Business Manager Wealth Management
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Job Location:
Monthly Salary:
Posted on:
22 hours ago
Vacancies:
1 Vacancy
Job Summary
Operations Manager / Business Manager
Location:Avon Ohio
Industry:Wealth Management / Tax Services
Type:Full-Time
About the Firm
Our client is a growing wealth management firm dedicated to delivering thoughtful financial guidance and exceptional client service. As the firm continues to grow it is seeking a hands-on Operations Manager/Business Managertooversee day-to-day operations support the team and ensure the business runs smoothly and efficiently.
This is an excellent opportunity for adetail-oriented leader with a strong sense of urgencywho enjoys improving systems supporting people and helping a firm scale.
Position Overview
The Operations Manager/Business Manager will serve as the firms organizational backbone overseeing operations supporting staff and implementing systems toimprove efficiency and client service.
This individual will work closely with firm leadership totake day-to-day operational responsibilities off the owners plate allowing advisors to focus on client relationships and business development.
Key Responsibilities
Operations Management
Required
The ideal candidate is someone who:
Compensation will becompetitive and commensurate with experience including salary and potential performance incentives.
Location:Avon Ohio
Industry:Wealth Management / Tax Services
Type:Full-Time
About the Firm
Our client is a growing wealth management firm dedicated to delivering thoughtful financial guidance and exceptional client service. As the firm continues to grow it is seeking a hands-on Operations Manager/Business Managertooversee day-to-day operations support the team and ensure the business runs smoothly and efficiently.
This is an excellent opportunity for adetail-oriented leader with a strong sense of urgencywho enjoys improving systems supporting people and helping a firm scale.
Position Overview
The Operations Manager/Business Manager will serve as the firms organizational backbone overseeing operations supporting staff and implementing systems toimprove efficiency and client service.
This individual will work closely with firm leadership totake day-to-day operational responsibilities off the owners plate allowing advisors to focus on client relationships and business development.
Key Responsibilities
Operations Management
- Oversee daily office operations and ensure efficient workflows across the firm
- Improve and document processes related to client service onboarding and account management
- Manage operational systemsincluding CRM custodial platforms and internal procedures
- Coordinate with custodians broker-dealers and third-party vendors
- Provide oversight and support to client service and administrative team members
- Help establish accountability priorities and clear workflows
- Foster a culture of responsiveness professionalism and high standards
- Track key operational metrics and identify opportunities for improvement
- Assist leadership with project management and implementation of strategic initiatives
- Ensure operational compliance with industry policies and procedures
- Ensure high standards of client communication and service delivery
- Support complex client service needs when necessary
Required
- 5 years of experience inwealth management or financial services operations
- Strong organizational and project management skills
- Proven ability to manage multiple priorities and operate witha strong sense of urgency
- Excellent communication and leadership abilities
- Strong attention to detail and commitment to quality
- Experience working in anRIA broker-dealer or wealth advisory firm
- FINRA licenses such asSeries 7 and 66; or other acceptable combination
- Experience with industry technology.
The ideal candidate is someone who:
- Enjoysbringing structure and organization to a growing firm
- Is comfortableleading people and improving processes
- Can anticipate needs andtake initiative without constant direction
- Wants to play a key role in helping a firmscale and operate more efficiently
Compensation will becompetitive and commensurate with experience including salary and potential performance incentives.
Required Experience:
Manager
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Human Resources, HR, recruiting, benefits administration, HRIS analysis, compliance, organizational development, training
