Wealth Management Operations Manager

Trillium is seeking an Operations Manager for an established Wealth Management company in Reno!
 

This Direct-Hire opportunity is seeking an experienced Operations Manager with 10 years of operations experience, including at least 5 years in wealth management — ideally with a Registered Investment Advisor. This role owns the day-to-day operational engine of the firm, driving workflow creation, data accuracy, technology oversight, compliance support, and overall operational excellence.


Responsibilities:

• Lead and manage daily operational functions to ensure smooth, accurate, and efficient workflow

• Build, refine, and maintain operational processes, procedures, and documentation

• Oversee account opening and client onboarding with zero-error data entry

• Prepare operational updates and materials for daily internal meetings

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