ZipRecruiter

Log In

1

Optimize Wealth Management Jobs in Florida (NOW HIRING)

TalentClout

Systems & Operations Analyst

Aventura, FL · On-site

$60K - $85K/yr

You'll join a wealth management firm and work directly with leadership to optimize processes, build automations, and improve how internal systems are used day to day. This is not a traditional IT ...

Sphere Partners

Client Partner

Miami, FL · On-site +1

We co-innovate with the most respected companies in the world to solve complex problems, optimize ... Proven success in wealth management and payments is a plus, as well as in the insurance vertical.

previous pagenext page

Showing results 21-40

All JobsOptimize Wealth Management JobsOptimize Wealth Management Jobs in Florida

Optimize Wealth Management information

What is the difference between Optimize Wealth Management vs Financial Advisor?

AspectOptimize Wealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 certifications common
Work EnvironmentPrivate firms, wealth management firms, banksIndependent or firm-based, financial planning firms
Industry UsageUsed in wealth management and investment firmsCommon across financial planning and investment sectors

Optimize Wealth Management and Financial Advisor roles share similar credentials and work environments, focusing on client financial planning and investment strategies. However, Optimize Wealth Management often emphasizes comprehensive wealth strategies, including estate and tax planning, while Financial Advisors may focus more on investment products and portfolio management. Both roles serve clients seeking financial growth and security, but their scope and specialization can differ based on firm services and client needs.

What are popular job titles related to Optimize Wealth Management jobs in Florida?

For Optimize Wealth Management jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Optimize Wealth Management jobs in Florida look for?

The top searched job categories for Optimize Wealth Management jobs in Florida are:

What cities in Florida are hiring for Optimize Wealth Management jobs?

Cities in Florida with the most Optimize Wealth Management job openings:

Optimize Wealth Management jobs near you

Operations Manager - Wealth Team

Retirement Resource Center, LLC.

Daytona Beach, FL • On-site

$85 - $120/hr

Other

Medical, Retirement, PTO

Posted 5 days ago

Job description

Operations Manager - Wealth Team

Location: Daytona Beach, FL (In-Office)
Company Type: Registered Investment Advisor (RIA)

About Us

We are a Registered Investment Advisor (RIA), located in Daytona Beach and Palm Coast, FL. We are a boutique practice with an affiliated CPA Firm providing our clients with holistic planning, investment management and tax preparation services to individuals, business entities, trusts, estates, and pension plans. Our philosophy is to serve our client’s needs through a firm approach. We pride ourselves on delivering exceptional client service and building lasting relationships with our clients.

Position Overview

We are seeking an experienced Operations Manager to lead and streamline our day-to-day operational functions. This role is critical to ensuring seamless client experiences, operational efficiency, and regulatory compliance. The ideal candidate will be a detail-oriented problem-solver who thrives in a collaborative, fast-paced environment and can manage multiple priorities effectively.

Key ResponsibilitiesOperations Management
  • Oversee and optimize daily operational workflows across the firm
  • Manage and mentor a team of approximately 5 employees
  • Develop and implement standard operating procedures to enhance efficiency and scalability
  • Identify process improvements and implement best practices
  • Generate operational reports and metrics for leadership
CRM & Technology Management
  • Manage Salesforce workflows, tasks, and automation
  • Ensure accurate client data management and reporting
  • Oversee technology integrations and vendor relationships
  • Train team members on system usage and best practices
Client Lifecycle Management
  • Oversee client onboarding processes from initial documentation through account setup
  • Manage client offboarding procedures, ensuring proper documentation and transitions
  • Coordinate with advisors and custodians to ensure smooth client experiences
  • Maintain high standards for client service delivery
  • Collaborate with advisors on client account administration
Compliance & Regulatory
  • Ensure adherence to SEC and state regulatory requirements
  • Maintain compliance calendar and coordinate required filings
  • Assist with annual audits and regulatory examinations
  • Keep policies and procedures current with regulatory changes
  • Support business continuity and disaster recovery planning
  • Coordinate with external vendors and service providers
QualificationsRequired:
  • 5+ years of operations experience in wealth management, RIA, or financial services
  • Series 65 or equivalent licensing (or obtain within first 3 months)
  • Strong working knowledge of Salesforce CRM (or similar platforms)
  • Solid understanding of RIA compliance requirements and regulatory environment
  • Experience with client onboarding/offboarding processes
  • Proven leadership and team management skills
  • Exceptional attention to detail and organizational abilities
  • Strong communication skills (written and verbal)
  • Bachelor’s degree in business, Finance, or related field
  • Experience working with Raymond James custodian platform preferred
What We Offer
  • Competitive salary based on experience
  • Health benefits package 401(k) with company match
  • Paid time off and holidays
  • Professional development opportunities
  • Opportunity to make a significant impact in a growing firm
#J-18808-Ljbffr

Apply