Head of Institutional Operations & Client Services

Mycgfinancial; Illinois; On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Paid time off

401(k) and discretionary profit sharing

Health benefits and life insurance

Financial planning for employees

Volunteer and community outreach opportunities

Job summary

Mycgfinancial is seeking a Manager of Institutional Operations & Client Services to oversee portfolio management operations. This role is central to ensuring efficient workflows and maintaining high service standards for advisor firms, focusing on operational scalability and reliability.

The ideal candidate will bring experience in institutional operations and client service within a financial services context, demonstrating leadership and a commitment to compliance and quality service delivery.

Qualifications

• Experience in institutional portfolio management operations, including trade processing and reconciliation.
• Proven track record in leading B2B client service operations.
• Strong knowledge of compliance procedures and operational risk controls.

Responsibilities

• Oversee institutional portfolio management operations and trade processing.
• Lead client service operations and establish service standards.
• Manage and develop a small operations team.

Skills

Institutional portfolio management operations

B2B client service operations

RIA compliance procedures

CRM and portfolio accounting platforms

Cross-firm communication

Job description

Mycgfinancial is seeking a Manager of Institutional Operations & Client Services to oversee portfolio management operations. This role is central to ensuring efficient workflows and maintaining high service standards for advisor firms, focusing on operational scalability and reliability.

The ideal candidate will bring experience in institutional operations and client service within a financial services context, demonstrating leadership and a commitment to compliance and quality service delivery.