Operations & Client Service Manager

The Role: We’re looking for an experienced, hands-on leader to take ownership of MDRN Wealth’s day-to-day client service operations, operational systems, workflows, and billing processes. This is a high-autonomy role for someone who enjoys both building scalable processes and rolling up their sleeves to execute them. You’ll lead and develop our client service team while personally handling complex service requests, operational projects, and responsibilities that require experience and sound judgment. You’ll be the person who makes sure our clients’ experience matches the quality of the advice they receive. What You’ll DoOperational Leadership & Systems Own the design, implementation, and continuous improvement of our operational workflows and standard operating procedures Serve as the firm’s internal subject-matter expert on our CRM, custodial platforms, and operational technology Independently identify opportunities to improve, implement solutions, and build scalable processes as we grow Manage vendor and technology relationships, including platform administration, employee onboarding setup, and integrations Partner with leadership to set operational priorities while owning routine operational decisions Client Service Oversight & Team Management Directly manage, train, and develop our Client Service Associate(s), including regular team meetings and training sessions Own the client service function end to end, establishing and monitoring team performance standards for how every request is handled Oversee all inbound and outbound client service requests and custodial workflows Own complex or sensitive client requests that call for senior-level expertise Partner with advisors to set clear communication, task delegation, and service expectations Billing & Revenue Operations Own the firm’s advisory billing process end to end, from new-client setup and fee schedules to quarterly execution and reconciliation Maintain accurate billing records and audit readiness, aligned with client agreements and firm policies You’re the Right Fit IfYou have deep client service and custodial expertise, and clients feel it in every interaction You take ownership and like building systems, not just running them You lead by example and enjoy developing others You’re hands-on and thrive in a fast-growing firm where you’re empowered to improve how things work What We Need 5+ years of RIA client service and operations experience, including direct ownership of operational processes Expert knowledge of account types (IRAs, Roth IRAs, trusts, 401(k)s, entities) and custodial processes, including account openings, ACATs, money movement, wires, journals, and RMDsDemonstrated experience designing or materially improving workflows in an RIA CRMPrior experience as a manager or in an equivalent supervisory role, with direct reports Hands-on experience with Schwab and/or Altruist Experience configuring and executing advisory billing Clear, professional communication with clients, advisors, and custodial partners Must be available to work Pacific Time hours (8am–5pm)

Nice to Have: Experience with Slant, Capitect, and both Altruist and SchwabCFP® or FPQP™Based in Los Angeles or Southern California

Compensation & Benefits: We take care of our team the same way we take care of our clients — by looking at the full picture.

Base salary: $100,000–$130,000/yr, depending on experience