Senior Wealth Operations Lead

RMR Wealth Builders, Inc.; Montclair (NJ); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

401(k) with employer match

HSA with employer match

Paid vacation & holidays

Paid parental leave

Health/Dental/Vision/Life Insurance

Continuing education support

Job summary

RMR Wealth Builders, Inc. in Montclair, NJ is seeking a Senior Operations Specialist to lead client service and account operations within the Personal Wealth Division.

You will serve as a senior point of escalation for complex service requests, oversee custodial workflows across Fidelity and Schwab, and document processes for the team. You will mentor junior staff, refine CRM workflows in Salesforce/Salentica, support billing and reporting in Black Diamond, and help ensure data accuracy across

Qualifications

• 3–5 years of experience in operations at an RIA, broker‑dealer, or custodial/clearing environment with direct, hands‑on experience servicing accounts on Fidelity and/or Schwab platforms.
• Working fluency with Salesforce or Salentica CRM and with Black Diamond (or comparable portfolio reporting/performance platform).
• Strong working knowledge of Microsoft Office 365, particularly Excel and Outlook.
• Demonstrated ability to manage complex client service issues independently and with sound judgment.
• Excellent written and verbal communication skills, with professionalism for direct client and custodian contact.
• High attention to detail and comfort working within a compliance‑driven environment.
• Bachelor’s degree in business, finance, or a related field.

Responsibilities

• Serve as a senior point of escalation for client service requests referred by advisors and junior staff.
• Own resolution of complex or time‑sensitive client service issues end-to-end, coordinating with clients, advisors, and custodians.
• Monitor service‑level turnaround for the team and flag issues before they affect the client experience.
• Process and oversee account opening, transfers (ACAT), money movement, and maintenance across Fidelity and Schwab platforms.
• Identify and resolve exceptions, NIGO items, and reconciliation discrepancies between custodial records and internal systems.
• Maintain accuracy of client and account data within Salesforce/Salentica, including workflows, activity tracking, and household relationships.
• Build and refine CRM workflows, templates, and reporting views; train junior staff on data entry standards.
• Support billing, performance reporting, and account reconciliation processes within Black Diamond.
• Identify and correct data discrepancies between Black Diamond, custodial data feeds, and the CRM.
• Document and maintain SOPs for core operations workflows.
• Mentor and guide junior operations staff and review work for accuracy.
• Identify opportunities to improve efficiency and streamline workflows across the tech stack.
• Assist in onboarding and training new operations hires.
• Ensure account servicing and documentation comply with regulatory requirements for a federally registered RIA.

Skills

Client service

CRM proficiency

Communication skills

Attention to detail

Independent judgment

Education

Bachelor’s degree in business/finance

Tools

Salesforce/Salentica CRM

Black Diamond

Microsoft Office 365

Job description

RMR Wealth Builders, Inc. in Montclair, NJ is seeking a Senior Operations Specialist to lead client service and account operations within the Personal Wealth Division.

You will serve as a senior point of escalation for complex service requests, oversee custodial workflows across Fidelity and Schwab, and document processes for the team. You will mentor junior staff, refine CRM workflows in Salesforce/Salentica, support billing and reporting in Black Diamond, and help ensure data accuracy across