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About the Role

The Portfolio Strategy Group (PSG) is seeking an experienced Operations Manager to strengthen operational infrastructure, enhance workflow scalability, and support organizational growth. This individual will manage a client service and operations team, oversee daily operational functions, and have significant visibility across the organization.

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
• Assist with onboarding, training, and team accountability initiatives
• Partner with leadership to improve operational consistency and service delivery
• Manage weekly cash flow monitoring and reporting processes
• Identify and escalate accounts requiring contra activity or operational follow-up
• Ensure timely and accurate documentation within portfolio management and CRM systems
• Maintain operational accuracy and accountability across recurring workflows
• Build, maintain, and optimize workflows within Salentica
• Standardize operational procedures to improve scalability and reduce manual processing
• Enhance workflow transparency, accountability, and operational efficiency
• Partner with leadership on process improvement and operational infrastructure initiatives
• Coordinate date-of-death valuation requests with custodians and external parties
• Manage beneficiary account transfers, retitling, and account setup workflows
• Oversee operational processing related to estate settlement activity
• Ensure timely and accurate completion of all required documentation
• Maintain accurate and timely operational notes across systems
• Document cash flows, operational activity, account changes, and client servicing events
• Support operational audit readiness and procedural consistency

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
• Experience with CRM systems such as Salentica, Salesforce, or Redtail preferred
• Prior team lead or supervisory experience strongly preferred
• Strong excel proficiency as a required operational skill
• Excellent organizational skills and attention to detail
• Strong written and verbal communication abilities
• Calm under pressure with a solutions-oriented mindset
• High degree of professionalism, accountability, and follow-through

Skills

• Excel proficiency
• Organizational skills
• Attention to detail
• Written communication
• Verbal communication
• Problem-solving
• Professionalism
• Accountability
• Follow-through

Location

• On-site

Work Type

• On-site
• Full-time

Experience Level

• Experienced

Salary/Compensations

• $90,000-$110,000

Benefits

• Annual cash bonus
• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• 401(k)

About the Company

• The 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.
• The firm oversees more than $2.7 billion in client assets and is recognized for its customized wealth management approach, research-driven investment philosophy, and long-standing client relationships.
• Portfolio Strategy Group (PSG) is part of the Focus Financial Partners’ network firm community.
• As part of the partnership, PSG remains independently operated but gains the support of a broader organization.
• Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.