СШАAdvisory Operations Manager
2 дн. назад
120k–135k USD / годСШАHybrid
Manage and optimize advisory operations in a wealth management company using AI-enabled technology and support services.
О компании
- Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started to give independent advisors a modern, AI-native home.
- is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join , running under their own brand (or ours), and earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at service up to 50% more households and save 19 hours a week.
- AI runs through everything we do. On the product side, Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.
- The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!
Обязанности
- The Advisory Operations Manager will play a foundational role in shaping the operational backbone of ’s tech-enabled wealth management business. In this high-impact role, you will operate in a highly dynamic environment, responsible for overseeing the systems, processes, and relationships that support ’s Advisor team and end clients. Additionally, you will collaborate closely with the Product, Engineering, Design and Compliance, to continuously ensure operational excellence across all systems.
- AI Adoption: Identify opportunities to apply AI and automation within advisory operations to improve process efficiency, data quality, and overall operational effectiveness.
- Billing : Manage daily new account billing setup and partner with team lead to manage the monthly billing process, ensuring accuracy and timeliness.
- Oversight of Reporting Systems : Ensure data integrity and effective management of ’s internal reporting systems.
- Custodian Relationships : Oversee and maintain relationships with custodians (Schwab, Fidelity, Interactive Brokers), helping drive administrative functions and onboarding new custodians as necessary.
- Special Projects : Act as the project manager for special initiatives, including advisor transitions and system unlocks.
- Efficiency Improvements : Drive continuous improvements in operational efficiency, implementing best practices across advisory operations.
Требования
- 3+ years of experience in Advisory Operations within a Registered Investment Advisory (RIA) firm, with a strong understanding of industry standards and best practices.
- Ability to leverage AI and automation in daily processes and in projects
- Hands-on experience with key wealth management platforms and custodians such as Orion, AdvicePay, Schwab, Fidelity (IWS and NFS), Goldman Sachs and Interactive Brokers with the capability to manage and optimize these systems for seamless operations.
- Strong leadership and communication skills, capable of driving cross-functional collaboration with Product and Advisory teams to implement systematic improvements and solve complex operational challenges.
- Experience in managing and executing billing processes, with a demonstrated ability to ensure accuracy and efficiency in financial operations.
- A proactive mindset with a passion for ownership and accountability, eager to make a meaningful impact on the firm’s growth and operational success.
- Enthusiasm for working in the fintech space, with a desire to be at the forefront of innovation in wealth management technology.
- Ability to thrive in a fast-paced, high-pressure environment, managing multiple projects and deadlines effectively while maintaining attention to detail.
Условия
- Competitive salary and equity package
- We offer a generous relocation package to help top talent make the move to our NYC office
- Unlimited PTO + paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
- NYC office in Union Square
- Lunch and snacks provided in the office, & dinner if you stay late
- Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Другое
- We're a Certified Great Place to Work and have been honored for our culture and our growth:
- Newsweek's America's Greatest Startup Workplaces (2026)
- Fortune Best Workplaces in New York™ (2026)
- Great Place to Work Certified™