LakewoodCARecruiter Since 2001
the smart solution for Lakewood jobs

OPERATIONS MANAGER

Company: Pacific Wealth Management
Location: San Diego
Posted on: October 18, 2024

Job Description:

Operations Manager position is available for an ambitious, hardworking self-starter interested in becoming a key member of our leadership team while overseeing day-to-day business operations and client service. This opportunity's responsibilities also include process management, HR, compliance and the firm's computer network.Pacific Wealth Management, LLC is an independent, growing, $300M+ AUM, San Diego RIA firm providing intelligent solutions for affluent investors. Our Wealth Advisors craft and execute highly disciplined wealth management strategies to help high-net-worth clients achieve their unique goals, while securing their family's financial future.
As part of our leadership team, your operations management priorities will include:

  • Client Services: Working closely with our custodial bank, Charles Schwab, along with -fellow team members, to onboard new client relationships; process new accounts and transfers
  • Workflow/Systems Optimization: Collaborating with the Managing Director to ensure our growing Registered Investment Advisory firm maintains appropriate capacity and remains in compliance, taking ownership of all business and office operations
  • Compliance: As chief compliance officer, responsibilities will include compliance oversight within SEC and FINRA requirements
  • Organization/Planning/Budgeting: Overseeing day-to-day financials, including business forecasting
  • Human Resources: Manage HR services, including employee benefits/relations and hiring
  • Technology: Interfacing with our IT resource to manage the firm's computer network and software to maximize the ongoing and future efficacy of these systems.
    This is a full-time, "in office", opportunity.
    Requirements:Bachelor degree and the ability to communicate effectively are essential.5+ years of management level experience, serving in operations and client service roles5+ years of experience within the Financial Services industry; working with a RIA preferred.Experience working with an RIA, directly with Charles Schwab Proficient with Salesforce CRM, Orion, Eclipse, Microsoft Office, and Quickbooks. -Competitive salary and benefits compensation package.
    Please email Cover Letter summarizing your work experience and qualificaitons and Resume to:James C. Kuntzjkuntz@pacwealth.com -

Keywords: Pacific Wealth Management, Lakewood , OPERATIONS MANAGER, Executive , San Diego, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Lakewood RSS job feeds