Senior Operations Leader — Wealth Management Growth

Fortitude Family Office; Phoenix (AZ); Presencial; USD 90 000 - 130 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive salary with annual performance-based bonus

Flexible PTO and 10 paid holidays

Medical, dental, and vision plans

Employer-supported Health Savings Account (HSA)

Company-paid short- and long-term disability

401(k) with employer contributions

Collaborative culture supporting career growth

Encouragement for volunteer and community involvement

Resumo da oferta

Fortitude Family Office is seeking an experienced Operations Manager to lead its operations team in Phoenix, Arizona. This role involves managing day-to-day functions and driving efficiency through team development and process improvements. The ideal candidate has 10+ years of experience in a wealth management or RIA environment and is proactive in optimizing workflows. Attractive compensation includes a competitive salary, annual performance-based bonuses, and comprehensive health benefits.

Qualificações

• 10+ years of operational experience within a Registered Investment Advisor (RIA) or wealth management environment.
• Prior experience managing or mentoring a team, with a strong focus on coaching and development.
• Demonstrated ability to lead processes, manage competing priorities, and drive projects to completion.

Responsabilidades

• Lead, manage, and develop the operations team, fostering accountability, growth, and a high-performance culture.
• Oversee the end-to-end client account lifecycle, including account opening and maintenance.
• Serve as the primary liaison between custodians and internal teams to ensure seamless execution.

Conhecimentos

Leadership

Operational Management

Team Development

Process Improvement

Attention to Detail

Microsoft Office Suite

CRM Systems

Descrição da oferta de emprego

Fortitude Family Office is seeking an experienced Operations Manager to lead its operations team in Phoenix, Arizona. This role involves managing day-to-day functions and driving efficiency through team development and process improvements. The ideal candidate has 10+ years of experience in a wealth management or RIA environment and is proactive in optimizing workflows. Attractive compensation includes a competitive salary, annual performance-based bonuses, and comprehensive health benefits.