Demo

Operations Manager

Boutique Recruiting
St Louis, MO Full Time
POSTED ON 3/19/2025 CLOSED ON 3/22/2025

What are the responsibilities and job description for the Operations Manager position at Boutique Recruiting?

Onsite

A growing financial services firm is seeing an experienced operations manager join its team! This role will be responsible for overseeing and enhancing its back-office operations. The Operations Manager is integral to the firm’s success, requiring strong organizational skills and the ability to collaborate with a high-energy group of professionals. The ideal candidate has thorough knowledge of the platforms, Orion and Schwab, and experience in operations within the financial services industry. If you thrive in a dynamic environment and want to work in a team with aligned values and goals, this role is for you!

Operations Manager Responsibilities

  • Serve as the central operational figure for the company, ensuring seamless day-to-day functions
  • Utilize deep knowledge of Orion and Schwab platforms to maintain accurate client data and streamline processes
  • Handle client onboarding, reconciliation of accounts, and preparation of paperwork with attention to detail
  • Provide support for client service needs, balancing priorities and addressing urgent matters efficiently
  • Work closely with the advisor, adapting to varying workloads and high-pressure situations
  • Manage back-office operations while maintaining minimal direct client interaction
  • Lead the implementation and optimization of Orion to prepare the company for future growth
  • Foster a positive work environment by collaborating effectively with team members and maintaining strong communication

Operations Manager Requirements

  • Minimum of five years of experience in operations within financial services or a related field
  • Expertise in Orion and Schwab platforms is mandatory
  • Strong interpersonal skills to adapt to a dynamic office environment and work alongside high-energy advisors
  • Ability to embrace and contribute to a collaborative, mission-driven culture
  • Bachelor's degree preferred
  • Preferred experience within an RIA or wealth management firm

Benefits

  • Competitive base salary
  • Health insurance coverage
  • 401(k) with company match
  • Paid time off, personal days, holidays
  • Opportunities for professional growth and increased leadership responsibilities

Apply now!
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