Operations Manager

1 week ago


St Louis, United States Boutique Recruiting Full time

Onsite A growing financial services firm is seeing an experienced operations manager join its team This role will be responsible for overseeing and enhancing its back-office operations. The Operations Manager is integral to the firm s success, requiring strong organizational skills and the ability to collaborate with a high-energy group of professionals. The ideal candidate has thorough knowledge of the platforms, Orion and Schwab, and experience in operations within the financial services industry. If you thrive in a dynamic environment and want to work in a team with aligned values and goals, this role is for you Operations Manager Responsibilities: Serve as the central operational figure for the company, ensuring seamless day-to-day functions Utilize deep knowledge of Orion and Schwab platforms to maintain accurate client data and streamline processes Handle client onboarding, reconciliation of accounts, and preparation of paperwork with attention to detail Provide support for client service needs, balancing priorities and addressing urgent matters efficiently Work closely with the advisor, adapting to varying workloads and high-pressure situations Manage back-office operations while maintaining minimal direct client interaction Lead the implementation and optimization of Orion to prepare the company for future growth Foster a positive work environment by collaborating effectively with team members and maintaining strong communication Operations Manager Requirements: Minimum of five years of experience in operations within financial services or a related field Expertise in Orion and Schwab platforms is mandatory Strong interpersonal skills to adapt to a dynamic office environment and work alongside high-energy advisors Ability to embrace and contribute to a collaborative, mission-driven culture Bachelor's degree preferred Preferred experience within an RIA or wealth management firm Benefits: Competitive base salary Health insurance coverage 401(k) with company match Paid time off, personal days, holidays Opportunities for professional growth and increased leadership responsibilities Apply now


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