Financial Services Operations Manager (Alpharetta) Job at The Well in Alpharetta

Orion Operations Manager Alpharetta, GA

Join a fast-growing financial services firm looking for a proactive, systems-minded Orion Operations Manager to elevate its national RIA operations.

Compensation: $100k$110k base + 10% bonus

Why Youll Love This Role

• Own and optimize operational workflows across a nationwide advisory platform
• Champion data integrity and portfolio accounting accuracy
• Work side-by-side with firm leadership in a high-growth, high-visibility environment
• Build scalable processes and train advisors + operations teams as the firm expands

What You Bring

• 5+ years of hands-on RIA operations experience
• Solid portfolio accounting chops (Orion preferred but not necessary; Tamarac/Black Diamond also great)
• Advanced Excel and data-management skills
• A process-improvement mindset and the ability to diagnose and streamline systems

Benefits Include

• Base Salary of $100k - $110k + 10% annual bonus
• Medical Insurance, Dental and Vision
• PTO and 401(k)

If you thrive in RIA operations and know how to keep portfolio accounting running flawlessly, lets connect.