[Remote] Remote Ops Manager (Start Q2 - 2024)

Note: The job is a remote job and is open to candidates in USA. Clark Asset Management is a leading fixed flat fee wealth management firm specializing in retirement income planning. They are seeking an experienced Operations Manager to report directly to the CEO and manage various operational responsibilities as the firm continues to expand.


Responsibilities

  • Recruiting, Development & Retention, Performance Management, Engagement & Communication
  • Collaborate with our CCO and compliance consultant to strengthen our program. Perform compliance tasks as specified by our compliance calendar
  • Manage our outsourced bookkeeper, drive the quarterly billing process, and run reports
  • Drive an effective and efficient virtual office
  • Manage several critical vendor relationship including our custodian, outsourced IT services, client portal, and so on
  • Work closely with our CEO to prepare and run our regular "all hands" meetings (weekly, monthly, quarterly), to include preparation of KPI reports

Skills

  • 5+ years in a variety of roles within an RIA
  • Ability to thrive working remotely
  • Exceptional attention to detail and well organized
  • Thrive in a start-up culture
  • Very comfortable saying 'I don't know' and 'I need help'
  • Consistently demonstrate our core values (client service, curiosity, transparency, tenacity & rigor)

Benefits

  • Full-time W2
  • Salary commensurate with skills & experience
  • Target Bonus 10-15% of Base Salary
  • 401-K Match (4%), Health & Dental & Vision
  • Unlimited PTO – Just get your work done!

Company Overview

  • We help people thinking about retirement replace their financial anxiety with a relaxed confidence about their future. It was founded in 2016, and is headquartered in Andover, MA, US, with a workforce of 2-10 employees. Its website is

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