Join a premier wealth management firm overseeing $3B AUM as an Accounting & Ops Manager. This is a unique opportunity to move into a dynamic operations-focused leadership role at a firm with heavy acquisition interest from industry leaders. It comes with options for an equity stake and a path to move into the COO / CFO seat based on performance.

The firm possesses a strong performance record and rejuvenation under a new management team aimed at accelerating growth. Culture does have a button-up approach due to customers (primarily high-net investors) regularly being in and out of the office. However, the managing partners drive a youthful and light working environment. 

#LI-PS

Requirements

• Manage staff accountant/outsourced bookkeeping for GL entries, AP, and AR.
• Ensure credibility of month-end financials and lead MD&A with partners.
• Monitor weekly cash flows, optimize treasury returns, and manage distributions.
• Calculate and execute client fee revenue.
• Drive annual budgeting process and revenue generation forecast.
• Conduct sensitivity analysis on market performance and custodial fees.
• Manage expense management including payroll, benefits, and vendor management.
• Produce forecasts for partner meetings and present financial results at shareholder meetings.
• Work with third-party tax partner for corporate and partner tax returns.
• Manage banking relationships and short-term treasury management.

• Evaluate existing operations and implement technology solutions to optimize workflows.
• Conduct industry benchmarking and analysis to maintain knowledge of best practices.
• Manage the company's IT stack, evaluate third-party vendors, and oversee ongoing projects.
• Evaluate and manage third-party relationships for employee benefits, insurance, and technology applications.
• Own execution of monthly RIA compliance exercises and reporting, including various filings and audits.
• Manage facilities and property management relationships.
• Handle ad hoc responsibilities such as new employee onboarding workflows.

#A-0627