Wealth Ops Manager — In‑Office Huntsville

RFG Advisory; Madison (AL); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Health Insurance

3% 401(k) contribution

Long Term and Short Term Disability

Life Insurance

Dental and Vision

Job summary

RFG Advisory seeks an Operations Manager to lead the Huntsville branch's operational engine, covering trading, compliance, client service, and office leadership. You will support the Lead Advisor and ensure frictionless day-to-day activity for clients and advisors.

The role requires 3–5+ years in wealth-management operations, proficiency with Schwab and Salesforce, and leadership experience in a fast-paced, client-facing environment.

Qualifications

• 3–5+ years of experience in wealth management operations or similar client-facing; licensed support role.
• Familiarity with Schwab; Salesforce CRM experience preferred.
• Experience with Orion; prior lead or senior support role preferred.

Responsibilities

• Prepare meeting notes, agendas, pre-meeting research, and follow-up materials.
• Manage Lead Advisor’s calendar and follow-ups with structure.
• Translate direction into organized, trackable action and ensure follow-through post meetings.
• Interact with clients for inquiries and requests; execute trades as requested.

Skills

Calm under pressure

Anticipates needs

Service mindset

Communication skills

Initiative

Independent judgment

Education

Bachelor’s degree preferred

High school diploma required

Series 65 required

Series 7 a plus

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

PowerPoint

Adobe PDF

Salesforce CRM

Schwab platforms

Orion

AI tools (Claude, ChatGPT, Copilot)

Job description

RFG Advisory seeks an Operations Manager to lead the Huntsville branch's operational engine, covering trading, compliance, client service, and office leadership. You will support the Lead Advisor and ensure frictionless day-to-day activity for clients and advisors.

The role requires 3–5+ years in wealth-management operations, proficiency with Schwab and Salesforce, and leadership experience in a fast-paced, client-facing environment.