Senior Operations Associate

Senior Operations Associate – Wealth Management Hirenexus is partnered with a local Multi‑Family Office in their search for an Senior Operations Associate. This individual will manage day‑to‑day operational functions, with a focus on improving processes & procedures, and will lead the operations team – mentoring & growing junior team members. The ideal candidate has at least 5 years of operations experience within an RIA environment and is comfortable in a leadership role. RIA/Wealth Management experience is absolutely required. Responsibilities Oversee the end‑to‑end client account lifecycle, including account opening and maintenance at Charles Schwab Serve as the primary liaison between custodians and internal teams to ensure seamless execution of operational processes Review and approve client transactions, including wires, deposits, journals, and other cash movements Ensure the accuracy and integrity of client and financial data through oversight of data entry, reconciliation, and auditing processes Identify, implement, and continuously improve operational workflows to increase efficiency and scalability Oversee and support account service requests initiated by advisors and clients Develop, document, and enforce operational policies, procedures, and best practices Partner with leadership on strategic initiatives, capacity planning, and infrastructure to support firm growth The Qualifications 5+ years of operational experience within an RIA or wealth management environment Demonstrated ability to lead processes, manage competing priorities, and drive projects to completion Ability to thrive in a collaborative, fast‑paced environment where adaptability is essential Exceptional attention to detail and commitment to accuracy Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and experience with CRM and operational systems Get to know our Wealth Management - Support/Operations Recruiter #J-18808-Ljbffr hireneXus