Operations Manager

Focus Financial Partners•White Plains, NY

12d•$90,000 - $110,000•Onsite

About The Position

The Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra-high-net-worth individuals and families. The firm oversees more than $2.7 billion in client assets and is recognized for its customized wealth management approach, research-driven investment philosophy, and long-standing client relationships. We are seeking an experienced Operations Manager to help strengthen operational infrastructure, enhance workflow scalability, and support the next phase of organizational growth. This individual will serve as a critical operational leader within the firm — directly managing a four-person client service and operations team while overseeing the day-to-day execution of core operational functions. The role offers significant visibility across the organization, direct interaction with firm leadership, and the opportunity to make a meaningful impact on operational efficiency, client experience, and long-term scalability. This position requires you to be on-site 5 days a week.

Requirements

3+ years of experience in RIA or broker-dealer operations
Experience working with custodial platforms such as Schwab, Fidelity, or Pershing
Familiarity with high-net-worth client servicing, trusts, and organizational account structures
Experience with CRM systems such as Salentica, Salesforce, or Redtail preferred
Prior team lead or supervisory experience strongly preferred
Strong excel proficiency as a required operational skill
Excellent organizational skills and attention to detail
Strong written and verbal communication abilities
Calm under pressure with a solutions-oriented mindset
High degree of professionalism, accountability, and follow-through

Responsibilities

Manage and support the client service coordinator team
Manage daily operational workflow, queue prioritization, and escalation handling
Review operational paperwork and documentation for accuracy and completeness
Assist with onboarding, training, and team accountability initiatives
Partner with leadership to improve operational consistency and service delivery
Manage weekly cash flow monitoring and reporting processes
Identify and escalate accounts requiring contra activity or operational follow-up
Ensure timely and accurate documentation within portfolio management and CRM systems
Maintain operational accuracy and accountability across recurring workflows
Build, maintain, and optimize workflows within Salentica
Standardize operational procedures to improve scalability and reduce manual processing
Enhance workflow transparency, accountability, and operational efficiency
Partner with leadership on process improvement and operational infrastructure initiatives
Coordinate date-of-death valuation requests with custodians and external parties
Manage beneficiary account transfers, retitling, and account setup workflows
Oversee operational processing related to estate settlement activity
Ensure timely and accurate completion of all required documentation
Maintain accurate and timely operational notes across systems
Document cash flows, operational activity, account changes, and client servicing events
Support operational audit readiness and procedural consistency