Wealth & Operations Manager $85K-$100K + 25% Retirement Contribution Job at Alan J. Blair Personnel Services, Inc., Larkspur, CA

bFpkT1MzNFZLNFJRZmhTajlQV1FZWW41Smc9PQ==
  • Alan J. Blair Personnel Services, Inc.
  • Larkspur, CA

Job Description

Wealth & Operations Manager $85K-$100K + 25% Retirement Contribution

We have a rare opening for a skilled Operations Supervisor with a very successful and well-established financial services firm and its small collaborative team. Located in their beautiful Larkspur office, this role plays a vital part in supporting the firm’s daily operations while assisting their renowned clientele. In this valued role, you will oversee operational workflows, support compliance and account administration, and manage vendor relationships. The role comes with outstanding benefits and a 25% contribution to a retirement savings account.

Qualifications:

  • 5+ years of operations experience within an RIA, wealth management firm, or financial services organization.
  • Bachelor’s degree required; industry certifications (IACCP, FPQP, Series 65) are a plus
  • Strong working knowledge of RIA operations, custodian platforms (Schwab, TD Ameritrade), and portfolio management systems (e.g., Advyzon, Portfolio Center, Orion).
  • Proficient with Microsoft Office Suite, CRM systems, and document management platforms
  • Detail-oriented and process-driven, with the ability to identify and implement operational improvements
  • Exceptional organizational skills and attention to detail

This is a rare opportunity to join a successful firm that rewards its employees with exceptional benefits and bonuses. If you have a strong background in financial services and are ready to take the next step in your career with a stable and growing company, apply now for immediate consideration!

Job Tags

Immediate start,

Similar Jobs

GHR Healthcare

Travel Labor & Delivery / Nursery / NICU Registered Nurse - $3,087 per week Job at GHR Healthcare

 ...~ Duration: 13 weeks ~36 hours per week ~ Shift: 12 hours, days ~ Employment Type: Travel GHR Healthcare Job ID #7028199...  ...transparent communication, and a devoted team that genuinely cares about your career journey. You can trust us to stand by your side... 

RI International

Registered Nurse Job at RI International

 ...Position: Registered Nurse Job Type: Full-Time / Non-Exempt Shift Details: 7:00...  ...another community facility. Essential Duties and Responsibilities: # Guest Care &...  ...Coordinates services with various public and private community health, mental health and... 

Ragle Inc

Human Resources/Recruiting Manager Job at Ragle Inc

 ...pleased to announce that Ragle Inc. is seeking a HR/Recruiting Manager who is interested in working for an established company with...  ...Qualifications & Requirements: Bachelors degree in Human Resources, Business Administration, or related field 5+ years HR and... 

Haldeman Ford Rt. 33

Automotive Sales - Car Sales - Auto Sales Opportunity Job at Haldeman Ford Rt. 33

 ...vehicles.* Follow-up with buyers to ensure guest satisfaction and referral business.* Learn to overcome objections and thrive in sales situations* Direct report to the Sales Manager regarding objectives, planned activities, reviews, and analyses.* Bring your A game... 

PracticeLink

Emergency Medicine Physician Assistant Job at PracticeLink

 ...physician assistant(PA) or nurse practitioner (NP) to join our emergency department (ED) team at Banner Medical Center in Casa Grande,...  ...Arizona. We ask that you have a minimum of 2 years of emergency medicine (EM) experience to apply. You will work with an outstanding...