Client Service Operations Manager

Your Role - Technology & Workflow Enablement

• Develop and maintain clear, actionable training content and resources (playbooks, SOPs, SharePoint pages, newsletters) to support new tools, process updates, and workflow improvements. 
• Deliver engaging, role-specific training sessions that drive adoption and confidence. 
• Convert workflow and process decisions into concise documentation and practical training materials. 

Your Role - Change Management:

• Act as a change champion for new tools, processes, and service models impacting client-facing teams 
• Develop communication plans and training strategies to support adoption of firm-wide initiatives 
• Partner with cross-functional stakeholders to sequence change thoughtfully and minimize disruption 
• Facilitate feedback loops between frontline teams and leadership to ensure continuous improvement 
• Monitor adoption metrics and feedback to identify resistance points and adjust rollout plans. 

Your Role - Process Optimization:

• Identify pain points and lead discovery sessions to provide targeted enablement or process improvement feedback to the Sr. CS Operations Manager. 
• Track enablement KPIs to measure training effectiveness, technology adoption, and impact on client experience. 

Your Role - Cross-Functional Collaboration:

• Partner with Sr. CS Operations Manager to develop clear documentation and training and facilitate feedback loops  
• Collaborate with PCFO Leadership, Operations, Compliance, and Technology teams to ensure alignment. 
• Serve as resource and coach for PCFO team members navigating change.  
• Collaborate with Learning & Development to inform process changes and content that needs to be encorporated in firmwide evergreen programs. 

Your Experience:

• 5+ years in wealth management operations, client service, or enablement roles. 
• Bachelor’s degree required. Finance, Economics, Business, or related field preferred.
• Familiarity with RIA business model and regulatory environment. 
• Ability to translate technical capabilities into practical workflows for client-facing teams. 
• Ability to manage multiple enablement initiatives, prioritize effectively, and deliver accurate, consistent training and documentation on time. 
• Excellent verbal and written communication 
• Strong documentation skills and a systems mindset—able to turn tribal knowledge into repeatable, scalable practice 
• Collaborative and cross-functional by nature; able to work across teams to solve problems and build alignment 
• Strong communicator who can influence without authority and bring structure to ambiguity 
• High ownership mindset with a focus on execution, team experience, and quality outcomes 

You'll Thrive Here If:

• You’re motivated by improving how people work so they can deliver their best
• You’re energized by building programs from scratch and driving adoption 
• You value clarity, structure, and continuous improvement 
• You’re passionate about empowering others to succeed 
• You are comfortable in a fast-paced environment 
• You’re comfortable presenting to large groups via Teams or in person 

Compensation:

• Targeted base salary range is $100,000 - $130,000 per year.


• Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional and personal wellbeing stipend, and other fringe benefits. Everyone in the organization has a clear path to ownership.