Operations Manager | McLean, Virginia

Reference Number: DW6391
Location: McLean, Virginia

Judson Group has partnered with a highly regarded and quickly growing RIA in the D.C. Metro area in the search for an Operations Manager. The firm is well respected for their commitment to building client relationships and providing expertise and solutions to meet client needs. This candidate will report to the Director of Technology, work closely with the technology and operations teams, and have the unique role of improving the portfolio accounting software and related systems.

Responsibilities:

  • Responsible for developing a strong knowledge of the firm’s software packages and technologies
  • Provides system and data-related support to client service teams
  • Ensures accurate client data by identifying, creating, and reviewing audit report
  • Identify processing improvements, partner with other departments to help implement effective solutions
  • Ability to improve operational efficiencies and best practices
  • Work closely with custodian representatives
  • Coordinate with internal teams to resolve issues relating to firm systems

Requirements:

  • Strong technology and software skills for various tasks including Tamarac Advisor View, Advent (Axys/APX/Black Diamond), Portfolio Center, or Orion
  • Familiarity with Schwab, Fidelity, Pershing, and/or TD Ameritrade’s custodial platforms
  • Bachelor’s Degree; advanced degree a plus
  • 3 years relevant experience with a wealth management background
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously
  • High degree of customer service, confidentiality, and urgency

Compensation:
Commensurate with experience.

Location:
McLean, Virginia

Reference Number: DW6391

Apply Now

Applicant Information

Contact Information