Senior Practice Manager, Wealth Ops (Hybrid)

Revolt Financial; Melville (NY); Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

Bonus potential

Profit-sharing eligibility

Medical benefits

401(k) with employer match

Summer Fridays

Job summary

Revolt Financial in Melville, NY is seeking a Practice Manager to oversee daily wealth management operations and support the leadership team. You will coordinate internal workflows, improve processes, and ensure client service standards are maintained as the firm grows.

The role requires 7+ years in operations within wealth management, with strong communication and organizational skills. Hybrid in-office with some flexibility, offering a competitive compensation package and profit-sharing

Qualifications

• 7+ years in practice management or wealth management operations
• Experience supporting senior leaders in a fast-paced, high-touch setting
• Proven ability to improve workflows and manage projects
• Strong client service, discretion, responsiveness, and communication
• Highly organized with the ability to balance broader business priorities with day-to-day execution
• Confident coordinating across internal teams, clients, vendors, and partners
• Wealth management operations experience is strongly preferred
• Familiarity with wealth management technology (Redtail/Black Diamond/Cetera) a plus
• Bachelor’s degree preferred or substantial relevant experience

Responsibilities

• Oversee the firm’s day-to-day operations, ensuring structure and consistency for office, team, and client service functions
• Partner with firm leadership to translate priorities into action and ensure initiatives move forward
• Strengthen collaboration across the firm and with external partners for clear responsibilities and timely follow-through
• Design and improve systems and processes to increase organization, efficiency, and consistency
• Promote accountability and strong team performance by managing competing priorities and deadlines
• Maintain strong client service standards by overseeing onboarding, meeting prep, follow-up, and handoffs
• Provide high-level support to leadership by preparing materials, tracking commitments, and managing projects
• Maintain the operational infrastructure, including records, tech, vendor relationships, and compliance materials
• Bring sound judgment, professionalism, and calm execution in a fast-moving environment

Skills

Executive support

Operations management

Project management

Client service leadership

Strong communication

Discretion

Team coordination

Organizational skills

Wealth management

Vendor relationships

Education

Bachelor’s degree preferred

Tools

Redtail CRM

Black Diamond

Cetera

Custodial platforms

Job description

Revolt Financial in Melville, NY is seeking a Practice Manager to oversee daily wealth management operations and support the leadership team. You will coordinate internal workflows, improve processes, and ensure client service standards are maintained as the firm grows.

The role requires 7+ years in operations within wealth management, with strong communication and organizational skills. Hybrid in-office with some flexibility, offering a competitive compensation package and profit-sharing