Business Operations Manager

Skip to main content Business Operations Manager Allio Capital United States Apply Business Operations Manager Allio Capital United States 2 hours ago Be among the first 25 applicants See who Allio Capital has hired for this role Apply Save Report this job About the RoleAllio Capital is a seed-stage fintech Registered Investment Advisor (RIA) building the next generation of intelligent wealth management technology. As our first Operations Manager, you will be the operational backbone of the firm — translating early-stage ambition into scalable, repeatable processes that can grow with us.This is a high-ownership, high-impact role. You will wear many hats: part compliance coordinator, part fintech power user, part client experience champion. If you thrive in environments where no two days are the same and you love making order out of complexity, this role is for you.ResponsibilitiesKey ResponsibilitiesOperational Leadership & ScalingBuild the foundation: Design scalable workflows and standard operating procedures (SOPs) that support increasing client volume without sacrificing quality or compliance.Strategic partner: Serve as the operational right-hand to firm leadership, translating strategic priorities into execution-ready plans.Process ownership: Identify operational gaps proactively and lead initiatives to close them before they become bottlenecks.Fintech & Platform IntegrationTechnology expert: Become the internal authority on our technology stack — CRM, portfolio management, billing, and reporting systems.Product collaboration: Partner with product and engineering teams to assess operational feasibility, design new workflows, and validate new financial tools.Integration management: Oversee data integrations and API connections across platforms, surfacing issues and driving resolution.Day-to-Day Advisory OperationsAccount lifecycle: Manage new client account setup, asset transfers, account funding, and ongoing portfolio administration across custodian partners (e.g., Schwab, Fidelity).Custodian relationships: Serve as the primary operational contact with custodians, resolving issues and maintaining strong partnerships.Operational quality: Monitor daily operational workflows and ensure all processes meet accuracy, timeliness, and regulatory standards.Billing & ReportingFee billing: Execute quarterly advisory fee billing cycles with accuracy and on schedule.Performance reporting: Coordinate portfolio performance reporting for clients and internal stakeholders.Data reconciliation: Manage ongoing data reconciliation between custodians, portfolio systems, and CRM.Compliance & Risk ManagementRegulatory monitoring: Monitor adherence to SEC regulations and internal firm policies on an ongoing basis.Filing support: Assist with data compilation for regulatory filings, including annual ADV updates and amendments.Policy development: Help draft and maintain internal compliance policies and procedures as the firm scales.Client Experience ManagementEscalation point: Act as the main operational contact for complex client inquiries and service escalations.Frictionless journey: Champion a seamless client experience across every operational touchpoint, from onboarding through ongoing servicing.Fundraising Data Room & Investor RelationsOwn the data room: Build and maintain a best-in-class investor data room (e.g., Carta, Notion, Dropbox) containing all materials critical to due diligence —...