Operations Manager

About the Company

Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra-high-net-worth individuals and families. PSG is part of the Focus Financial Partners’ network firm community.

Responsibilities

• Manage and support the client service coordinator team
• Manage daily operational workflow, queue prioritization, and escalation handling
• Review operational paperwork and documentation for accuracy and completeness
• Manage weekly cash flow monitoring and reporting processes
• Build, maintain, and optimize workflows within Salentica
• Coordinate date-of-death valuation requests and manage beneficiary account transfers
• Maintain accurate and timely operational notes across systems

Requirements

• 3+ years of experience in RIA or broker-dealer operations
• Experience working with custodial platforms such as Schwab, Fidelity, or Pershing
• Familiarity with high-net-worth client servicing, trusts, and organizational account structures
• Strong Excel proficiency
• Prior team lead or supervisory experience strongly preferred
• Excellent organizational skills and attention to detail

Preferred Qualifications

• Experience with CRM systems such as Salentica, Salesforce, or Redtail