Operations Manager

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 help strengthen operational infrastructure, enhance workflow scalability, and support the next phase of organizational growth.

This individual will serve as a critical operational leader within the firm — directly managing a four-person client service and operations team while overseeing the day-to-day execution of core operational functions.

The role offers significant visibility across the organization, direct interaction with firm leadership, and the opportunity to make a meaningful impact on operational efficiency, client experience, and long-term scalability.

This position requires you to be on-site 5 days a week.

Primary Responsibilities:

Operational Leadership Team Oversight

Manage and support the client service coordinator team

Manage daily operational workflow, queue prioritization, and escalation handling

Review operational paperwork and documentation for accuracy and completeness

Assist with onboarding, training, and team accountability initiatives

Partner with leadership to improve operational consistency and service delivery

Cash Flow Oversight Operational Monitoring

Manage weekly cash flow monitoring and reporting processes

Identify and escalate accounts requiring contra activity or operational follow-up

Ensure timely and accurate documentation within portfolio management and CRM systems

Maintain operational accuracy and accountability across recurring workflows

CRM Workflow Infrastructure

Build, maintain, and optimize workflows within Salentica

Standardize operational procedures to improve scalability and reduce manual processing

Enhance workflow transparency, accountability, and operational efficiency

Partner with leadership on process improvement and operational infrastructure initiatives

Estate Beneficiary Processing

Coordinate date-of-death valuation requests with custodians and external parties

Manage beneficiary account transfers, retitling, and account setup workflows

Oversee operational processing related to estate settlement activity

Ensure timely and accurate completion of all required documentation

Documentation Process Accuracy

Maintain accurate and timely operational notes across systems

Document cash flows, operational activity, account changes, and client servicing events

Support operational audit readiness and procedural consistency

Qualifications:

3+ years of experience in RIA or broker-dealer operations

Experience working 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 Salentica, Salesforce, or Redtail preferred

Prior team lead or supervisory experience strongly preferred

Strong excel proficiency as a required operational skill

Excellent organizational skills and attention to detail

Strong written and verbal communication abilities

Calm under pressure with a solutions-oriented mindset

High degree of professionalism, accountability, and follow-through

This position is an exempt position. The annualized base pay range for this role is expected to be between $90,000-$110,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

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Portfolio Strategy Group (PSG) is part of the Focus Financial Partners’ network firm community. As part of the partnership, PSG remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to t…