Firm Description:

Geometric provides comprehensive financial planning for executives and partners in management consulting, finance, and other demanding careers. We specialize in serving partners at top-tier management consulting firms (Bain, BCG, and McKinsey).

Launched in 2015, Geometric is a fast-growing, independent firm with 32 people on our team (including seven Wealth Advisors) and with clients nationwide. Unlike most firms that cater to those in or near retirement, Geometric was designed specifically for (very) high-earners who are accumulating wealth at an accelerated pace and whose financial pictures are becoming increasingly complex. Our clients have rare analytical abilities and high professional expectations. Most are between 32- and 45-years-old, and many have young children.

Our offering includes three main services, all of which are bundled into a single wealth management fee and provided to essentially all clients:

Financial Planning. We help our clients define their financial goals and we build comprehensive net worth projections to ensure that they are on track to achieve them, along with scenario analyses to understand the implications of career and lifestyle choices. This process also includes proactively optimizing the client’s insurance coverage, estate planning, debt management, employee benefits, college savings, charitable giving, and any other material financial decision.
Portfolio Management. Our firm’s investment philosophy is central to our identity: we believe that markets are efficient, and therefore we don’t attempt to pick individual securities or time the market. Instead, we invest in low-cost, broadly-diversified, tax-efficient portfolios of passively-managed mutual funds and ETFs (such as those offered by Dimensional Fund Advisors or Vanguard), and we continuously manage portfolios in an effort to squeeze out every possible basis point from tax location, tax loss harvesting, rebalancing, etc.
Tax Services. Our in-house, fully-integrated tax team prepares and files our clients’ tax returns and provides ongoing tax planning and consultation.

To learn more, please visit our website at www.geometricadvisors.com

Job Description:

We seek someone to join our team in a critical role: Operations Specialist. Our firm takes our operations and client service seriously, and we are looking for an enthusiastic team member dedicated exclusively to those important functions.

Responsibilities:

Work closely with Financial Planners and Wealth Advisors to manage all operational and administrative aspects of our client relationships.
Alongside Geometric’s existing Operations Specialists, take ownership of all operational workflows. For example, our onboarding process for new clients involves over 200 steps. While some steps are to be completed by the client, some by the client’s Wealth Advisor, some by the Financial Planner, and some by the Operations Specialist, we would expect that the Operations Specialist would “own” this process, ensuring that it progressed on schedule and that everyone was completing their necessary tasks.
Maintain and update client records in the firm’s CRM software (PractiFi).
Collaborate on creating new, and maintaining existing, workflows in our CRM.
Communicate with Geometric’s custodians (primarily Charles Schwab) to ensure that the operational needs of our clients and firm are handled quickly and correctly.
Manage all client forms (mostly paperless). The nature of wealth management requires a lot of electronic form-filling and e-signature gathering for both new and existing clients.
Perform regular maintenance for existing clients including: opening and closing accounts, initiating contributions, distributions, wires, transfers, rollovers, charitable donations, address changes, beneficiary updates, etc.
Help to manage our firm’s portfolio database software (Orion Advisor Services) to ensure that client portfolios are accurately tracked and reported.
Serve as a “jack of all trades”. Be willing to the accept any administrative tasks that allows our team to focus on the client.
Continually search for ways to improve the firm’s processes, and to speak up when they are found.
Help to recruit, hire, train, and mentor others on the Operations team as the firm continues to grow.

Career Path:

A successful Operations Specialist will grow within our Operations team, developing into a Senior Operations Specialist within 2-3 years. The Senior role comes with added responsibility, “ownership” of additional (and more complex) workflows, and mentorship responsibilities of newer Operations Specialists.

The position reports to Ashley Kennedy, our Client Operations Team Lead, who will support you and your growth and development at Geometric.

Qualifications:

Candidates must have Bachelor’s degree.
We seek a candidate with at least 1-2 years of relevant work experience, but we are open to conversations with great candidates with less or no experience.
We seek a candidate who already understands the operational needs of an independent wealth management firm, either from direct prior experience working for a Registered Investment Advisor (RIA) or from working for a related party (custodian, bank, vendor, etc.), but again, we are open to conversations with great candidates who have no direct experience.
Exceptional organizational skills. You should be the type of person who develops processes to ensure that everything remains organized and that nothing ever falls through the cracks.
Airtight reliability. Always doing what you say you will do, when you said you will do it. When you take ownership of a task or project, everyone else on the team should feel comfortable knowing that it is taken care of.
Clear and confident communication, particularly when writing. This is especially important given the remote nature of our firm.
Aptitude for and comfort with technology. Both the ability to effectively use existing technology and the willingness to think strategically about how new technology could be used to improve our internal processes.
Service-minded, both in service to our clients and to the rest of our team.
Fun to work with and enjoyable to be around.

Location:

Anywhere within the continental U.S. We strive to find the best people, and we use technology (Slack, Zoom, screen-sharing, etc.) that allows us to operate as a team regardless of location. (See ‘Flexible work schedule’ below for our typical working hours.)

Compensation:

The annual base salary range for this role is $62,000 to $72,000. Placement within this range depends on experience and qualifications. We wrap all of an employee’s cash compensation into one higher-than-market base salary, rather than to carve a portion out for bonuses.

We offer top-tier compensation packages that enable us to attract and retain the best people, and we use industry benchmarking surveys to ensure this remains the case.

This is a full-time W-2 position.

Benefits:

Flexible work schedule. We work hard and trust that all team members will do the same, so we operate with a flexible work environment – when family or important life obligations call, we expect you to answer! That said, we expect that everyone will typically be available during working hours (roughly 8:30 CT – 5:00 CT), which is necessary for us to operate as a team, and that everyone will have a private, quiet workspace during those hours. We have no defined vacation or sick policy and trust that everyone will take what they need.
Health insurance. At the beginning of the month following your start date, you will have the option to participate in our company-sponsored medical plan, with Geometric paying for at least 2/3 of the premiums. Geometric also offers dental, vision, and long-term disability benefits.
401(k). Including 5% company match with immediate vesting.
Family leave. Paid parental leave (either (a) 12 weeks full-time or (b) 8 weeks full-time + 8 weeks half-time) after welcoming biological or adopted children. This applies to both mothers and fathers.
Professional development sponsorship. The firm values life-long learning and provides an annual stipend to full-time employees to pursue relevant professional development opportunities including obtaining credentials, attending conferences and taking continuing education classes.
Portfolio management. For those who want it, Geometric will manage your investment portfolio at no charge using the same platform that we use for clients. (Note that this does not include broader, comprehensive financial planning or tax services.)
Tech/home office needs. Geometric will supply work-related technology (hardware and software) as well as a stipend for furnishings or other items needed to make your home office comfortable and productive and secure.
Wellness Wednesdays. Our team chooses not to work for a portion of every Wednesday afternoon. Instead, we each do something fun - ideally something outdoors and physical. We believe this makes us healthier, happier, and ultimately more productive.
Sabbaticals. Geometric offers "no work allowed," fully-paid, five-week sabbaticals after seven years with the firm (and every five years thereafter).

Culture:

Our firm is small, friendly, and informal. Our team strives to uphold our four core values and we look for others who value these same principles.

Excellence: We are service-oriented, and we put our clients’ interests ahead of our own. We take pride in the excellence of our team, our service, our analyses, and our deliverables.
Overcommunication: We value open, honest, and thoughtful communication and take extra time to ensure that our communications are clear.
Continuous Improvement: We embrace the fact that our firm – and each of us individually – will always be a work-in-progress. There is no end state; only a journey of getting better.
Support and Balance: We choose to work with people who are positive, supportive, and kind. We value our own mental and physical wellness, and we care about the wellness of our colleagues.

Diverse Perspectives:

We believe that a team performs better when its members bring diverse perspectives. We strive to provide an inclusive environment for those of any race, religion, ethnic origin, gender identity or expression, age, physical disability, sexual orientation, marital status, parental status, military service, medical history, or any other status. All are welcome and supported here.

Typical Interview/Evaluation Process:

Hiring the right people is the most important thing that we do. As a result, our hiring process may be more rigorous than the average company’s. The typical process is described below, though it is always subject to change based on individual circumstances.

Short video submission. Typically, a 3–5-minute video telling us about yourself and why are interested in this position. We will follow up to request a video after reviewing your resume – it is not required as part of your initial application for the position.
Second-round interview, with existing Client Operations team members.
Simulation exercise, intended to give you a better sense of what the job entails, and to give us a better sense of your ability to perform the responsibilities of the role.
Final-round interview, typically with Geometric’s Managing Partner and Chief Operating Officer.

Geometric Wealth Advisors

Client Operations Specialist

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Geometric Wealth Advisors

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