Client Service Operations Manager (Wealth Management)

Location: New York, NY, United States; on-site

Salary: $175,000–$225,000 per year, plus discretionary bonus, production compensation, and retirement contributions.

Company

hirify.global provides private wealth management services and supports high-touch client relationships through regulated financial operations.

What you will do

• Lead day-to-day operational workflows for a large private wealth management team, driving accountability and consistent execution.
• Build repeatable processes, templates, checklists, controls, documentation, and service standards to improve speed, accuracy, and scalability.
• Assess workflows, identify bottlenecks, and implement measurable improvements such as shorter cycle times, fewer reworks, and reduced breaks.
• Partner with Operations, Compliance, Business Controls, and Technology to improve tools, policies, onboarding, and ongoing client servicing.
• Manage escalations and coordinate complex, time-sensitive client events, including asset transfers, multi-account onboarding, and urgent disbursements.
• Remain hands-on with client onboarding, account opening, money movements, account maintenance, and high-touch client requests while establishing a foundation for future team growth.

Requirements

• Bachelor’s degree.
• 10+ years of experience in private wealth management operations, client service, or a comparable process-and-execution role in financial services.
• SIE, Series 7, and Series 66 licenses, or the ability to obtain them within the firm’s timeline.
• Experience improving operational performance through systems thinking, sound judgment, disciplined follow-through, and strong documentation standards.
• Excellent organization, attention to detail, communication, cross-functional collaboration, and prioritization skills in a fast-paced, client-driven environment.
• Must already have authorization and the right to work in the United States without current or future sponsorship.

Culture & Benefits

• Hands-on player/coach role with direct influence over operating practices and future team structure.
• Paid time off and medical, dental, and vision insurance for eligible employees.
• Retirement benefits and life insurance.
• Additional benefits may be available as part of the comprehensive employment package.