Wealth Management Operations Manager

Wealth Management Operations Manager About the Role A growing, planning-focused wealth management firm is seeking an Operations Manager to support day-to-day operations and deliver a high-quality, personalized client experience . This role is ideal for someone who is detail-oriented, organized, and enjoys supporting clients with their financial needs. What You'll Do Provide excellent, high-touch service to clients Open new client accounts and support onboarding Process account transfers, contributions, and money movement requests Prepare and track all paperwork (account setup, transfers, updates, etc.) Work with custodians to resolve account-related issues Maintain accurate records of client activity in the CRM system Support billing and reporting processes Help improve workflows and increase efficiency Use and help manage systems like CRM, DocuSign, and other tools Communicate with clients, advisors, and internal teams Ensure compliance with industry regulations and internal policies Assist with additional operational tasks as needed What We're Looking For Strong focus on customer service and client experience Highly organized and detail-oriented Able to manage multiple tasks and stay calm under pressure Strong sense of ownership and accountability Comfortable using CRM systems (Salesforce is a plus) Experience with DocuSign and Microsoft Office 3-5 years of experience in financial services operations Experience with custodial platforms (Schwab is a plus) Bachelor's degree preferred Series 65 is a plus Professional and able to handle sensitive information #

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