Operations Manager

Modern Wealth Management • Campbell, CA

5d • $90,000 - $115,000 • Onsite

About The Position

The Operations Manager supports the Campbell office’s advisors by ensuring the smooth execution of daily trading-related workflows, account monitoring, and reporting. This is primarily an operational role and does not directly execute trades. The position works closely with advisors and the outsourced trading team to help ensure accounts remain aligned with established targets, tolerances, and cash requirements. Limited investment research may be needed when client questions arise.

Requirements

• Ability to understand the components and rationale involved in trading and portfolio actions, even though this role does not directly execute trades.
• Advanced Excel proficiency, including experience reconciling and linking data across multiple spreadsheets and data sources using logical matching techniques and supporting calculations.
• Experience creating macros; Copilot-assisted macro development is welcomed.
• Familiarity with asset allocation, account-level targeting, and tax-aware asset placement.
• Ability to work accurately in a detail-oriented environment where small errors may have significant financial implications.

Nice To Haves

• Experience working with trading or investments is strongly preferred. Prior experience as a trader or as an analyst supporting a trader is beneficial.
• Direct Orion experience is preferred; familiarity with other portfolio management or rebalancing platforms is also valuable.

Responsibilities

• Run and review reports in Orion to confirm trading-related workflows are proceeding as expected.
• Review cash and investment levels, identify accounts outside established tolerances, and monitor gains budgets and cash reserves against defined parameters.
• Analyze Orion data exports and reconcile information across Excel workbooks and data sources.
• Understand the purpose and rationale behind trades and portfolio actions while coordinating with the outsourced trading team.
• Work directly with advisors who communicate with clients. This is primarily a back-office role with limited participation in client meetings and no responsibility for making recommendations directly to clients.
• Independently research solutions using Orion help resources, trial and error, and tools such as Copilot to build macros and streamline Excel workflows.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed