Operations Manager

Found in: Appcast Linkedin GBL C2 - 2 weeks ago

North Andover, United States The Colony Group Full time

Connectus Wealth, LLC ("Connectus") is a wealth management firm that delivers personalized advice through a collaborative alliance of client-centric advisors. The Connectus model provides each firm that joins with the ability to preserve their identity, culture & brand and maintain front office autonomy, all while providing centralized capabilities and expanded services that empower the firm and advisors with the benefits of scale.

On behalf of Connectus Wealth, we are looking for an Operations Manager to support our NEIRG Wealth Management (“NEIRG”) Team in North Andover, MA. This is an excellent opportunity for candidates who are interested in progressing in wealth management operations. In this role, your primary responsibility will be oversight of NEIRG’s client service, investment, and trade operations functions.


Principal responsibilities: -

  • Oversee the internal operations of firm including client service and reporting, trading operations, technology, and marketing support. Manage a team of client service, trading, and operations professionals
  • Ensure the reporting, trading, and CRM systems are adequately maintained
  • Analyze current workflows and operational processes, recommend solutions or improvements where necessary - Lead the firm’s digital transition for existing and new clients.
  • Optimize digital onboarding and service tools from custody partners and integrate with the firm’s current and future technology stack
  • Act as the senior liaison on custodian relationships (Schwab, and Fidelity) and serve as an escalation point on client issues, transaction requests, account opening & closing activities Enhance and maintain internal KPIs and dashboards to evaluate firm operational performance and risk.
  • Lead the operations discussions during monthly management meetings
  • Work with the Chief Compliance Officer to ensure critical procedures are adhered to and information security policies are adequate


Required knowledge/skills/competencies:

  • BS/BA in Finance, Economics, Business Administration, or a related field
  • 5+ years of experience in the investment industry with some management/oversight of investment operations or client service teams preferred
  • Proficiency in MS Office Suite.
  • Experience working with CRM software, portfolio accounting & reporting applications, and other financial planning software is required. Addepar experience is a plus
  • Working knowledge of financial planning topics and strategies, and an understanding of industry rules and regulations
  • Proven ability to implement and manage operational workflows for maximum efficiency and team productivity; ability to breakdown complex objectives into discrete steps and tasks to facilitate successful implementation
  • Exceptional communication skills, both written and oral; ability to interact up, down, and across organizations
  • Strong attention to detail and prioritization skills; self-motivated and entrepreneurial attitude

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