Client Operations Manager (Finance)

TL;DR

Client Operations Manager (Finance): Leading operational aspects of the institutional client lifecycle, including onboarding and reporting, with an accent on scalable client-focused solutions and risk mitigation. Focus on driving process improvement, coordinating across cross-functional teams, and ensuring delivery against SLAs.

Location: Hybrid. Must be based in or be able to work from Atlanta, GA; Downers Grove, IL; Houston, TX; or Louisville, KY. Employees are expected to spend at least four full days each week working in an hirify.global office.

Salary: $145,000 - $155,000 per year (range for Downers Grove)

Company

One of the world’s leading independent global investment firms dedicated to delivering a wide range of investment strategies and vehicles to clients worldwide.

What you will do

• Act as the central operational point of contact for institutional clients throughout their lifecycle.
• Lead and monitor client onboarding and account transitions to ensure timely execution.
• Liaise between Trading, Legal, Compliance, Investments, Trust, and Operations teams.
• Resolve daily client inquiries and complex operational issues while escalating risks.
• Ensure delivery against client SLAs and KPIs through tracking and logging.
• Identify opportunities for process improvement, automation, and operational risk reduction.

Requirements

• 8+ years of experience in investment operations.
• 5+ years of experience in institutional client service.
• 5+ years of experience in onboarding and account transitions.
• Strong understanding of asset management operations and regulatory requirements.
• Advanced Excel skills and a tech-savvy mindset.
• Bachelor's Degree is required; Advanced degree or CFA is preferred.

Culture & Benefits

• Hybrid work schedule with a strong emphasis on in-office collaboration.
• Comprehensive 401(k) matching of 100% up to the first 6%.
• Flexible paid time off and parental leave benefits.
• Health and wellbeing benefits.
• Employee stock purchase plan.