Position Overview

We are a growing, independent Registered Investment Advisor (RIA) managing $130M in assets. We are seeking a highly organized, tech-savvy Operations Manager to own our back-office infrastructure, technology stack, and client service workflows. As the operational backbone of our four-person firm, you will bridge the gap between high-level business execution (billing, compliance data, tech administration) and daily administrative client support. The ideal candidate has direct hands-on proficiency with Fidelity Institutional/Wealthscape and Orion Advisor Tech which is required for this role.

Core Responsibilities

1. Custodian & Account Operations (40%)

• New Business Processing: Prepare, submit, and track digital client onboarding paperwork (new accounts, transfer of assets, ACATs).
• Cash Management: ...