Alongside Operations Specialist (66266)

49 Financial•Austin, TX

4d•Onsite

About The Position

Alongside is a cooperative partnership designed to support established, values-driven independent advisory firms as they enter their next phase of growth. Built on a professional partnership model — similar to those used in accounting, legal, medical, and estate planning practices — Alongside allows partner firms to retain ownership of their practices while accessing a shared operating platform, proactive compliance support, and finance, billing, and compensation services. The Operations Specialist supports the day-to-day operations of the Alongside platform. This role is responsible for executing operational tasks, following through on advisor requests, and keeping work moving across custodians, technology partners, billing, compliance, and internal teams. This is a hands-on tactical role focused on coordination, follow-up, and consistent execution. The person in this role works from established processes and checklists, escalates issues that require judgment or decision-making, and helps advisors get answers quickly.

Requirements

3–5 years of operations experience in an RIA, broker-dealer, or advisor platform environment
Familiarity with custodial platforms (e.g., Schwab, Fidelity) and one or more performance reporting systems (e.g., Black Diamond, Orion)
Comfort working with advisor technology tools such as CRMs, document management, and rebalancing or trading systems
Strong attention to detail and checklist discipline, with sound judgment to escalate issues that fall outside established processes
A service mindset and willingness to own tasks end-to-end

Nice To Haves

Professionalism, integrity, and discretion in all interactions
Accountability for execution, outcomes, and follow-through
Strong organizational and time-management skills
Clear, professional written and verbal communication
Ability to work independently while contributing effectively in a collaborative team environment

Responsibilities

Serve as the day-to-day point of contact for advisor operational requests — receiving questions by email, ticket, or call, logging them in the appropriate system, and keeping advisors updated on status until issues are confirmed closed.
Route requests and coordinate with key partners — custodians, performance reporting providers (e.g., Black Diamond, Orion), finance and billing, compliance, technology vendors, and internal operations teams — to drive issues to resolution.
Escalate complex or non-standard issues to operations leadership for direction.
Execute new-advisor onboarding by working through established checklists, submitting paperwork and account setup requests to custodians, and tracking each step to completion.
Coordinate account, login, and access setup across performance reporting, billing, and compliance systems, and schedule kickoff and training sessions with the advisor and relevant internal teams.
Maintain onboarding status trackers and flag delays to operations leadership.
Maintain SOPs, checklists, and runbooks for recurring tasks, updating documentation as systems and partners evolve.
Track operational requests and outcomes to surface recurring issues, and suggest small process improvements where the current approach creates friction.
Set up and maintain advisor access across approved technology and reporting tools, and keep records of vendor contacts, account configurations, and integration details.
Submit and track support tickets with vendors through to resolution, and help test new tools or product integrations under direction from operations leadership.