Senior Manager, Investment and Client Service Operations (Office: Washington DC Metro or Prince[...]

Wright Insurance Services; Princeton (NJ); Hybrid; USD 80,000 - 130,000; Full time

Job summary

An innovative firm is looking for a Senior Manager to lead Investment and Client Service Operations. This role is crucial for optimizing operational infrastructure and ensuring seamless service delivery to clients and advisors. The ideal candidate will have extensive experience in the RIA space, focusing on technology adoption and process improvement. With a hybrid work model, this position offers flexibility and the opportunity for career growth within a supportive environment. If you are detail-oriented, proactive, and thrive in fast-paced settings, this is the perfect opportunity for you.

Benefits

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Health Insurance

Hands-on Training

Career Growth Opportunities

Retirement Plan

Qualifications

• 5-7+ years in operational leadership within an RIA or wealth management setting.
• Strong command of RIA-specific technology platforms and a forward-thinking approach.

Responsibilities

• Oversee client billing processes and manage reporting workflows.
• Design and implement processes to improve operational efficiency and client satisfaction.

Skills

Operational Leadership

RIA-Specific Technology Platforms

Process Design and Implementation

Regulatory Compliance Knowledge

Education

Bachelor's Degree in Business

Advanced Certifications (CFP, CFA, Series 65)

Tools

Adyzon

Schwab Advisor Center

Job description

Senior Manager, Investment and Client Service Operations (Office: Washington DC Metro or Princeton/Central NJ) - Hybrid

Join to apply for the Senior Manager, Investment and Client Service Operations (Office: Washington DC Metro or Princeton/Central NJ) - Hybrid role at Wright Insurance Services.

Job Description

OneWell is seeking an execution-focused Senior Manager for Investment and Client Service Operations to oversee and optimize the firm's operational infrastructure. This pivotal role will serve as the backbone of our day-to-day processes, ensuring a seamless delivery of services to both clients and advisors. The ideal candidate is technology-forward, process-driven, and brings deep experience in the RIA space combined with the ability to collaborate effectively across diverse teams.

About Us

OneWell is an RIA (registered investment advisor) serving faith-based institutions, private foundations, and family offices. One Oak serves as an Outsourced Chief Investment Officer (OCIO) providing institutional-grade investment management expertise to organizations seeking sustainable growth for their endowments and foundations, often lacking internal resources to manage complex portfolios.

Benefits

• Annual Base Salary Based on Experience
• Paid Time Off (PTO)
• Work from Home
• Flexible Schedule
• Health Insurance
• Hands-on Training
• Career Growth Opportunities
• Retirement Plan

Responsibilities

Key Responsibilities

• Client Operations & Reporting: Oversee all client billing processes, manage reporting workflows, coordinate account and portfolio reconciliation, and handle alternative data management.
• Process Optimization & Client Experience: Design and implement processes to improve operational efficiency and client satisfaction; execute technology strategies and lead training programs.
• Risk, Compliance & Financial Oversight: Ensure regulatory compliance, prepare financial reports, manage insurance and licensing requirements.
• Vendor & Human Capital Administration: Manage relationships with vendors, oversee payroll, benefits, onboarding, and maintain job descriptions.
• Firm-Wide Policy & Procedure Management: Stewardship of policies, ensuring consistency, compliance, and operational enhancements.

Minimum Requirements

• Must reside in Washington DC metro or Princeton/Central NJ area due to in-office requirement.
• 5-7+ years in operational leadership within an RIA or wealth management setting.
• Strong command of RIA-specific technology platforms (e.g., Adyzon, Schwab Advisor Center) and a forward-thinking approach to technology adoption.
• Proven ability to design, implement, and refine operational processes focusing on efficiency and client satisfaction.
• Familiarity with SEC and FINRA regulations governing RIAs.
• Bachelor's degree in Business, Finance, Operations Management, or related; advanced certifications (CFP, CFA, Series 65) are a plus.
• Attributes include being detail-oriented, proactive, adaptable, solutions-driven, and capable of thriving in a fast-paced environment.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Insurance