Wealth Management Operations Lead

1 day ago


San Diego, California, United States Pacific Wealth Management Full time

Operations Management Role at Pacific Wealth Management, LLC

Firm Overview

Pacific Wealth Management, LLC provides customized wealth management services to high-net-worth individuals, offering innovative solutions for their financial goals.

Compensation Package

This full-time position offers a competitive salary range of $160,000 - $220,000 per year, accompanied by a comprehensive benefits package

Job Description

Main Duties:

  • Manage day-to-day business operations, including process management and client service
  • Collaborate with the Managing Director to optimize business capacity and compliance

Key Performance Indicators:

  • Effective management of client relationships and daily operations
  • Successful implementation of workflow optimization and compliance strategies
Qualifications

Bachelor's degree and 5+ years of management experience; experience working with RIAs and Charles Schwab required

Proficiency in relevant software applications necessary



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