Manager of Operations Reports to:

• Sr.

Director of Staffing and Operations Status :

• Exempt The Manager of Operations is a key leader within the office and is responsible for overseeing daily operations, client service delivery, and administrative functions to ensure a seamless experience for clients and advisors.


• This individual provides leadership to Relationship Managers, Client Service Associates, and Administrative staff while driving operational efficiency, accountability, and adherence to firm standards.
• The ideal candidate possesses strong experience within a wealth management, investment advisory, or financial services environment and has a proven ability to manage teams, improve processes, and support business growth.
• This is a full-time, in-office position requiring a highly organized, proactive, and client-focused professional.

Key Responsibilities:

• Lead t...