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Operations Manager

Employer
Rockbridge Capital Management, LLC
Location
Alexandria, Virginia
Salary
Salary commensurate with experience
Closing date
Feb 28, 2025
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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

Compensation commensurate with experience. Full benefits package including medical and retirement.

 

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