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The Position
Job Title
Delos Operations Specialist
Job Description
ROLE MANDATE Manage and flawlessly execute the day-to-day operations for Delos Private Client Group which includes: coordinate client requests for account openings, transfers, paperwork, and service requests, maintain SOPs, manage CRM, operational workflows, and ensure firm records are up to date.
The Opportunity
This is a unique hands-on Operations Specialist opportunity at a growing RIA. The Operations Specialist is responsible for keeping the firm's day-to-day operations organized, efficient, and scalable. The role will work closely with advisors and leadership across client onboarding, account administration, billing, vendors, technology, and compliance. The right candidate will take ownership, solve problems independently, escalate, and continuously improve processes. This is an opportunity to play a key role in building the operational foundation of a growing wealth management firm. Career growth opportunities are anticipated as the firm expands.
Position Purpose
The Operations Specialist is responsible for ensuring the RIA’s day-to-day operations run efficiently, accurately, and consistently. This role supports advisors and clients by managing operational workflows, coordinating vendors and custodians, maintaining systems and records, and improving processes. The goal is to create a scalable operational foundation that allows the advisory team to focus on serving clients and growing the business.
Role Scope and Boundaries
The Role Owns
Firm operations – day to day operational workflows, CRM data, documentation, reporting, vendor and custodian coordination
Client and Advisor Support – coordinate meetings, follow-ups, paperwork, and client communications. Create a consistent and high-quality experience
Billing & Financial Operations – track firm expenses and recurring costs.
Compliance & Process Support – maintain SOPs, update CRM, and ensure custodian and firm paperwork is complete
The Role Does Not Own
Delos Wealth Advisors. The role is limited to Delos Private Client Group
Portfolio construction, investment decisions, or ongoing investment management
Invoice Payment or Budget & Projections
Compliance, legal, or risk decisions
Firm Operations
- Manage day-to-day operational workflows and administrative needs.
- Coordinate account openings, transfers, paperwork, and client service requests.
- Maintain accurate client, account, and firm records.
- Manage CRM data, workflows, documentation, and reporting.
- Coordinate with custodians, broker-dealers, vendors, and other service providers.
- Track operational tasks, deadlines, and outstanding items.
Client & Advisor Support
- Support advisors with client onboarding and ongoing service needs.
- Coordinate meetings, follow-ups, paperwork, and client communications.
- Ensure client requests are tracked and completed promptly.
- Help create consistent, high-quality client experiences.
Billing & Financial Operations
- Coordinate advisory billing and monitor billing-related issues.
- Track firm expenses, invoices, and recurring costs.
- Coordinate with the firm's bookkeeper/accountant.
- Maintain organized financial and operational records.
Compliance & Process Support
- Support the firm's compliance processes and documentation.
- Maintain organized records for regulatory and compliance needs.
- Coordinate with the firm's compliance consultant or Chief Compliance Officer (CCO).
- Develop and maintain SOPs and workflows to improve consistency and reduce errors.
Qualifications and Experience
- Ability to demonstrate strong attention to detail.
- Ability to demonstrate strong written and verbal communication skills.
- 2 to 5 years of prior experience in a similar role preferred.
- Experience and knowledge of Tamarac and Charles Schwab platforms preferred.
Success in this role means the firm runs smoothly, proactively, and with minimal operational issues. The Operations Manager keeps priorities moving, ensures clients and advisors receive timely support, maintains accurate systems and records, and continuously improves processes to create scale.
You will thrive here if...
Works independently, takes ownership and follows through
Organized and detail-oriented with excellent time management skills.
Manage multiple priorities and deadlines
Communicates clearly with clients, advisors, vendors, and service providers
Ability to creatively solve problems that align with the company’s goals
This role is not the right fit if...
Prefer to perform tasks without taking ownership
Struggle with organization, details, or deadlines.
Don’t enjoy juggling multiple priorities.
Find communication with clients, advisors, and vendors challenging
Prefer routine over figuring things out and solving problems creatively.
How the Role Fits the Wealth Team
The Operations Specialist role serves as the operational hub of the firm, working closely with Wealth Strategists (Advisors), Portfolio Managers, Financial Planners, and the COO. The role takes ownership of day-to-day workflows and administrative operations, allowing advisors to stay focused on clients and business development. As the firm grows, the Operations Manager will help build the systems, processes and infrastructure needed to scale efficiently.
Why Delos Private ClIent Group
- A financially strong, independent community bank platform with deep Texas and Oklahoma roots
- An integrated Wealth & Asset Management division, Delos Private Client Group, offering a full suite of solutions for HNW clients.
- Executive leadership is committed to Delos Private Client growth, with the resources and organizational backing to support real expansion
- A Texas and Oklahoma market genuinely underserved by an integrated, relationship-driven wealth platform relative to the wealth that exists here
- The opportunity to run the operations engine for a growing platform
All Locations:
Dallas-Uptown
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [email protected] for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
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