About Private Advisory

Private Advisory is an independent wealth management and family office firm committed to helping successful individuals, families, and business owners simplify complexity and achieve meaningful outcomes. Our team combines sophisticated planning, investment management, and family office services with a culture focused on service excellence, innovation, and long-term relationships.

Position Summary

The Operations Manager is a key leadership role responsible for driving operational excellence, process improvement, technology adoption, and human capital management across the firm. Reporting directly to the Chief Operating Officer (COO), this individual will ensure scalable operational infrastructure, exceptional client service delivery, and organizational readiness to support the firm's continued growth.

The ideal candidate is a proactive leader with strong operational expertise in the investment industry, exceptional organizational skills, and a passion for developing people and systems. This role requires the ability to think strategically while executing tactically, fostering collaboration across departments, and creating a culture of accountability, efficiency, and continuous improvement.

Key Responsibilities Operations Leadership

Develop, implement, and monitor procedures that reduce errors and improve consistency in client onboarding, account maintenance, transfers, trading support, and service delivery.

Technology & CRM Management

Oversee CRM data integrity, workflows, automation, reporting, and user adoption.

Client Experience & Service Excellence

Coordinate the development and execution of service standards and deliverables designed to create exceptional client experience.

Leadership & Strategic Execution

Partner with the COO and leadership team to execute strategic initiatives and organizational priorities.

Qualifications Required Experience & Skills

Bachelor's degree in Business Administration, Finance, Human Resources, Operations Management, or related field.
5+ years of leadership experience in operations, business management, or practice management, preferably within a Registered Investment Adviser (RIA), wealth management firm, or financial services organization.
Demonstrated experience improving processes, systems, and operational efficiency.
Strong knowledge of CRM systems, workflow management, and business process automations.
Experience leading employee development, and performance management initiatives.
Proven ability to manage multiple priorities and projects simultaneously.

Success Measures

Success in this role will be measured by:

Reduction in operational errors and rework
Increased operational efficiency and scalability
Strong CRM adoption and data integrity
Improved client service metrics and satisfaction scores
Consistent execution of firm processes and standards across all locations
Successful implementation of strategic initiatives and operational improvements

Reports To

Chief Operating Officer (COO)

Location

Lehi, Utah (with oversight responsibilities across all firm locations

Compensation Package

Job Type: Full-Time
Base Salary: $110,000 - $130,000 based on experience in industry
Exemption Classification: Exempt
Bonus: Based on Firm Results
Work Location: In Office
Schedule: Monday – Friday
Vacation: 2 weeks
Retirement Plan: 401(k) plan with match
Insurance: health, vision and dental plans available

Private Advisory

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