Advisory Operations Manager

New Republic Partners is seeking an Advisory Operations Manager to support and enhance the operational infrastructure of our wealth advisory business. This individual will play a critical role in managing custodial relationships, overseeing client service operations, and coordinating the delivery of client reporting in partnership with our third-party reporting provider.The ideal candidate is a highly organized and proactive professional who thrives in a collaborative environment, enjoys building scalable processes, and is committed to delivering an exceptional client and advisor experience.Key ResponsibilitiesAdvisory OperationsOversee day-to-day operational support for the wealth advisory team.Manage account onboarding, transfers, and maintenance across custodial platforms.Maintain strong working relationships with custodians including Fidelity and Schwab.Ensure operational processes support a seamless client and advisor experience.Coordinate operational workflows across advisory, compliance, and finance teams.Serve as a key operational partner to leadership in scaling the firm's advisory platform.Client Reporting & Data ManagementCoordinate with NRP's third-party reporting consultant to facilitate client reporting and deliverables and data integrity.Support improvements to reporting processes and workflows.Assist with data reconciliation and aggregation across custodial and reporting platforms.Advisor & Office OnboardingServe as the primary operational point of contact for onboarding new advisors and offices joining New Republic Partners.Lead and coordinate all operational aspects of advisor and office onboarding, including custodial setup, technology access, reporting integration, and operational workflows.Develop and maintain standardized onboarding procedures to ensure a consistent and scalableprocess as the firm grows.Provide onboarding support and training to new advisors on operational systems, reporting platforms, and service workflows.Process & Team ManagementManage operational staff supporting advisory functions.Develop and refine operational processes to support efficiency, scalability, and regulatory compliance.Champion a culture of integrity, accountability, and transparency at every level of the organization.Lead continuous improvement initiatives to support the firm's growth and evolving advisory platform.Qualifications7-10 years of professional experience, including at least 3 years in wealth advisory or wealth management operationsStrong knowledge of custodial platforms (Fidelity and/or Schwab preferred)Experience managing client service teams and operational processesFamiliarity with portfolio reporting systems and advisor technology platforms (e.g., Salesforce, Addepar, Black Diamond or similar)Exceptional organizational and project management skillsStrong attention to detail and analytical capabilitiesExcellent communication and collaboration skillsSound judgment, high integrity, and the ability to handle sensitive matters with discretion.Cultural FitSuccessful candidates will demonstrate qualities consistent with New Republic Partners' culture:Integrity: Trusted to handle sensitive financial information with discretion and professionalism.Service Mindset: Committed to delivering exceptional service to both clients and colleagues.Collaboration: Builds strong relationships and works effectively across teams in a fast-paced environment.Ownership: Takes initiative and thrives when given responsibility to build, improve, and scale processes.Continuous Improvement: Proactively identifies opportunities to enhance operational efficiency and systems.Compensation & BenefitsCompetitive base salary with performance based-bonus potential401(k) plan with employer contributionHealth/dental/vision insurance and FSALife and disability insurance

Created: 2026-05-09