The Role: Operations Manager
The Location: San Antonio, TX
An established wealth management firm has a need for an exemplary Operations Manager. Our organization was built expressly around understanding and meeting wealthy familiesf complex financial needs. We are an unprecedented leader of comprehensive, integrated wealth services and as such require an outstanding Operations Manager to ensure our Firmfs operational excellence.
The Operations Manager will provide oversight of the back end and middle office responsibilities. They will interact via phone and e-mail with our clients to open and close accounts, oversee cashiering functions, complete appropriate compliance disclosure documents, maintain the companyfs proprietary CRM system and prepare quarterly billings. The Operations Manager will have the opportunity to take ownership for the Firmfs quality and delivery and implement service excellence standards.
Required Skills & Experience:
œ Bachelorfs Degree in Business, Finance, Accounting, Economics or related field
œ Seven or more years of wealth management experience
œ Familiarity working with investment partnerships and alternative investments and money managers
œ Familiarity with alternative type investments (hedgefunds, subdocument, ppms)
œ Experience using Black Diamond Performance Reporting or a comparable reporting system
œ Advanced Microsoft Office proficiency, particularly Excel
œ FINRA Series 7 or 65 licenses
œ Ability to pay close attention to detail in order to complete compliance documentation and performance billings
œ Process-oriented with hunger for continuous improvement and commitment to excellence
œ Ability to work with gtype Ah personalities and drive results
œ Excellent communication skills
œ Ability to build and maintain great relationships with clients and the advisory teams
To Apply
This position offers an entrepreneurial environment and comprehensive compensation package including bonus and outstanding benefits. Please send your resume including compensation history to 53606@resumereviewteam.com. No phone calls please. Qualified applicants will be responded to as quickly as possible.
Please note: Applicants for employment in the U.S. must possess work authorization that does not require sponsorship for a visa now or in the future.
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