Office Manager

The Well; Boca Raton (FL); Hybrid; USD 95,000 - 105,000; Full time

Benefits offered by this job

401(k) plan

Medical and dental insurance

W2 salaried position with room for成长

Employee equity plan

10 paid company holidays, plus PTO

Annual learning stipend

Job summary

The Well in Boca Raton, FL is seeking an Office Manager to run the internal operations of a boutique Registered Investment Advisor. This role supports the team behind the scenes, handling supplies, vendor relations, and event planning to ensure a smooth client experience.

Experience in wealth management and custodial platforms is essential. You will partner with department directors, drive process improvements, and help create a cohesive, efficient office environment that enables advisers to

Qualifications

• 10+ years in the financial services industry, RIA or wealth management experience preferred.
• Hands-on experience with custodial platforms such as Charles Schwab or Fidelity.
• Strong organizational and multitasking abilities; excellent communication skills.
• Willingness to lead the operational side behind the scenes.

Responsibilities

• Oversee day-to-day office operations and maintain an organized, welcoming environment.
• Manage office supplies, inventory, and vendor relationships.
• Plan and coordinate company gatherings (holidays, happy hours, team luncheons, milestone celebrations).
• Support operational processes in partnership with service and advisory teams using custodial platforms.
• Collaborate with department directors on improvements to enhance client experience.
• Foster a culture of continuous process improvement across office operations.
• Coordinate facilities, building management, and IT vendor needs.
• Assist with onboarding new team members, workspace setup, and orientation.
• Maintain office policies and resources in alignment with firm standards and compliance.

Skills

Organizational leadership

Vendor management

Event planning

Communication skills

Tools

Charles Schwab

Fidelity

Job description

Office Manager - Registered Investment Advisor (RIA)

Role Summary

We're hiring an Office Manager on behalf of our client - a growing Registered Investment Advisor based in Boca Raton, FL.

The Office Manager will play a pivotal behind-the-scenes role in supporting the firm’s continued growth. This is a non-client-facing position for someone who loves keeping an office running smoothly - from ordering supplies and coordinating vendors to planning team gatherings that bring people together. Working closely with department directors, this person will be the operational heartbeat of a boutique, team-oriented firm, making sure the team has everything it needs to deliver an exceptional client experience. This is an ideal next step for a seasoned financial services professional who has grown out of a client service role and is ready to take their career to the next level. The ideal candidate brings deep industry experience, hands-on custodial platform experience with Schwab or Fidelity, and the aptitude and desire to lead the operational side of a thriving firm.

Core Responsibilities

• Oversee day-to-day office operations to keep the office organized, efficient, and welcoming for the entire team
• Manage office supply inventory, place orders, and maintain relationships with vendors for supplies, equipment, and services
• Plan and coordinate company gatherings, including holiday parties, happy hours, team luncheons, and milestone celebrations
• Leverage working knowledge of custodial platforms such as Charles Schwab or Fidelity to support operational processes in partnership with the service and advisory teams
• Collaborate with department directors on behind-the-scenes improvements that enhance the overall client experience
• Develop and maintain a culture of results-oriented, continuous process improvement across office operations
• Engage with cross-functional teams to troubleshoot issues, test new tools and offerings, and support smooth rollouts
• Serve as the point person for facilities, building management, maintenance, and IT vendor coordination
• Support new team member onboarding, including workspace setup, equipment, and office orientation
• Maintain office policies, procedures, and shared resources in alignment with firm standards and compliance requirements

Candidate Profile

• 10+ years of experience in the financial services industry; RIA or wealth management experience strongly preferred
• A client service background with the aptitude, experience, and desire to step into a broader operational leadership role
• Required: hands-on experience with custodial platforms such as Charles Schwab or Fidelity
• Highly organized with a track record of managing multiple priorities at once; prior office management or operations experience is a plus
• Strong communication skills with excellent interpersonal and organizational abilities
• Proficient in reasoning, conflict management, and analytical problem-solving
• A curious, results-driven team player who advocates for the firm’s core values and is a positive influence on the team
• Ready to move from the front lines of client service into a non-client-facing role supporting the team behind the scenes
• Event planning experience is a plus

Compensation and Benefits

• Base salary of $95,000 to $105,000, depending on experience
• Up to 12% annual incentive pay
• Employee equity plan
• W2 salaried position with room for growth
• 401(k) plan
• Medical and dental insurance
• 10 paid company holidays, plus paid time off
• Annual learning stipend

Work Environment and Culture

This is a full-time, on-site role based in Boca Raton, FL, with the opportunity to work remotely 1 day per week after 6 months. Our client is a boutique firm that believes in a truly holistic approach to wealth - offering financial planning, tax planning, long-term planning, and life coaching. With $1.4+ billion in AUM and clients in 36+ states, the firm has built something different: rather than one advisor trying to do every job, they build specialized teams around each client's needs and stay with them every step of the way.

• The team values collaboration, curiosity, and continuous improvement, and they operate in a supportive, high-growth environment where people genuinely enjoy working together. If you've built your career in client service and you're ready to take the next step - creating order, making an office feel like home base, and helping a great team do its best work we'd love to talk.