Connecting linkedin



Operations Manager

  • Location

    Los Angeles

  • Sector:

    Financial Services and Banking

  • Job type:


  • Salary:


  • Contact:

    Hannah Twomey

  • Contact email:

  • Salary high:


  • Salary low:


  • Published:

    3 months ago

  • Expiry date:


  • Startdate:


A wealth management partner of ours in Southern California is looking for an experienced Operations Manager to join their growing organization. The Operations Manager is an integral part of the shared services model of the firm and its alternative investment platform. This individual will interact with all departments to ensure the firm runs smoothly and efficiently.


As an Operations Manager, you will:

  • Liaison between departments (PE, VC, RE, Business Management, Advisors, etc.)
  • Maintaining and updating firm Salesforce system 
  • Support client associates 
  • Creating and updating client statements and reports 
  • Managing client portfolio database system
  • Reviewing marketing materials and letters before distribution to clients
  • Reviewing fund cap tables before updating portfolio reporting system 
  • Supporting Compliance Officer with filings and recordkeeping
  • Review trades placed by trader and financial advisors
  • Helping trader to resolve trade errors and document resolution
  • Troubleshooting issues with custodian systems or client accounts 
  • Developing written policies and procedures for firm across departments 
  • Reviewing alternative investment subscription documents to ensure they are filled out completely and correctly 
  • Identifying ways to make firm processes and systems more efficient


As an Operations Manager, you will need:

  • Bachelor's degree
  • 3-5 years experience in financing and operations 
  • Ability to work on a hybrid model 


If you are a skilled Operations Manager, you can apply by: 


Selecting the “Apply” button below or by contacting me directly.

As a Compliance & Financial Crime market specialist, I am partnered with a myriad of large and small Financial Services and Wealth Management Institutions across the West Coast. If this role is of interest to you, or if you are interested in exploring other opportunities within the market, you are welcome to reach out directly to:

Hannah Twomey,, 619-324-0225