Operations Manager Position Available In Fulton, Georgia

Operations Manager The Third Group LLC Alpharetta, GA Job Details Full-time $85,000 – $90,000 a year 16 hours ago Benefits Health insurance Dental insurance Paid time off 401(k) matching Qualifications CRM software Wealth management 5 years Investment operations Finance Analysis skills Bachelor’s degree Portfolio management Business Administration Senior level Communication skills Full Job Description We are seeking an experienced Operations Manager to oversee the day-to-day operational functions of our wealth management business. The ideal candidate will have a strong background in investment operations, experience with custodians such as Fidelity and Charles Schwab , and proficiency in portfolio management and reporting platforms, specifically Orion . This individual will play a pivotal role in ensuring the efficiency, accuracy, and scalability of our operations. Key Responsibilities Manage daily operations and workflows, including account onboarding, transfers, billing, trading, and reconciliation. Serve as a primary liaison between the firm and custodians (Fidelity and Schwab), ensuring timely and accurate execution of client requests. Oversee the setup, maintenance, and accuracy of accounts in Orion Advisor Tech ; generate client reports and dashboards as needed. Develop and implement process improvements to increase efficiency and minimize risk. Collaborate with advisors, client service teams, and compliance to ensure operational alignment with firm goals. Train and support staff on operational procedures and system usage. Monitor and maintain operational KPIs, prepare internal reports, and assist with audits or compliance reviews. Stay current with industry regulations and best practices to ensure operational compliance. Qualifications Bachelor’s degree in Finance, Business Administration, or a related field. 5+ years of operations experience in the wealth management or RIA industry. Direct experience working with custodians like Fidelity Institutional and Charles Schwab Advisor Services . Proficiency with Orion Advisor Tech for portfolio management, performance reporting, and billing. Strong analytical, problem-solving, and organizational skills. High attention to detail and a commitment to operational excellence. Strong written and verbal communication skills. Experience with CRM systems (e.g., Redtail, Salesforce) and financial planning tools is a plus.

Job Type:

Full-time Pay:

$85,000.00 – $90,000.00 per year

Benefits:

401(k) matching Dental insurance Health insurance Paid time off

Schedule:

8 hour shift

Work Location:

In person