Operations Manager

The Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra-high-net-worth individuals and families. The firm oversees more than $2.7 billion in client assets and is recognized for its customized wealth management approach research-driven investment philosophy and long-standing client relationships.

We are seeking an experienced Operations Manager to help strengthen operational infrastructure enhance workflow scalability and support the next phase of organizational growth.

This individual will serve as a critical operational leader within the firm directly managing a four-person client service and operations team while overseeing the day-to-day execution of core operational functions.

The role offers significant visibility across the organization direct interaction with firm leadership and the opportunity to make a meaningful impact on operational efficiency client experience and long-term scalability.

This position requires you to be on-site 5 days a week.

Primary Responsibilities:

• Operational Leadership & Team Oversight
  • Manage and support the client service coordinator team
  • Manage daily operational workflow queue prioritization and escalation handling
  • Review operational paperwork and documentation for accuracy and completeness
  • Assist with onboarding training and team accountability initiatives
  • Partner with leadership to improve operational consistency and service delivery
    
    
• Cash Flow Oversight & Operational Monitoring
  • Manage weekly cash flow monitoring and reporting processes
  • Identify and escalate accounts requiring contra activity or operational follow-up
  • Ensure timely and accurate documentation within portfolio management and CRM systems
  • Maintain operational accuracy and accountability across recurring workflows
    
    
• CRM & Workflow Infrastructure
  • Build maintain and optimize workflows within Salentica
  • Standardize operational procedures to improve scalability and reduce manual processing
  • Enhance workflow transparency accountability and operational efficiency
  • Partner with leadership on process improvement and operational infrastructure initiatives
    
    
• Estate & Beneficiary Processing
  • Coordinate date-of-death valuation requests with custodians and external parties
  • Manage beneficiary account transfers retitling and account setup workflows
  • Oversee operational processing related to estate settlement activity
  • Ensure timely and accurate completion of all required documentation
    
    
• Documentation & Process Accuracy
  • Maintain accurate and timely operational notes across systems
  • Document cash flows operational activity account changes and client servicing events
  • Support operational audit readiness and procedural consistency
    
    

Qualifications:

• 3 years of experience in RIA or broker-dealer operations
• Experience working with custodial platforms such as Schwab Fidelity or Pershing
• Familiarity with high-net-worth client servicing trusts and organizational account structures
• Experience with CRM systems such as Salentica Salesforce or Redtail preferred
• Prior team lead or supervisory experience strongly preferred
• Strong excel proficiency as a required operational skill
• Excellent organizational skills and attention to detail
• Strong written and verbal communication abilities
• Calm under pressure with a solutions-oriented mindset
• High degree of professionalism accountability and follow-through

This position is an exempt position. The annualized base pay range for this role is expected to be between $90000-$110000 base salary compensation range. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

#LI-JS1

Portfolio Strategy Group (PSG) is part of the Focus Financial Partners network firm community. As part of the partnership PSG remains independently operated but gains the support of a broader organization. Whether focused on growth enhancing capabilities or planning for the future being part of Focus means you are part of something larger while still working in an entrepreneurial firm-led environment.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit follow the company onLinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .

The following language is for US based roles only

For California Applicants:Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW AN EMPLOYER MAY NOT REQUIRE OR DEMAND AS A CONDITION OF EMPLOYMENT PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.