Senior Client Service & Operations Lead

Daybright is currently seeking a Senior Client Service & Operations Lead to join our Private Sector Retirement Segment. Be part of a team of thought leaders and seasoned benefits and retirement planning professionals.

The Senior Client Service & Operations Lead will own the daily execution of account servicing, custodial workflows, and operational controls across our advisory platforms. This is a senior individual‑contributor role designed for a professional who operates autonomously, performs at a high level daily, and can mentor a junior team member supporting similar responsibilities.

• Own end-to-end account onboarding and maintenance, including new accounts, ACAT/non-ACAT transfers, money movement, and account changes.
• Serve as primary operator across custodial platforms, independently resolving issues and NIGOs.
• Execute complex service requests such as RMDs, QCDs, journals, wires, and restrictions with full documentation.
• Ensure CRM and Orion accuracy or administration across workflows, activities, and service notes with strong quality controls.
• Lead Orion administration: serve as the firm’s primary administrator for Orion, centralizing and standardizing platform configuration, data quality, reporting, and day-to-day usage across the team.
• Maintain operational dashboards and reports including onboarding pipelines, service queues, and billing exceptions.
• Train and mentor a junior Client Service / Operations Associate on systems, workflows, and best practices.
• Collaborate across internal departments and with external partners — including offshore teams — to align on handoffs, service standards, and end-to-end ownership of operational workflows.

• 5–10 years of experience in RIA or wealth management operations or client service roles.
• Strong experience with account servicing, custody platforms, and CRM workflows.
• Advanced proficiency in Microsoft Excel and Outlook.
• Series 65 preferred or willingness to obtain.
• Demonstrated ability to manage custodial workflows independently, prioritize competing deadlines, and support others through training and guidance.
• High attention to detail, professional judgment, and personal accountability.
• Strong experience working within CRM platforms in a financial services environment (e.g., Redtail, Salesforce, Microsoft Dynamics CRM).
• Direct, hands‑on experience with the Fidelity and Schwab custodial platforms is expected.
• Experience administering Orion is a plus but not required, as is prior work in Microsoft Dynamics CRM.