Scottsdale, Arizona
Posted 1 month ago

Manager, Operations | Scottsdale, AZ


Job Description

Beacon Pointe is currently seeking an exceptional individual to join our Central Operations team as a Manager. The position will be located in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.


  • Supervise and train Central Operations team members on key responsibilities of their role
  • Support our satellite office locations with client requests such as prepping account paperwork and tracking setup via custodian partners
  • Serve as a subject matter expert on highly complex operations processes with the aptitude to identify, understand and communicate core operational needs
  • Effectively partner with satellite offices to support existing client relationships and prospects
  • Research and respond to complex client and associate inquiries within defined service level commitments
  • Execute account maintenance tasks, as needed
  • Maintain and update client files utilizing internal systems including CRM (Microsoft Dynamics) and portfolio management databases (Tamarac AdvisorView)
  • Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures


  • Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred)
  • 5+ years of relevant experience working within client services and/or operations; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
  • Demonstrated experience and knowledge of client service and operational processes
  • Exceptional written and verbal communication skills
  • Commitment to detail with excellent organization, time management and interpersonal skills
  • Self-starter with a proven ability to work in a fast-paced, evolving work environment
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
  • Knowledge of Salesforce CRM and/or Tamarac AdvisorView preferred
  • Experience with Charles Schwab, Fidelity and/or TD Ameritrade institutional platforms and paperwork preferred

Interested candidates: Please click on the following link to complete a brief assessment that is part of the application process.  We suggest allowing 15 – 20 minutes to complete the assessment.  Once the you have completed it, you will see a button where you can add a resume to your profile.  Please make sure to include your resume as well, prior to completing the process.  Click here to begin:  https://iworkzone.com/eng/pages/viewJobDetails/3502/51b959bb08134c5881d8f48640ddc379


About Beacon Pointe Advisors

Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.

Job Features

Job CategoryClient Service & Operations

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