Manager of Operations

Apollon Wealth Management; Boise (ID); On-site; USD 85,000 - 125,000; Full time

Job summary

Apollon Wealth Management seeks a Manager of Operations to lead daily office operations, client service delivery, and administrative functions supporting advisors and staff. This role requires organizing and guiding a team while ensuring top-tier client service and adherence to firm standards.

You will drive efficiency, onboarding, and accurate record-keeping in a compliance-driven environment. The ideal candidate brings 3–5 years in financial services operations and proven supervisory

Qualifications

• 3-5 years of leadership in operations within financial services, wealth management, RIA, or investment management.
• Experience supervising Relationship Managers, Client Service Associates, and Administrative staff.
• Strong understanding of account servicing, money movement, and custodian processes.
• Excellent communication and problem-solving to improve operational workflows.

Responsibilities

• Lead day-to-day office operations and ensure efficient workflows and client service aligned with firm standards.
• Provide direct leadership and development of staff, fostering accountability and high performance.
• Act as primary operational resource for advisors and support staff with workload prioritization.
• Oversee client service activities: account openings, maintenance, transfers, money movements, and servicing.
• Ensure seamless onboarding for new clients, including documentation and custodian transitions.
• Maintain accuracy of client and entity records, including insurance and tax-related documentation.
• Monitor workflows and service requests to ensure timely completion and proactive communication.
• Collaborate with advisors, custodians, and teams to deliver coordinated support and compliance with firm policies.

Skills

Operations leadership

Client service leadership

Financial services

Supervisory experience

Microsoft Office

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Job description

Manager of Operations

Reports to: Sr. Director of Staffing and Operations

Status: Exempt

The Manager of Operations is a key leader within the office and is responsible for overseeing daily operations, client service delivery, and administrative functions to ensure a seamless experience for clients and advisors. This individual provides leadership to Relationship Managers, Client Service Associates, and Administrative staff while driving operational efficiency, accountability, and adherence to firm standards. The ideal candidate possesses strong experience within a wealth management, investment advisory, or financial services environment and has a proven ability to manage teams, improve processes, and support business growth. This is a full-time, in-office position requiring a highly organized, proactive, and client-focused professional.

Key Responsibilities:

• Lead the day-to-day operations of the office, ensuring efficient workflows, exceptional client service, and alignment with firm standards and objectives.
• Provide direct leadership, oversight, and development of Relationship Managers, Client Service Associates, and Administrative staff, fostering accountability, collaboration, and high performance.
• Serve as the primary operational resource for advisors and support staff, conducting regular meetings to prioritize workload, address challenges, and ensure timely execution of client and business initiatives.
• Oversee all client service activities, including account openings, account maintenance, asset transfers, money movement requests, retirement plan rollovers, annuity servicing, reporting requests, and other ongoing account needs.
• Ensure a consistent and seamless onboarding experience for new clients, including account establishment, document collection, custodian transitions, and implementation of service plans.
• Maintain the accuracy and integrity of client, household, and entity records, including insurance, annuity, legal, and tax-related documentation.
• Monitor and manage operational workflows, service requests, and outstanding tasks to ensure timely completion, proactive communication, and a superior client experience.
• Partner closely with advisors, corporate service teams, custodians, and other stakeholders to deliver coordinated support and operational excellence.
• Ensure all office activities, client transactions, and operational processes adhere to regulatory requirements, compliance standards, and firm policies.
• Oversee office administration, facilities, vendor relationships, and maintenance needs to ensure a professional, organized, and productive work environment.

Minimum Education:

• Bachelor’s degree is preferred

Skills and Experience:

• 3-5 years of experience in operations, office management, or client service leadership within a financial services, wealth management, RIA, or investment management environment.
• Prior experience working in a financial advisor office, registered investment advisory firm, broker-dealer, or similar client-facing investment management setting strongly preferred.
• Previous supervisory or team leadership experience required.
• Strong understanding of investment account servicing, new account opening processes, money movement requests, retirement plans, annuities, and custodial platforms.
• Demonstrated ability to manage multiple priorities in a fast-paced environment while maintaining exceptional attention to detail.
• Strong problem-solving skills with the ability to identify operational inefficiencies and implement effective solutions.
• Excellent verbal and written communication skills with the ability to interact professionally with clients, advisors, and internal stakeholders.

• Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and Teams.
• Must maintain client confidentiality