Operations Manager
STRATOSColumbus, Ohio, United States
Posted March 28, 2025
75000 - 85000 USD
Full Time
About the Company
STRATOS is an independent financial services firm headquartered in Beachwood, Ohio, providing experienced advisors with a reliable infrastructure to develop and grow their businesses. The company offers operational, strategic, and revenue-generating resources for both new and established independent financial advisors, leveraging advanced technology and communication tools alongside diverse product partners to enhance the client experience.
Job Description
At Parkview Partners Capital Management, we are seeking an Operations/Practice Manager with 5–7 years of progressive experience in the wealth management industry. This role involves operational management, team leadership & development, client onboarding & relationship management, and leveraging technology to drive scale & efficiencies.
Requirements
- Bachelor’s degree
- 5-7 years of progressive experience in practice management or operations management, ideally in a financial advisory firm
- Strong leadership and team management abilities
- Knowledge of financial advisory practices, compliance requirements, and industry standards
- Experience working with custodial platforms (Schwab, Fidelity, LPL, etc.)
- Proficiency in office software (Microsoft Office Suite, CRM systems, Portfolio Management software (Orion, Black Diamond, etc.))
- High degree of accuracy, attention to detail, and strong problem-solving skills
- Self-motivated, positive attitude with a collaborative mindset
- Excellent written and verbal communication skills
Benefits
- 100% paid medical, dental and vision insurance
- 3% 401(k) match
- Paid time off
