RIA Office Operations Leader – Hybrid

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

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