Operations Manager / Practice Manager jobs in United States
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Claire Myers Consulting · 1 week ago

Operations Manager / Practice Manager

positionSyracuse, NY
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$90K/yr - $110K/yr

Claire Myers Consulting is seeking an experienced Operations Manager / Practice Manager for a well-established wealth management firm. The role involves managing day-to-day operations, optimizing systems, and supporting advisors to ensure efficient practice operations.

ConsultingHuman ResourcesRecruiting

Responsibilities

Own daily operations and ensure the practice runs efficiently
Create, document, and maintain SOPs across the firm
Identify gaps in workflows and proactively implement solutions
Remove operational tasks from the advisors’ plates
Manage broker dealer-related operational items including:
Account opening and maintenance
Distributions and transfers
Beneficiary updates
Case processing and follow-through
Ensure accuracy, compliance, and attention to detail across all client-related activity
Oversee CRM and practice technology, including:
Advisor360
ClientWorks
OnceHub
Lead system clean-up efforts to improve data accuracy and efficiency
Manage an upcoming system/platform transition and serve as the internal point person
Onboard new hires, including systems access and workflow training
Support advisors and team members with operational best practices
Help create structure and consistency as the firm grows

Qualification

Wealth management experienceBroker dealer workflowsAdvisor360ClientWorksProcess improvementOrganizedProcess-drivenProject ownershipDetail-oriented

Required

Prior experience in a wealth management or financial advisory environment
Strong understanding of advisory operations and broker dealer workflows
Highly independent with the ability to work without hand-holding
Detail-oriented, organized, and process-driven
Comfortable owning projects from start to finish
Confident working directly with founders and senior advisors

Preferred

Experience with Advisor360, ClientWorks, or similar platforms

Benefits

Bonus potential available

Company

Claire Myers Consulting

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Claire Myers Consulting offers HR services, including talent acquisition, coaching, and consulting for SMBs.
dateFounded in 2017
location
Sonoma, California, USA
people-size2-10 employees
web-link
http://www.clairemyersconsulting.com

Funding

Current Stage
Early Stage

Leadership Team

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Claire M. Vitale
Founder
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Company data provided by crunchbase