Operations Manager

Job Description

Job Description

If you’re energized by details, driven by excellence, and passionate about supporting meaningful financial impact, we’d love to meet you. Creative Capital Wealth Management Group helps business owners and retirees simplify complex financial lives through sophisticated alternative investments. As our Operations Manager, you’ll be the behind-the-scenes force that keeps our advisors and clients moving forward with clarity and confidence.

Compensation:

• Salary Range: $80,000 - $90,000 (based on experience)
• Bonus potential
• Paid Time Off
• Health care option (Health & Dental Insurance)
• 401(k)

Compensation:

$80,000 - $90,000 base salary

Responsibilities:

• Generate and process all client and account paperwork, including new accounts, transfers, contributions, redemptions, and account changes.
• Prepare illustrations and proposals for client review.
• Track and manage client and account maintenance next steps to ensure timely follow-through.
• Coordinate client business flow and pipeline to optimize advisor productivity.
• Send personalized meeting follow-up letters and communications.
• Assist with licensing, appointments, and registrations as needed (under supervision).
• Generate, update, and support client interactions with planning tools such as LIFE Vision.
• Provide authorization for office supplies and travel purchases within budget guidelines.
• Coordinate bill payments and vendor relations.
• Resolve issues related to client data accuracy in systems such as Redtail and Albridge.
• Support office compliance efforts, including preparation for audits and responding to inquiries.
• Handle miscellaneous operational and client-related activities to maintain high service standards.
• Collaborate with advisors on alternative investment documentation and high-net-worth client servicing workflows.

Qualifications:

• At least 5 years of experience in paperwork processing and operations within a financial services firm, with demonstrated securities industry exposure (e.g., handling account openings, transfers, or compliance documentation).
• Excellent attitude and a strong client service orientation, with a genuine interest in serving high-net-worth individuals and their unique financial needs.
• Exceptional attention to detail to ensure error-free processing of sensitive financial documents.
• Strong organizational and time management skills to manage multiple priorities in a dynamic wealth management setting.
• Ability to handle multiple tasks under pressure while maintaining composure and accuracy.
• Proficiency in financial software tools (e.g., CRM systems like Redtail, reporting platforms like Albridge).
• Excellent written and verbal communication skills for client correspondence and internal coordination.
• Commitment to on-site work in Chester Springs, PA, with flexibility for occasional extended hours during peak periods.

Preferred:

• Familiarity with alternative investments (e.g., private equity, real estate syndications, hedge funds) and their operational requirements.
• Previous experience in a wealth management or RIA environment supporting high-net-worth clients.
• Para-planning or financial planning support experience.
• Bachelor’s degree in Finance, Business Administration, or a related field.
• Knowledge of SEC and FINRA compliance basics (licensing not required).

About Company

Creative Capital Wealth Management Group, founded by Frederick Hubler in September 2003, is a wealth management firm dedicated to providing exceptional client service to a select group of high-net-worth individuals. Our mission is to offer clients access to institutional strategies and platforms while tailoring our services to meet their unique financial needs.

Through our Retainer-Based Planning, we create customized financial plans for each client, focusing on their specific goals and objectives. We offer a proactive and personalized approach, guiding clients through the complexities of the financial services world. We also offer more traditional asset management services.

As a forward-thinking firm, we embrace technology to facilitate client interactions, offering both in-office and virtual meetings. The client base extends to nearly 30 states, enabling us to deliver our services efficiently and effectively to a diverse clientele.