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Jobs or company...

Operations Manager - Advisory

  • Full Time, onsite
  • Claire Myers Consulting
  • United States, United States of America
Salary undisclosed
Checking job availability...
Original
Simplified

Operations Manager – RIA | Remote

Our client, a growing and dynamic Registered Investment Advisory (RIA) firm, is seeking a proactive and experienced Operations Manager to lead administrative processes, enhance operational workflows, and take full ownership of key systems and projects. This is a high-impact role ideal for someone with a strong background in RIA operations, training & development, and platform management.

The ideal candidate will have experience with Black Diamond, Schwab and Fidelity custodians, and thrive in a role where they can wear many hats- from managing systems and data to building out SOPs and developing team capabilities.

Location: Remote

Compensation: $100,000 base + bonus opportunity

Preferred Credentials: Series 65 or 66 (ideal but not required)

Responsibilities:

Team Development & Oversight

  • Train and develop administrative staff to ensure adherence to workflows and best practices
  • Serve as backup for key admin tasks as needed
  • Support advisor updates and SMA submissions

Custodian Management

  • Serve as primary point of contact with Schwab and Fidelity
  • Manage escalations, streamline processes, and oversee service-related inquiries

Project and Platform Ownership

  • Lead and implement operational projects and improvements
  • Build and maintain SOPs for core functions

Technology & Data Management

  • Black Diamond
  • Manage profile creation, portfolio groups, advisor assignments, and data classifications
  • Oversee fee schedules, custom fields, benchmarks, and document uploads
  • Coordinate with BD support and generate high cash reports for traders

Nitrogen

  • Maintain accurate data, ensure system integration with BD, eMoney, and Salesforce
  • Monitor for duplicates and maintain clean naming conventions

eMoney

  • Oversee account linking and sharing with correct advisors
  • Maintain clean data and consistent naming conventions

Salesforce

  • Support ongoing data integrity and platform integration

Client Offboarding

  • Provide assistance in client terminations and transitions

Preferred Experience:

  • Prior experience in an RIA environment
  • Proficiency with Black Diamond, eMoney, Salesforce, and Nitrogen
  • Familiarity with Schwab and Fidelity custodians
  • Background in HR or EOS (Entrepreneurial Operating System)
  • Trading experience
  • Series 65 or 66

The Right Fit:

You’re someone who takes full ownership, thrives in a dynamic environment, and enjoys solving problems before they’re even on someone’s radar. You love creating structure, improving workflows, and are always looking for ways to elevate team performance and client experience.

Operations Manager – RIA | Remote

Our client, a growing and dynamic Registered Investment Advisory (RIA) firm, is seeking a proactive and experienced Operations Manager to lead administrative processes, enhance operational workflows, and take full ownership of key systems and projects. This is a high-impact role ideal for someone with a strong background in RIA operations, training & development, and platform management.

The ideal candidate will have experience with Black Diamond, Schwab and Fidelity custodians, and thrive in a role where they can wear many hats- from managing systems and data to building out SOPs and developing team capabilities.

Location: Remote

Compensation: $100,000 base + bonus opportunity

Preferred Credentials: Series 65 or 66 (ideal but not required)

Responsibilities:

Team Development & Oversight

  • Train and develop administrative staff to ensure adherence to workflows and best practices
  • Serve as backup for key admin tasks as needed
  • Support advisor updates and SMA submissions

Custodian Management

  • Serve as primary point of contact with Schwab and Fidelity
  • Manage escalations, streamline processes, and oversee service-related inquiries

Project and Platform Ownership

  • Lead and implement operational projects and improvements
  • Build and maintain SOPs for core functions

Technology & Data Management

  • Black Diamond
  • Manage profile creation, portfolio groups, advisor assignments, and data classifications
  • Oversee fee schedules, custom fields, benchmarks, and document uploads
  • Coordinate with BD support and generate high cash reports for traders

Nitrogen

  • Maintain accurate data, ensure system integration with BD, eMoney, and Salesforce
  • Monitor for duplicates and maintain clean naming conventions

eMoney

  • Oversee account linking and sharing with correct advisors
  • Maintain clean data and consistent naming conventions

Salesforce

  • Support ongoing data integrity and platform integration

Client Offboarding

  • Provide assistance in client terminations and transitions

Preferred Experience:

  • Prior experience in an RIA environment
  • Proficiency with Black Diamond, eMoney, Salesforce, and Nitrogen
  • Familiarity with Schwab and Fidelity custodians
  • Background in HR or EOS (Entrepreneurial Operating System)
  • Trading experience
  • Series 65 or 66

The Right Fit:

You’re someone who takes full ownership, thrives in a dynamic environment, and enjoys solving problems before they’re even on someone’s radar. You love creating structure, improving workflows, and are always looking for ways to elevate team performance and client experience.