Client Operations Lead for Private Wealth Growth

Phoenix Wealth Management, PLLC; Scottsdale (AZ); Híbrido; USD 54.000 - 66.000; Jornada completa

Descripción de la vacante

Phoenix Wealth Management, PLLC in Scottsdale, AZ is seeking an experienced Client Operations Manager to take ownership of the private client group’s operations. You will partner with the President and CEO to streamline prospect and client workflows and implement systems that support growth.

This role demands proactive problem-solving, cross-functional coordination, and the ability to drive initiatives from plan to completion.

Formación

• Three or more years of relevant experience in wealth management or financial services.
• Experience managing prospect, onboarding, or client-service workflows.
• Strong CRM, organizational, and project-management skills.
• Professionalism with confidential financial information.

Responsabilidades

• Manage prospects from initial consultation through onboarding and nurture.
• Review meeting recordings and turn conversations into action items.
• Coordinate follow-ups by email and phone.
• Collect statements and tax documents.
• Prepare for prospect meetings and client reviews.
• Enter and organize information in CRM and analytics tools.
• Maintain an accurate pipeline with next steps.
• Coordinate client reviews, distributions, transfers, and service requests.
• Build dashboards and standard operating procedures.
• Identify bottlenecks and drive process improvements.

Conocimientos

Wealth management experience

Operations leadership

CRM management

Process improvement

Herramientas

Salesforce

Redtail

Black Diamond

GoHighLevel

Kwanti

Retirement Analyzer

Descripción del empleo

Phoenix Wealth Management, PLLC in Scottsdale, AZ is seeking an experienced Client Operations Manager to take ownership of the private client group’s operations. You will partner with the President and CEO to streamline prospect and client workflows and implement systems that support growth.

This role demands proactive problem-solving, cross-functional coordination, and the ability to drive initiatives from plan to completion.