Wealth Ops Manager — Remote/Hybrid Growth

Triad Partners; United States; Hybrid; USD 65,000 - 95,000; Full time

Job summary

Triad Wealth Partners, LLC is seeking an Operations Manager to oversee day-to-day operations, drive process consistency, and lead a team of Operations Analysts. You will own key workflows, partner with leadership on scalable processes, and support growth initiatives across the platform.

The role emphasizes accuracy, client experience, and cross-functional collaboration with Billing, Compliance, Finance, and Technology.

Qualifications

• Bachelor’s degree preferred.
• 1-3 years of experience in financial services operations (RIA, TAMP, or wealth platform preferred).
• Experience mentoring, training, or leading team members preferred.
• Strong understanding of operational workflows including onboarding, billing support, and custodial processes.
• Proven ability to manage multiple priorities and drive execution in a fast-paced environment.
• Strong analytical, problem-solving, and process improvement mindset.
• Excellent communication and interpersonal skills.
• Experience with Orion, Salesforce, and custodial platforms preferred.
• High attention to detail with a focus on accuracy and accountability.

Responsibilities

• Manage and lead the Operations team, including daily oversight, workload management, and performance development.
• Oversee core operational workflows including onboarding, account maintenance, billing support, and advisor service requests.
• Ensure consistent execution of processes with a strong focus on accuracy, timeliness, and client experience.
• Act as the first point of escalation for complex operational issues, working to resolve quickly and effectively.
• Partner with the Vice President of Operations to implement strategic initiatives and operational improvements.
• Identify inefficiencies, bottlenecks, and risks within workflows and implement solutions to improve scalability.
• Monitor operational KPIs and team performance, ensuring accountability and continuous improvement.
• Collaborate cross-functionally with Billing, Compliance, Finance, and Technology teams.
• Assist in developing and maintaining standard operating procedures (SOPs) and training materials.
• Drive adoption of systems and tools such as Salesforce and Orion to improve workflow efficiency.
• Promote a culture of accountability, ownership, and member obsession within the team.
• Ensure delivery of a consistent 11-star advisor and client experience.

Skills

Leadership

Communication

Analytical thinking

Process improvement

Time management

Mentoring/leading teams

Education

Bachelor’s degree preferred

Tools

Salesforce

Orion

Custodial platforms

Job description

Triad Wealth Partners, LLC is seeking an Operations Manager to oversee day-to-day operations, drive process consistency, and lead a team of Operations Analysts. You will own key workflows, partner with leadership on scalable processes, and support growth initiatives across the platform.

The role emphasizes accuracy, client experience, and cross-functional collaboration with Billing, Compliance, Finance, and Technology.