Note: The job is a remote job and is open to candidates in USA. MDRN Wealth is a fee-only registered investment advisor serving clients nationwide. The Operations & Client Service Manager leads day-to-day client service operations, develops scalable workflows and systems, manages the client service team, and oversees advisory billing.
Responsibilities
- Own the design, implementation, and continuous improvement of our operational workflows and standard operating procedures
- Serve as the firm’s internal subject-matter expert on our CRM, custodial platforms, and operational technology
- Independently identify opportunities to improve, implement solutions, and build scalable processes as we grow
- Manage vendor and technology relationships, including platform administration, employee onboarding setup, and integrations
- Partner with leadership to set operational priorities while owning routine operational decisions
- Directly manage, train, and develop our Client Service Associate(s), including regular team meetings and training sessions
- Own the client service function end to end, establishing and monitoring team performance standards for how every request is handled
- Oversee all inbound and outbound client service requests and custodial workflows
- Own complex or sensitive client requests that call for senior-level expertise
- Partner with advisors to set clear communication, task delegation, and service expectations
- Own the firm’s advisory billing process end to end, from new-client setup and fee schedules to quarterly execution and reconciliation
- Maintain accurate billing records and audit readiness, aligned with client agreements and firm policies
Skills
- 5+ years of RIA client service and operations experience, including direct ownership of operational processes
- Expert knowledge of account types (IRAs, Roth IRAs, trusts, 401(k)s, entities) and custodial processes, including account openings, ACATs, money movement, wires, journals, and RMDs
- Demonstrated experience designing or materially improving workflows in an RIA CRM
- Prior experience as a manager or in an equivalent supervisory role, with direct reports
- Hands-on experience with Schwab and/or Altruist
- Experience configuring and executing advisory billing
- Clear, professional communication with clients, advisors, and custodial partners
- Experience with Slant, Capitect, and both Altruist and Schwab
- CFP® or FPQP™
Benefits
- Quarterly performance-based profit-sharing bonus eligibility
- 100% remote — work from anywhere in the US
- Unlimited PTO + paid holidays
- 401(k) with employer match
- Medical, dental, vision, life, and disability insurance
- Professional development support, including certifications, licenses, and continuing education
Company Overview