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Wealth Management Operations Manager
Trillium is seeking an Operations Manager for an established Wealth Management company in Reno!
This Direct-Hire opportunity is seeking an experienced Operations Manager with 10 years of operations experience, including at least 5 years in wealth management — ideally with a Registered Investment Advisor. This role owns the day-to-day operational engine of the firm, driving workflow creation, data accuracy, technology oversight, compliance support, and overall operational excellence.
Responsibilities:
• Lead and manage daily operational functions to ensure smooth, accurate, and efficient workflow
• Build, refine, and maintain operational processes, procedures, and documentation
• Oversee account opening and client onboarding with zero-error data entry
• Prepare operational updates and materials for daily internal meetings
• Support advisors with meeting preparation, follow-up tasks, and financial plan updates in eMoney
• Process transactions and account actions in Wealthscape, including transfers, new accounts, maintenance, and reporting
• Maintain consistent, accurate data across Orion, Wealthbox, eMoney, and Wealthscape
• Assist with compliance tasks, documentation reviews, and regulatory process upkeep
• Manage billing activities and support financial data accuracy in QuickBooks
• Coordinate with the IT vendor to maintain and optimize the firm’s technology stack
• Partner with the CEO on operational decisions, strategic planning, and firm-wide initiatives
• Evaluate business procedures, identify inefficiencies, and implement improvements
• Oversee client service processes to strengthen responsiveness and satisfaction
• Develop, update, and enforce internal policies and operational standards
• Track and interpret operational metrics to support performance evaluation
• Work closely with the CCO to ensure adherence to regulatory requirements and firm policies
This position will be working on-site at the Reno office location from Monday-Friday.
The salary range is $110,000-130,000+ depending on experience.
If you meet these qualifications, please apply today!
Qualifications:
• 10+ years of operations experience, including 5+ years in wealth management (Registered Investment Advisor preferred)
• Proficiency with Wealthscape, Wealthbox, Orion, Box, Holistiplan, eMoney, DocuSign, Office Suite, Levitate
Trillium has been recruiting and placing clerical and office professionals for over 30 years. From Fortune 100 companies to small businesses, our philosophy remains the same: to achieve excellence by providing quality employees with an uncompromising level of service. We believe in honesty, integrity, and a simple philosophy of providing value to our customers and our employees. We strive to be unsurpassed in the recruitment and placement of professionals. Trillium is an Equal Opportunity Employer.
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Trillium offers a comprehensive benefit package that includes the ability to participate in health insurance and retirement plans, paid holidays, state required leave, and other leave, if applicable. Trillium’s offerings are dependent on the state in which the assignment is located, length of time worked, and may change depending on assignment. Benefit packages for direct hire placements vary based on the client company.
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