Wealth Management Ops Lead (RIA) — Onboarding & Service

Right Executive Search, LLC; Towson (MD); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

401(k) with employer match

Profit sharing

Paid holidays

Medical benefits

Job summary

A growing boutique RIA is seeking a Wealth Management Operations Manager to lead client onboarding and support office operations. The ideal candidate has 3-5 years of experience in RIA operations, demonstrates strong ethical standards, and is proficient in financial technology. This role offers professional growth in a collaborative environment with benefits such as a 401(k) plan, profit sharing, and medical coverage. Join a team that values trust and long-term client relationships.

Qualifications

• 3 to 5 years of RIA or broker-dealer operations and client service experience.
• Familiarity with financial technology platforms used in advisory practices.
• Strong commitment to confidentiality and ethical standards.

Responsibilities

• Manage client onboarding and account opening processes.
• Coordinate ongoing service requests for clients.
• Implement and document office procedures and workflow enhancements.

Skills

RIA operations experience

Financial technology knowledge

Client service skills

Microsoft Office proficiency

Problem-solving mindset

Education

Bachelor’s degree in finance or related field

Tools

Wealthscape

Redtail

eMoney

Adobe or similar PDF tools

Job description

A growing boutique RIA is seeking a Wealth Management Operations Manager to lead client onboarding and support office operations. The ideal candidate has 3-5 years of experience in RIA operations, demonstrates strong ethical standards, and is proficient in financial technology. This role offers professional growth in a collaborative environment with benefits such as a 401(k) plan, profit sharing, and medical coverage. Join a team that values trust and long-term client relationships.