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

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  • 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

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