Operations Manager
Newport Capital Group LLC
Job Description
Job Description
Description:
The RIA Operations Manager is responsible for managing the day-to-day operational activities of our Red Bank,
NJ office. As a single-office Registered Investment Advisor (RIA), this role is central to supporting trading
operations, compliance functions, and client service activities for Private Wealth and Retirement clients.
This position involves varied responsibilities, shifting priorities, and special projects. The individual will handle
sensitive and confidential information and must ensure all work is performed in compliance with SEC regulations
and governance requirements applicable to an RIA.
Requirements:Key Responsibilities
- Respond promptly and professionally to client service requests
- Process client requests for distributions, transfers, and other money movement activities in accordance with firm procedures and compliance requirements
- Coordinate wire transfers, ACH transactions, and account funding requests
- Support trading and portfolio operations
- Execute quarterly management fee billing
- Manage distribution of Advisory Agreements and client onboarding documentation
- Maintain client records in compliance with FINRA and SEC requirements
- Assist with quarterly client reporting
- Support Form 13F filings and compile data for annual ADV submission
- Assist with regulatory and compliance initiatives as requested
- Interface with third-party custodians, vendors, and service providers
Education
- Bachelor’s degree required
Experience & Skills
- High degree of professionalism and discretion
- Experience opening brokerage and custodial accounts
- Knowledge of RIA operational and regulatory requirements
- Proficiency in Microsoft Office Suite and web-based financial systems
- Experience using DocuSign
- Strong organizational and communication skills
- Strong attention to detail
- Ability to collaborate effectively in a team environment
$91k - $136.5k
...Description Our WW Operations network delivers millions of packages and smiles to Amazon customers every day. We are looking for motivated... ...individuals who want to join our team as an Operations Manager. In this role, you will lead and develop a team of salaried and...SuggestedHourly payFlexible hoursShift workNight shift- ...SMCP - Sandro, Maje, Claudie Pierlot LOCATION: Operations Associate At SMCP, our ambition is to become the global leader in the... ...POS, merchandising paperwork, cycle counts, and inventory management. ● Strong organization skills and ability to work within established...SuggestedHourly payPart time
- ...ABA looks for its newest addition to the team- as a Program Manager. The Program Manager position is an integral part of the company... ...and general administrative tasks in support of the Center's operations. Additionally, they maintain accurate records related to the...SuggestedWeekly payFull timeContract workTemporary workWork experience placementWork at office
$85k - $100k
...internal candidate has been identified. All qualified candidates will be considered for this role and future opportunities. Senior Operations Manager (Operations Manager I) The Sr. Operations Manager (Operations Manager I) role has a national salary range of $85,000 - $100,0...SuggestedContract workCasual work- ...growing design and landscape services firm in NJwith a strong residential and commercial project portfolio, is seeking a General Manager / Operations to drive operational excellence and scale the business in a hands‑on environment. This role is ideal for someone with...SuggestedLocal area
- Domino's in Eatontown, New Jersey is hiring a General Manager. In this role, you will be responsible for cost controls, inventory management... ...experience are desired to ensure safety and efficiency in operations. The position offers a competitive rate, comprehensive...
$70k
...representation, sales, partnerships, hospitality, merchandise, venue management, and content & booking of world-class live events and venues.... ...formula for you. Join us! THE ROLE We are looking for an Operations Managers to lead our staff during events. You will motivate...For contractorsWorldwide$28.35 - $32.69 per hour
...Information Job Number: 26102482 Job Category: Rooms & Guest Services Operations Location: 245 Half Mile Rd, Red Bank, New Jersey, United... ...MAP Schedule: Full Time Located Remotely?: N Position Type: Management Pay Range: $28.35-$32.69 per hour Bonus Eligible: Y Job Summary...Hourly payFull timeRemote work$19.8 - $22.9 per hour
...Operations AssociateAs an Operations Associate, you'll be the backbone of the store—ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising, your attention to detail and proactive mindset will...Hourly payPart timeShift workNight shiftWeekend work$16 - $23.1 per hour
...excellent customer service and consistent execution of store operations. You will efficiently process freight, replenishment, and omni... ...understanding and proactively responding to direction from supervisors/managers and other company personnel Other responsibilities as...Full timeTemporary workPart timeSeasonal workFlexible hoursNight shiftEarly shift- ...customers first while helping people live their healthiest lives. Job Description: Reporting to the Director of Operations, the Field Operations Manager works in conjunction with franchisees, their teams, and Franchise Business Coaches to drive revenue and profitability...
$17 - $18 per hour
...honeygrow in New York's Town of Middletown is seeking a dedicated team member to lead restaurant operations and ensure fantastic guest experiences. The ideal candidate will possess strong food prep experience and leadership qualities to enhance team performance. This...Hourly pay$19.28 - $21.08 per hour
...In your role at CubeSmart Self-Storage, you will be required to manage and maintain stores within your district. This includes skills in both customer service and property maintenance.The Store Operations Associate is responsible for two key areas:Customer ServiceDeveloping...Hourly pay- Londonderry Township, PA, is seeking a skilled Golf Course Manager to oversee the daily operations and maintenance of Sunset Golf Course. This full-time position is crucial for ensuring a high-quality experience for players and guests, managing staff, and maintaining financial...Full time
- 84 Lumber Company is seeking a Framing Manager to supervise independent subcontract framing crews on projects nationwide. You will train, supervise, and direct crews, develop labor cost budgets, and ensure safety and quality on site. Responsibilities include installing...
- RWJBarnabas Health is seeking a Manager - Radiology Diagnostics for Monmouth Medical Center in Long Branch, NJ. You will oversee patient and radiologist scheduling, payroll, billing, and regulatory compliance to ensure high-quality imaging services. The role requires a...Full timeDay shift
$16 - $20 per hour
...leading beauty retailer in Middletown, NY is seeking a Task Associate to ensure operational excellence and deliver exceptional guest experiences. The role supports the Merchandise Manager and Operations Manager, focusing on performance, people, and processes. Ideal candidates...Hourly payFull timePart time- RWJBarnabas Health is seeking a Radiology Manager at Monmouth Medical Center to oversee department operations and staff management. The role includes scheduling, billing supervision, compliance assurance, and collaboration with various departments. Applicants should possess...Day shift
- East Coast Facilities, Inc. is seeking a Branch Administrator to assist the operations team with a variety of administrative functions. This role collaborates with the Operations Manager and Director of Operations for one or more locations and supports payroll, invoicing...
- Overview The QC Laboratory Operations Lead is responsible for managing core Quality Control support functions at WuXi STA's drug product manufacturing facility in Middletown, DE. This role provides leadership and oversight for Stability Program Management, Sample Lifecycle...For contractors
$23.26 - $36.34 per hour
A leading off-price retail chain is seeking an Assistant Manager in Long Branch, NJ. The role involves supervising Store operations, ensuring compliance with regulations, and maintaining high standards of customer service. Candidates should have 2+ years of retail management...- ...employees, hire, engage and develop a highly effective workforce to achieve daily goals. This role reports to the Director - RFC Operations. You will supervise day-to-day warehouse operations, coordinate workload, coach teams, ensure safety and sanitation, and drive performance...Hourly pay
- Clarios, LLC is seeking an Operational Excellence Leader (CI Manager) in Middletown, Delaware. In this role, you will lead continuous improvement initiatives and drive operational performance in a high-volume manufacturing environment. Your responsibilities include identifying...
- Clemens Food Group in Middletown Township, PA, is seeking a Swine Finishing Manager to lead finishing operations, oversee supervisors and contract growers, and drive performance across regions. You will analyze production data, implement continuous improvement, ensure...Contract work
- RTX is seeking an HVAC Service Manager to provide strategic leadership for HVAC and facilities maintenance. You will oversee daily field... ..., and service delivery to ensure safe, reliable facility operations and regulatory compliance. You will lead trades personnel and...For contractors
- WuXi STA in Middletown, DE, seeks a QC Laboratory Operations Lead to oversee Stability Program Management, Sample Lifecycle Management, Metrology and Equipment Lifecycle, Inventory, and Laboratory Electronic Systems. You will ensure operations meet GMP, inspection readiness...
- Nothing Bundt Cakes is seeking an Assistant Bakery Manager to work with the Bakery Manager and team in delivering exceptional guest experiences... .... The role emphasizes leadership, training, and day-to-day operation execution. You will help drive sales and profitability while...
- ALO is seeking an Operations Manager to lead store operations, inventory control, labor planning, and scheduling to keep the store customer-ready at all times. This role requires constant movement on the sales floor and back of house, with initiative to keep the store...
$18 - $18.5 per hour
...Area Supervisor in Middletown, NY. This role involves overseeing specific areas of the Store, supervising Associates, and managing store operations. Responsibilities include ensuring safety, maintaining a clean environment, and providing exceptional customer service. Candidates...Hourly pay- Trueline is seeking a General Manager / Operations Leader to enhance operational processes within their design and landscape services firm in Middletown Township, NJ. The ideal candidate will have solid experience in landscape or construction, and will lead a project management...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Operations Manager. Be the first to apply!
- operations manager supervisor Red Bank, NJ
- hvac operations manager Red Bank, NJ
- landscape operations manager Red Bank, NJ
- operations manager Red Bank, NJ
- operations officer Red Bank, NJ
- director of operations Red Bank, NJ
- radiology operations manager Red Bank, NJ
- operations manager aviation Red Bank, NJ
- director operations support Red Bank, NJ
- operation supervisor Red Bank, NJ



