organizational skills
• Ability to work independently and effectively manage multiple tasks at once
• Ability to build relationships with clients and internal partners
• Experience with financial planning/reporting software preferred
EDUCATION AND/OR EXPERIENCE:
• Bachelor’s degree in a business-related field preferred
• Previous COO experience in the financial services industry is required.
• 7+ years overseeing operations within the financial services industry allowing for a good understanding of broker/dealer operations and financial services products
• Familiarity with industry regulations and regulatory exams
• Previous experience in the independent financial services culture preferred
• Management experience
• Candidate must be able to pass a background check
The firms are committed to a diverse and inclusive workplace. Each firm is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law.