Manager, Client Services (West Coast)

5+ years of experience in wealth management operations, client service, or advisor support. 2+ years of direct people management experience leading client service, operations, or associate teams. Hands-on experience with advisor onboarding and repapering. Hands-on experience with money movement and account servicing. Hands-on experience in high-volume operational environments. Strong understanding of custodian workflows (Fidelity, Charles Schwab, Pershing, etc.). High ownership mentality with ability to operate autonomously. Exceptional communication skills with advisors, clients, and internal stakeholders. Highly organized, detail-oriented, and strong at prioritizing in real-time. Strong technical proficiency with Google Suite and operational systems.

Lead performance management and development of regional client service team. Manage daily staffing, workload distribution, and PTO planning for consistent service. Ensure strong advisor relationships through communication and responsiveness. Serve as the first point of leadership escalation for advisors and internal teams. Own regional onboarding execution, including staffing, timelines, and quality control. Identify and reallocate resources for onboarding bandwidth risks. Oversee operational performance across key service metrics. Lead resolution of service breakdowns through root-cause analysis. Enforce adoption of SOPs, workflows, and service standards. Train team members on new tools, processes, and platform updates. Surface execution risks and workflow breakdowns with proposed solutions. Partner with cross-functional teams like Operations, Compliance, and Product. Maintain strong advisor confidence during high-volume periods.