Client Service and Operations Leader - Wealth Management

TCWGlobal; United States; On-site; USD 110,000 - 140,000; Full time

Job summary

TCWGlobal is seeking a highly organized Client Service & Operations Manager to oversee daily operations, streamline workflows, and support client service delivery in a fiduciary wealth management setting.

The role balances hands-on execution with strategic operational support, coordinating with custodians, vendors, and technology providers to enable scalable growth and superior client experiences.

Qualifications

• Wealth management or RIA experience required
• Proven ability to manage multiple priorities in a fast-paced environment
• Strong understanding of client onboarding, servicing, and documentation workflows

Responsibilities

• Oversee daily operational functions across the firm
• Improve workflows and service processes
• Support client service delivery and onboarding
• Manage systems, vendor relationships, and compliance processes
• Assist leadership with calendar, meetings, and special projects
• Ensure client touchpoints reflect fiduciary, client-first standards

Skills

5+ years experience

Client service

Operations management

Team leadership

Advisory firm operations

Education

Bachelor's degree in business/finance/management

Tools

Redtail

Wealthbox

Salesforce

Orion

Tamarac

Black Diamond

Advyzon

eMoney

MoneyGuidePro

RightCapital

Schwab

Fidelity

Pershing

Job description

TCWGlobal is seeking a highly organized Client Service & Operations Manager to oversee daily operations, streamline workflows, and support client service delivery in a fiduciary wealth management setting.

The role balances hands-on execution with strategic operational support, coordinating with custodians, vendors, and technology providers to enable scalable growth and superior client experiences.