Join our Team at CAM! Remote Ops Manager (Start Q2 - 2024) Remote · Full time
Apply for Remote Ops Manager (Start Q2 - 2024)

We need a REMOTE Ops Manager/Associate to join our growing our Fee-Only Virtual RIA. Apply if you share our values (Service, Humility, Tenacity, Transparency) and want to be part of a growing and disruptive virtual wealth management firm.

About Join our Team at CAM!

We are the leading fixed flat fee wealth management firm specializing in retirement income planning. We help HNW pre-retirees & retirees achieve the feeling of relaxed confidence in their financial lives. We have $400M+ under management are growing 50%+ per year. Join us in our mission to turn the financial advice industry into a helping profession....check out the next few roles we are recruiting for below!

Description

We need an experienced Operations Manager. You will report directly to our CEO. You'll wear several hats (naturally!) and have the opportunity to grow your scope and responsibility as the firm continues to expand.


Responsibilities


Human Resources - Recruiting, Development & Retention, Performance Management, Engagement & Communication.


Compliance - Collaborate with our CCO and compliance consultant to strengthen our program. Perform compliance tasks as specified by our compliance calendar.


Finance - Manage our outsourced bookkeeper, drive the quarterly billing process, and run reports.


Office Management - Drive an effective and efficient virtual office.


Vendor Management - Manage several critical vendor relationship including our custodian, outourced IT services, client portal, and so on.


Regular Operations Meetings - Work closely with our CEO to prepare and run our regular "all hands" meetings (weekly, monthly, quarterly), to include prepartion of KPI reports.


Qualifications

  • 5+ years in a variety of roles within an RIA
  • Ability to thrive working remotely
  • Exceptional attention to detail and well organized
  • Thrive in a start-up culture
  • Very comfortable saying “I don’t know” and “I need help”
  • Consistently demonstrate our core values (client service, curiosity, transparency, tenacity & rigor)


Compensation Package

  • Full-time W2
  • Salary commensurate with skills & experience
  • Target Bonus 10-15% of Base Salary
  • 401-K Match (4%), Health & Dental & Vision
  • Unlimited PTO – Just get your work done!


Salary

$75,000 - $90,000 per year

Apply for Remote Ops Manager (Start Q2 - 2024)