Senior Operations Associate
Job Title: Senior Operations Associate
Location: Washington DC Metro Area (On-Site)
Salary: $70k - $85k + bonus
Summary:
This is an exciting opportunity to join a high-performing Operations team at a leading asset manager, where you'll play a pivotal role in scaling processes within a dynamic, fast-paced environment. You'll own operational accuracy, become the go-to expert on the Orion platform, and drive workflow efficiency across the organization. The team is looking for someone with intellectual curiosity, a commitment to transparency, and an exceptional eye for detail, ready to make an impact and thrive in a culture of excellence.
In this role you will be responsible for:
- Oversee all core RIA operations, including onboarding, transfers, money movement, service requests, and custodian interaction, executing with precision, urgency, and transparency.
- Serve as the firm's Orion expert, managing workflow design, performance reporting, reconciliation, data integrity, model alignment, and continuous optimization.
- Maintain GIPS-compliant reporting with meticulous documentation and audit-ready accuracy.
- Lead operational audits and proactively identify improvements that simplify processes without sacrificing detail.
- Establish and enforce SLAs that reflect a commitment to responsiveness and excellence.
- Act as the escalation point for complex operational issues, resolving them with speed, clarity, and accountability.
- Build strong, transparent relationships with custodians and operational vendors to ensure seamless collaboration.
- Identify workflow gaps and implement scalable solutions that reduce friction and enhance efficiency.
- Develop SOPs, training materials, and operational playbooks that foster clarity and transparency.
- Lead strategic projects including system upgrades, new technology integration, custodian transitions, and automation initiatives.
The ideal candidate should have the following qualifications and skills:
- 5+ years of RIA or RIA-custodian operations experience with leadership responsibilities.
- Expert proficiency in Orion Advisor Solutions.
- Experience with Zoho CRM or similar systems is preferred.
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