Senior Wealth Operations Lead - Custodial & Client Service

RMR Wealth Builders, Inc.; Montclair (NJ); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with employer match

Health, Dental, Vision insurance

Paid vacation and holidays

Parental leave

Continuing education support

Job summary

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

You will handle complex servicing, custodial workflows, and client issues, while mentoring junior staff and documenting processes. The role requires 3–5 years in an RIA or similar setting, proficiency with Salesforce/Salentica and Black Diamond, and strong Excel/Outlook skills.

Qualifications

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

Responsibilities

• Serve as senior point of escalation for client service requests across advisors and junior staff.
• Own end-to-end resolution of complex client service issues with clients, advisors, and custodians.
• Monitor service-level turnaround and flag issues before they affect clients.
• Process and oversee account openings, transfers, and money movement across Fidelity and Schwab.
• Act as SME on custodians' workflows and liaison to custodian service teams.
• Maintain accuracy of client data in Salesforce/Salentica and refine CRM workflows.
• Train junior staff on CRM standards and assist in onboarding.
• Support billing, performance reporting, and account reconciliation in Black Diamond.
• Identify and correct data discrepancies between Black Diamond, custodial feeds, and CRM.

Skills

CRM systems

Client service

Communication

Attention to detail

Independent judgment

Education

Bachelor’s degree in business/finance

Tools

Salesforce

Salentica

Black Diamond

Excel

Outlook

Job description

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

You will handle complex servicing, custodial workflows, and client issues, while mentoring junior staff and documenting processes. The role requires 3–5 years in an RIA or similar setting, proficiency with Salesforce/Salentica and Black Diamond, and strong Excel/Outlook skills.