Operations Manager

San Diego, California


Operations Manager – San Diego, CA or Fort Mills, SC

Leader without a team? This notable financial services company is looking for a talented Operations Manager, who will be in charge of various projects that will increase the team’s efficiency. The ideal professional will have a strong background in Portfolio and Advisory Accounting and an eagerness to learn, grow, and lead. A strong background in project management will give you the edge you need to succeed in this unique role.

What you’ll do:

  • Create strategies to close current portfolio accounting system project, help with production support, and scale up monthly reconciliation capabilities

  • Improve metrics and resource tracking

  • Manage a team of analysts and collaborate with other leaders to ensure strong employee engagement 

Who you are:

  • Bachelor’s degree in Accounting, Finance or related field

  • 7+ years of financial services experience with supervisory experience 

  • Series 7, 63 or any license is ideal or ability to obtain Series 99 in the first 90 days is required if no other licenses

What to do now:

Please send your resume to Anne Oyales at aoyales@provenrecruiting.com – we'd love to hear from you! 


We actively support and promote people of various backgrounds, from race, religion and gender to geographical area, university, lifestyle and personality type. Proven Recruiting is minority-owned, majority women, and is a strong advocate for diversity and inclusion in the broader community. Do not hesitate to apply now!


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