Job Details

Operations Manager - Wealth Management

  2020-08-06     Integris Wealth Management     456 Washington Street  

Are you in the tech or ag industry and looking for a career change?

Are you in the financial industry and looking for new opportunity?

Firm Overview

Founded in 1997 and located in Monterey, CA, Integris Wealth Management, LLC is a private, independent, fee-only, comprehensive financial planning and investment management firm that has grown more than 15% per year for the last 10 years. The firm’s professionals work as a cohesive team to serve the wealth management needs of organizations and high net-worth individuals and families. The firm’s focus is creating a warm and exceptional client experience, providing high caliber financial solutions, and always putting client interests ahead of all else. The firm’s Mission is: “Be the firm we would hire for ourselves.” Visit our website at for more information.

Job Overview

We’re looking for a highly positive and motivated professional with strong supervisory experience to provide leadership to our client operations support team that creates an exceptional service experience for our wealth management clients. You’ll also provide assistance with the day to day administrative functions of the firm.

You’re the right person if you have supervisory experience, strong problem solving abilities, and, are extremely detail oriented with highly developed organizational skills. Excellent communication skills are a must, as well as the ability to cultivate effective, collaborative relationships in a dedicated team culture.


  • Monitors workflow and provides coordination, coaching and team leadership for the Operations team.
  • Facilitates efficient client operations including leading and assisting with process and system improvement projects
  • Manages firm projects and special event planning, as needed
  • Under the supervision of the Chief Financial Officer, coordinates with external accountants for accounts payable and receivables
  • Maintains policies and procedures related to all administrative functions
  • Assists Chief Operating Officer with various functions relating to human resources, compliance, IT, facilities and legal
  • Coordinates and communicates regularly with Advisors to facilitate client requests
  • Manages new client onboarding process
  • Provides client service both in person and over the phone

Minimum Job Requirements

  • Bachelor’s degree preferred
  • At least 8 years of relevant experience preferred with at least two years of supervisory experience
  • Highly developed team leadership and coaching skills
  • Unwavering care for clients
  • Laser focus on consistently doing the right thing
  • Highly collaborative work style
  • High standards of professionalism and confidentiality
  • Exceptional client service skills
  • Self‐motivated and reliable
  • Exceptional ability to organize, prioritize, plan ahead, and multi‐task
  • Acute attention to detail and accuracy
  • Independent problem solver who “owns” responsibilities
  • Excellent communication skills (listening, speaking, writing) and ability to express complex topics clearly and effectively
  • Takes initiative to gain knowledge without supervision
  • Highly proficient Microsoft Office.

DISCLAIMER: The preceding indicates the general nature and level of work performed. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required.

Do not contact this company in solicitation of any product or service.

apply below | save job

Apply for this Job

Apply Here

Get more jobs like these sent to your email. Register

Back to Search

Want an email alert with jobs like this one? Sign up today!