Operations Manager / Practice Manager

Company: Claire Myers Consulting
Location: Syracuse
Posted on: February 14, 2026

Job Description:

Job Description Job Description Overview: Our client is a well-established wealth management firm seeking an experienced Operations Manager / Practice Manager to serve as a true operational extension of the advisors. This role is designed for someone who understands how a financial advisory practice runs and can independently manage day-to-day operations, systems, and process improvement. This individual will take ownership of operational workflows, clean up and optimize systems, and help prepare the firm for long-term growth. There is a clear career trajectory for the right person. Key Responsibilities: Practice Operations: Own daily operations and ensure the practice runs efficiently Create, document, and maintain SOPs across the firm Identify gaps in workflows and proactively implement solutions Remove operational tasks from the advisors’ plates Broker Dealer & Client Operations: Manage broker dealer-related operational items including: Account opening and maintenance Distributions and transfers Beneficiary updates Case processing and follow-through Ensure accuracy, compliance, and attention to detail across all client-related activity Systems & Technology: Oversee CRM and practice technology, including: Advisor360 ClientWorks OnceHub? Lead system clean-up efforts to improve data accuracy and efficiency Manage an upcoming system/platform transition and serve as the internal point person Team Support & Onboarding: Onboard new hires, including systems access and workflow training Support advisors and team members with operational best practices Help create structure and consistency as the firm grows Ideal Candidate: Prior experience in a wealth management or financial advisory environment Strong understanding of advisory operations and broker dealer workflows Highly independent with the ability to work without hand-holding Detail-oriented, organized, and process-driven Comfortable owning projects from start to finish Confident working directly with founders and senior advisors Experience with Advisor360, ClientWorks, or similar platforms preferred Compensation: Option 1: Mid-Level Operations Professional Base Salary: $75,000 – $90,000 Bonus potential available Option 2: Senior Operations Leader Base Salary: $90,000 – $110,000 Bonus potential available

Keywords: Claire Myers Consulting, Rochester , Operations Manager / Practice Manager, Accounting, Auditing , Syracuse, New York