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Operations Manager
Job in
Minnetonka, Hennepin County, Minnesota, 55345, USA
Listed on 2026-06-28
Listing for:
WizeHire, Inc
Full Time
position Listed on 2026-06-28
Job specializations:
-
Business
Operations Manager -
Finance & Banking
Job Description & How to Apply Below
Overview
Are you a detail-oriented, client-focused professional looking to support a growing financial advisory practice? An elite Financial Advisor affiliated with Foster Klima is seeking an Operations Manager to lead the operational tasks for their personal practice, with a specialization in investment operations. This role offers the opportunity to work with the advisor in delivering exceptional client experiences and ensuring smooth day-to-day operations.
You will have the opportunity to work in a hybrid schedule.
- Lead the operational tasks for the advisor’s personal practice, specializing in investment operations.
- Deliver exceptional client experiences and ensure smooth day-to-day operations.
- Industry experience beyond client service.
- Exceptional organizational skills.
- Possession of Securities Licensing (Series 7, 63/66).
The office is located in Minnetonka. The role offers hybrid work, with 3 days in the office after onboarding is complete.
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