Wealth Client Operations Manager — On-Site Leadership

Lead Advisor; Fort Wayne (IN); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Insurance: dental/vision/disability

Retirement plan with company match

Life insurance

Paid holidays and PTO

Professional development

Job summary

Lead Advisor in Fort Wayne, IN, seeks a Manager of Client Operations to lead a centralized team responsible for client onboarding and ongoing service requests. You will ensure efficient processing, adherence to SLAs, and close collaboration with Advisors, Client Service Managers, and leadership.

Ideal candidates have 5+ years in financial services operations with strong people leadership, CRM familiarity, and a focus on accuracy, speed, and client experience in a high-volume environment.

Qualifications

• 5+ years of experience in financial services operations or client service.
• Leadership or supervisory experience in centralized or shared-service models.
• Proven ability to manage high-volume workflows and competing priorities.
• Experience with CRM systems, custodial platforms, and operational tools.

Responsibilities

• Lead, coach, and mentor a centralized team handling onboarding and service execution.
• Conduct regular 1:1 meetings, performance reviews, and development planning.
• Ensure timely, accurate processing of onboarding and account servicing requests.
• Monitor SLAs, capacity, and workload distribution; adjust resources as needed.
• Drive standardized workflows and compliance with regulatory requirements.

Skills

Leadership

Onboarding expertise

Operational oversight

Service workflows

Client communication

Quality control

Tools

CRM systems

Custodial platforms

Microsoft Office

Job description

Lead Advisor in Fort Wayne, IN, seeks a Manager of Client Operations to lead a centralized team responsible for client onboarding and ongoing service requests. You will ensure efficient processing, adherence to SLAs, and close collaboration with Advisors, Client Service Managers, and leadership.

Ideal candidates have 5+ years in financial services operations with strong people leadership, CRM familiarity, and a focus on accuracy, speed, and client experience in a high-volume environment.