Pacific Wealth Management, LLC
Operations Manager
Pacific Wealth Management, LLC, San Diego, California, United States, 92189
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 ; working 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.
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.
Minimum Requirements:
Bachelor degree and the ability to communicate effectively are essential.
5+ years of management level experience, serving in operations and client service roles.
5+ years of experience within the Financial Services industry; working with a RIA preferred.
Proficient with Salesforce CRM, Orion, Eclipse, Microsoft Office, and Quickbooks.
Competitive salary and benefits compensation package.
Job Type: Full-time
Pay: $100,000.00 - $140,000.00 per year
Benefits:
401(k)
401(k) matching
Flexible spending account
Health insurance
Paid time off
Schedule:
8 hour shift
Monday to Friday
Work Location:
In person
#J-18808-Ljbffr
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 ; working 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.
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.
Minimum Requirements:
Bachelor degree and the ability to communicate effectively are essential.
5+ years of management level experience, serving in operations and client service roles.
5+ years of experience within the Financial Services industry; working with a RIA preferred.
Proficient with Salesforce CRM, Orion, Eclipse, Microsoft Office, and Quickbooks.
Competitive salary and benefits compensation package.
Job Type: Full-time
Pay: $100,000.00 - $140,000.00 per year
Benefits:
401(k)
401(k) matching
Flexible spending account
Health insurance
Paid time off
Schedule:
8 hour shift
Monday to Friday
Work Location:
In person
#J-18808-Ljbffr