Operations Manager
- Employer
- Rockbridge Capital Management, LLC
- Location
- Alexandria, Virginia
- Salary
- Salary commensurate with experience
- Closing date
- Feb 28, 2025
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- Job Function
- Compliance/Regulatory, Operations, Relationship Management, Trading
- Industry Sector
- Asset Management
- Employment Type
- Full Time
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Ambitious, motivated, team-oriented, career-minded professional with background in RIA operations to support small, growing RIA. Will have responsibility for execution and oversight of the following:
- Account documentation
- Separate Account administration: new account setup, asset transfers
- Partnership administration:
- onboarding and fundings for two private partnerships, one of which is domiciled in the Cayman Islands, interface with prime broker, bank, fund administrator, auditor and legal counsel
- Client Service
- Asset movements, transfers, wires, respond to client requests
- Trading, clearance and settlements with multiple custodians
- APX, Moxy, DTCC, FIX
- Tech support
- All internal hardware, software, networks and communication devices
- Compliance
- Background in compliance to include:
- Trading, electronic and "live" brokers
- SEC filings
- Policies and procedures
- Personal trading
- Background in compliance to include:
Compensation commensurate with experience. Full benefits package including medical and retirement.
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