Careers

 
 

Operations Manager

Stordahl Capital Management is currently seeking a full-time Operations Manager to join our firm located in Greenwood Village, Colorado. As Operations Manager you will be responsible for creating a highly collaborative culture of accountability, accuracy, efficiency, and transparency. You will be involved in daily transaction processing, custodian (Charles Schwab) interactions, compliance, implementation, and account maintenance functions, as well as collaborating with our Client Relationship Associates and overseeing special projects.

This is a dual role of Client Relationship Associate and Operations Manager. The ideal candidate will be flexible, as their responsibilities could change as the role is further developed and refined.

The role requires strong attention to detail and a high degree of operational and process acumen. The perfect candidate will have operations and management experience, with a great deal of comfort in using and learning different software applications.

Duties and Responsibilities

The following duties are generally representative of the nature and level of work assigned.

Operations Manager Duties

  • Planning, assigning, directing work, and addressing employee performance

  • May include interviewing, selection, and training new and existing employees

  • Designs, builds, develops and documents operational processes

  • Overseeing operations systems, processes, and infrastructure while looking for opportunities for improvement or revision

  • Works closely with Managing Director and Chief Compliance Officer (CCO) to ensure all operational, administrative, and compliance functions within the firm are being properly executed following regulatory best practices

  • Ability to identify the appropriate level of control and measures required for projects

  • Strives to improve processes to consistently improve client experience

  • Seeks to integrate new technologies to improve our client experience

Client Relationship Duties

  • Provide value-added service and support to Advisors with all client requests & existing account transactions and maintenance, such as processing deposits/withdrawals, transfers, beneficiary updates, new accounts, etc.

  • Coordinate with Advisors & CCO to establish and maintain client accounts, portfolios, and related data in our portfolio accounting software (Orion)

  • Maintain Advisors and CEO’s calendars using Calendly

  • Adhere to company policies and procedures to ensure client requests are handled within firm standards

  • Document client interactions in CRM in a timely and compliant manner and ensure that all new contacts are added and updated properly in our CRM system (Wealthbox)

Requirements, Experience, Education, Competencies & Professional Skill

  • Bachelor's degree is preferred

  • Five-plus years of financial services, banking, or wealth management experience preferred

  • Five-plus years of operations and management experience preferred

  • High level of proficiency in MS Office applications (Excel, Word, and Outlook)

  • Experience with Schwab Advisor Center Platform a plus

  • Strong interpersonal, verbal, and written communication skills

  • Strong project management and organization skills, with an ability to multitask between several projects

  • Ability to work independently or collaboratively, and within strict deadlines while managing multiple priorities and open projects

  • Strong attention to detail and accuracy

  • Exceptional phone conversation skills

  • Love of technology

  • Caring and concerned nature

  • Excellent listener

  • Impeccable integrity, honesty, and professionalism

Benefits

  • Strong compensation package (based on experience)

  • Health Insurance – SCM will pay the first $1,000 of your premium per month

  • Robust 401k and Profit-Sharing Plan

  • Paid Vacation

  • Flexible hours and work environment

Stordahl Capital Management, Inc is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Stordahl Capital Management, Inc and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Storahl Capital Management, Inc unless a client service