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RIA Operations Manager - Remote

Posted 2 days ago
Operations
Full Time
CA, USA
$85,000 - 100,000/year

Overview

The RIA Operations Manager will play a critical role in managing operations and compliance for a growing financial services firm, ensuring efficiency and effectiveness in service delivery.

In Short

  • Full-time remote position
  • Support the Head of Services in scaling operations
  • Oversee daily workflows and compliance processes
  • Manage billing and revenue operations
  • Continuously improve operational systems and processes
  • Build and maintain performance dashboards
  • Ensure high levels of client satisfaction
  • 2+ years of experience in operations or financial services required
  • Strong proficiency in Google Sheets needed
  • Focus on efficiency and detail-oriented work

Requirements

  • 2+ years of experience in operations, client service, or administrative support
  • Working knowledge of RIA operations and compliance
  • Strong proficiency in Google Sheets
  • Experience with auditing and performance metrics
  • High attention to detail
  • Excellent written communication skills
  • Ability to manage recurring processes consistently

Benefits

  • Inclusive hiring process
  • Support for diverse backgrounds
  • Opportunity to grow into the role
  • Work in a positive and inclusive culture
  • Flexible work environment
Boldin logo

Boldin

Boldin is a forward-thinking financial technology company dedicated to empowering individuals to optimize their financial well-being and time management. Through its innovative financial planning platform, Boldin enables users to create personalized financial plans and understand the long-term impacts of their financial decisions. The company has experienced rapid growth as it expands its software offerings to a diverse range of clients, including consumers, financial advisors, and enterprise organizations. As a remote-first company, Boldin values a collaborative and inclusive work environment, seeking motivated professionals to join its team during this pivotal phase of expansion.

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