Wealth Management Operations & Client Service Manager

A leading global financial services organization is seeking a strategic and highly collaborative Senior Operations & Client Service Manager to lead service delivery, operational excellence, and business support functions across a multi-branch market.

This leadership role partners closely with senior management to enhance the client experience, drive operational efficiency, develop high-performing teams, and execute key business initiatives. The ideal candidate brings strong people leadership, financial services operations expertise, and the ability to influence across multiple stakeholder groups in a fast-paced environment.

Key Responsibilities

Leadership & Team Management

• Lead, mentor, and develop a team of operations, service, and support professionals across multiple office locations
• Drive execution of strategic initiatives and operational priorities across the market
• Foster a high-performance, client-centric culture focused on accountability, collaboration, and continuous improvement
• Support talent acquisition, onboarding, coaching, recognition, and employee development initiatives
• Partner with leadership and HR on organizational planning, performance management, and employee engagement

Client Experience & Relationship Management

• Elevate the client experience through service excellence and operational consistency
• Act as a key escalation point for complex client service matters and operational issues
• Build strong relationships with business leaders, internal partners, and centralized support teams
• Lead communication efforts related to operational updates, platform enhancements, and process improvements

Operational & Risk Oversight

• Oversee daily business operations, service functions, and administrative processes across the market
• Standardize procedures and implement best practices to improve efficiency and scalability
• Manage operational risk, compliance oversight, audit readiness, and policy adherence
• Support budgeting, expense management, workforce planning, and resource allocation
• Lead or support business initiatives including office expansions, integrations, and operational projects

Qualifications

• Bachelor’s degree required
• 7 years of leadership experience within financial services, wealth management, banking, or a related industry
• Proven ability to lead large teams across multiple locations
• Strong operational management, risk oversight, and client service experience
• Excellent communication, organizational, and problem-solving skills
• Demonstrated ability to influence stakeholders and drive strategic initiatives
• Must have an active FINRA Series 7, 9 and 10

Preferred Background

• Wealth management or private banking operations leadership experience
• Experience supporting advisors, client service teams, or branch operations
• Strong regulatory and compliance awareness within financial services environments

Why Join

This is an opportunity to join a respected and growth-oriented financial services organization where you will play a visible leadership role in shaping operational strategy, enhancing the client experience, and developing high-performing teams across a dynamic market.