Client Relationship & Marketing Operations Manager

Position Objective

This role is responsible for delivering a seamless client and advisor experience by managing client onboarding and account transitions, providing high-level administrative support to advisors, and executing key marketing and business development activities. The position partners closely with advisors, leadership, compliance, and external vendors to ensure accurate paperwork processing, consistent communications, strong digital presence, and successful internal/external events.

This individual must be highly organized, detail-oriented, and able to manage multiple priorities with tight deadlines—while maintaining excellent client service and brand professionalism.

Typical Duties and Responsibilities

Client Relationship & Account Management* Lead client onboarding and account transitions, ensuring accuracy and completeness of all paperwork * Respond to client inquiries and coordinate issue resolution with custodians, TPAs, and internal teams * Monitor client satisfaction and identify opportunities to enhance service delivery * Track service timelines, reviews, renewals, and compliance requirements

Advisor & Operational Support* Serve as primary administrative support to advisors * Prepare client reviews, investment updates, and reporting materials * Maintain CRM (Redtail) and client documentation * Track transfers (ACATs, annuities, asset movements) and follow up on status * Develop and maintain documented workflows and internal processes

Client Deliverables & Reporting* Prepare performance reports, benchmarking analysis, and fiduciary documentation * Compile quarterly monitoring reports and meeting materials * Ensure timely and accurate completion of all client deliverables * Assist with fee analysis and plan design updates

Administrative & Coordination* Schedule meetings and manage advisor/client calendars * Prepare and assemble proposals, implementation paperwork, and presentations * Print, bind, and package...