OneWell is seeking an execution-focused Senior Manager for Investment and Client Service Operations to oversee and optimize the firm’s operational infrastructure. This pivotal role will serve as the backbone of our day-to-day processes, ensuring a seamless delivery of services to both clients and advisors. The ideal candidate is technology-forward, process-driven, and brings deep experience in the RIA space—combined with the ability to collaborate effectively across diverse teams.

About Us:

OneWell is an RIA (registered investment advisor) serving faith-based institutions, private foundations, and family offices. One Oak serves as an Outsourced Chief Investment Officer (OCIO) where we bring institutional-grade investment management expertise to organizations that seek sustainable growth for their endowments and foundations but may lack the internal resources to manage complex portfolios.

Salary Range: $110,000.00 - $140,000.00 per year

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Health Insurance

Hands on Training

Career Growth Opportunities

Retirement Plan

• Must reside in Washington DC metro or Princeton/Central NJ area, as there is an in-office requirement
• Experience: 5-7+ years in an operational leadership role within an RIA /wealth management setting
• Technical Proficiency: Strong command of RIA-specific technology platforms (e.g., Adyzon, Schwab Advisor Center, or similar) and a forward-thinking approach to technology adoption.
• Process Expertise: Demonstrated ability to design, implement, and refine operational processes focusing on efficiency and client satisfaction.
• Compliance Knowledge: Familiarity with SEC and FINRA regulations governing RIAs.
• Education: Bachelor’s degree in Business, Finance, Operations Management, or a related field; advanced certifications (e.g., CFP, CFA, Series 65) are a plus.
• Attributes: Detail-oriented, proactive, adaptable, and solutions-driven; thrives in a fast-paced, dynamic environment.

Key Responsibilities

1. Client Operations & Reporting

• Oversee all client billing processes, including fee calculations, invoicing, and reconciliation.
• Manage client reporting workflows (e.g., Adyzon) to ensure accuracy and timeliness.
• Coordinate account and portfolio reconciliation with custodians and internal advice teams.
• Handle alternative data management for enhanced investment strategies and client insights.

2. Process Optimization & Client Experience

• Design, document, and implement processes and procedures that drive operational efficiency and elevate the client experience.
• Execute the firm’s technology strategy—developed with the technology leader—by ensuring seamless adoption of new tools and systems.
• Lead training programs for team members on operational workflows, technology platforms, and client service standards.

3. Risk, Compliance & Financial Oversight

• Ensure adherence to regulatory requirements (SEC, FINRA) and firm policies, serving as a primary contact for risk and compliance matters.
• Prepare and deliver monthly financial performance reports to the CEO in collaboration with external accounting and advisory partners.
• Manage firm-wide insurance policy renewals and advisor licensing requirements.

4. Vendor & Human Capital Administration

• Administer relationships with key vendors (custodians, technology providers, service partners) to ensure optimal performance and service levels.
• Oversee select human capital functions, including payroll processing, PTO management, benefits administration, talent onboarding, and the maintenance of employee handbooks.
• Maintain up-to-date position descriptions and job packets for all roles.

5. Firm-Wide Policy & Procedure Management

• Serve as the steward of firm policies, ensuring consistency, compliance, and alignment with Tabar’s strategic goals.
• Identify opportunities for operational enhancements and implement scalable solutions.