What are the responsibilities and job description for the Orion Operations Manager position at The Well Recruiting Solutions?
Orion Operations Manager — Alpharetta, GA
Join a fast-growing financial services firm looking for a proactive, systems-minded Orion Operations Manager to elevate its national RIA operations.
Compensation: $100k–$110k base 10% bonus
Why You’ll Love This Role
- Own and optimize operational workflows across a nationwide advisory platform
- Champion data integrity and portfolio accounting accuracy
- Work side-by-side with firm leadership in a high-growth, high-visibility environment
- Build scalable processes and train advisors operations teams as the firm expands
What You Bring
- 5 years of hands-on RIA operations experience
- Solid portfolio accounting chops (Orion preferred but not necessary; Tamarac/Black Diamond also great)
- Advanced Excel and data-management skills
- A process-improvement mindset and the ability to diagnose and streamline systems
Benefits Include
- Base Salary of $100k - $110k 10% annual bonus
- Medical Insurance, Dental and Vision
- PTO and 401(k)
If you thrive in RIA operations and know how to keep portfolio accounting running flawlessly, let’s connect.
Salary : $100,000 - $110,000