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Financial Services Operations Manager (Alpharetta)
Financial Services Operations Manager (Alpharetta)The Well Recruiting Solutions • Alpharetta, GA, US
Financial Services Operations Manager (Alpharetta)

Financial Services Operations Manager (Alpharetta)

The Well Recruiting Solutions • Alpharetta, GA, US
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Orion Operations Manager Alpharetta, GA

Join a fast-growing financial services firm looking for a proactive, systems-minded Orion Operations Manager to elevate its national RIA operations.

Compensation : $100k$110k base + 10% bonus

Why Youll Love This Role

  • Own and optimize operational workflows across a nationwide advisory platform
  • Champion data integrity and portfolio accounting accuracy
  • Work side-by-side with firm leadership in a high-growth, high-visibility environment
  • Build scalable processes and train advisors + operations teams as the firm expands

What You Bring

  • 5+ years of hands-on RIA operations experience
  • Solid portfolio accounting chops (Orion preferred but not necessary; Tamarac / Black Diamond also great)
  • Advanced Excel and data-management skills
  • A process-improvement mindset and the ability to diagnose and streamline systems
  • Benefits Include

  • Base Salary of $100k - $110k + 10% annual bonus
  • Medical Insurance, Dental and Vision
  • PTO and 401(k)
  • If you thrive in RIA operations and know how to keep portfolio accounting running flawlessly, lets connect.

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    Operation Manager • Alpharetta, GA, US

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