Senior Operations Leader – Investment Advisory

D.A. Davidson; Richmond (VA); Vor Ort; USD 110.000 - 170.000; Vollzeit

Benefits dieser Stelle

Medical, Dental and Vision

Company 401(k) and ESOP contribution

Generous sick, vacation, and parental leave

Paid holidays

Professional Development Opportunities

Tuition Reimbursement ($15,000 lifetime cap)

Charitable gift-matching program

Zusammenfassung

A financial services firm in Richmond, Virginia is seeking an experienced Operations Manager responsible for overseeing daily operational functions of an SEC-registered investment adviser. This role focuses on operational excellence, scalability, and team leadership. The ideal candidate has 7-10 years of experience in investment management operations, strong analytical and communication skills, and a commitment to process improvement. A competitive salary and excellent benefits are offered.

Qualifikationen

• Bachelor's degree required, advanced degree or relevant certifications a plus.
• Minimum of 7 to 10 years of progressive experience in operations within an investment adviser, asset manager, or financial services firm.
• Demonstrated experience managing and developing a team.

Aufgaben

• Oversee daily operational activities including account administration, trading support, reconciliation, data integrity, and system workflows.
• Ensure operational processes are well‑documented, consistently followed, and scalable as the firm grows.
• Identify, implement, and monitor operational controls to mitigate risk and ensure accuracy and timeliness across functions.

Kenntnisse

Team management

Operational processes

Analytical skills

Excellent communication

Process improvement

Ausbildung

Bachelor's degree

Advanced degree or relevant certifications

Tools

Portfolio accounting platforms

Trading platforms

Custody platforms

Jobbeschreibung

A financial services firm in Richmond, Virginia is seeking an experienced Operations Manager responsible for overseeing daily operational functions of an SEC-registered investment adviser. This role focuses on operational excellence, scalability, and team leadership. The ideal candidate has 7-10 years of experience in investment management operations, strong analytical and communication skills, and a commitment to process improvement. A competitive salary and excellent benefits are offered.