Operations Manager

Fortitude Family Office; Phoenix (AZ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary with annual performance-based bonus

Flexible PTO and 10 paid holidays

Medical, dental, and vision plans

Employer-supported Health Savings Account (HSA)

Company-paid short- and long-term disability

401(k) with employer contributions

Collaborative culture supporting career growth

Encouragement for volunteer and community involvement

Job summary

Fortitude Family Office is seeking an experienced Operations Manager to lead its operations team in Phoenix, Arizona. This role involves managing day-to-day functions and driving efficiency through team development and process improvements. The ideal candidate has 10+ years of experience in a wealth management or RIA environment and is proactive in optimizing workflows. Attractive compensation includes a competitive salary, annual performance-based bonuses, and comprehensive health benefits.

Qualifications

• 10+ years of operational experience within a Registered Investment Advisor (RIA) or wealth management environment.
• Prior experience managing or mentoring a team, with a strong focus on coaching and development.
• Demonstrated ability to lead processes, manage competing priorities, and drive projects to completion.

Responsibilities

• Lead, manage, and develop the operations team, fostering accountability, growth, and a high-performance culture.
• Oversee the end-to-end client account lifecycle, including account opening and maintenance.
• Serve as the primary liaison between custodians and internal teams to ensure seamless execution.

Skills

Leadership

Operational Management

Team Development

Process Improvement

Attention to Detail

Microsoft Office Suite

CRM Systems

Job description

Fortitude Family Office isseekingan experienced and drivenOperations Managerto lead and develop our operations team. This individual will play a critical role in managing day-to-day operational functions while building, mentoring, and scaling a high-performing team.

As a key member of the organization, you will partner closely with advisors and leadership to ensure operational excellence, improve processes, and support the firm’s continued growth. This role is ideal for a proactive leader who thrives in a dynamic environment and is passionate about developing people, strengthening systems, and driving efficiency across the business.

Key Responsibilities

• Lead, manage, and develop the operations team, fostering accountability, growth, and a high-performance culture
• Oversee the end-to-end client account lifecycle, including account opening and maintenance at Charles Schwab
• Serve as the primary liaison between custodians and internal teams to ensure seamless execution of operational processes
• Review and approve client transactions, including wires, deposits, journals, and other cash movements
• Ensure the accuracy and integrity of client and financial data through oversight of data entry, reconciliation, and auditing processes
• Identify, implement, and continuously improve operational workflows to increase efficiency and scalability
• Oversee and support account service requests initiated by advisors and clients
• Develop, document, and enforce operational policies, procedures, and best practices
• Partner with leadership on strategic initiatives, capacity planning, and infrastructure to support firm growth

The Qualifications

• 10+ years of operational experience within a Registered Investment Advisor (RIA) or wealth management environment
• Prior experience managing or mentoring a team, with a strong focus on coaching and development
• Demonstrated ability to lead processes, manage competing priorities, and drive projects to completion
• Strong leadership mindset with a proactive, solution-oriented approach
• Ability to thrive in a collaborative, fast-paced environment where adaptability is essential
• Exceptional attention to detail and commitment to accuracy
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and experience with CRM and operational systems

The Benefits

• Competitive salary with annual performance-based bonus
• Flexible PTO and 10 paid holidays per year
• Medical, dental, and vision plans with generous employer contributions
• Employer-supported Health Savings Account (HSA)
• Company-paid short- and long-term disability coverage
• 401(k) with employer contributions
• Collaborative, team-oriented culture that supports career growth
• Strong encouragement for volunteer, community, and industry involvement