[Remote] Operations & Client Service Manager

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