Financial Services Operations ManagerThe Well Recruiting Solutions • Alpharetta, GA, United States
Financial Services Operations Manager
The Well Recruiting Solutions • Alpharetta, GA, United States
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job_description.job_card.job_description5+ 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 Base Salary of $100k - $110k + 10% annual bonus Medical Insurance, Dental and Vision PTO and 401(k)
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 You’ll 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
Benefits Include
If you thrive in RIA operations and know how to keep portfolio accounting running flawlessly, let’s connect.
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Operation Manager • Alpharetta, GA, United States
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