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Financial Services Operations Manager
Job in
Alpharetta, Fulton County, Georgia, 30239, USA
Listed on 2026-02-16
Listing for:
The Well
Full Time
position Listed on 2026-02-16
Job specializations:
-
Management
Operations Manager -
Business
Operations Manager
Job Description & How to Apply Below
Overview
Orion Operations Manager — Alpharetta, GA. Join a fast-growing financial services firm looking for a proactive, systems-minded Orion Operations Manager to elevate its national RIA operations.
Compensation: $100k–$110k base + 10% bonus
Responsibilities- Own and optimize operational workflows across a nationwide advisory platform
- Champion data integrity and portfolio accounting accuracy
- Work side-by-side with firm leadership in a high-growth, high-visibility environment
- Build scalable processes and train advisors + operations teams as the firm expands
- 5+ years of hands-on RIA operations experience
- Solid portfolio accounting chops (Orion preferred but not necessary; Tamarac/Black Diamond also great)
- Advanced Excel and data-management skills
- A process-improvement mindset and the ability to diagnose and streamline systems
- Base Salary of $100k - $110k + 10% annual bonus
- Medical Insurance, Dental and Vision
- PTO and 401(k)
If you thrive in RIA operations and know how to keep portfolio accounting running flawlessly, let’s connect.
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