Senior Investment Ops & Client Experience Leader

The KRP Group; Boston (MA); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

The KRP Group in Boston, MA is seeking a Senior Operations Manager to lead day-to-day operations, including trading, with a constant focus on elevating the client experience.

The ideal candidate has 5–10 years of investment management operations experience, advanced Excel skills, and proficiency with Schwab, Black Diamond, Fidelity, and Wealthbox, preferably in an RIA environment. This role offers a hybrid work model in a strong company culture.

Qualifications

• Lead day-to-day operations including trading with a focus on elevating the client experience.
• 5–10 years of investment management operations experience with a proven track record of exceptional client service.
• Advanced Excel skills; proficient with Schwab, Black Diamond, Fidelity, and Wealthbox.
• Experience within an RIA environment.
• Hybrid model within a strong company culture.

Responsibilities

• Lead day-to-day operations—including trading—with a constant focus on elevating the client experience.
• Oversee operational workflows to ensure accuracy and timeliness of client reporting and trade execution.
• Collaborate with portfolio managers and client service teams to optimize client outcomes.
• Support a hybrid work environment and foster a collaborative company culture.

Skills

Advanced Excel

Operations management

Client service

Tools

Schwab

Black Diamond

Fidelity

Wealthbox

Job description

The KRP Group in Boston, MA is seeking a Senior Operations Manager to lead day-to-day operations, including trading, with a constant focus on elevating the client experience.

The ideal candidate has 5–10 years of investment management operations experience, advanced Excel skills, and proficiency with Schwab, Black Diamond, Fidelity, and Wealthbox, preferably in an RIA environment. This role offers a hybrid work model in a strong company culture.