Business Operations Lead

The 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 strengthen operational infrastructure, enhance workflow scalability, and support the next phase of organizational growth. This leader will direct a four‑person client service and operations team and oversee the day‑to‑day execution of core operational functions. The position requires on‑site presence five days a week.

• Manage and support the client service coordinator team.
• Manage daily operational workflow, queue prioritization, and escalation handling.
• Assist with onboarding, training, and team accountability initiatives.
• Oversee weekly cash flow monitoring and reporting processes.
• Identify and escalates accounts requiring contra activity or operational follow‑up.
• Ensure timely and accurate documentation within portfolio management and CRM systems.
• Partner with leadership on process improvement and operational infrastructure initiatives.
• Manage beneficiary account transfers, retitling, and account setup workflows.
• Document cash flows, operational activity, account changes, and client servicing events.

• 3+ years of experience in RIA or broker‑dealer operations.
• Experience with custodial platforms such as Schwab, Fidelity, or Pershing.
• Familiarity with high‑net‑worth client servicing, trusts, and organizational account structures.
• Experience with CRM systems such as Salientica, Salesforce, or Redtail preferred.
• Strong Excel proficiency.

• Annual cash bonus.
• Comprehensive benefits package including medical, dental, vision, life insurance, and 401(k).
• Opportunities for professional growth within the Focus Financial Partners network.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, without regard to race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state, and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.