Operations Manager

Operations ManagerWhite Plains, NYThe Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra-high-net-worth individuals and families. The firm oversees more than $2.7 billion in client assets and is recognized for its customized wealth management approach, research-driven investment philosophy, and long-standing client relationships.We are seeking an experienced Operations Manager to help strengthen operational infrastructure, enhance workflow scalability, and support the next phase of organizational growth.This individual will serve as a critical operational leader within the firm — directly managing a four-person client service and operations team while overseeing the day-to-day execution of core operational functions.The role offers significant visibility across the organization, direct interaction with firm leadership, and the opportunity to make a meaningful impact on operational efficiency, client experience, and long-term scalability.This position requires you to be on-site 5 days a week.Primary Responsibilities:Operational Leadership & Team Oversight Manage and support the client service coordinator teamManage daily operational workflow, queue prioritization, and escalation handlingReview operational paperwork and documentation for accuracy and completenessAssist with onboarding, training, and team accountability initiativesPartner with leadership to improve operational consistency and service deliveryCash Flow Oversight & Operational Monitoring Manage weekly cash flow monitoring and reporting processesIdentify and escalate accounts requiring contra activity or operational follow-upEnsure timely and accurate documentation within portfolio management and CRM systemsMaintain operational accuracy and accountability across recurring workflowsCRM & Workflow Infrastructure Build, maintain, and optimize workflows within SalenticaStandardize operational procedures to improve scalability and reduce manual processingEnhance workflow transparency, accountability, and operational efficiencyPartner with leadership on process improvement and operational infrastructure initiativesEstate & Beneficiary Processing Coordinate date-of-death valuation requests with custodians and external partiesManage beneficiary account transfers, retitling, and account setup workflowsOversee operational processing related to estate settlement activityEnsure timely and accurate completion of all required documentationDocumentation & Process Accuracy Maintain accurate and timely operational notes across systemsDocument cash flows, operational activity, account changes, and client servicing eventsSupport operational audit readiness and procedural consistencyQualifications:3+ years of experience in RIA or broker-dealer operationsExperience working with custodial platforms such as Schwab, Fidelity, or PershingFamiliarity with high-net-worth client servicing, trusts, and organizational account structuresExperience with CRM systems such as Salentica, Salesforce, or Redtail preferredPrior team lead or supervisory experience strongly preferredStrong excel proficiency as a required operational skillExcellent organizational skills and attention to detailStrong written and verbal communication abilitiesCalm under pressure with a solutions-oriented mindsetHigh degree of professionalism, accountability, and follow-throughThis position is an exempt position. The annualized base pay range for this role is expected to be between $90,000-$110,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.