Operations Manager

Overview Are you a detail-oriented, client-focused professional looking to support a growing financial advisory practice? An elite Financial Advisor affiliated with Foster Klima is seeking an Operations Manager to lead the operational tasks for their personal practice, with a specialization in investment operations. This role offers the opportunity to work with the advisor in delivering exceptional client experiences and ensuring smooth day-to-day operations. You will have the opportunity to work in a hybrid schedule. Responsibilities Lead the operational tasks for the advisor’s personal practice, specializing in investment operations. Deliver exceptional client experiences and ensure smooth day-to-day operations. Qualifications Industry experience beyond client service. Exceptional organizational skills. Possession of Securities Licensing (Series 7, 63/66). Location & Schedule The office is located in Minnetonka. The role offers hybrid work, with 3 days in the office after onboarding is complete. #J-18808-Ljbffr