Job Summary

• The Client Operations Manager provides proactive operational leadership across the institutional client lifecycle including onboarding, transitions, reporting, and ongoing service.
• Employees receive comprehensive benefits including flexible paid time off, a hybrid work schedule, and 100% 401(K) matching up to the first 6%.
• The role requires partnering with Sales, Relationship Management, and internal teams to deliver scalable, client-focused solutions while driving process improvement.

Matching Summary

Salary

Base: $145,000 - $155,000/year; Bonus/Equity: Incentive pay included; Benefits: Comprehensive compensation package with 401(K) match

Skills & Requirements

Key Requirements

• Bachelor's Degree required
• CFA or Advanced Degree preferred
• US Work Authorization implied by location

Work Rights