Operations
Join Fortress Financial Partners, where our Operations team drives success. Leverage multi-custodial flexibility, Orion technology, and seamless connectivity to meet evolving client needs. If you excel in precision, innovation, and supporting advisors, help us keep our Family Office running at its best.
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At Fortress Financial Partners, we’re a client-centered, advisor-driven firm where our Operations team makes the difference. You’ll harness our multi-custodial flexibility—partnering with top custodians—and adapt constantly to meet evolving client needs, with Orion as our core technology. Empowering you to streamline processes, manage connectivity, and ensure seamless service wherever clients need us. If you thrive on precision, innovation, and supporting advisors to deliver results, join us and keep our Family Office running at its best.
What you'll do
You will ensure smooth and efficient day-to-day processes that support business functions. You’ll help optimize workflows, manage operational tasks, and contribute to overall efficiency.
- Oversee daily operations, ensuring accuracy and compliance with company policies.
- Assist in process improvements to enhance efficiency and productivity.
- Collaborate with internal teams to streamline workflows and resolve operational issues.
What you'll bring
We’re looking for a detail-oriented problem solver with strong organizational skills. Your ability to manage processes and drive operational excellence will be key to success.
- 2+ years of experience in operations, finance, or process management.
- Strong analytical skills and attention to detail.
- Ability to multitask and work efficiently in a fast-paced environment.
What you'll get
Be part of a team that values efficiency, innovation, and collaboration. We offer opportunities to grow and make a meaningful impact in operations.
- Competitive salary and benefits package.
- Career development opportunities and skill-building programs.
- A dynamic and fast-paced work environment.