Garry Executive Search is partnering with a respected independent RIA serving high-net-worth families with complex planning needs to recruit a Senior Operations Associate to join their team.

About the Firm

This is a tight-knit, high-performing RIA serving high-net-worth client households. The practice operates much like a family office. Clients often carry complex structures including irrevocable trusts, LLCs, multi-entity ownership arrangements, and sophisticated estate plans. Operations here isn’t a support function, it’s the backbone of everything the firm does.

You’ll be part of a collaborative team environment supporting sophisticated client structures while helping maintain the operational backbone of a growing RIA practice.

What You’ll Do:

• Execute operational workflows supporting high-net-worth client accounts

• Manage account maintenance involving trusts, LLCs, and multi-entity ownership structures

• Coordinate with custodians on account administration, transfers, and service requests

• Work alongside attorneys, CPAs, and other professional partners tied to client relationships

• Assist in improving internal operational processes and workflows

• Support and mentor a junior operations team member

• Handle detailed documentation related to estate planning and entity structures

• Support client service requests tied to operational matters

What You Bring:

• Approximately 4–5 years of experience in RIA operations or wealth management operations

• Experience working directly with custodians and account administration workflows

• Familiarity with trust accounts, LLC structures, and estate planning documentation

• Strong organizational skills and attention to detail

• A problem-solving mindset and willingness to learn complex financial structures

• Series 65 preferred (or willingness to obtain)

• Stable work history and strong communication skills

Compensation & Benefits:

• Base Salary: $80,000 – $125,000

• Bonus: Approximately 20% target bonus

• Target Total Compensation: ~$110,000–$115,000

• Compensation growth aligned with increased responsibility and long-term career development within the firm

Location:

Edina, MN – This role is fully in-office due to the collaborative nature of the team and the complexity of the operational work.

If you’re someone who enjoys solving complex operational challenges and supporting high-net-worth clients behind the scenes, this could be a strong next step in your career.

If interested, feel free to apply directly or message me to learn more.