What are the responsibilities and job description for the Operations Manager – Wealth Management position at MOHR Talent?
Operations Manager – Wealth Management
About the Role
A growing, planning-focused wealth management firm is seeking an Operations Manager to support day-to-day operations and deliver a high-quality, personalized client experience.
This role is ideal for someone who is detail-oriented, organized, and enjoys supporting clients with their financial needs.
What You’ll Do
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
About the Role
A growing, planning-focused wealth management firm is seeking an Operations Manager to support day-to-day operations and deliver a high-quality, personalized client experience.
This role is ideal for someone who is detail-oriented, organized, and enjoys supporting clients with their financial needs.
What You’ll Do
- Provide excellent, high-touch service to clients
- Open new client accounts and support onboarding
- Process account transfers, contributions, and money movement requests
- Prepare and track all paperwork (account setup, transfers, updates, etc.)
- Work with custodians to resolve account-related issues
- Maintain accurate records of client activity in the CRM system
- Support billing and reporting processes
- Help improve workflows and increase efficiency
- Use and help manage systems like CRM, DocuSign, and other tools
- Communicate with clients, advisors, and internal teams
- Ensure compliance with industry regulations and internal policies
- Assist with additional operational tasks as needed
- Strong focus on customer service and client experience
- Highly organized and detail-oriented
- Able to manage multiple tasks and stay calm under pressure
- Strong sense of ownership and accountability
- Comfortable using CRM systems (Salesforce is a plus)
- Experience with DocuSign and Microsoft Office
- 3–5 years of experience in financial services operations
- Experience with custodial platforms (Schwab is a plus)
- Bachelor’s degree preferred
- Series 65 is a plus
- Professional and able to handle sensitive information
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com