Note: The job is a remote job and is open to candidates in USA. Triad Partners is a financial services company focused on empowering financial advisors and delivering boutique-like client experiences. The Wealth Operations Manager will oversee day-to-day wealth operations, lead Operations Analysts, manage core workflows, and partner with leadership to improve scalability, efficiency, and service quality.
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
- 1-3 years of experience in financial services operations (RIA, TAMP, or wealth platform 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
- High attention to detail with a focus on accuracy and accountability
- Bachelor's degree preferred
- Prior experience mentoring, training, or leading team members strongly preferred
- Experience with Orion, Salesforce, and custodial platforms preferred
Benefits
- In-office, hybrid, and remote work arrangements, determined with your leader based on your situation
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