Practice Manager

Practice Manager, Wealth Management OperationsLocation: Melville, NY | In-officeSchedule: Full-time | Monday to Friday in the office, with occasional work-from-home flexibilityCompensation: $130,000 to $160,000 base salary, depending on experience | Bonus potential | Profit-sharing eligibilityAbout the RoleOur client, an established and growing wealth advisory firm in Melville, NY, is hiring an experienced Practice Manager to oversee daily operations, support the leadership team, coordinate internal workflows, and help ensure the firm continues to run smoothly as it grows. This is a senior operational role within a small, high-touch wealth management practice and is ideal for someone who brings strong executive support, team coordination, process improvement, client service judgment, and financial services operations experience.This person will serve as a key right-hand to firm leadership and help manage the behind-the-scenes structure that allows advisors, client service team members, and leadership to do their best work. The Practice Manager will be responsible for anticipating needs, improving systems, keeping priorities organized, and ensuring client, advisor, team, and operational workflows move forward with consistency and care.What You’ll DoOversee the firm’s day-to-day operations, creating the structure and consistency needed for the office, team, and client service functions to run smoothlyPartner closely with firm leadership to translate priorities into action, keep important initiatives moving forward, and ensure strong communication and follow-through across the practiceStrengthen collaboration across the firm and with external partners, helping information move efficiently and ensuring responsibilities are clearly understood and completedDesign and improve the systems and processes that support the business, identifying inefficiencies and implementing practical solutions that make the team more organized, effective, and consistentPromote accountability and strong team performance by helping employees manage competing priorities, stay aligned around deadlines, and receive the support and training needed to succeedHelp maintain strong client service standards by overseeing onboarding, meeting preparation, follow-up, internal handoffs, documentation, and other client experience touchpointsProvide high-level support to firm leadership by anticipating needs, organizing important information, preparing for meetings, tracking commitments, and managing special projectsMaintain the operational infrastructure of the firm, ensuring its records, technology, vendor relationships, and compliance-sensitive materials are organized and managed with careBring sound judgment, professionalism, and calm execution to a fast-moving environment where priorities may shift and attention to detail is essentialWhat We’re Looking For7+ years of experience in practice management, operations, executive support, or client service leadership within wealth management, financial services, insurance, or a similar professional environmentProven ability to support senior leaders in a fast-paced, high-touch setting while anticipating needs, exercising sound judgment, and keeping priorities on trackExperience improving workflows, managing projects, and creating the structure needed for a team to operate efficiently and consistentlyStrong understanding of client service, professional communication, discretion, responsiveness, and follow-throughHighly organized and detail-oriented, with the ability to balance broader business priorities with day-to-day executionConfident coordinating across internal teams, clients, vendors, and financial services partners to ensure clear communication and timely follow-throughWarm, direct, and professional communication style, with the ability to serve as a trusted partner to firm leadershipProactive, flexible, and comfortable taking ownership in a small-team environment where responsibilities may evolveWealth management operations experience is strongly preferred, including familiarity with account servicing, client onboarding, insurance or annuity workflows, compliance documentation, or advisor supportExperience with Redtail, Black Diamond, Cetera, custodial platforms, or similar wealth management technology is a plusBachelor’s degree preferred, though substantial relevant experience will also be consideredWhy This RoleSenior operational leadership opportunity with a growing RIA and broker-dealer affiliated firm managing more than $375 million in AUMHigh-impact role serving as a trusted partner to firm leadership and helping shape how the business operates as it growsCompetitive compensation with annual bonus potential and profit-sharing eligibilityMedical benefits, 401(k) with employer match, generous PTO, and summer Fridays