Wealth Client Operations Manager — On-Site Leadership
Listed on 2026-10-15
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Management
Operations Management, Wealth Management, Client Relationship Management, General Management
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.
Step into the Wealth Client Operations Manager — On-Site Leadership role at Lead Advisor in Fort Wayne, IN, United States and grow with us.
The advertised compensation is 90..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Client Operations Manager — On-Site Leadership role in the description above.
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