Operations & Client Service Manager - Wealth Management

2 weeks ago

Meriden, United States Judson Group Full time

Judson Group has been retained by a highly regarded independent wealth management firm in the search for a Wealth Management – Operations & Client Service Manager. The firm is well respected for their commitment to building client relationships and providing expertise and solutions to meet client needs. This individual will be a key member of the firm’s team and will oversee operations within the middle and back office, focusing on team engagement, client success, and project managing assignments. The role spans a broad array of responsibilities including overseeing client support teams, running operational processes and functional areas (i.e., Compliance, Information Technology, Human Capital).


The ideal candidate has strong organizational skills, get-it-done mentality, knowledge of the operations process in the RIA/wealth environment, and the ability to be a strategic thought leader and drive change to ensure the firm is well-run.


Responsibilities:

  • Act as central point of communication for client services team, specifically between the Client Service and Advisory team.
  • Responsible for oversight of the firm’s operations team members ensuring goals and objectives are met.
  • Assist with human resource functions including performance management, talent development, payroll, benefits, and administration matters.
  • Facilitate weekly Client Prep meetings, including all materials and deliverables are prepared.
  • Responsible for performance reporting, billing, and back-office procedures.
  • Oversee CRM and other technology resources as they pertain to the client experience and operations.
  • Ensure the team is following compliance standards and protocols.
  • Manage all new and existing vendor relationships, billing, and invoicing.
  • Manage client experience operations metrics and key performance indicators to ensure efficiency and productivity.
  • Evaluate, design, and enhance the client experience through long-term strategic initiatives and recommendations.
  • Implement new processes and procedures to increase operational efficiency day-to-day.


Requirements:

  • 5+ years of operational experience within a wealth/RIA setting required.
  • Bachelor’s degree required.
  • Series 65 and FPQP (Financial Paraplanner Qualified Professional) highly preferred.
  • Knowledge of basic financial services operational functions, terminology, and software.
  • Superior management and collaboration skills including the ability to influence and engage direct and indirect reports and peers.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • High degree of customer service, confidentiality, and urgency.


Compensation:

Strong base salary, bonus, and benefits package.


Location:

Meriden, Connecticut

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