Manager of Institutional Operations

CG Financial Services; Williamston (MI); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Paid time off

Safe Harbor 401(k)

Health benefits

Job summary

CG Financial Services in Williamston is seeking a Manager of Institutional Operations & Client Services to oversee portfolio management and lead client service operations.

The ideal candidate will have demonstrated experience in institutional portfolio operations and establish clear standards for service delivery. This role involves managing a specialized team, enhancing operational efficiency, and ensuring compliance with regulatory requirements.

Qualifications

• Demonstrated experience in institutional portfolio management operations.
• Proven track record leading B2B client service operations.
• Strong cross-firm communication skills.

Responsibilities

• Oversee portfolio management operations and trade processing.
• Lead B2B client service and establish service standards.
• Manage a small operations team and drive accountability.

Skills

Institutional portfolio management operations

B2B client service operations

Communication skills

CRM proficiency

Tools

Portfolio accounting platforms

Workflow technology platforms

Job description

About CG Advisor Network

At CG Advisor Network, we empower independent advisors by giving them the freedom to focus on what matters most— their clients. Our multi‑custodial, open‑architecture platform delivers a full spectrum of investment solutions, robust back‑office support, and business‑building resources that keep advisors ahead of the curve.

Description

The Manager of Institutional Operations & Client Services sits at the center of our operations infrastructure, ensuring systems, workflows, and relationships that power our institutional business run with precision and care.

Why This Role Matters

CG Advisor Network is growing, and that growth demands an operations infrastructure that is both scalable and deeply reliable. The Manager of Institutional Operations & Client Services is pivotal for building a platform that allows our advisors and their clients to experience CG Advisor Network at its best.

Core Responsibilities

• Oversee institutional portfolio management operations, including trade processing, reconciliation, and custodian workflows.
• Lead B2B client service operations and establish clear service and engagement standards for advisor firms.
• Serve as the primary operational point of contact for external advisor firm staff, reinforcing service expectations and relationship quality.
• Partner with Compliance to ensure operational processes align with regulatory and firm requirements.
• Manage and develop a small institutional operations team, setting expectations and driving accountability.
• Lead systems adoption and process design across CRM, portfolio accounting, and workflow platforms.
• Identify and implement operational improvements that enhance scalability, efficiency, and client experience.
• Monitor service performance, resolve escalations, and continuously refine service delivery.

What Success Looks Like

• Institutional portfolio operations run accurately and on schedule, with reconciliation issues resolved quickly and custodian workflows functioning without interruption.
• Advisor firm partners consistently rate service delivery as responsive, clear, and professionally handled.
• The operations team performs with high accountability, meets service standards, and grows in capability under your leadership.
• Technology platforms are adopted and used as designed, with documented processes that reduce reliance on tribal knowledge.
• Compliance maintains confidence that operational workflows meet regulatory requirements with no material gaps.
• Escalations are resolved with speed and care, and the root causes are addressed so the same issues do not recur.

Requirements

Required

• Demonstrated experience in institutional portfolio management operations, including trade processing, reconciliation, and custodian workflows.
• Proven track record leading B2B client service operations in a financial services or RIA environment.
• Working knowledge of RIA compliance procedures and operational risk controls.
• Experience managing and developing small, specialized operations teams.
• Proficiency with CRM, portfolio accounting, and workflow technology platforms, with a track record of driving adoption.
• Strong cross‑firm communication skills with the ability to manage relationships across advisor firms and internal departments.

Preferred

• Experience designing or overhauling service delivery models within a multi‑advisor or institutional RIA context.
• Familiarity with process documentation methodologies and tools.
• Background working alongside compliance teams on operational risk reviews or audits.

Core Values

• Thirst for Knowledge: You are curious and creative, always building expertise and asking the right questions.
• Innovative Problem Solver: You propose solutions, lead by example, and follow through on commitments.
• Self‑Motivated: You are proactive, results‑oriented, and energized by new challenges.
• Authentic: You lead with honesty and integrity in everything you do.
• Positively Impact People: You are committed to growing those around you and striving for collective success.

Compensation & Benefits

• Paid time off
• Safe Harbor 401(k) and discretionary profit sharing
• Health benefits, life insurance, and ancillary insurances
• Free financial planning for employees
• Volunteer and community outreach opportunities