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Executive Ria Operation Manager Jobs in Michigan

365 Retail Markets

Executive Operations Coordinator

Troy, MI · On-site

$26 - $35/hr

They excel at managing multiple priorities, coordinating cross-functional efforts, preparing ... operations, executive administration, project coordination, chief of staff support, or a related ...

365 Retail Markets

Executive Operations Coordinator

Troy, MI · On-site

$26 - $35/hr

They excel at managing multiple priorities, coordinating cross-functional efforts, preparing ... operations, executive administration, project coordination, chief of staff support, or a related ...

Select Medical

Chief Executive Officer

Pontiac, MI · On-site

The CEO role is an excellent opportunity to provide hands-on hospital operations management in a critical care environment. The CEO will provide hands-on leadership, strategic direction and ...

Flowtec Construction

MI · On-site

$145K - $160K/yr

Previous experience as a Senior Project Manager, Operations Manager, Project Executive, or similar ... leadership role. * Strong understanding of Design/Build project delivery and commercial ...

Invesco

Market Leader RIA

Detroit, MI · Hybrid

$90K - $100K/yr

By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're ...

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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.

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Executive Ria Operation Manager jobs near you
Infographic showing various Executive Ria Operation Manager job openings in Michigan as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution.

Client Service & Operations Associate

Bloomfield Hills, MI • On-site

Sanctuary Wealth Group LLC
See more jobs at Sanctuary Wealth Group LLCexternal

$65K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 10 days ago

Job description

Description

Client Service & Operations Associate

Location: Bloomfield Hills, MI 

Type: Full-Time, In-Office (Monday-Friday)


Join Our Team at Famiglia Wealth - Managing meaningful wealth brings both complex challenges and exciting opportunities. At Famiglia Wealth , our approach is rooted in integrity, respect, and collaboration. We're building a team of detail-oriented, execution-driven professionals who take pride in operational excellence and exceptional client service.

This role is ideal for someone who thrives behind the scenes, enjoys structure and process, and wants to grow long-term within an operations-focused career path.


Position Overview - Famiglia Wealth is seeking a Client Service & Operations Specialist to play a vital role in supporting the operational backbone of our firm. You will work closely with the Director of Operations and the broader team to ensure smooth, accurate, and efficient execution of client service and back-office deliverables. This is a detail-driven, execution-oriented role ideal for someone who thrives on organization, precision, and high-touch service.


Your Role & Responsibilities


You will support end-to-end operations that impact client service and firm efficiency, including but not limited to:

  • Manage account openings, transfers, and ongoing maintenance workflows.
  • Accurately process time-sensitive money movements (wires, transfers, etc.).
  • Coordinate with custodians and internal teams to track status and resolve issues.
  • Maintain precise client records in our CRM (Wealthbox experience preferred but not required).
  • Support client communications via phone, email, and in person with professionalism and care.
  • Prepare and process account paperwork and documentation.
  • Assist in client meetings as needed.
  • Identify opportunities to streamline workflows and improve client outcomes.
  • Serve as a trusted operational partner to advisors and internal teams.

Requirements

What We're Looking For

  • 3+ years of experience in wealth management, financial services, RIA operations, or client service.
  • Experience in similar roles such as Client Associate, Operations Coordinator, or Specialist.
  • Familiarity with custodial platforms (Pershing, Schwab, etc.) and CRM systems (Wealthbox a plus).
  • Strong Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
  • Highly organized, detail-oriented, proactive, and able to work independently and with a team.
  • Candidate seeking a long-term opportunity with potential for growth (not into advisory).
  • Nice-to-Have: Securities licenses (Series 7/63/66), but not required.


Why Famiglia?

  • Competitive base salary ($65k-$75k) with potential bonus opportunities
  • Health, dental, vision insurance
  • 401(k)
  • PTO
  • On-the-job training and professional development
  • A culture that values focus during the workday and balance after hours

Apply