Wealth Ops & Practice Manager

Stratos; Columbus (OH); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Competitive Base Salary

Performance Bonuses

100% paid medical, dental and vision insurance

3% 401(k) Match

Growth Opportunities

Job summary

A prominent financial advisory firm in Columbus, Ohio, seeks an Operations/Practice Manager to enhance client service and operational excellence. Candidates should have a Bachelor’s degree and 5-7 years in practice management or operations within financial services. The position emphasizes leadership, compliance, and client onboarding. A competitive salary of $75,000-$85,000/year, with comprehensive benefits, including full insurance coverage, is offered. Ready to contribute to a team-centric environment that promotes growth? Apply today!

Qualifications

• 5-7 years of progressive experience in practice management or operations management.
• Strong leadership and team management abilities.
• Experience working with custodial platforms (Schwab, Fidelity, LPL, etc.).

Responsibilities

• Oversee the day-to-day operations of the firm.
• Lead and mentor the support staff.
• Manage client onboarding and ensure client needs are met.
• Ensure compliance with industry regulations.
• Leverage technology to drive efficiencies.

Skills

Leadership

Client relationship management

Attention to detail

Problem-solving

Communication skills

Education

Bachelor’s degree

Tools

Microsoft Office Suite

CRM systems

Portfolio Management software

Job description

A prominent financial advisory firm in Columbus, Ohio, seeks an Operations/Practice Manager to enhance client service and operational excellence. Candidates should have a Bachelor’s degree and 5-7 years in practice management or operations within financial services. The position emphasizes leadership, compliance, and client onboarding. A competitive salary of $75,000-$85,000/year, with comprehensive benefits, including full insurance coverage, is offered. Ready to contribute to a team-centric environment that promotes growth? Apply today!