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Senior RIA Operations Lead — Onboarding & Transfers

Job in Sandy Springs, Fulton County, Georgia, USA
Listing for: Prescott Partners
Full Time position
Listed on 2026-03-14
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading boutique RIA firm is seeking a Sr. Investment Advisor Service Specialist in Sandy Springs, GA. This senior-level position requires 10+ years of investment advisory experience and offers the chance to support affiliated financial advisors in a fast-paced environment. Responsibilities include overseeing account onboarding, regulatory compliance, and collaborating with custodians. The firm provides competitive compensation and a collaborative team atmosphere aimed at rapid growth and continuous process improvement.
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Position Requirements
10+ Years work experience
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