ZipRecruiter

Log In

1

Executive Ria Operation Manager Jobs in Florida (NOW HIRING)

Enterprise Recruiting Company

Be Seen First

Operations Manager - Registered Investment Advisory

Boca Raton, FL · On-site

$110K - $120K/yr

... executive leadership. The ideal candidate is an experienced RIA operations professional who enjoys wearing multiple hats, improving processes, supporting advisors, and serving as a key resource ...

Berman

Executive Operations Manager

Orlando, FL · On-site

In-person, on-site work Position Summary We are seeking a high-potential Executive Operations Manager to work directly with our Executive Vice President. This is a developmental operating role for ...

Berman

Executive Operations Manager

Orlando, FL · On-site

$80K - $95K/hr

In-person, on-site work Position Summary We are seeking a high-potential Executive Operations Manager to work directly with our Executive Vice President. This is a developmental operating role for ...

Sound Income Group

Fee Billing Specialist

Fort Lauderdale, FL · On-site

$18.50 - $24.75/hr

The ideal candidate brings experience within financial services or RIA operations, strong Excel skills, exceptional attention to detail, and the ability to manage recurring, deadline-driven processes ...

next page

Showing results 1-20

All JobsRia Operation JobsExecutive Ria Operation Manager JobsExecutive Ria Operation Manager Jobs in Florida

Executive Ria Operation Manager information

What is the difference between Executive Ria Operation Manager vs Ria Compliance Officer?

AspectExecutive Ria Operation ManagerRia Compliance Officer
CredentialsRelevant certifications in money transfer and managementCompliance certifications like CAMS or CRCM
Work EnvironmentOversees daily operations of Ria money transfer servicesFocuses on regulatory compliance and risk management
Employer & Industry UsageUsed in financial services and remittance companiesCommon in financial institutions and money transfer firms
Search & Comparison IntentUnderstanding operational roles in RiaUnderstanding compliance responsibilities in Ria

The Executive Ria Operation Manager primarily oversees daily operations and ensures efficient service delivery within Ria, while the Ria Compliance Officer focuses on regulatory adherence and risk mitigation. Both roles require financial certifications but differ in their core responsibilities and focus areas within the money transfer industry.

What are popular job titles related to Executive Ria Operation Manager jobs in Florida?

For Executive Ria Operation Manager jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Executive Ria Operation Manager jobs in Florida look for?

The top searched job categories for Executive Ria Operation Manager jobs in Florida are:

What cities in Florida are hiring for Executive Ria Operation Manager jobs?

Cities in Florida with the most Executive Ria Operation Manager job openings:

Executive Ria Operation Manager jobs near you

Operations Manager - Registered Investment Advisory

Enterprise Recruiting Company

Boca Raton, FL • On-site

$110K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Be Seen First

After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

Operations Manager - Boca Raton, FL (Onsite)


Our client is a well-established, highly respected Registered Investment Advisory (RIA) firm seeking an experienced Operations Manager to work on-site in Boca Raton, overseeing the day-to-day operational functions of the business and supporting the firm's continued growth. This is a unique opportunity to join a close-knit team that offers outstanding work-life balance, exceptional employee retention, and a clear long-term career path into executive leadership.


The ideal candidate is an experienced RIA operations professional who enjoys wearing multiple hats, improving processes, supporting advisors, and serving as a key resource across operations, HR administration, technology, and compliance.


Responsibilities

  • Manage the firm's day-to-day operational functions and internal workflows.
  • Partner with firm leadership to improve operational efficiency and scalability.
  • Coordinate employee onboarding, orientation, and new hire training.
  • Assist with HR administration, employee benefits, and personnel-related processes.
  • Process payroll and maintain employee records using BambooHR (or similar HRIS/payroll platform).
  • Serve as the primary operational liaison with the firm's Compliance department to ensure internal processes align with regulatory requirements.
  • Support advisor operations, account administration, and custodial relationships.
  • Coordinate with third-party vendors and technology providers.
  • Develop, document, and improve operational procedures and best practices.
  • Create reports, presentations, and operational analyses using Microsoft Excel and PowerPoint.
  • Manage and organize firm documentation using Microsoft OneDrive and other cloud-based systems.
  • Provide operational support for firm initiatives, projects, and strategic growth.


Qualifications

  • Minimum 10 years of operations experience within a Registered Investment Advisory (RIA) firm is required.
  • Strong understanding of RIA operational workflows and advisor support.
  • Experience working with Fidelity and Charles Schwab custodial platforms.
  • Experience with Orion Advisor Technology is preferred.
  • Experience with Wealthbox CRM is a plus.
  • Previous experience with HR administration, including onboarding, employee benefits, and new hire training.
  • Payroll experience, preferably using BambooHR or a similar platform.
  • Advanced proficiency with Microsoft Excel, PowerPoint, Outlook, and OneDrive.
  • Excellent organizational, multitasking, and project management skills.
  • Strong written and verbal communication skills.
  • Self-motivated, collaborative, and able to thrive in a fast-paced environment.


Compensation & Benefits

  • Base Salary: Approximately $110,000 - $120,000 DOE plus Performance Bonus
  • 100% employer-paid health insurance for employees
  • Safe Harbor 401(k) with company match
  • Paid Time Off
  • Employee Stock Plan
  • Full-time onsite position in Boca Raton, FL


Why Join This Firm?

This is a rare opportunity to join a collaborative, 13-person boutique wealth management firm where employees genuinely enjoy coming to work. The firm has built an outstanding culture centered on teamwork, work-life balance, and long-term employee success. Team members tend to stay for many years because of the supportive environment and opportunities for professional growth.

For the right individual, this role offers a clearly defined career progression with the opportunity to advance into executive leadership roles as the firm continues to grow.

Company Description

Enterprise Recruiting Company is a full-service talent acquisition and consulting company specializing in the areas of IT/Tech, HR, Accounting/Finance, Private Equity, Sales & Marketing, Operations and Engineering & Construction.