Operations Manager / Practice Manager

Claire Myers Consulting; City of Syracuse (NY); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

A wealth management firm based in Syracuse, NY, is seeking an experienced Operations Manager / Practice Manager. This individual will oversee daily operations, create and maintain SOPs, and manage operational workflows to optimize efficiencies. Ideal candidates should have prior experience in the financial advisory sector, a strong understanding of advisory operations, and the ability to work independently on projects. This role promises a clear career trajectory and engagement with team members and senior advisors.

Qualifikationen

• Experience in a wealth management or financial advisory environment.
• Strong understanding of advisory operations and broker dealer workflows.
• Comfortable owning projects from start to finish.
• Detail-oriented, organized, and process-driven.
• Comfortable owning projects from start to finish.
• Experience with Advisor360 or ClientWorks preferred.

Aufgaben

• Manage operational workflows and optimize systems for efficiency.
• Handle broker dealer-related operations including account maintenance.
• Onboard new hires and support with operational best practices.
• Manage broker-dealer related operations including accounts and transfers.
• Oversee CRM and practice technology such as ClientWorks and OnceHub.
• Onboard new hires with system access and training.

Kenntnisse

Independent project management

Detail-oriented

Organizational skills

Process improvement

Advisor360/ClientWorks

Tools

Advisor360

ClientWorks

OnceHub

Jobbeschreibung

Overview

Our client is a well-established wealth management firm seeking an experienced Operations Manager / Practice Manager to serve as a true operational extension of the advisors. This role is designed for someone who understands how a financial advisory practice runs and can independently manage day-to-day operations, systems, and process improvement.

This individual will take ownership of operational workflows, clean up and optimize systems, and help prepare the firm for long-term growth. There is a clear career trajectory for the right person.

Practice Operations

• Own daily operations and ensure the practice runs efficiently
• Create, document, and maintain SOPs across the firm
• Identify gaps in workflows and proactively implement solutions
• Remove operational tasks from the advisors’ plates

Broker Dealer & Client Operations

Manage broker dealer-related operational items including:

• Account opening and maintenance
• Distributions and transfers
• Beneficiary updates
• Case processing and follow-through
• Ensure accuracy, compliance, and attention to detail across all client-related activity

Systems & Technology

• Oversee CRM and practice technology, including:
• ClientWorks
• OnceHub
• Lead system clean-up efforts to improve data accuracy and efficiency
• Manage an upcoming system/platform transition and serve as the internal point person

Team Support & Onboarding

• Onboard new hires, including systems access and workflow training
• Support advisors and team members with operational best practices
• Help create structure and consistency as the firm grows

Ideal Candidate

• Prior experience in a wealth management or financial advisory environment
• Strong understanding of advisory operations and broker dealer workflows
• Highly independent with the ability to work without hand-holding
• Detail-oriented, organized, and process-driven
• Comfortable owning projects from start to finish
• Confident working directly with founders and senior advisors
• Experience with Advisor360, ClientWorks, or similar platforms preferred

Compensation

Option 1: Mid-Level Operations Professional