Financial Operations Manager – Wealth Tech & Compliance

Trove FS, LLC; Stamford (CT); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Discretionary bonus

Retirement plan matching

Medical & dental benefits

Education & seminars

Company events

Job summary

Trove FS, LLC, a leading multi-family office, seeks a Financial Operations Manager to oversee financial processes, reporting, and operational efficiency for client engagements. You will manage accounting functions, ensure regulatory compliance, and support technology-driven solutions to enhance financial operations.

The role requires strong expertise in financial reporting, investment tracking, tax planning coordination, and team leadership, with experience using Sage Intacct, NetSuite or

Qualifications

• 6+ years of experience in financial operations, accounting, or wealth management.
• Strong experience in investment reporting, financial controls, and regulatory compliance.
• Proven ability to enhance financial processes and operational efficiency.
• Excellent communication and problem-solving skills, with the ability to manage client relationships effectively.

Responsibilities

• Oversee financial operations for client accounts, ensuring accuracy, efficiency, and compliance.
• Support financial reporting, including the preparation and review of financial statements, investment reports, and asset consolidation.
• Implement financial controls and risk management protocols to safeguard client assets.
• Collaborate with external tax advisors to support tax planning and compliance efforts.
• Ensure adherence to regulatory requirements, including trust and estate planning considerations.

Skills

Investment reporting

Financial controls

Regulatory compliance

Client relationship management

Communication skills

Problem-solving

Tools

Sage Intacct

NetSuite

Addepar

Job description

Trove FS, LLC, a leading multi-family office, seeks a Financial Operations Manager to oversee financial processes, reporting, and operational efficiency for client engagements. You will manage accounting functions, ensure regulatory compliance, and support technology-driven solutions to enhance financial operations.

The role requires strong expertise in financial reporting, investment tracking, tax planning coordination, and team leadership, with experience using Sage Intacct, NetSuite or