Operations Manager in Bradenton

Job DescriptionJob Description

We are seeking an experienced Operations Manager who is fluent in the RIA ecosystem. You will be processing client billing, help in case preparation, track portfolio reporting and trade implementations, and play a team role in advisor case presentation support. This is a high-impact role requiring a "detail-obsessed" mindset and the ability to thrive in a high-output, boutique environment.

Core Responsibilities

• Portfolio & Trade Implementation: Execute model-driven trades and rebalancing via iRebal on the Schwab platform. Build model portfolios and submit block trades with 100% accuracy.
• Client Billing: Manage quarterly/ongoing billing cycles using Advyzon, reconciling schedules and AUM-based calculations.
• Portfolio Analysis: Build deep-dive prospect analyses using Kwanti, focusing on risk scoring, stress testing, and asset allocation comparisons.
• Advisor Support: Assemble co-branded presentation materials and performance summaries for our advisor partner network.
• Account Operations: Process new account paperwork, rollovers, and custodial workflows (Schwab/Fidelity).
• CRM Integrity: Maintain workflows and communication logs within Advyzon to ensure data accuracy across the firm.

Required Qualifications

• Experience: 3–5+ years in RIA operations, independent advisory, or broker-dealer back-office roles.
• Tech Mastery: Hands-on proficiency with Advyzon (Billing/CRM) and Kwanti (Analytics).
• Trading Expertise: Direct experience with iRebal for portfolio rebalancing and trade proposal .
• Custodial Knowledge: Deep familiarity with Schwab Advisor Services workflows.
• Communication: Professional polish; you will interface directly with advisor partners nationwide.

Qualifications

• Experience supporting a multi-advisor or OSJ/network model.
• Familiarity with GoHighLevel marketing automation.
• Series 65 license (valued but not required).
• Insurance and annuity sales licensed (valued but not required)
• Experience with Advyzon portfolio accounting systems.

Compensation & Culture

• Pay: Competitive salary commensurate with experience.
• Impact: Your work directly influences the growth of advisor businesses across the country.
• Environment: A startup-paced, tech-forward culture where systems and workflows are constantly evolving.

How to Apply

Ready to take the lead on operations for a RIA?

Contact: Mike Williams

Firm: Truvestments Capital LLC

Apply via ZipRecruiter or reach out directly to initiate a conversation.

Company DescriptionTruvestments Capital LLC is a modern, fast-growing SEC Registered Investment Advisor located in Sarasota, Florida. We serve high-net worth families, entrepreneurs, executives, and business owners who rely on us for fiduciary advice and disciplined wealth management.Company DescriptionTruvestments Capital LLC is a modern, fast-growing SEC Registered Investment Advisor located in Sarasota, Florida. We serve high-net worth families, entrepreneurs, executives, and business owners who rely on us for fiduciary advice and disciplined wealth management.