Wealth Management Operations Lead

Claire Myers Consulting; City of Syracuse (NY); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

A wealth management firm based in Syracuse, NY, is seeking an experienced Operations Manager / Practice Manager. This individual will oversee daily operations, create and maintain SOPs, and manage operational workflows to optimize efficiencies. Ideal candidates should have prior experience in the financial advisory sector, a strong understanding of advisory operations, and the ability to work independently on projects. This role promises a clear career trajectory and engagement with team members and senior advisors.

Qualifikationen

• Experience in a wealth management or financial advisory environment.
• Strong understanding of advisory operations and broker dealer workflows.
• Comfortable owning projects from start to finish.

Aufgaben

• Manage operational workflows and optimize systems for efficiency.
• Handle broker dealer-related operations including account maintenance.
• Onboard new hires and support with operational best practices.

Kenntnisse

Independent project management

Detail-oriented

Organizational skills

Process improvement

Tools

Advisor360

ClientWorks

OnceHub

Jobbeschreibung

A wealth management firm based in Syracuse, NY, is seeking an experienced Operations Manager / Practice Manager. This individual will oversee daily operations, create and maintain SOPs, and manage operational workflows to optimize efficiencies. Ideal candidates should have prior experience in the financial advisory sector, a strong understanding of advisory operations, and the ability to work independently on projects. This role promises a clear career trajectory and engagement with team members and senior advisors.