Operations Manager RIA

Operations Manager - Boca Raton, FL (Onsite)Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today.Our client is a well-established, highly respected Registered Investment Advisory (RIA) firm seeking an experienced Operations Manager to work on-site in Boca Raton, overseeing the day-to-day operational functions of the business and supporting the firm's continued growth. This is a unique opportunity to join a close-knit team that offers outstanding work-life balance, exceptional employee retention, and a clear long-term career path into executive leadership.The ideal candidate is an experienced RIA operations professional who enjoys wearing multiple hats, improving processes, supporting advisors, and serving as a key resource across operations, HR administration, technology, and compliance.Responsibilities• Manage the firm's day-to-day operational functions and internal workflows.• Partner with firm leadership to improve operational efficiency and scalability.• Coordinate employee onboarding, orientation, and new hire training.• Assist with HR administration, employee benefits, and personnel-related processes.• Process payroll and maintain employee records using BambooHR (or similar HRIS/payroll platform).• Serve as the primary operational liaison with the firm's Compliance department to ensure internal processes align with regulatory requirements.• Support advisor operations, account administration, and custodial relationships.• Coordinate with third-party vendors and technology providers.• Develop, document, and improve operational procedures and best practices.• Create reports, presentations, and operational analyses using Microsoft Excel and PowerPoint.• Manage and organize firm documentation using Microsoft OneDrive and other cloud-based systems.• Provide operational support for firm initiatives, projects, and strategic growth.Qualifications• Minimum 10 years of operations experience within a Registered Investment Advisory (RIA) firm is required.• Strong understanding of RIA operational workflows and advisor support.• Experience working with Fidelity and Charles Schwab custodial platforms.• Experience with Orion Advisor Technology is preferred.• Experience with Wealthbox CRM is a plus.• Previous experience with HR administration, including onboarding, employee benefits, and new hire training.• Payroll experience, preferably using BambooHR or a similar platform.• Advanced proficiency with Microsoft Excel, PowerPoint, Outlook, and OneDrive.• Excellent organizational, multitasking, and project management skills.• Strong written and verbal communication skills.• Self-motivated, collaborative, and able to thrive in a fast-paced environment.Compensation & Benefits• Base Salary: plus Performance Bonus• 100% employer-paid health insurance for employees• Safe Harbor 401(k) with company match• Paid Time Off• Employee Stock Plan• Full-time onsite position in Boca Raton, FLWhy Join This Firm?This is a rare opportunity to join a collaborative, 13-person boutique wealth management firm where employees genuinely enjoy coming to work. The firm has built an outstanding culture centered on teamwork, work-life balance, and long-term employee success. Team members tend to stay for many years because of the supportive environment and opportunities for professional growth. xhyhwjd For the right individual, this role offers a clearly defined career progression with the opportunity to advance into executive leadership roles as the firm continues to grow.