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Operations Manager
Location:
San Diego, CA
Description:
Operations Manager position is available for an ambitious, hardworking self-starter interested in becoming a key member of our leadership team while overseeing day-to-day business operations and client service. This opportunity's responsibilities also include process management, HR, compliance and the firm's computer network.Pacific Wealth Management, LLC is an independent, growing, $300M+ AUM, San Diego RIA firm providing intelligent solutions for affluent investors. Our Wealth Advisors craft and execute highly disciplined wealth management strategies to help high-net-worth clients achieve their unique goals, while securing their family's financial future. As part of our leadership team, your operations management priorities will include: Client Services: Working closely with our custodial bank, Charles Schwab, along with -fellow team members, to onboard new client relationships; process new accounts and transfers Workflow/Systems Optimization: Collaborating with the Managing Director to ensure our growing Registered Investment Advisory firm maintains appropriate capacity and remains in compliance, taking ownership of all business and office operations Compliance: As chief compliance officer, responsibilities will include compliance oversight within SEC and FINRA requirements Organization/Planning/Budgeting: Overseeing day-to-day financials, including business forecasting Human Resources: Manage HR services, including employee benefits/relations and hiring Technology: Interfacing with our IT resource to manage the firm's computer network and software to maximize the ongoing and future efficacy of these systems. This is a full-time, "in office", opportunity. Requirements:Bachelor degree and the ability to communicate effectively are essential.5+ years of management level experience, serving in operations and client service roles5+ years of experience within the Financial Services industry; working with a RIA preferred.Experience working with an RIA, directly with Charles Schwab Proficient with Salesforce CRM, Orion, Eclipse, Microsoft Office, and Quickbooks. -Competitive salary and benefits compensation package. Please email Cover Letter summarizing your work experience and qualificaitons and Resume to:James C. XXXX@pacwealth.com -
Company:
Pacific Wealth Management
Posted:
October 14 on TopUSAJobs
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More About this Listing: Operations Manager
Operations Manager is a Executive Operations Manager Job at Pacific Wealth Management located in San Diego CA. Find other listings like Operations Manager by searching Oodle for Executive Operations Manager Jobs.
Operations Manager is a Executive Operations Manager Job at Pacific Wealth Management located in San Diego CA. Find other listings like Operations Manager by searching Oodle for Executive Operations Manager Jobs.