The Operations Manager supports Santa Fe Advisors by performing a broad range of functions required to provide a high level of service to our clients, operate an efficient business, and grow our client base. OM is a conscientious, professional, and motivated individual who works effectively and efficiently in both an autonomous support role and team environment. Responsibilities include oversight and management of all operational activities, billing, compliance-driven record-keeping, client service, vendor oversight and relations, and special projects. The range of responsibilities is broad and may change over time as business conditions and SFA’s needs change. The OM would be a core member of a small entrepreneurial team and is expected to be flexible and adaptable, as business priorities require. Operations Manager- Santa Fe Advisors
What We Offer
- Competitive salary
- Annual performance bonus
- Health Insurance
- Vacation and paid time off
- Partial remote work opportunity
About Santa Fe Advisors
We provide investment management and financial planning services to high-net-worth individuals and families, trusts, institutions, and charitable organizations. The firm was founded in 2014 and is 100% employee-owned. Our firm’s core principles are based on serving our clients’ best interests through a detailed understanding of their personal and financial needs and goals. As fiduciaries to our clients, we focus on a high degree of transparency and aligning our interests with those of our clients. The principals and employees personally invest in the same portfolios that we recommend for our clients.
The approach that we apply to the work that we do for our clients also applies to the culture at SFA. We are a small entrepreneurial team that expects the same high level of service internally that we provide our clients externally. While small, we strive to operate using best industry practices and leverage technology and software in order to operate as efficiently as possible. We genuinely enjoy spending time together and support our individual interests beyond SFA.
To apply click the contact us link. Choose the option: ‘apply for open position’ then attach your cover letter, and resume.