Wealth Operations Lead: Scalable Systems

Blueprint Financial Advisors; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Blueprint Financial Advisors in Charlotte seeks an Operations Manager to support day-to-day operations across wealth management businesses. You’ll work with the Director of Operations to improve processes, technology, and onboarding for advisors and staff.

The role covers data systems, compensation, reporting, troubleshooting, and risk-aware operational leadership as the company scales. Based in our Charlotte office, you’ll partner with leadership and teams to drive efficiency.

Qualifications

• 3+ years of relevant financial-services experience, preferably within an RIA or wealth management environment.
• Strong understanding of financial-services operations and ability to learn new workflows quickly.
• High degree of comfort with Excel, spreadsheets, and financial and operational data.
• Strong analytical and problem-solving skills; ability to investigate issues and drive to resolution.
• Strong attention to detail and commitment to accuracy.
• Ability to manage multiple priorities and projects in a fast-changing environment.
• Strong written and verbal communication skills with advisors, internal team members, leadership, and outside vendors.
• Strong technology aptitude and willingness to learn new platforms and systems.
• Demonstrated ability to document and improve processes.
• Ability to work collaboratively while taking individual ownership of responsibilities.

Responsibilities

• Own and support day-to-day operational processes across Blueprint Financial Advisors.
• Serve as a first-line operational resource for advisors and internal team members; research questions and resolve issues before escalation.
• Manage and support advisor compensation and commission processes, including data collection, reconciliation, reporting, issue resolution, and coordination with internal teams and outside providers.
• Support advisory billing and other recurring financial and operational processes.
• Produce and maintain recurring operational reports and perform ad hoc analysis as needed.
• Review and reconcile data across systems to identify discrepancies and ensure accurate operational records.
• Coordinate with custodians, technology providers, product sponsors, and other outside vendors to resolve operational issues.
• Become a knowledgeable internal resource for the firm's technology platforms and assist with system administration and data maintenance.
• Document procedures and maintain repeatable workflows for key Wealth operations.
• Identify inefficient or manual processes and develop scalable solutions with leadership.
• Support the implementation of new technology, integrations, and operational processes.
• Assist with technology, cybersecurity, business continuity, and other operational initiatives in coordinating with Compliance.
• Crosstrain on key processes to provide coverage across the organization.
• Manage operational projects and workstreams from planning through completion.
• Other duties and projects as assigned.

Skills

Ownership

Team collaboration

Systems thinking

Adaptability

Transparency

Tools

Excel

Orion Advisor Technology

Job description

Blueprint Financial Advisors in Charlotte seeks an Operations Manager to support day-to-day operations across wealth management businesses. You’ll work with the Director of Operations to improve processes, technology, and onboarding for advisors and staff.

The role covers data systems, compensation, reporting, troubleshooting, and risk-aware operational leadership as the company scales. Based in our Charlotte office, you’ll partner with leadership and teams to drive efficiency.